Bio: I am a mindfulness-minded Insurance Producer & RE Professional. My team & I service the multifamily RE market in providing risk mitigation solutions.
Bio: I’m a financial advisor who is sharing knowledge with as many people as possible and help those who want to delegate the management of their finances
Bio: Disability advocate and financial advisor. I provide support to families using disability benefits. I founded Dependent Financial Planning in 2023.
Bio: Proven leader in the field of Compliance. Known for collaboration and providing results oriented solutions. Exploring options to go out on my own.
Bio: CFP®, CLU® (she/her)
Financial Planning for Women & LGBTQIA+ Doctors | Veterinarians | Attorneys &
Business Owners. Together we are Planning For Good
Bio: I have 12 years working in tax and accounting. Recently, I started a Virtual CFO and tax advisory firm called AccuXel CPA. (Pronounced Accu Excel)
Bio: Helping those 55 and over learn how to retire confidently, reduce taxes, and generate consistent income so that they can make the most out of life.