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INTJ
Active 9h ago
Bio: $300M in Client Revenue Wins | 10k Insurance & Financial Advisors Served for 15 years | TED | Forbes | 27X Awards | Best-Selling Author | Dog Dad 🐶
Active 6d ago
Bio: Wichita, KS
Active 5h ago
Bio: Solo planner, CFP®, CLU®
Based in Northern California.
Previous career: physicist and engineer.
INTJ
Active 448d ago
Bio: Advisor since 2009, with LPL. Offices in Franklin TN, and Huntington Beach, CA. CFP.
Spokane, WA
Active 468d ago
Bio: Financial Advisor, Girl Dad x4, Follower of Christ, Scratch Golfer
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@debra-caffrey-9002
I have been a financial advisor for 18 years. Prior to that I was a trust officer for 20 years. I'm a Christian, mother, grandma, daughter and wife.
Active 451d ago
Joined May 16, 2025
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