financial planning Experts
Product Lead · Arrive
Lucas Mendonça leverages his expert in product management, product strategy, user experience and data analysis to enable business growth.
Data Analysis User Experience Product Management
Professor Emeritus of Investments · Baylor University
Dr. Reichenstein researches Social Security benefits, how retirees can lengthen the longevity of financial portfolios and other tax issues
Social Security Financial Planning Retirement Investing Tax-based Investment Strategies Finance
Professor | Co-director, VCU Institute for Engineering and Medicine | Bachelor Product Design, NCSU l Masters of Business Administration, UNC · VCU College of Engineering
Professor Bost's research focuses on innovation, device design and development processes
Innovation Device Design Development Processes Entrepreneurial Business Strategy Commercialization
Assistant Professor of Finance · Indiana University, Kelley School of Business
Alessandro Previtero is an assistant professor of finance
Corporate Finance Household Finance Behavioral Finance
Head of Product · Ownr
Travis is a co-founder of several acquired companies and currently works as Ownr's Head of Product.
Software Development Software Engineering Product Development Entrepreneurship Game Development
Senior Financial Planner, Entrepreneur · Spring Financial Planning & Admin Slayer Services
Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services
Personal Finance Financial Planning Entrepreneur Family Business Planning Estate Planning
Professor of Finance · University of Toronto
Lisa Kramer studies the way human characteristics play a role in investor decisions and financial markets
Behavioral Finance Investment Financial Market Seasonality Empirical Finance Behavioral Economics
Founder and President · Caring for Clients
Personal Finance Expert, Entrepreneur, Working Mom
Financial Planning Personal Finance Personal Insurance Investment Advisor Best Practices Investment Advisory
Vice-President, Policy & Enforcement & General Counsel · Financial Planning Standards Council
Capably drawing on private & public sector experience to manage enforcement and regulatory oversight for the financial planning industry
In-House Legal Counsel Financial Planning Law & Regulations Corporate Governance Intellectual Property Financial Planning Standards & Practices
Assistant Professor · Georgia Southern University
Steve Stewart is an expert in entrepreneurship and management.
FCPA, FCA, CFP, Managing Partner · Welch LLP
Family Wealth Advisory Group, Associate
Income Taxation Professional Service Firm Management Leadership Audit Taxes
President and CEO · Investor Protection Trust
Don M. Blandin was appointed President and CEO of the Investor Protection Trust in June 2004
Pensions Retirement Public Policy Coalitions Elder Fraud and Financial Exploitation
Founding Partner · AssetGrade LLC
Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.
Small Businesses Tax-efficient Investing Investments Acquisitions Corporate Strategy
Dean of the School of Business / Associate Professor of School of Business · Southern Utah University
Specializing in entrepreneurship in rural communities, financial accounting reporting requirements, and the history of accounting principles
Accounting Ethics History of Accounting Principles Cost-Volume Profit Analysis Financial Analysis and Decision Making Planning and Zoning in Rural Communities
President & CEO · Howard, Wershbale & Co.
President & CEO at Howard, Wershbale & Co.
Medicare Reimbursement Ohio Medicaid Long-Term Care: Operational Financial Strategic Business: Operational & Succession Planning Health Care Facility Acquisition
Director of Digital Products · News International
Director of Digital Products at News International
Product Management Public Speaking Social Media Financial Planning Product Development
CPA, CA, Partner · Welch LLP
Experienced in a broad range of private client engagements and solutions, from Assurance and compilation to Start-up enterprises.
Leadership Management Accounting Financial Planning
Mentor | CBASE · Scotiabank
Sheri Copplestone is a Small Business Advisor at Scotiabank.
Financial Planning Business Lending Financial Advisory Small Business Advising Startups
Vice President, Revenue-Local Media · THE ASSOCIATED PRESS
An established leader in the media industry with an extensive understanding of digital, broadcast and print.
Publishing Financial Planning Business & Strategic Planning Negotiating Agreements Business Process Engineering
Author · Marriage and Family Publishing
Financial Planning Event Management Leadership Development Couples Family Therapy