Followers 3
Walnut Creek, CA
Active 1h ago
Bio: CFP®, EA, CTC. Problem-solver.
Founder of Watts Advisors VFO.
Series 7, 63, 65. CA Life/Health Insurance.
Tax Plan IQ.
Laguna Beach, CA
Active 58d ago
Bio: Head of Strategy & BD | Crafting Solar Solutions for Lasting Wealth Preservation—Secure Your Spot
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.
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