Following 15
James Pollard
INTJ
Active 87d ago
Bio: Host of the "Financial Advisor Marketing" podcast.
Erik Baskin
Active 263d ago
Bio: Founder of Baskin Financial Planning
James Graham
Active 379d ago
Bio: 10 years in the business Married for nearly 10 years, 3 kids Recently transitioned to charging for my advice
Kevin Donovan
Active 300d ago
Bio: Curious
Tim Davis
Active 44d ago
Bio: Operations. Numbers guy. I breathe business.
Kristo Cule
Livonia, MI
Active 365d ago
Bio: Financial Advisor. Hobbies include: Bodybuilding, Software Development & Motorcycles.
Frank Rekas
Boca Raton, FL
Active 1d ago
Bio: Financial Planner, Personal CFO for law firm owners who want to reduce the amount of taxes they pay, so that they can grow more of their wealth.
Chris Mensi
Baton Rouge, LA
Active 80d ago
Bio: Advisor, husband, 3x girl dad champion
Edoardo Fusco Femiano
Rome
Active 12h ago
Bio: Certified Financial Planner | introducing the Personal CFO concept in the Italian market
Jon Panning
SC
Active 4d ago
Bio: I help 7-Figure business owners take control and stop second-guessing their exit | CFP practitioner | Clemson grad | Dad
Sam Walters
Active 163d ago
Bio: VP at Capitaliz | Business Exit Planning enthusiast | cricket tragic | Carn the mighty Port Adelaide Power 🍐⚡🇺🇸🇦🇺 | Denver CO
Johnny Garstka
Old Town Alexandria, VA
Active 3d ago
Bio: Financial Planner | Clemson Tiger | Avid Golfer
Luke McElhenie
Active 2d ago
Bio: Financial Planner/Weightlifting/Golf
Mando Sallavanti
Moosic, Pennsylvania • ESTJ
Active 39d ago
Bio: Financial planner for Tech professionals | Die hard Steelers and Celtics fan | Sneaker collector | Weightlifter
Simon Dude Granner
St Charles, IL • ENFP
Active 2d ago
Bio: Work Hard & Be Nice To People.
1-15 of 15
Daniel Schlein
@daniel-schlein-2380
Financial Planner || Business Owner Focused || Bills Fan || Buffalo Boy

Active 245d ago
Joined Aug 19, 2024
Buffalo, NY
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