Members · RIA Operators

Kate Guillen

(Owner)

@kate-guillen-1490

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

Online now

Joined Sep 30, 2022

Carlsbad, CA

Joseph Grutta

@joseph-grutta-2299

CFP and Enrolled Agent since 1984

Online now

Joined Aug 20, 2025

RIA Operators

skool.com/ria-os

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