FA Magazine
@famagazine
Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. fa-mag.com
ID: 1671935351844216832
https://www.fa-mag.com/ 22-06-2023 17:37:24
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Tina Powell
@tinacpowell
Partner | Marketer | Chief of Community @intention_ly 🎙️ Host of In The Suite | TEDx Speaker 🫁 Living Powerfully + Unapologetically with Stage 4 #LungCancer
Joel Bruckenstein
@fintechie
Financial Services Technology Journalist and Consultant
Ben Mattlin
@benmattlin
Writer, Editor ... UNBOUND: NOTES FROM A RELUCTANT DISABILITY ACTIVIST is available for preorder now tinyurl.com/59nhusf5 (he/him/late-for-dinner)
Snarky CFP®
@mjnewfield
Real advice from real humans, in service of real humans. Because nothing is simple. CFP(R), RICP(R). Be Cool. Be Kind. Be Courageous.
Orion WealthTech
@orionwealthtech
Power your growth and scale your business with Orion’s fully connected technology and investment solutions. bit.ly/3oTnWu7
MARIA MENOUNOS
@mariamenounos
Host of Heal Squad x Maria Podcast | Emmy-Winning Journalist | NYT Best Seller ➡️ open.spotify.com/show/2kXrmaNDQ…
Julie Littlechild
@jlittlechild
Empowering advisors to effortlessly connect, at a deeper level, with prospects and clients, to drive personalized engagement at scale and referrals.
Diana Cabrices
@dianacabrices
chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @trustandwill • community @theadvisorgc
Samantha Allen
@samanthajoallen
Marketing leader and author of the #DigitalDebrief. Passionate about telling brand stories online. Runner. Mom. Relentless Husker fan. She/her | Gryffindor
Larry Swedroe
@larryswedroe
My life's mission is to educate people about the right way to invest. Author of 18 books on investing, the latest of which is Enrich Your Future
Larry Sprung, CFP®
@lawrence_sprung
What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰 Founder & Wealth Advisor @MitlinFinancial 📝 @ForbesAdvisor Board ❤️ @denisesprung 🏒 Dad
Nicole Casperson
@nicolecasperson
Founder & CEO Fintech Is Femme Media ✍🏽 Podcast Host🎙️ Opinions @Forbes, Global Speaker, Professor, AAPI 🇵🇭 Debut Book: Fintech Feminists coming fall 2024!
Jason Wenk
@jasonwenk
Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
FINART
@thefinartist
From Advisor to Brander | Branding and Design for Finance and Fintech | [email protected] |
Foundation Source
@foundationsrc
Making giving easier for 2,000+ #privatefoundations with innovative #technology + #philanthropic expertise. Together, let's #begiving.
Heidi Stevens
@heidistevens13
—Writer —Director of External Affairs @TMWCenter —Fellowship coach @TheOpEdProject —@FamilyActionNet board member —Chicago stan —The one with the hair
Mohna Shah
@mohnashah
Joined for cat photos and Muppet content. Stayed for WOC perspectives and #fintwit.
Jess Bost, CFP®
@lady__bost
Let's Step Forward Together.
Lazetta Rainey Braxton, MBA, CFP® (she/her/hers)
@lazettabraxton
Financial Expert, Social Entrepreneur, Business Strategist, and Board Leader aligning mission, mind and money.
Camille Koppenberg, AAMS®, CDFA®
@ckoppenberg
🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice
Liv Gagnon 🎵
@livgagnon
Co-founder @hellochoir | Committed to putting underrepresented Voices on conference stages | PR & Brand specialist for mission-driven co's
Scott Frank
@scott_r_frank
Husband. Father. CFP®. Surfer. Teacher. I guide clients to their own financial answers. Tweets aren't advice.
Chris Zuczek
@chriszuczek
Dad, Husband, & Chief Product Officer. Love watching my kids play ⚽️, #fintech, #wealthtech, & helping build solutions that matter.
Matt Sonnen
@mattsonnen_pfi
Chief Operating Officer - Coldstream Wealth Management Creator - The COO Society Host - The COO Roundtable Podcast
Larissa Sonnen
@reesesonnen_pfi
Intuitive Infrastructure + Cohesive Culture + Alleviating Advisor Time = Profitability @pfiadvisors
Van Leeuwen and Company
@vanleeuwenco281
Securities offered through LPL Financial, Member SIPC sipc.org
Charlotte Geletka #TheAdvisorWarrior CFP ®️
@charlottegelet1
Silver Penny Financial managing partner| @investmentnews 40 u 40 | mama of wild boys| lover of strong coffee,tennis, travel and investing tweets are not advice
Jannese Torres | Yo Quiero Dinero® 🇵🇷
@dineropodcast
Latina Money & Business Expert | I Teach You How To Make, Keep & Grow Your Dinero | 1M Downloads | 5X Award-Winning Finance Podcast | Author of Financially Lit!
