Hey all, I'm Jack Plew. I just started in the industry and run a comprehensive planning practice through Northwestern Mutual in La Jolla, CA. I'm just under a year into my career so far but have found a specialty in helping young families and professionals get the essential building blocks in place for long term financial success. 

Hi, I'm Rich. I live in Rio Vista, located in Northern California. I am a financial educator and planner with WFG. I have a passion to educate people on how money will either work for them or against them. I am licensed in California, Nevada, and Texas. I am happy to join this group.

After years of Corporate Accounting, I am helping individuals and business owners optimize their SSA retirement while reducing taxes. A good day for me is having a client ask me, "why didn't anyone let me know about this before?"

Hey everyone! I create client connections with a startup firm that specializes in tax advisory services for medical professionals and business owners (not a CPA, just finding the right clientele for them 😊).

Serious question - does anyone know why so many people don't work with a specialized finance professional? 

Don't get me wrong, I'm not at the same income level as a doctor running a successful practice, but I still have at LEAST an annual update/strategy with my finance people.

**Anecdotal and humorous answers are especially appreciated**

James, a former fractional CFO, currently a CEPA (certified exit planning advisor) & strategic business broker, been in business for 8 years, specialize in pro-actively helping business owners get what they deserve at the time of sale 2-5 yrs down the road, a complement all financial services.  Office in Charlotte, and Charleston!  Glad to be here!

Hello Everyone!!! I am a board certified credit specialist out of Pennsylvania. I provide LEGAL credit repair services to those who have credit problems. I am backed with seasoned attorney's that specialize in FCRA and FDCPA to help consumers fight creditors and collection agencies that violate their consumer rights. I take pride in providing ethical and proof giving services to help many people achieve their goals. Would be happy to network with financial advisors to help my clients with the financial aspect of their journey (budgeting, life insurance, investments, etc) Thank you for having me!

Hello All. Happy New Year. I have been in the financial industry for ove 30 years from corporate accounting to running my own business for over 20 years. I specialize in All things small business, Taxes and Life insurance and retirement services. I found that so many small businesses have no plan for retirement. I can help you with that. I also have added the Legal piece this year by adding Legal Shield to my clients to cover the personal family and their business. If you are interested in adding this service to your business. Please message me. I would lover to show you how to add this additional stream of income to your business. Here is my site that shows the offerings that we can help our clients with. Contact me directly for the commission and residual income information. https://moniquepinkney.legalsh...

Hello All. I provide a program called Retirement and Beyond. It helps people learn how to make 18% and better on their money while it is backed by property, while also protecting their resources. In over 30 years this program has never lost money. I love connecting with people I hope you'll reach out.

With many years of experience in the alternative lending industry, I have developed a deep understanding of the challenges faced by small businesses and entrepreneurs in securing funding. I have had the pleasure of working with a diverse range of clients to help them achieve their financial goals. I am committed to using my knowledge and skills to help my clients navigate the lending process and find the best possible financing options for their unique needs. Feel free to message me.

My mission is to guide companies through developing additional benefits sometimes paid for by the employees, offering insights and strategies to keep and attract exceptional talent to create a workplace culture that encourages them to thrive.

Beyond this, my expertise extends to working with employees to create a personal plan for them so that they feel like their employer sees them as a person and is helping them with their future. Gong beyond the conventional and offering group whole life policies, with no underwriting or medical exams, voluntary participation, portability, and exceptional spousal and family coverage. I work with companies to provide non-taxable income for c suite employees and non profits. The result is a workplace where employees not only excel in their roles but also contribute to the overall growth and success of the company.