FinServ Foundation @FinServOrg
A foundation committed to empowering, developing, and creating access and opportunity for the next generation of financial service professionals. finservfoundation.org Omaha, NE Joined March 2021-
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Big shoutout to the partnership between @Broadridge and @FinServOrg We have almost 30 students joining the broadridge conference in May in Austin Thanks everyone for investing in the future of this profession! Thanks for the support from @WSFS @BlackRock @Kate__Healy…
Is disruptive innovation fast or slow? @FinServOrg @FiSurgi
Our 11th episode of the FinServ podcast is live! This week @RetirementRisks, one of our wonderful FinServ fellows Valentyna from @winthropu, and @Kate__Healy discuss the value of the mentor-mentee relationship. @HigherEdCraig @FiSurgi @Bmoney_CG podcasts.apple.com/us/podcast/bri…
Last night we welcomed our 4th cohort into FinServ and the financial services community! Hard to believe this started with some friends trying to make a difference. We have now worked with over 500 students. We’re only getting started and cannot wait to show you what’s next!
We are thrilled to announce two new additions to our Advisory Board! Please help us in welcoming @Kate__Healy and @mrdannyharvey to our team working to provide access and opportunity to aspiring financial service professionals. @RetirementRisks @HigherEdCraig @jaqcampbell
Well said, @luis_f_rosa! There are an abundance of communities looking to support the next generation of the industry. Attention and participation from existing firms through is vital! We encourage our followers and friends to reach out to @blxinternship to get involved!
Well said, @luis_f_rosa! There are an abundance of communities looking to support the next generation of the industry. Attention and participation from existing firms through is vital! We encourage our followers and friends to reach out to @blxinternship to get involved!
Our Founder, @RetirementRisks, and Advisory Board member, @FiSurgi, have a new podcast covering topics including networking, pursuing jobs, credit card usage, and now the value of professional development! Checkout the @FinServPodcast! open.spotify.com/show/5pSt7Lr2Z…
Our Founder, @RetirementRisks, and Advisory Board member, @FiSurgi, have a new podcast covering topics including networking, pursuing jobs, credit card usage, and now the value of professional development! Checkout the @FinServPodcast! open.spotify.com/show/5pSt7Lr2Z…
Ever wonder if your debit card is more than just a cash tool? Does being an American Express user impact where you shop, like Costco? 🛍️💳 Join us on the latest FinServ Podcast episode as @FiSurgi @FinServOrg break down how a small plastic card can hold such immense power over…
“It’s not what we know, it’s what we do with what we know.” We were thrilled to bring a cohort of students from @planningillini, @AggiePlanners, @uarizona, and @OhioState to #ExcellRepresent this week.
Super proud of @FinServOrg
Get ready for a new podcast launching next month @FiSurgi @RetirementRisks @FinServOrg @ThisIsBrodrick
Get ready for a new podcast launching next month @FiSurgi @RetirementRisks @FinServOrg @ThisIsBrodrick
Thanks @FinServOrg for having @sonusvarghese and I tonight! It was fun to talk with the next generation of financial professionals. @RetirementRisks
Excited to have some leaders from the @CarsonResearch and good friends of the Foundation join us for our monthly webinar this evening! Thank you for taking some time to share your stories and lessons learned with our community!
Excited to have some leaders from the @CarsonResearch and good friends of the Foundation join us for our monthly webinar this evening! Thank you for taking some time to share your stories and lessons learned with our community!
We have some bright young minds joining the financial services community! We can’t wait to watch their careers take shape!
We have some bright young minds joining the financial services community! We can’t wait to watch their careers take shape!
Loved being at #futureproof Also love the recordings of all the speakers check out my talk below @AdvisorCircle @FinServOrg @BrynMawrTrust m.youtube.com/watch?v=_dGJbS…
Thank you for your support @NitrogenWealth! Wonderful conference support for all the @FinServOrg students!!
