Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.

Bio: Part of a team of 50+ financial specialist from various disciplines. Reduce taxes, expenses and risks for my clients. Be most relevant advisor.

Bio: Patriotic American.

Bio: Ed is Founder of EliteWealthPartners We provide personal/business/investment advisory services to growing middle market companies and wealthy families

Bio: Hi, my name is Hal Cromwell. I am from Austin, Texas and my company is Watkins Insurance Group. We are in the the risk management/insurance space.

Bio: Squirrel Wrangler and Cat Whisperer!

Bio: Licensed life and health agent specializing in wealth and retirement planning. Excited to join the community and help others achieve financial goals.

Bio: Non-Traditional Financial and Investment Advisor

Bio: Rewarded by helping CPAs and their business owner/doctor clients save big on advanced tax reduction strategies. Family, pickleball, golf, travel.

Bio: Expert business and financial strategist helping affluent executives grow and preserve their wealth.

Bio: Glad to join ERT!

Bio: My name is Al Devji, CEO of Devji Wealth Management. Our firm is located in Edison NJ. We work with successful Bus owners and Successful physicians.

Bio: Serve

Bio: Witty and with ruggedly handsome good looks...he takes dead aim before firing!

Bio: Dale has invested 20 years in real estate as a Broker and Investor. The last 10 years as a Financial Advisor in wealth preservation and retirement.

Bio: Wealth Management - Investments & Holistic Financial Planning - Retirement, Business, Education and Estate

Bio: Goal-driven Account Manager empowering business owners' success. Let's achieve greatness together! 🚀💼

Bio: We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.

Bio: I'm finding out I don't know as much as I thought I did. I don't have all the answers, but here I've got the right people to ask! Pretty exhilarating.

Bio: I'm a CPA based out of the San Francisco Bay Area.

Bio: VFO Liaison: Elite Resource Team San Diego State University: B.S. 2008 University of the Rockies: M.A. 2017 Registered Yoga Teacher