Following 3
New Jersey
Active 3h ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Pasadena,Ca
Active 23m ago
Bio: VFO Liaison: Elite Resource Team
Active 3h ago
Bio: GReminders is an all-in-one meeting management solution providing Financial Advisors with Reminders, Scheduling, and an AI Notetaker.
Showing 3 of 3 users
@ivan-mendoza-3145
Ivan provides investment and wealth planning advice to individuals and families and their respective trusts, estates, foundations, and pension plans.
Active 2d ago
Joined Jul 3, 2024
Powered by