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

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

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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”

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

RIA Catalyst

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

Founder, Nexruto - When a financial advisor speaks in front of a crowd, they make money

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

Co-Founder of the Exchange and CEO of Model FA

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

Website systems expert for Financial Advisors and RIAs.

Founder of AdviceOnly.com, Next Gen Financial Planning, and Next Gen Tax Prep. Advisor to fintech firms and to PE/VC investing in them.

Financial Advisor

Private Wealth Associate - Series 7 and Series 66 licensed

Author, health strategist, and international speaker dedicated to helping financial advisors and their clients live well longer.

Co-founder & CEO @Wavvest

Founder @ LEVR | Advisor Force Multiplier

We help firms pair efficient workflows with the right tech solutions to accelerate their growth! Founder - The Cantwell Advisory and WealthTech Select

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

Estate planning attorney

Fin. services veteran bridges financial knowledge gap - helping young pros save & retirees maximize income.

Financial advisor helping families and business owners grow and protect their wealth.

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

Building tools

Founder and CEO of Wealthtender.

Financial Planner | Building Kerdora - planning software for my fellow advisors and the clients they serve

Founder and Financial Planner

Just a big man that loves tech