Following 15
Andrew Zoll
Pueblo, CO
Active 10d ago
Bio: Helping Christian Families Steward Wealth Wisely | Biblical Retirement, Legacy, Estate Planning | Author: How to Master Your Money God’s Way
Brad Wooten
Orlando FL
Active 129d ago
Bio: Taxes. Accounting. Coaching new tax firm owners. My goal is to replace your stress with peace of mind.
Tyler Harris
Active 7d ago
Bio: I help entrepreneurs worth $40M-$400M save $1M+ in tax.
David Ortiz
Active 69d ago
Bio: I’m Uncle Sam’s most unliked nephew…. I help business owners accelerate net worth by growing their company value & legally jump out with minimal taxes
Jason Bright
Lawrenceville, GA
Active 4d ago
Bio: Dad of 5. Husband of 1. Helping people build wealth to build The Kingdom
James Pollard
INTJ
Active 88d ago
Bio: Host of the "Financial Advisor Marketing" podcast.
Erik Baskin
Active 264d ago
Bio: Founder of Baskin Financial Planning
Jon Panning
SC
Active 5d ago
Bio: I help 7-Figure business owners take control and stop second-guessing their exit | CFP practitioner | Clemson grad | Dad
Johnny Garstka
Old Town Alexandria, VA
Active 4d ago
Bio: Financial Planner | Clemson Tiger | Avid Golfer
Edoardo Fusco Femiano
Rome
Active 30m ago
Bio: Certified Financial Planner | introducing the Personal CFO concept in the Italian market
Luke McElhenie
Active 3d ago
Bio: Financial Planner/Weightlifting/Golf
Daniel Schlein
Buffalo, NY
Active 246d ago
Bio: Financial Planner || Business Owner Focused || Bills Fan || Buffalo Boy
Mando Sallavanti
Moosic, Pennsylvania β€’ ESTJ
Active 39d ago
Bio: Financial planner for Tech professionals | Die hard Steelers and Celtics fan | Sneaker collector | Weightlifter
Kevin Donovan
Active 301d ago
Bio: Curious
Simon Dude Granner
St Charles, IL β€’ ENFP
Active 2d ago
Bio: Work Hard & Be Nice To People.
1-15 of 15
Sam Walters
@sam-walters-1898
VP at Capitaliz | Business Exit Planning enthusiast | cricket tragic | Carn the mighty Port Adelaide Power πŸβš‘πŸ‡ΊπŸ‡ΈπŸ‡¦πŸ‡Ί | Denver CO

Active 163d ago
Joined Jul 22, 2024
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