Harness Wealth
DECEMBER 14, 2022
As a Certified Financial Planner, my life’s passion is helping people with their finances, and seeing a tech solution that can address more than just how to save/invest is really powerful. Early in my tech career I had equity in a startup that ended up having a very successful exit through an acquisition.
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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.
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. I read somewhere that something like 97% of certified financial planners in the state of Pennsylvania work for Vanguard. RAMPULLA: Yeah.
Steve Sanduski
JANUARY 30, 2024
Guest: Matt Reiner , a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER , and partner at Capital Investment Advisors , a $4.3B In early 2020, Matt made his first appearance on Between Now and Success to talk about Benjamin , his AI startup. RIA in Atlanta, Georgia. That’s why I have huge respect for Matt Reiner.
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.
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.
Expert insights. Personalized for you.
52 
Let's personalize your content