Stacia Waren

St. Louis, MO

Active 73d ago

Bio: CEO of Females and Finance, Dedicated to Building Y.O.U. in #FinServ #FinTech | I am Mom to 6 - Grandma to 14 - and Ally/Advocate for Thousands.

Nora Gallegos

Active 32d ago

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

Joe Moss

🚀

🔥

Illlinois • INTJ

Active 7h ago

Bio: ✍️ Writer ~ AdvisorTechBook.com

1-3 of 3

Stacia Waren

@stacia-waren-6707

The rules change. Flowcharts, checklists, and summary guides help you confidently lead client conversations and help uncover planning issues.

Active 552d ago

Joined Jan 15, 2024

INFJ

Contributions

Followers

Following