Paul Jones

Active 50m ago

Bio: Sole RIA at Hive Retirement Planning in NYC. Part of XYPN, I use RightCapital, Income Lab, Holistiplan, Fathom, & Wealthbox.

Mike Sherman

Charlotte, NC

Active 7h ago

Bio: Sherman Wealth Solutions LLC- CPA, CFP, CDFA, CPFA

Nate Owen

Burlington, VT • ENTP

Active 12d ago

Bio: Workflowy | Burlington, VT | Shipwright Advisors (RIA) | Wealthbox+Altruist+Asset-Map+IncomeLab+Shipwright Wealth Console (custom no-code app)

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Paul Jones

@paul-jones-4934

Grew up in NEPA; Harrisburg PA after college except for two foreign stays in Australia & Paramus, NJ. :) CPA providing personal financial planning.