Thank you for your support @NitrogenWealth! Wonderful conference support for all the @FinServOrg students!!
We are so humbled and truly speechless. Thank you for the acknowledgement @AaronKlein and @NitrogenWealth. We are just getting started in empowering the next generation of our profession. @Dr_JulieFinServ @HigherEdCraig @RetirementRisks @FiSurgi @Kate__Healy @DrPrestonCherry
Thank you for giving our young professionals an opportunity to shine and tell their stories @IdeaDecanter. This partnership is going to be fun! @LauraGarfield @Dr_JulieFinServ @HigherEdCraig @NitrogenWealth #FISummit
Jamie Hopkins @RetirementRisks
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SurgiFi @FiSurgi
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Sheryl Hickerson 🙋.. @BionicSocialite
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Ron "Omani" Carson (h.. @rchusker
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〽️Melissa Joy, CF.. @MelissaJoyCFP
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Camille Koppenberg, A.. @ckoppenberg
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ROBERT SOFIA @robertsofia
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John Stoj® @StojBoj
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Dr. Preston D. Cherry.. @DrPrestonCherry
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Cha__rlie @Charlie18198
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WingGirl Trader @ Tpl.. @WingGirlTrader
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DawnSortland @DSortland41073
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Julie Johnson XY Comm.. @juliejohnsonxyc
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Artemis Strategy Grou.. @artemissg
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Sean Rawlings @seanrawl
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ihecm @ihecm1
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Make money easily @Wf5kKrs6Q9p2mgY
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GReminders @g_reminders
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Ally Boyle (Spurgeon) @Ally__Boyle
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Tothos @Tothos380081
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📚 Reading Books Se.. @books_send
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Nabia Jenkins-Johnsto.. @NabiaJenkinsJ
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Steve @stevethunder16
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Jeff Thomas, Host of .. @InvMasterminds
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Will Heaton Hendricks @BadWillHunting6
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Andrew Davis @ADMacroInsights
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Jamie Hopkins @RetirementRisks
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SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Sheryl Hickerson 🙋.. @BionicSocialite
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MichaelKitces @MichaelKitces
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Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Mary Kate Gulick @MaryKateGulick
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Samantha Allen @samanthajoallen
1K Followers 2K Following Marketing leader and author of the #DigitalDebrief. Passionate about telling brand stories online. Runner. Mom. Relentless Husker fan. She/her | Gryffindor
Valerie Rivera, CFP®.. @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Sonya Dreizler @SonyaDreizler
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Craig Lemoine, PhD, C.. @HigherEdCraig
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justincastelli @jus10castelli
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PENNY PHILLIPS @ThrivosLLC
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Anna N'Jie-Konte, CFP.. @anjiekonte
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886 Followers 187 Following For more than 20 years, Anchor Capital has served as a trusted partner helping clients reduce portfolio volatility. Disclosures: https://t.co/iunIGR2weH
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Julie Johnson XY Comm.. @juliejohnsonxyc
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Shannon Rosic @ShannonRosic
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Emily Binder @emilybinder
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Mike Valenti @RIATaxNerd
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Vimal {Vee-mull} ☻ @vimalcpa
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Jen Hatch, CFP @JenniferHatch
150 Followers 524 Following LGBTQ+ Financial Advisor. Gay Money | Straight Advice. Lover of Numbers and People.
Kathi Balasek @kathi_balasek
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AgingPlan @AgingPlanLTC
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Northwest Capital Man.. @NWCMInc
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James M. Matthews @warrior_prof
142 Followers 125 Following MS in Financial Planning Spring ‘25 | Peer reviewer for the Journal of FP | Lover of houseplants, yoga & trail runs. Not married to Pippa Middleton. अभ्यास 🙏🏻
The FinServ Podcast @FinServPodcast
19 Followers 3 Following The #1 podcast for Financial Services. We showcase the leadership stories of the icons and legends of financial services.
