Followers 2
Active 57m ago
Bio: Maturing advisor looking forward to helping High Net Worth/Business Owners simplify their lives and maximize their wealth.
Walnut Creek, CA
Active 3h ago
Bio: CFP®, EA, CTC. Problem-solver.
Founder of Watts Advisors VFO.
Tax Plan IQ.
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@jen-mcallister-6142
Strategic CPA for small businesses gain clarity and profitably through better monthly processes, & personalized service. Tax Preparation, Tax Planning
Active 23h ago
Joined Jun 6, 2025
Mapleton, UT
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