Whisper Financial LLC
@whisperfin
A creative mind needs a creative approach. Come to me when you're ready to get your mind and your money on track.
guy penn
@guympenn
building @ core planning ○ gmpenn.com ○
Sandra Saldana
@sandra_pfi
Intuitive Infrastructure + Cohesive Culture + Alleviating Advisor Time = Profitability
Kevin Mahoney, CFP®
@bykevinmahoney
founder of Illumint • @investmentnews 40 Under 40 • @investopedia Top 💯 • "best CFP® for #Millennials" • ⭐ no longer active here as of 2023
Jake Northrup, CFP®, CFA, CSLP®
@jake_eyw
Founder and Financial Planner at Experience Your Wealth 💰| @investmentnews 40 Under 40 & @investopedia 100 advisor 🏅| Dog Dad 🐕| Travel Lover 🌎
Zach Ashburn
@zachary_ashburn
Tax and Investment Planning for Tech Professionals and Consultants -- Foster and Adoptive Dad -- CFP® Professional and IRS Enrolled Agent Tweets≠advice
Dana L.
@danadisrupts
Tracey Longo
@traceyfamag
Washington Editor, Financial Advisor Magazine fa-mag.com. Free speech absolutist.
SurgiFi
@fisurgi
Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Thefrugalgay🏘
@thefrugalgay11
I teach you how to achieve financial independence through reselling and real estate investing. ''Retired'' at 39 w 23 doors 🚪
Kiersten Peshek, CFP® (they/she)
@moneywkiersten
CFP® Professional | Lead Wealth Advisor @ Citrine Capital | Always Learning | Queer Human | Pronouns: They/She | Tweets are not financial advice.
Diane Gardner, CFP®, CDFA®
@dianeg1860
Helpling clients through life's financial transitions. Securities offered through LPL Financial, Member SIPC sipc.org.
Kaylin Dillon, CFP®
@kaylindillonfin
Financial Planner | Prenup Coach | also me: @theprenupcoach | tweets ≠ advice | disclosures @ bio link
Jessica Goedtel, CFP®, EA
@jessicagoedtel
Financial Planning for Sex Workers & Tech Workers. Founder of Pavilion Financial Planning. Chiefest of Calamities 🐉🔥tweets = not advice
Danielle Miura, CFP®, MSFP, EA
@daniellemiula
Outsourcing Your Financial Stress So You Can Focus on What Matters Most. Advocates for #Caregivers, #FinanciallySavvyWomen, #WomenInWorkplace, and #AgingWell.
Ashley Quamme, LMFT, FBS®, CFT-I™️
@bamconsults
Financial Behavior Specialist 👩🏼💼 | Financial Therapist 🛋️ | Speaker 🎤
Planning Zoo
@planningzoo
Data Entry for Growing Firms; Experience for New Planners | Our mission is to support the growth of planning firms, while growing the “planner humanus” species.
Dr. Preston D. Cherry, CFP®
@drprestoncherry
Helping 6 & 7-figure GenX business professionals and owners build wealth. Founder @ConcurWealth. @CNBC Advisor Council. Top 100 Advisor by @Investopedia.
Snappy Kraken
@snappykraken
Scaling financial advisor growth through: 🎨 Content 📊 Analytics 🖥️ Automation 🤖 AI The Most Innovative Marketing Company of 2024 - Financial Planning Mag.
Queer Money® Podcast
@queermoneypod
🏳️🌈 How Gay People Do Money 🎧 Gay Retirement 101 | Investing | Making Money | LGBTQ+ Money | Financial Well-Being | Wealth Building
Mitch Ackles
@mitchhfpr
Hedge Fund Association President @HedgeFundAssoc, @ALegToStandOn & @HFCGlobal PR, CEO of Hedge Fund PR.
Grace S. Yung, CFP®
@graceyung1111
CEO & Founder | Wealth Advisor, Midtown Financial Group LLC, Securities offered through LPL Financial, Member SIPC sipc.org