Victor Orozco, CFP®, CSRIC® @V_I_C_T_O_R___
Managing Partner @BairFinancial - Planning for Sustainable Wealth - #ESG - Securities offered through LPL Financial Member SIPC, https://t.co/euLWycUi43 bairfinancialplanning.com San Diego, CA Joined March 2016-
Tweets6K
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Followers950
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Following774
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Likes10K
Victor Orozco, CFP®, CSRIC® retweeted
Not looking like the outcome we wanted today, but still gotta be proud of these boys, back-to-back sweet 16s and not many teams across the country can say that 🫡🔴⚫️
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Go Aztecs 🔥
Go Aztecs!! @Aztec_MBB 🔥 🏀
No substitute for connecting IRL. Our @BairFinancial team was so appreciative for the time last night with @mobileassistCEO. Fantastic conversations on how they have helped our practice to simply connecting on personal levels beyond #fintech. Don't sleep on the 🐘 #OrionAscent
Victor Orozco, CFP®, CSRIC® retweeted
Listen to hear the madness that is happening this March. youtu.be/EKVdieYJcuQ?si…
Yup 😆
That night was a big THANK YOU to this reliable group of professionals in other disciplines who are an extension of our firm and enhancement to the client experience we continuously work on for our community.
That night was a big THANK YOU to this reliable group of professionals in other disciplines who are an extension of our firm and enhancement to the client experience we continuously work on for our community.
Years in the making, months in the waiting, and now I am proud to share my new achievement of becoming a CFP® Hispanic or Latino CFP® professionals only make up 3.1% of the population. Today, I am honored for doing my part in growing this group.
Our recent #blogpost contains a few high level lessons and comments from 2023. bairfinancialplanning.com/blog/important… @BairFinancial @MarciBair
Here are a few ideas to get jump start your finances for 2024 - written by our awesome team member, Alisa Foster. bairfinancialplanning.com/blog/4-simple-… #FinancialPlanning #personalfinance @BairFinancial
🎄 Merry Christmas from the Orozco Fam
🎂 Happy belated birthday @MarciBair ⛳ We hope golfing with your family yesterday was a blast. The team is looking forward to celebrating more at tonight's holiday party 🥳
I'll be speaking at @US_SIF upcoming Virtual Fundamentals Course around #SustainableInvesting. Please join if you are interested. US SIF is a fantastic organization that does a ton of work around policy making and education in this field. They should be on your radar.
Victor Orozco, CFP®, CSRIC® retweeted
🍁Happy Thanksgiving from your Bair Financial Planning team. We appreciate you & wish you a wonderful holiday with family & friends. 🦃 #Thanksgiving #Grateful 🙏🏼🙏🏾
#BairVlog - Monthly Update November 2023 youtu.be/RFCamDacoNo?si… via @YouTube
Thank you to those who came out for today’s Shred Event 💪🏽 ♻️ 📄 - it was a therapeutic day to help you destroy those documents that you have been holding on to ✅
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
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
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
Laura J. LaTourette, .. @LauraLaTourette
2K Followers 2K Following THAT Lesbian Financial Planner living authentically & leaving a legacy of love! Securities offered through LPL Financial. Member SIPC https://t.co/xZOBMT3EQf
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Vance Barse, CPWA®, .. @VanceBarse
3K Followers 528 Following Loving husband & proud father. Former consultant to financial planners before becoming one. Educator. Filler of planning gaps. Fiduciary. Attitude of gratitude.
Courtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
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.
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
Michael Policar @MikePolicarNGP
5K Followers 638 Following A fiduciary with a passion to educate. You control money, or money controls you. Tweets not financial advice.
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
Toasheeth @toasheeth25861
0 Followers 75 Following
Toudduen @toudduen1357
0 Followers 73 Following
Shurtaur @shurtaur85538
1 Followers 74 Following
PTA *****JIM @mvil69024
35 Followers 212 Following
Red-Haired @JessicaWil85494
0 Followers 870 Following
Vladyslav Blahun @vladyslavblahun
50 Followers 890 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
jeff anderson @outlaw11ja
262 Followers 3K Following
Amit Khanna @amitkhannagcs
39 Followers 101 Following Co-Founder | Goalchi Capital Services LLP | TLA Academy Pvt Ltd. | Passionate about spreading Financial Literacy
Abby @HAED_9
28 Followers 883 Following
Ashley @kawadou90486994
1 Followers 691 Following
Cathy Curtis @cathy__curtis
459 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Seetusan @seetusan34926
151 Followers 3K Following
Corodata @Corodata
115 Followers 67 Following Off-site information at your fingertips. Corodata--family owned, and operated since 1947, is the largest independent records management company in California.
