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CERTIFIED FINANCIAL PLANNER™ Professional
#taxes #markets #finances #investing #financialadvisor
#NorthAmerica
I help clients to feel more confident by identifying their financial goals and providing them with ongoing advice to build their financial freedom.
General Manager and Senior Vice President
#fintech #retirement #financialadvisor #thoughtleadership #retirementsolutions
Cindy is a recognized leader in the retirement and wealth management space. As Senior Vice President and General Manager, She has overall responsibility for Broadridge’s Matrix Financial Solutions and
Founder / CEO
#fintech #startups #financialadvisor #financialplanning
Jason is a fintech executive, math geek, and investment systems developer. He is the Founder & CEO of Altruist, an LA fintech company that's making financial advisors better and more accessible. He is
Co-Founding Partner & Chief Executive Officer
#ceo #financialadvisor
Lauren started her career as a financial advisor in 2010. Her expertise has led to her being a sought-after speaker for physician groups throughout Tennessee, Alabama, Georgia, and the surrounding are
CEO and Co-Founder
#rias #growth #financialadvisor #wealthmanagement #financialplanning
Matt is the co-founder and CEO and Co-Founder of Benjamin, a technology company focused on delivering SaaS based solutions to other financial service companies enabling them to streamline internal com
Chief Financial Planning Nerd
#advicer #fintech #advisortech #financialadvisor #financialplanning
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management firm located in St Louis, Missouri, that o