Following 5
INTJ
Active 19h ago
Bio: $300,000,000 in Client Wins | 10,000 Insurance and Financial Advisors Served for 15 years
Active 96d ago
Bio: Wichita, KS
Active 8d ago
Bio: Solo planner, CFP®, CLU®
Based in Northern California.
Previous career: physicist and engineer.
INTJ
Active 381d ago
Bio: Advisor since 2009, with LPL. Offices in Franklin TN, and Huntington Beach, CA. CFP.
Spokane, WA
Active 401d ago
Bio: Financial Advisor, Girl Dad x4, Follower of Christ, Scratch Golfer
Showing 5 of 5 users
@debra-caffrey-9002
I have been a financial advisor for 18 years. Prior to that I was a trust officer for 20 years. I'm a Christian, mother, grandma, daughter and wife.
Active 384d ago
Joined May 16, 2025
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