Followers 13
Al Devji
• Active 3h 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.
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.
Lance Peters
Arlington, TX
• Active 2d ago
Bio: A veteran of over 20 years of experience, working with small business owners as their financial consultant.
Mike Saunders, MBA
Denver, CO
• Active 1d ago
Bio: I am an Authority Marketing Strategist helping financial professionals get new clients. Learn more: https://mikesaunders360.com/
Aleksander Dyo
Los Angeles CA
• Active 1d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Dan Zimanski
Covington, LA
• Active 11d ago
Bio: Dan Zimanski is a proven executive, leadership and business coach that is passionate about helping you make more money and work less!
Vincent Mongare
• Active 5d ago
Bio: Financial advisor . Helping families and business owners put their financial house in order
Dmitry Steinsapir
Austin, TX
• Active 2d ago
Bio: Dmitry's diverse finance expertise and personal development background = Ideal for comprehensive financial and tax planning.
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.
Bill Bedor
White Mountains of NH
• Active 750d ago
Bio: I am an entrepreneur, reformed public accountant and advisor to CPA's: also a passionate philanthropist, animal lover and plant strong athlete.
Ryan Foncannon
Evansville, indiana
• Active 9d ago
Bio: Here to Skool you all.
Nadia Saidi Connolly
San Diego, California
• Active 21h ago
Bio: Director of Operations at Elite Resource Team
Jena Wilson
New Jersey
• Online now
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
1-13 of 13
Tracy Coffman
@tracy-coffman-3793
Help CPAs live better.

Active 2d ago
Joined May 25, 2022
ESTJ
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