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  • Marguerita Cheng - Trainer and instructor
    Marguerita Cheng's picture
    Marguerita
    Cheng
    Chief Executive Officer
    Blue Ocean Global Wealth
    Retirement Planning, Investments, Financial Planning, Financial Management, Financial Results

    I am passionate about helping others gain clarity and confidence about their personal finances.

    United States (Washington D.C (District of Columbia))
    Global
    English
    Japanese
    Member
  • Denise Tessier - Public speaker
    Denise Tessier's picture
    Denise
    Tessier
    J.D.
    Principal Attorney
    The Tessier Law Firm, P.A.
    Estate Planning, Trusts, wills, Abundance mindset and brain, Abundance Mindset, Change Your Mindset

    I empower women to "Take Charge of Life's Transitions" through mindset change and education.

    United States (Florida)
    North America
    Europe
    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
  • Lisa Linfield - Trainer and instructor
    Lisa Linfield's picture
    Lisa
    Linfield
    CFP
    CEO
    Southern Pride Wealth
    What it takes to create wealth, health and wealth, women and work, Self -worth, personal finance, Retirement Planning

    I'm passionate about changing mindsets and removing fear from the money conversation

    South Africa
    Global
    English
    Member
  • - Public speaker
    's picture
    Wealth Manager, Managing Member
    Retirement Extender
    Holistic Financial Health, Financial Fitness, Tax Planning, Financial Planning and Asset Management, Retirement Planning, Rejuvenate Your Retirement

    I am an Adjunct Professor at the University of New Mexico and teach retirement readiness coursework.

    United States
    North America
    English
    Member
  • Matt Salin - Public speaker
    Matt Salin's picture
    Matt
    Salin
    Financial Advisor
    Edward Jones
    Strategic Financial Planning, Investing, Asset Management, Retirement Planning, College Planning, Economics and Financial Markets

    Matt leads audiences through a self-discovery process that aligns their money with their values.

    United States (Missouri)
    North America
    English
    Member
  • Tanya Taylor, CPA, MBA - Trainer and instructor
    Tanya Taylor, CPA, MBA's picture
    Tanya
    Taylor, CPA, MBA
    CFEI
    Founder & CEO
    Grow Your Wealth
    Budget, Credit, Debt Elimination, building wealth, Retirement Planning, Overcoming Obstacles

    I will Engage |Educate |Challenge | Inspire Change | Create a Lasting Memory

    United States (New York)
    Global
    English
    Gold
    Member
  • Jasper Smith - Public speaker
    Jasper Smith's picture
    Jasper
    Smith
    Director of Disruption
    The #BuildWealth Movement
    Financial Coach, Life Insurance, Retirement Planning, Investments, Personal Budgeting, Building Personal Credit

    I talk talk money, sprinkle in a little humor all while helping people crush their financial goals!!

    United States (California)
    North America
    English
    Member
  • Glenn Griggs, II - Trainer and instructor
    Glenn Griggs, II's picture
    Glenn
    Griggs, II
    B.S.
    Financial Literacy Educator
    Florida A&M University
    Financial Literacy, Financial Aid, Retirement Planning, Budgeting, Credit, College Planning

    My knowledge and insight into Financial Literacy along with my decade of experience in the field.

    United States
    Global
    English
    Gold
    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
  • Penelope Tzougros - Trainer and instructor
    Penelope Tzougros's picture
    Penelope
    Tzougros
    PhD
    Financial Planner, National Speaker
    Wealthy Choices(R)
    Anti Aging, Healthy Ageing, aging in place, Retirement Planning

    I give you the framework of facts and inspiration to make wise money choices.

    United States (Massachusetts)
    North America
    English
    Member
  • Diane Garnick - Trainer and instructor
    Diane Garnick's picture
    Diane
    Garnick
    Behavioral Finance, Retirement Planning, Quantitative Investing, Pensions, behavioural economics, Finance and Economy

    A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker

    United States
    Global
    English
    Gold
    Member
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