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  • Floyd Simpson - Public speaker
    Floyd Simpson's picture
    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
  • Sanchit Taksali - Trainer and instructor
    Sanchit Taksali's picture
    Sanchit
    Taksali
    CFP
    ID/Head - Wealth Management
    Kedia Capital Services Pvt. Ltd.
    Financial Services, Choosing a Financial Professional, Financial Planning, Investments, Stock Market, Insurance

    Experienced Professional helping individual to achieve FIRE.
    Organized more than 50+ Sessions

    India
    Global
    English
    Hindi
    French
    Member
  • Bri Jones - Trainer and instructor
    Bri Jones's picture
    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
  • Marlon L. Phillips - Trainer and instructor
    Marlon L. Phillips's picture
    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.'s picture
    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
  • Kyle Rodgers - Public speaker
    Kyle Rodgers's picture
    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's picture
    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
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