Michael Seibel @mwseibel455
185 Followers 5K Following Partner at YC and Managing Director of YC Early Stage @ycombinator Michael @ycombinator.com
Kian @slhzdh
147 Followers 250 Following Formerly kind of a big deal. Personal account because I’m never professional anyway. Views my own.
Elements @Get_Elements
1K Followers 492 Following Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.
Lam Tran @Stacking_Skills
579 Followers 2K Following Stacking skills & making small bets: @lazy_jobber, @saascribe_me, @getbentofy
Alex Mercer @alex_morgan_m
12K Followers 9K Following Senior Marketing Lead @ Snap Projections 🦄 Navy wife ⚓️ Tweets are my own 🤓
Nick Scheibner, CFP®.. @NickScheibner
209 Followers 360 Following Founder of Supportive Financial, LLC | Fiduciary Financial Planner for New Jersey based Widows, Special Needs Families, and those who have lost a parent
_Technician @Technic99428943
49 Followers 2K Following
Plootus @WearePlootus
688 Followers 2K Following Plootus simplifies retirement planning for an average individual without paying exorbitant fees. Available through Apple and Android app stores.
Tony Brewer @brewer_tony
14 Followers 103 Following
advisorvisuals @advisorvisuals
161 Followers 1K Following One-page financial plans on steroids (coming soon)
Sheghitis @sheghitis91364
112 Followers 1K Following
Make money easily @QNfvNV1s1GAZs29
5 Followers 605 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Daniel Santiago @etfinfluencer
218 Followers 367 Following Vice President, ETF Research & Distribution at @TidalFG Sassy Gay Wholesaler 💋 | Well versed in capital markets, liquid alts and ETFs
Make money easily @4uYdE6fa8b3m5I
10 Followers 582 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Kalli Collective @KalliCollective
114 Followers 615 Following Financial Industry marketing for Savvy Advisors. Video, Social Media, Web Design and more. If we don't do it, you don't need it.
Make money easily @kvDki5p57WgnH7
8 Followers 538 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Rosalie @Kadetea114597
344 Followers 5K Following See the world on the road, and get to know yourself on the way!
Bird @Geeshey161589
368 Followers 5K Following See the world on the road, and get to know yourself on the way!
Lavern Spicer @LavernSpic74129
196 Followers 1K Following I formed a joint venture for a cosmetics company and served as a director. I have been in the cosmetics industry for more than ten years
Teena Maddox @teena_maddox
12K Followers 6K Following Former tech journalist, now a VP in tech PR. I was a storyteller before storytelling was cool. Just ask my 1st grade teacher.
Mary Kate Gulick @MaryKateGulick
2K Followers 923 Following Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker
hwKuYbKAs14618015 @hw_ku87237
9 Followers 261 Following BGMX Exchange stands as a decentralized platform for the #Bitcoin ecosystem https://t.co/YtCebGPXHJ
yangduola @yangduola244246
10 Followers 140 Following Love yoga, fitness, reading/post-80s/single/import and export trade/furniture/investor/economic independence/dog lover
Cassie Jackson @cassieajack
119 Followers 408 Following Helping firms grow their financial planning revenue @AdvicePay Founder @sufferoutloudmt
LawBot @LawBotSwift
582 Followers 3K Following 💯💯 Have legal questions? Need answers now? Ask our AI LawBot and get answers in seconds! 👏🏻👏🏻
Joe Moss @joemoss_xyz
257 Followers 742 Following The RIA Tech & Marketing Guy | Community builder at ProAdvisorSuite & Conneqtor | Join my free community ⬇️
SustainOpp @SustainOpp
134 Followers 355 Following We partner with clients to rapidly operationalise sustainability – leveraging our market-leading digital tools, data-driven insights and technical expertise.
