Followers 23
Al Devji
• Active 3d ago
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.
Phillip Isan
• Active 16d ago
Bio: Under construction ...
Damayanti Weese
• Active 1d ago
Bio: Tax Expert in ERTC and R&D Tax Credit
Paavan Kotini
Richmond, VA
• Active 22h ago
Bio: Passionate, fun loving advisor, entrepreneur, innovator.
Robert Annable
Scottsdale, AZ
• Active 37d ago
Bio: President + Private Wealth Advisor living and working in Sunny Scottsdale, AZ. Our Family Office focuses on HNW/UHNW + Business Owners
Chuck Clark
• Active 7d ago
Bio: Resume is attached
Jack Branch
Covington, LA
• Active 3h ago
Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Tim Downing
Portland, Oregon
• Active 17d ago
Bio: Owner of Downing & Company, LLC in Portland, Oregon.
Shuey Wyne
• Active 8d ago
Bio: Wealth Manager
Carl Owens
Wimberley, TX
• Active 60d ago
Bio: An RICP focused on wealth maximization, guaranteed lifetime income, high cash value life insurance & college affordability planning. Lifelong swimmer.
Trevor Bicking
• Active 31d ago
Bio: Worked in brokerage industry since 96, Started at Merrill Lynch for 12 years, 3 years at Wells Fargo Trust Department then finally LPL in 2009
Jameson Hollis
Boston • ENFP
• Active 183d ago
Bio: Registered Representative 7,6,63, SIE, Life & Health Founder @ getope.com CoFounder @ Movez a Techstars JP Morgan Portfolio Company
Aleksander Dyo
Los Angeles CA
• Active 2d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Lance Peters
Arlington, TX
• Active 12d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Vincent Mongare
• Active 27m ago
Bio: Financial advisor . Helping families and business owners put their financial house in order
LaWanda Davis
Atlanta Ga
• Active 248d ago
Bio: I love creating win-win situations and can't wait to start creating win-win-win situations.
Tim Gustafson
• Active 516d ago
Bio: I am a Godly Family man that insurance industry since 2005, ! am licensed in all 50 states and my specialties are Medicare, Life, Annuity, LTC/STC
Brian Ramsey
• Active 269d ago
Bio: Growing RIA firm in Kentucky
Scott Cayouette
• Active 5d ago
Bio: I am into Helping people achieve everything they have ever dreamed about. Everything is possible with the right attitude.
John Gulley
Houston, TX
• Active 611d ago
Bio: CEO - Four Pillars Insurance Solutions, LLC - Father of Baseball Player, Husband
Ronald Flores
• Active 1h ago
Bio: We prioritize education, simplify complex concepts, & utilize tools to save money, ensuring a comfortable retirement for our clients.
Michael Hession
Cranston, RI
• Active 165d ago
Bio: I'm an authorized infinite banking concepts practitioner living in Rhode Island looking to learn from, & collaborate with, other financial pros!
Susan Marshall
Henderson NV
• Active 3d ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
1-23 of 23
Lee Schwartz
@lee-schwartz-7299
Insurance planning professional. Interested in a play-work balance with win/win/win partnerships. Allowing abundance to flow in all areas.

Active 21h ago
Joined Nov 5, 2022
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