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Sanchit Taksali - Trainer and instructor
Sanchit
Taksali
CFP
ID/Head - Wealth Management
Kedia Capital Services Pvt. Ltd.
Financial Services, Choosing a Financial Professional, Financial Planning, Investments, Stock Market, Insurance

Help you to achieve F.I.R.E (Financial Independence, Retire Early)

India
Jaipur

Global
English
Hindi
French

Member
Liz Miller - Trainer and instructor
Liz
Miller
President
Summit Place Financial Advisors
Finance, Banking and Finance, Financial Advising, Retirement Planning, asset allocation, Estate Planning

Experienced wealth manager with a passion for market strategy and goal-oriented investing

United States (New Jersey)
Summit

North America
English

Member
Liz Frazier - Trainer and instructor
Liz
Frazier
CFP
Financial Planner, Author and Forbes Contributor
Frazier Financial Consultants
Financial Advising, Couples & Family Financial Dynamics, Finance, Consumer Financial Education, Banking and Finance, Empowering Financial Freedom

I simplify finance to make it relevant and accessible to all.

United States
Westchester, NY

North America
Europe
English

Member
Ryan Evans - Trainer and instructor
Ryan
Evans
Financial Advisor
Alpha Rising Wealth Management
Finance, Investing, Insurance, Retirement Planning, Estate Planning, Wealth Management

Ryan is a Partner at Alpha Rising Wealth Management in Tempe, Arizona.
United States (Arizona)
Phoenix

North America
English

Member
Harry Mamaysky - Public speaker
Harry
Mamaysky
PhD
Professor
Columbia Business School
Machine Learning, Artificial Inteligence, Investing, Natural Language Processing, Financial Planning, Asset Management

Harry brings a unique blend of academic insights and practical knowhow to financial decision making.

United States (New York)
New York

North America
Europe
English

Member
Frederick Hubler - Trainer and instructor
Frederick
Hubler
MBA
President
Retainer Based Academy
future of financial services, Financial advisor, Financial Advising, Business Productivity, boost productivity, Wealth Management

I've been a financial advisor for over 25 years and now want to help other advisors succeed.

United States (Pennsylvania)
Philadelphia

North America
English

Member
Lucas Thomas - Trainer and instructor
Lucas
Thomas
CEO
RHM Real Financial Planning
Arizona Real Estate, Real Estate Investment, Real Estate Investing, Real Estate Investor, AirBnB, Financial Planning and Asset Management

The Right-Hand-Man Financial Planner to help your audience achieve F.I.R.E. and be financially free.

United States (Arizona)
Las Vegas

North America
English

Member
Akeiva M. Thomas MSFP, CPA/PFS, CFP® - Public speaker
Akeiva M. Thomas
MSFP, CPA/PFS, CFP®
Founder & Financial Educator
The Bemused
Personal Finance for Young Adults, Career Advice for Young Adults, personal finance, Financial Advising, Financial Education, College Planning

My experiences, knowledge base, and age resonate well with young adult audiences.

United States (Massachusetts)
Needham

North America
Europe
English

Member
Kelly Elle - Public speaker
Kelly
Elle
CEO
Live Into LIfe
Financial Advising, building wealth, Balancing Work and Health, lawyer

As a self-made millionaire before 30, I help women find their crown in wealth, health and life.

United States (Florida)
Coral Springs/ Broward/Ft.Lauderdale/ Miami

North America
English

Member