Bio: Hi! Advanced Planning for Wealthy Families. CFP, MBA, 18 years of experience.

Bio: Insurance planning professional. Interested in a play-work balance with win/win/win partnerships. Allowing abundance to flow in all areas.

Bio: Help families communicate about wealth.

Bio: Helping CPA’s offer more proactive and comprehensive planning to their high net worth and business owner clients through our Virtual Family Office.

Bio: I am a Certified Financial Planner with over 35 years of experience with business owners, executives, and wealth management, emphazing tax planning.

Bio: Financial Coach interested in helping people get their financial house in order through our process "The Journey"

Bio: CEO - Elite Resource Team Father Husband Surfer

Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.