Following 2
Jena Wilson
New Jersey
Active 2d ago
Bio: Empowering Accountants and Financial Advisors to Build Synergistic Partnerships.
Tracy Miller
Pasadena,Ca
Active 14h ago
Bio: VFO Liaison: Elite Resource Team
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Jerry Shen
@jerry-shen-8292
Jerry Shen, CFP®, founder of JerryWealthTalks, helps families plan cross-border wealth with clarity, care, and 19 years of expertise.

Active 16d ago
Joined May 28, 2025
Boston
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