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Robert Gill | Wealth .. @robgill_epic
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Rachel Fisch, CPB @Fischbooks
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Duncan @DuncanKelm
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Not That Karen @korlando2251
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Daniel Natale @DanielNatale
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David Lam @davlam_
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George Nichols III, C.. @TheAmerColPrez
303 Followers 165 Following President & CEO @TheAmerCol. Board Chair @CityYear. One of "The Culture 50" @Forbes and "Most Influential Black Corporate Directors" @savoynetwork.
Keystone Financial Gr.. @group_keystone
211 Followers 322 Following We tweet about life, finances, & building wealth with confidence & certainty. (Tweets are informational & not specific advice. See website for disclosures.)
AdvisorStream - Digit.. @AdvisorStream
2K Followers 1K Following Advisor marketing made easy - featuring content legally licensed from @DowJones, @WSJ, @NYTimes, @Forbes, and more!
I can confirm I have been added to @FinServOrg’s team for the Philly marathon. Cc: @RetirementRisks @FiSurgi
Up next is Co-Founder and CEO @Roger_S_Pine with a sneak peek of some upcoming new features. Don't miss this one!
Big shoutout to the partnership between @Broadridge and @FinServOrg We have almost 30 students joining the broadridge conference in May in Austin Thanks everyone for investing in the future of this profession! Thanks for the support from @WSFS @BlackRock @Kate__Healy…
Together, Nitrogen and the @FinServOrg will work with colleges and universities to scholarship their attendance to the Fearless Investing Summit as well as provide complimentary access to Nitrogen’s platform. Learn More: nitrogenwealth.com/press-releases…
Is disruptive innovation fast or slow? @FinServOrg @FiSurgi
The #WSFS CARES Foundation announced it has provided grants to support @choosedelaware, Distance Learning Center, @FinServOrg, @NJCommCapital and Wilmington Neighborhood Conservancy Land Bank! bit.ly/43y9gAV
This is one heck of a podcast. This episode is a must listen for students, faculty and young professionals. @RetirementRisks & @FiSurgi knock this one out of the park with @Kate__Healy. Go team go. @FinServOrg
Our 11th episode of the FinServ podcast is live! This week @RetirementRisks, one of our wonderful FinServ fellows Valentyna from @winthropu, and @Kate__Healy discuss the value of the mentor-mentee relationship. @HigherEdCraig @FiSurgi @Bmoney_CG podcasts.apple.com/us/podcast/bri…
Great to see this trailblazer and leader out there. More importantly a friend. @DrPrestonCherry @FinServOrg
@RetirementRisks @DrPrestonCherry @FinServOrg Hey friends!
@RetirementRisks @FinServOrg Indeed, Jamie! Always great to see you and chop it up, and the respect is mutual 💯👊🏾
Time is the only thing we all pay the same retail price for. @Marques_Ogden @FinServOrg
Thanks so much for having me on this podcast. And if you are tired of hearing from me, then just listen to check out Valentyna’s 1st podcast! She’s a natural 🎙️ 👏🏻 @FinServOrg is making a difference with #NextGen #financialplanning #students
Our 11th episode of the FinServ podcast is live! This week @RetirementRisks, one of our wonderful FinServ fellows Valentyna from @winthropu, and @Kate__Healy discuss the value of the mentor-mentee relationship. @HigherEdCraig @FiSurgi @Bmoney_CG podcasts.apple.com/us/podcast/bri…
I get to be a @FinServOrg mentor ‼️🥳🎉💥 SO excited to be a part of this amazing crew helping young people feel empowered, excited and safe to be a part of our fabulous yet at times crazy industry! Thank you @RetirementRisks @Kate__Healy @kellan Brown
@fintaxdude @lululemon What charity?
@lululemon - I’m running 40 miles for charity in November. Do you think you create some gear for me….
Good morning everyone What’s in your cup today?
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