Followers 33
Al Devji
• Active 5d 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.
Richard Moravek
Pembroke Pines, Florida
• Active 200d ago
Bio: Focus on: 1-Cash Flow to People & Businesses when there is an Illness or Accident (Disability); 2-Asset Protection (Long-Term Care); 3-Life Insurance
Richard Campbell
Evansville, Indiana
• Active 17d ago
Bio: CPA/CVA located in Southern Indiana specializing in small to medium sized business high level tax planning. Our Proactive Team Advisor is Jim Jones.
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.
Chuck Clark
• Active 20h ago
Bio: Resume is attached
Bill Newton
Nationwide
• Active 4d ago
Bio: Works with business owners to maximize their wealth.
Philip Whitman
• Active 10d ago
Bio: Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.
Alex Chen
• Active 26d ago
Bio: CPA | Mortgage | Real Estate | Insurance
Mark Wade
Sarasota, Florida • ENTJ
• Active 2d ago
Bio: President of Echelon Virtual Family Office, Echelon Wealth, and Echelon Resource Teams where Eric Schwartz is our Director of Strategic Partnerships.
Lance Peters
Arlington, TX
• Active 11d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Matt OBrien
Oxford CT
• Active 26d ago
Bio: Matt O'Brien O'Brien Protected Financial President 33 yrs Wealth Manager(several banks) CFF
Jeffery Hill
Playa Del Carmen, MX • ENTP
• Active 3h ago
Bio: I started my career in 2009 & started branding Hill Financial Group Inc. I enjoy a lifestyle of travel with my wife Johna & daughters Journee & Shiloh
Angelica Roxas
• Active 3d ago
Bio: Angelica Roxas: Tax Strategist & Fiduciary Advisor, Forbes-ranked author, Wall Street Journal-recognized leader in tax planning & retirement.
Gerard Ladalardo
Las Vegas
• Active 131d ago
Bio: Financial Advisor. Community member and Veteran in Las Vegas
Richard Cohen
LasVegas
• Active 370d ago
Bio: Richard M. Cohen
Kevin Remington
• Active 55d ago
Bio: Find true happiness in my family. Seeing others grow and succeed in their life brings joy.
Steve LaBella
Fontana, California
• Active 23h ago
Bio: A member of Alpha Omega Wealth’s Infinite Banking team. Strategic Wealth Advocate bringing his passion and dynamic experience to every client meeting.
Peter Shanahan, CFP, CRPC, MPAS
• Active 208d ago
Bio: Peter holds series 7, 63, 65 and 24 licenses with FINRA. He also holds insurance licenses in 8 states, as well as CFP, CRPC and MPAS designations.
Amon Dothard
• Active 23h ago
Bio: Financial Advisor, Educator, Investor
Murray Beaulieu
• Active 4d ago
Bio: Somebody asked me what I thought of Switzerland. I said, "Well, the flag is a big plus!"
LaWanda Davis
Atlanta Ga
• Active 235d ago
Bio: I love creating win-win situations and can't wait to start creating win-win-win situations.
Michael Carvalho
• Active 2d ago
Bio: Been self employed and small business owner since 1977. Most of my carrier has been in the construction industry. Making a change.
Douglas Steinke
• Active 43d ago
Bio: Douglas Steinke
Daniel Curtis
INTJ
• Active 356d ago
Bio: I'm a financial planner, who more importantly, is a husband, father, and grandfather. God, family, country!
Fred Brockman
• Active 591d ago
Bio: Help folks have peace of mind. Family, grandkids, outdoors, biking.
Susan Marshall
Henderson NV
• Active 2d ago
Bio: Enjoy living life & the journey. My favorite place is on the water - Lake Mojave & Lake Powell. Eleven amazing grandchildren, family, friends, travel.
John Kline
Frankfort Kentucky
• Active 250d ago
Bio: Financial Coach interested in helping people get their financial house in order through our process "The Journey"
Roland Chow
• Active 5d ago
Bio: Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.
Greg Keiper
Stevensville, MD
• Active 3d ago
Bio: Outside of work I enjoy spending time with my daughter Caroline, Fishing, and Paddle boarding.
George Henderson
Avondale, AZ 85392
• Active 143d ago
Bio: Part of a team of 50+ financial specialist from various disciplines. Reduce taxes, expenses and risks for my clients. Be most relevant advisor.
1-30 of 33
Lindsay Czajka
@lindsay-czajka-9044
Elite Virtual Marketing Manager helping Financial Professionals with Digital Marketing

Active 2d ago
Joined Apr 4, 2022
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