Harness Wealth

DECEMBER 14, 2022

As an executive at LearnVest, Stephany helped pioneer a new model for the delivery of financial advice. We believe that her ability to identify solutions to complex financial service problems and scale companies to address them will make her an extraordinary partner to Harness and our team.

Certified Financial Planner 52

Certified Financial Planner Tax Planning Taxes B2B 52

The Big Picture

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Startup 144

Startup Advertising Engineering Numbers 144

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. There are many different types of financial advisors, each with varying specialties and certifications. a CFP is skilled in broad financial planning, from taxes, insurance, savings, and investments.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

The Big Picture

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. And you know, we’re financial services firm, so growth is good, but you have to have control on processes and quality. RAMPULLA: Yeah.

Clients 280

Clients Financial Advisor Taxes Investments 280

Sara Grillo

AUGUST 26, 2024

Most recently James worked with several seed and pre-seed startups at Nerd United, a venture studio, specializing in working with Crypto Startups to identify their early product market fit and work to get them into a functioning BETA. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

Most recently James worked with several seed and pre-seed startups at Nerd United, a venture studio, specializing in working with Crypto Startups to identify their early product market fit and work to get them into a functioning BETA. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.

Investing 52

Investing Investments CFP License 52