Following 12
David Ortiz
β€’ Active 4d ago
Bio: I’m Uncle Sam’s most unliked nephew…. I help business owners accelerate net worth by growing their company value & legally jump out with minimal taxes
Jason Bright
Lawrenceville, GA
β€’ Active 1d ago
Bio: Dad of 5. Husband of 1. Helping people build wealth to build The Kingdom
James Pollard
INTJ
β€’ Active 3d ago
Bio: Host of the "Financial Advisor Marketing" podcast.
Erik Baskin
β€’ Active 4d ago
Bio: Founder of Baskin Financial Planning
Jon Panning
SC
β€’ Active 2d ago
Bio: CᴇʀᴛΙͺꜰΙͺᴇᴅ FΙͺΙ΄α΄€Ι΄α΄„Ιͺα΄€ΚŸ PΚŸα΄€Ι΄Ι΄α΄‡Κ€α΅€α΄Ή practitioner for entrepreneurs & executives
Johnny Garstka
Old Town Alexandria, VA
β€’ Active 2d ago
Bio: Financial Planner | Clemson Tiger | Avid Golfer
Edoardo Fusco Femiano
Rome
β€’ Active 2d ago
Bio: Italian dude in love with the Personal CFO spirit
Luke McElhenie
β€’ Active 1d ago
Bio: Financial Planner/Weightlifting/Golf
Daniel Schlein
Buffalo, NY
β€’ Active 5d ago
Bio: Financial Planner || Business Owner Focused || Bills Fan || Buffalo Boy
Mando Sallavanti
Moosic, Pennsylvania β€’ ESTJ
β€’ Active 18h ago
Bio: Financial planner for SaaS professionals | Die hard Steelers and Celtics fan | Sneaker collector | Weightlifter
Kevin Donovan
β€’ Active 15d ago
Bio: Curious
Simon Granner
St Charles, IL β€’ ENFP
β€’ Active 4h ago
Bio: Work Hard & Be Nice To People.
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Sam Walters
@sam-walters-1898
VP at Capitaliz | Business Exit Planning enthusiast | cricket tragic | Carn the mighty Port Adelaide Power πŸβš‘πŸ‡ΊπŸ‡ΈπŸ‡¦πŸ‡Ί | Denver CO

Active 19h ago
Joined Jul 22, 2024
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