Author name: Bev

https://youtu.be/fgNW3kV2tuo Robert Fragasso (⁠⁠⁠@FragassoAdvisor), the founder of Fragasso Financial Advisors, with over 51 years of success in the industry. Bob shares his journey into finance and the keys to building trust with clients for generations. With more than five decades of experience in the investment management and financial planning fields, Bob leads Fragasso Financial Advisors […]

https://youtu.be/NAYJjmCNk9Q Shannon McLay (@blonde_finance) is the CEO and founder of The Financial Gym, a revolutionary financial services company focused on financial wellness for all. After a 13-year career in finance, ultimately working for Bank of America Merrill Lynch, assisting high net worth individuals, Shannon recognized the need to create a financial services company that would provide

https://youtu.be/e1zyx7c4ULc?si=MCadBZjswnlH-aI2 Elliot H Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts

https://youtu.be/gKIS-CNrYwI Brian Allen (@RetireAdviser1) is the founder and chairman of Pension Consultants, Inc. and served as its President through 2016. During that time, the firm grew to become one of the nation’s largest independent plan advisers while earning industry recognition and numerous awards. Among those awards, PlanAdviser listed us on their Top 100 list many