Followers 2
Dubai, UAE
Active 31d ago
Bio: Helping US Financial Advisors Streamline Operations | Certified Financial Planner (CFP) | Expert in (Remote) Paraplanning & Admin Support
Active 160d ago
Bio: 1 year in the books as an independent advisor and business owner after 23 years of working for insurance B/Ds. I want to learn as much as possible.
1-2 of 2
