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Marlon L. Phillips - Trainer and instructor
Marlon L.
Phillips
Co-Founder
Phillips-Gotay Development L.P.
Financial Services, Insurance, Health and Well-being, Branding for Small Business, Consumer Financial Education, Choosing a Financial Professional

To choose Marlon means that you want realistic goal setting and common sense training application.

United States (New York)
North America
English

Member
Carlos Dias Jr. - Trainer and instructor
Carlos
Dias Jr.
President
Dias Wealth
Choosing a Financial Professional, Consumer Financial Education, Couples & Family Financial Dynamics, Economics and Financial Markets, Empowering Financial Freedom, Financial

I'm a multilingual financial advisor that can tailor a custom presentation on a variety of topics.

United States (Florida)
North America
English
Portuguese
Spanish

Member
Sanchit Taksali - Trainer and instructor
Sanchit
Taksali
Financial Advisor
Consultancy/Freelancing
Financial Services, Choosing a Financial Professional, Financial Planning, Investments, Stock Market, Insurance

Passionate to learn and share the gigs of Financial Knowledge to the people

India
Global
English
Hindi
French

Member
Floyd Simpson - Public speaker
Floyd
Simpson
Investment Officer
FIS Group
Due diligence, Choosing a Financial Professional, FinTech, Factor based investing, investment industry, Markets and economics

If you are looking for an engaging, well-round, and fresh perspective Floyd is that your guy!

United States (Pennsylvania)
Global
English
Gold

Member
Bri Jones - Trainer and instructor
Bri
Jones
MBA
Financial Consultant
Visual Financial Services, LLC
Choosing a Financial Professional, Budget Management, Credit

I am here to inspire fun and a healthy balance in life, family, work and finance!

United States
Global
English

Member
Kyle Rodgers - Public speaker
Kyle
Rodgers
Vice President
Dannah Investment Group, LLC
Choosing a Financial Professional, Alternative Finance, Finding Hope, Purpose, & Passion In Retirement: Is It Too Late?, Are You Ready For Retirement?: 3 Pillars To Build Upon For A Successful Transition

My passion is to remove the fear of money that keeps people from living their dreams.

United States (Texas)
North America
English

Member
Michelle Bertram - Public speaker
Michelle
Bertram
Co-Founder, Author, Financial Advisor
Bertram Financial
Choosing a Financial Professional, Banking and Finance, Retirement Planning, Corporate Taxes

Financial Planning is about more than numbers, it’s about living your dream

United States
North America
English

Member