Carson Coaching @carson_coaching
2K Followers 113 Following Carson Coaching is a proven path forward for advisors who want to get focused, re-energized and on the fast track to growth and fulfillment.
Jeff Thomas, Host of .. @InvMasterminds
313 Followers 1K Following Creator and Host of the Investment Masterminds web-series featuring talent from across the financial services industry and beyond.
Darin Colton @coltonsdarin
442 Followers 2K Following Business Development Partner | Green Energy Entrepreneur| Hiring Manager. When not working...I'm a family man exploring the beauty nature has to offer :)
Disruptive Technology @DisruptiveTec11
4K Followers 3K Following I do not respond to any private messages Like or retweet my content Thank you in advance
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
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
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
Laura J. LaTourette, .. @LauraLaTourette
2K Followers 2K Following THAT Lesbian Financial Planner living authentically & leaving a legacy of love! Securities offered through LPL Financial. Member SIPC https://t.co/xZOBMT3EQf
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Vance Barse, CPWA®, .. @VanceBarse
3K Followers 528 Following Loving husband & proud father. Former consultant to financial planners before becoming one. Educator. Filler of planning gaps. Fiduciary. Attitude of gratitude.
Courtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
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.
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
Michael Policar @MikePolicarNGP
5K Followers 638 Following A fiduciary with a passion to educate. You control money, or money controls you. Tweets not financial advice.
Select Sector SPDRs @SectorSPDRs
2K Followers 150 Following Unique ETFs that divide the S&P 500 into 11 sector index funds. For questions, please call 1-866-732-8673. Important disclosures at https://t.co/sQnp0OeQjS.
FPA San Diego @fpasandiego
58 Followers 11 Following
Corey Westphal, CEO a.. @mobileassistCEO
141 Followers 1K Following Leading the team at Mobile Assistant to bring innovation to the dictation game for financial advisors and the organizations supporting them.
City of San Diego @CityofSanDiego
49K Followers 621 Following Official account for the City of San Diego. Led by @MayorToddGloria. View our social media policy: https://t.co/VGAcafD0Nf.
Linds Lewis, MBA, ChF.. @the_finfluencer
236 Followers 409 Following cultivate money curiosity (she/her)
Dr. Preston D. Cherry.. @DrPrestonCherry
2K Followers 2K Following Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.
BMoney_CG @Bmoney_CG
911 Followers 2K Following Director of Strategic Partnerships at Carson Group | Director at FinServ Foundation | D.C. Sports Fanatic | George Mason University | CFP in the making
Diana Cabrices @dianacabrices
2K Followers 1K Following fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemos
Luis Marroquin @Mluise96
77 Followers 100 Following Still trying to discover who am I, de aquí y de allá.
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
ESG Explained @esg_explained
46 Followers 119 Following Level up on your ESG knowledge quickly with our explainer videos on YouTube, to help you join in those increasing ESG conversations.
Nicole Malachowski @RealMalachowski
4K Followers 556 Following Keynote Speaker, USAF Veteran & Fighter Pilot, National Women's Hall of Fame, Tick Borne Illness Patient Advocate, ©️2021 Nicole Malachowski & Associates, LLC
Brittany Mason @Brittany_Mason
10K Followers 540 Following Finance, Womens Advocate, & Coach 🍀@banrion_capital 👑
SER Latin@ Advisor Su.. @SERLatinoSummit
67 Followers 90 Following THE Summit for Latinos in financial services | October 9-10, 2024, San Diego | Want more information? Email us at [email protected].
#LatinaGeeks @LatinaGeeks
6K Followers 2K Following On a mission to educate & empower Latinas through hands-on workshops & career development programs. No cost to join membership 🤓
Lala Castro Castaneda @sparklinglala
4K Followers 2K Following Mom of 3 Goldens 🐶 & a Gato 🐱 Loco. Passionate about food, travel, culture & tech. Co Founder of @latinageeks & a Digital Geek at @lalacastromedia. 👩🏻💻
Re-Envision Wealth @re_envisionwlth
46 Followers 4 Following Wealth mgmnt. firm delivering world-class financial advice & inv. mgmnt. services to further racial & gender equity & a sustainable planet. Black & Latina owned
Ellee Reisch @ladyesfp
232 Followers 663 Following Communications @Sustainalytics Passionate about empathy, travel, musicals, kindness, and Great Danes. Views are my own.
