Followers 30
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.
Ryan Puckett
• Active 1d ago
Bio: Business Consultant - Dynamic Family Office, LLC
Andrew Dinkelmeyer
Scottsdale AZ
• Active 44d ago
Bio: Wealth Advisor in Scottsdale AZ working with UHNW individulas predominantly using VFO and endowment style investment strategies.
Justin Searle
Pittsburgh, PA
• Active 247d ago
Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.
Phillip Isan
• Active 15d ago
Bio: Under construction ...
Roger Roundy
• Active 71d ago
Bio: Roger is an 831b private re-insurance expert. He educates CPA's and advisors about the risk and tax benefits associated with private reinsurance.
Joaquin Pistokache
McAllen, Texas
• Active 371d ago
Bio: Father and Son team who look to Grow and Protect America's Wealth
Bob Rothenbuehler
• Active 1h ago
Bio: I help CPAs and other business owners enjoy their careers and more profitability!
Vincent Mongare
• Active 3d ago
Bio: Financial advisor . Helping families and business owners put their financial house in order
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.
Peter Shanahan, CFP, CRPC, MPAS
• Active 221d 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 1d ago
Bio: Financial Advisor, Educator, Investor
Murray Beaulieu
• Active 11h ago
Bio: Somebody asked me what I thought of Switzerland. I said, "Well, the flag is a big plus!"
John Powell
• Active 573d ago
Bio: younger women older whiskey faster horses
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.
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.
Todd Smith
Colorado
• Active 9h ago
Bio: President & CEO of Level 5 Financial a boutique wealth management firm focised on tax optimized retirement planning and investment managements
Chris Wallace
Juneau, Alaska
• Active 22d ago
Bio: Patriotic American.
Ed Kollada
• Active 16h ago
Bio: Ed is Founder of EliteWealthPartners We provide personal/business/investment advisory services to growing middle market companies and wealthy families
Stacey Andres
• Active 1d ago
Bio: I like working out with F3 where we push to become better leaders of our families and community to have a positive impact on future generations.
Dmitry Steinsapir
Austin, TX
• Active 8m ago
Bio: Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.
Jack Branch
Covington, LA
• Active 8h ago
Bio: Jack Branch has been helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality.
Roland Chow
• Active 18d ago
Bio: Based in the SF Bay Area. Interested in the markets and hobbies these days is mostly hanging out with family.
Dan Morris
Daytona Beach • INTJ
• Active 289d ago
Bio: Tax-Free Wealth Group LLC and our niche is guaranteed lifetime income, high cash value life insurance, business tax mitigation and exit strategies.
Lloyd Herlong
Los Angeles, CA • ISFJ
• Active 2d ago
Bio: I'm a non-traditional financial advisor who helps businesses and individuals secure their financial future.
Bill Bedor
White Mountains of NH
• Active 814d ago
Bio: I am an entrepreneur, reformed public accountant and advisor to CPA's: also a passionate philanthropist, animal lover and plant strong athlete.
Nadia Saidi Connolly
San Diego, California
• Active 10d ago
Bio: *
Jena Wilson
New Jersey
• Active 15h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
1-30 of 30
Michael Simms
@michael-simms-3109
Witty and with ruggedly handsome good looks...he takes dead aim before firing!

Active 17h ago
Joined May 24, 2022
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