financial planning Experts
Clinical Professor · Indiana University, Kelley School of Business
Greg Geisler is an expert in taxes and individual financial planning.
Social Security Tax Torpedo Tax-Efficient Accumulation Tax-Efficient Decumulation Health Savings Accounts Tax Law Changes
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
Assistant Professor of Finance · Indiana University, Kelley School of Business
Alessandro Previtero is an Assistant Professor of Finance.
Corporate Finance Household Finance Behavioral Finance
Professor | 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
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.
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
Mentor | CBASE · Scotiabank
Sheri Copplestone is a Small Business Advisor at Scotiabank.
Financial Planning Business Lending Financial Advisory Small Business Advising Startups
Director of Digital Products · News International
Director of Digital Products at News International
Product Management Public Speaking Social Media Financial Planning Product Development
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
Senior Lecturer of Accounting · Emory University, Goizueta Business School
Financial Accounting Managerial Accounting Financial Reporting Earnings Management Financial Planning
President · Almega Wealth Management LLC
Wealth Manager to Successful Families & Driven Entrepreneurs
Investment Management Financial Planning Business Ownership and Succession Mergers & Acquisitinos Passive Investment Management
Professor Emeritus of Accounting · Emory University, Goizueta Business School
Federal Tax Policy Executive Compensation Intellectual Property University-Industry Financial Ties Small Business Interests