Jeremiah Baba Pagano,.. @BabaPaganoEsq
1K Followers 1K Following New Yorker 🏙 living in San Diego ☀️🌴| General Counsel in the financial services industry | ΣΦΕ | All tweets are my own. #aspire2retire
Sallie Larsen @SRLCalifornia
175 Followers 45 Following
Tim Nash, CFP® @TimNashCFP
3K Followers 3K Following Founder of Good Investing, teaching people to invest intentionally 🌎♥️💰 Newsletter: https://t.co/uUqXNM3SG7 Podcast: https://t.co/QTwSHm6AeG
Rachel Curley @rachEcurley
754 Followers 1K Following Director of Policy and Programs @US_SIF │ Formerly @Public_Citizen @Drsforamerica & @amprog│ Current Washingtonian│Forever a Hoosier and Chicagoan.
Ian Simm @IanSimm1
862 Followers 219 Following Founder/CEO of Impax Asset Management investing in water, food/ag, energy efficiency renewables and other resource efficiency markets. All comments just my own!
Kevin Keller @krkindc
503 Followers 2K Following CEO of CFP Board, which sets and upholds the requirements for CERTIFIED FINANCIAL PLANNER™ certification
Diana Gisel Yáñez, .. @DianaGisel_Y
603 Followers 458 Following I help women of color entrepreneurs create systems for their money to become a supportive foundation for themselves, their loved ones, and their communities.
Rupa Pereira, EA @rupapereira
224 Followers 362 Following financial planning for women-led households ,🔥,#MomToGenZ, #MumbaiOrigins, #justdoit,🎾junkie, #wanderlust, Views my own, not advice..
Cream E Biggums @creamebiggums
16K Followers 5 Following I STAY READY SO I DON’T NEVER HAVE TO GET READY! KILLA CROSSOVER💪🏾STEP BACK💪🏾SKY HOOK💪🏾 PIVOT GAME💪🏾 CREAMY STEP💪🏾
Jessica Goedtel, CFP�.. @JessicaGoedtel
2K Followers 757 Following Financial Planning for Sex Workers & Tech Workers. Founder of Pavilion Financial Planning. Cohost @fleecevests Chiefest of Calamities 🐉🔥tweets = not advice
Danny Meyer @dhmeyer
93K Followers 551 Following Founder Union Square Hospitality Group. Founder Shake Shack. Always Setting the Table.
Will Guidara @wguidara
10K Followers 64 Following Author: Unreasonable Hospitality | Host: The Welcome Conference | Formerly: Eleven Madison Park & The NoMad | Speaking Inquiries: [email protected]
Zack Hubbard, CFP®�.. @Zack_Hubbard1
628 Followers 562 Following Just a guy trying to bring high quality financial planning to those that need it most. Tweets are not advice.
Todd Gloria @ToddGloria
50K Followers 3K Following Mayor of San Diego. Building a city that works #ForAllofUs. Personal account. Official communications at @MayorToddGloria and @CityofSanDiego. #GettingItDone
Supervisor Nora Varga.. @SupNoraVargas
4K Followers 156 Following Official Page for @SanDiegoCounty Chairwoman Nora Vargas | Chairwoman @SANDAG | She/Her(s)/Ella | Terms of use: https://t.co/iqVLjuIBHG
Kristan Rowland, CFA,.. @RowlandKristan1
424 Followers 395 Following Portfolio Manager, Past Chair, CFA Society Chicago; University of Notre Dame, University of Chicago Booth School of Business
Greater Than Tech @greaterthantech
124 Followers 89 Following Introducing girls and underserved students to immersive educational programs at the intersection of STEM and business!
Car Dealership Guy @GuyDealership
456K Followers 530 Following Transparent insights into the car market. Featured in Apple News and NY Post. Host @CDG_Podcast | Jobs https://t.co/TvUrG7DI0Z | DM submissions
Mitch Ackles @MitchHFPR
832 Followers 1K Following Hedge Fund Association President @HedgeFundAssoc, @ALegToStandOn & @HFCGlobal PR, CEO of Hedge Fund PR.
