Husband and Girl Dad. Washed Up Athlete. Financial Planner Helping High Earners Simplify Building, Keeping, & Enjoying Wealth

CFP®️, Author, Lecturer, Radioshow Host, Hall of Famer 💡Podcast: Ideas by Mike™️ 💡Podcast: One of a Kind Financial Show Daily 💡“Be One of a Kind”

Self-Employed financial planner, Dad of two (16/boy and 15/girl)...two cats, a wife (schoolteacher) and lots of Dad jokes!

Track addict and speed coach off the clock. On the clock I help Washington employees avoid lighting their retirement on fire.

Financial Planner

Financial Planner and Enrolled Agent. I enjoy nuanced conversations, reading/podcasts, Racquet Sports, and CrossFit. Husband. Father of three kids.

Clara Alonso

Website systems expert for Financial Advisors and RIAs.

Fiduciary Financial Planner passionate about simplifying complex financials, reducing financial stress, & helping people work towards achieving goals.

Founder of Simplicity Ops - We teach financial advisors how to run better businesses

President of Echelon Virtual Family Office (dba/Retirement Suite) and Echelon Wealth.

Marketing For Advisors | Co-Host: Advisor Marketing Made Simple Podcast 🎙️ | Owner: Rebel Media Agency

Financial Advisor

Dad, Author, Financial Advisor.

Estate planning attorney

Co-Founder of the Exchange and CEO of Model FA

http://linkedin.com/in/john-heldman-cfa-b6891517

Advisor seeking to deepen the client relationship with scalable & efficient practices.

Founder and CEO of Wealthtender.

I’m a CPA specializing in helping Financial Advisors, RIAs, and IBDs minimize income taxes and file accurate returns as they scale their firms.

I'm an active CFP® focusing on innovation and tech instead of working directly with clients. I'm here to make other advisor's jobs easier!

Co-founder | Capstone Wealth Partners

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

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

Vantage unifies CRM, planning tools and an investment platform into one integrated ecosystem — reducing the number of systems in your practice.

.

Partner & Financial Planner Woodgate Financial, fintech expert, writer, podcaster, speaker, lecturer, etc

Operations Associate at Simplicity Ops

💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.

Started an RIA. Scaled it. Sold it. Working on the next adventure.