Find a speaker

Marguerita Cheng - Trainer and instructor
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
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.
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
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
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
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
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
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
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
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
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
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