Daniel Yerger, MBA, C.. @DanielYerger3
1K Followers 57 Following Owner of MYWP, PhD in PFP Candidate studying compensation, teach investment & retirement at UC Boulder, Nexgen Rep @ FPA Executive Committee, NAPFA West Board.
Rachael Camp, CFP® @camp_wealth
23K Followers 271 Following Building a "work optional" life and sharing everything I know. | Owner of Camp Wealth | Co-host of the Becoming Work Optional Podcast | Tweets are not advice.
Christi Electris @cElectris
792 Followers 2K Following Fellow and co-founder at @_Croatan Institute. Trying to live and create a sustainable life in #Brookline and #globally for all.
Stephen Whitburn @StephenWhitburn
2K Followers 495 Following He/Him/His Councilmember, San Diego City Council, District 3 running for re-election!
Shaheen Contractor @Shaheen_SC
101 Followers 64 Following ESG Analyst - Bloomberg Intelligence, Impact Seeker, Swimmer, Skeptic at Heart. Excited about all things ESG. Opinions my own.
Councilmember Stephen.. @CMWhitburnD3
2K Followers 376 Following He/Him/His | San Diego City Councilmember, District 3| Chair @sdmts | Chair @sdlafco
Orion WealthTech @orionwealthtech
8K Followers 2K Following Power your growth and scale your business with Orion’s fully connected technology and investment solutions. https://t.co/wePQyBzEUZ
Grace S. Yung, CFP® @GraceYung1111
572 Followers 359 Following CEO & Founder | Wealth Advisor, Midtown Financial Group LLC, Securities offered through LPL Financial, Member SIPC https://t.co/RPHo9ksYRZ
Maven Wealth Manageme.. @DenikaTokunaga
76 Followers 161 Following Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (https://t.co/Teo09FYKt7) / SIPC (https://t.co/ou5U1rH0pk).Kicking off my morning with @Holistiplan Tax Planning Summit & @TorieHappe. #TaxPlanning
@V_I_C_T_O_R___ @MarciBair @Holistiplan @CPAPlanner This is epic!
@V_I_C_T_O_R___ That would have been one to see. Wow
Road-tripped with a buddy to see my #1 band last night - The Black Crowes. Unreal show. Chris’s voice sounds amazing. The band was happy and on it. Great set blending the old and the new.
Hooray for finance friend visits! Thank you for a fun evening, @LizSimmie! I’m so glad we finally met in person.
Always a great time seeing clients in California 🚀 And not just because I get one of my favorite burgers. It does bring up a question: How do you like your @innoutburger_? I’m animal style everything with a chocolate shake. 🤤
Today, I set up my new worm composter with pages from the Altria shareholder booklet. 🪱 🪱
Just because you can doesn’t mean you should.
Me and 11 are in CA chasing the bears away until further notice… ⭐️
Them: “Why don’t you invest in only US Large Cap Growth?” Me: “Don't wanna be an American idiot!”
The value of having client conversations around their religion and their money. #FinancialLiteracyMonth
Saturdays are for studying. However, we can’t study on an empty stomach 😂 #RoadtoCFP #Lunchtime #Brainfood #Athletesintheworkplace
The count down to the July @CFPBoard exam begins! Wish me luck in my studies, I’m excited and nervous all at the same time. This exam means a lot to me and I want to add my name to the list #black CFPs Time to #Followthrough #CFPexam #LockedIn #Athletesintheworkplace
Caitlin Clark is easily top 5 college bball player of all time. Men’s or Women’s. Top 5.
Happy Aztec day! Repping hard in Dallas. Tonight is our redemption. ❤️🖤 Where are my other alumni at?! #IBelieve #aztecforlife
Big one at The Garden tonight! #GoAztecs
Not looking like the outcome we wanted today, but still gotta be proud of these boys, back-to-back sweet 16s and not many teams across the country can say that 🫡🔴⚫️
Broke bread with my brother on the frontlines of financial education and access, @calebsilver.
Big day in #SanDiego today 🏀 ⚾️ Between @Aztec_MBB in the #Sweet16 and #OpeningDay there is a lot to cheer for 📣 #GoAztecs @GoAztecs #MarchMadness
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