Bio: PreciseFP - product and strategy

Bio: Senior Marketing and Communication Strategist

Bio: Marketing & Event Planner

Bio: Hey y’all! I’m Jessica with Southern Wealth Builders. I’m excited to collaborate with everyone to make PreciseFP even better!

Bio: ...

Bio: Support Specialist Team Manager @ PreciseFP

Bio: Analyst with a focus on internal operations/processes at Carlson Capital Management in Rochester, MN. Obsessed with efficiency.

Bio: A solo advisor serving single people doing everything alone for the first time.

Bio: Financial Advisor to service members, veterans and their families.

Bio: Bradley Hilton

Bio: Operations Advisor at January Capital Advisors

Bio: Canberra based Procurement and Contracts Professional

Bio: I'm Nora! I love discussing the latest in technology, sharing insights on practice management, or exchanging ideas about financial planning.

Bio: Scottish. Dad, Little brother. DIrector of marketing for Robinson box holdings.

Bio: Helping advisors be GREAT at what they do by perfecting their Operations.

Bio: I am a Private Wealth Manager and Master Financial Coach.

Bio: Financial Professional

Bio: Happy to connect with other professionals that are interested in sharing and growing together as advisors.

Bio: I am part of a team of 3 advisors who believe whole heartedly in financial planning.

Bio: Founder of Twin Cities Wealth Strategies Inc. A money nerd guiding busy professionals, business owners, and entrepreneurs to make smarter $ decisions!

Bio: Wealth Advisor in Fort Worth TX

Bio: Laura Rotter, CFA, CFP is the owner of True Abundance Advisors, a heart-centered, values-based financial planning firm based in New York.

Bio: PreciseFP Customer Support Specialist

Bio: Customer Support Specialist for PreciseFP!

Bio: I am a registered investment advisor with more than twenty-five years of value investing experience.

Bio: I live in San Diego with my wife and business partner. I help pre-retirees and retirees and have been a CFP for over forty years.

Bio: ✍️ Writer ~ AdvisorTechBook.com

Bio: LPL Financial Advisor