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TANYA FRIAS
HEAD OF WEALTH PLANNING
I’m a first generation college graduate. I became a CERTIFIED FINANCIAL PLANNER™ to help millions like me.
Teams: #womenwhowealth #retirementplanning
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JACOB STEWART
WEALTH ADVISOR
I’m one of 12 kids. I grew up in a low income household. I became a CERTIFIED FINANCIAL PLANNER™ because where you start doesn’t determine where you end.
Teams: #estateplanning #vetsandwealth #insureandprotect
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JORDAN ZACKERY
WEALTH ADVISOR
I’m a first generation All American college football athlete. I became a CERTIFIED FINANCIAL PLANNER ™ because I believe everyone deserves financial success.
Teams: #collegeplanning #menwhowealth #firstgenwealth
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DESIREE FISHER
WEALTH ADVISOR
I became a CERTIFIED FINANCIAL PLANNER™ because I fundamentally believe people should have a clear understanding of money and how it can be used as a tool to build generational wealth.
Teams: #cashflow #estateplanning #blkwomenwealth
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RICK TARBODA
WEALTH ADVISOR
My father came to America and worked 2 jobs to save enough to start his own business. I became a CERTIFIED FINANCIAL PLANNER ™ to help hard working folks build wealth.
Teams: #taxoptimization #menwhowealth
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CORY FALADE
WEALTH ADVISOR
My journey to becoming a financial planner started with wanting more for my own finances. Once I got better financially, I decided to get the knowledge help others. I’m also a proud pride planner.
Teams: #homeownership #newinvestors
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