Harness Wealth

DECEMBER 14, 2022

As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.

Certified Financial Planner 52

Certified Financial Planner Tax Planning Taxes B2B 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. But understanding the costs associated with these services can be complex.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

The Big Picture

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. 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. They’ll do tax planning, right? RITHOLTZ: Yeah, it’s good to have you.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277