Financial Coach | YouTube Consultant | Entrepreneur Mentor | Real Estate Investor | Creator of WhiteBoard Finance | Founder of Zlatic Media, LLC

Sophia Bera, CFP® is a virtual financial planner for Millennials and the Founder of GenYPlanning.com. She was named one of the "40 Under 40" by InvestmentNews in 2015 and has been quoted on various websites and publications including the NYT, Forbes, Business Insider, Yahoo, Money Magazine, and The Huffington Post. Sophia is a sought after speaker and presenter and loves inspiring other people to start their own financial planning firms. In her free time she enjoys yoga, singing, and traveling the world as she builds a location independent company. Let's chat!

Current Director of Materials for MEC. Former Sourcing Manager for Kit and Ace. Founder of athleticwear brand Light Activewear. Former Nike Global Sourcing & Manufacturing Lead based in Shanghai. Expertise in fashion, textiles, and startups.

Financial Coach & Creator w/ 108k+ Subscribers On YouTube | Options Trader | Masters Degree in Education | Small Business Startup Consultant

Founder of Rapport Financial in San Francisco, CA. CERTIFIED FINANCIAL PLANNER, CFP® to Tech Professionals, Physicians and Small Business Owners. Previous experience with: Merrill Lynch, HighTower Advisors and Alliance Bernstein.

Vincent Polisi is a real estate investor and coach and Internet entrepreneur. He has extensive experience in Commercial and Residential Real Estate Investment, Sales and Finance, Cost Segregation, 1031 Exchanges, TICs, Land Trusts, Taxation, Financial Planning, Asset Protection, Estate Planning, REITs, Hedge Funds, Investment Grade Permanent Insurance, Wealth Preservation, Legacy Planning, Presentations, Consultative Selling, High Level Negotiation, Developing and working with Accredited Investors, Raising Capital, R&D Tax Credits, Taxable Variable Rate Credit Enhanced Revenue Bonds for Commercial Development Financing

Consultant to financial advisory industry, executive benefits specialist

Jeff Rose is a certified financial planner professional, CEO and Founder of Alliance Wealth Management LLC, an investment advisory firm. Jeff is an Iraqi combat veteran having served in the Army National Guard for 9 years, including a 17 month deployment to Iraq in 2005. He is the founder of GoodFinancialCents.com, recognized by Kiplinger’s as one of their Top 10 money blogs you should read, and author of Soldier of Finance -- his book that combines his military background with his financial planning knowledge. He is also the editor of LifeInsurancebyJeff.com. He currently writes for US News & World Report and MarketWatch and has been featured in major sites such as Huffington Post, The Wall Street Journal, Reuters, Forbes and Fox Business. In his free time, he loves hanging with his family, tortures himself with Crossfit workouts, and daydreams frequently when he can chow down on an In-N-Out Burger again.

Founder, Tunengo.com | Vice President, vCustomer | Manager, WholesalePortal.com | Controller, Comm/net

CPA with 40 years experience (public & private) in multiple industries. Serial entrepreneur in cost reduction consulting, energy reduction technologies, angel investment clubs, and more. Consults/mentors with other startup entrepreneurs in primarily in finance.

Entrepreneur. Founder of Espresso Capital – Angel Investor (12 tech startups). Board of Directors for Clevest, Wolf Medical, BC Social Venture Partners. Former VP and investor at Creo, BrightSide, and Resoution Health. All three successfully acquired for cash. Passionate about changing tech finance to be as innovative as the companies in tech.

Physician, Harvard-trained Interventional Radiologist Assistant Professor of Radiology

Dr. Ardrey directed a multibillion-dollar portfolio of commercial real estate development projects – luxury, mixed-use, and retail commercial projects. Prior to entering the high stakes high pressure world of commercial real estate development, Ardrey served as the founder and CEO of The ArdreyGroup Inc., a full-service advertising and marketing communications agency with eight offices across seven western states, a capitalized financial base of over $250 million dollars due to a joint venture.

CEO/COO/CFO and Entrepreneur. Served as interim CFO and COO of several small to medium businesses. Helped 20 SMBs raise over $42 million from various sources. Author of "The Funding Is Out There: Access the Capital Needed to Impact Your Business". Focuses on tapping resources to build a high cash flow, high value business.

CPA in public practice with projects in budgeting, decision support, per-unit analysis, scenario analysis, accounting software, and problem solving. Industry expertise in agriculture from working with farmers and growing up on my family farm.

Former trainer & business mentor at Inc500 consultancy > Business Strategy, Financial Literacy, Employee Engagement, Open-Book Management. Career & Business Coach. Marketing, branding & content addict. Writer, public speaker.

Retired at 50. All I've done is handle bankruptcies, foreclosures, short sales and the financial problems of clients. Let me help you with questions about what to do, where to go and guide you along the way. I can even refer you to lawyers throughout the country, if necessary.

Helping people and businesses create solid Wealth Foundations to build their dreams! Grow. Protect. Preserve your Wealth! ... using the same strategies as banks and the wealthiest families in our country. Areas of Specialization: Lifetime Income Accounts Infinite Banking Concept Authorized Practitioner Tax-Free Retirement Strategies Flexible Financing Accounts for businesses

PG.Dip(Business Management), Masters of Management in Entrepreneurship and New Venture Creation.

I am a seasoned consultant with over 8 years of experience helping businesses—especially startups—grow, increase sales, and optimize their financial strategies. My expertise spans business development, financial planning, sales optimization, and tax efficiency, providing solutions that help businesses streamline operations and boost profitability. I work with entrepreneurs and businesses globally, advising on scalable strategies for startup growth, navigating financial complexities, and ensuring tax efficiency. Whether you're looking to refine your business model, optimize sales, or improve financial planning, I offer actionable, results-driven advice.

Seasoned Finance Professional with over 10 years of experience in FP&A, financial controlling, and ERP implementation, coupled with a strong focus on business growth strategies and transactional advisory. I help businesses at all stages—from startups to established corporations—navigate complex financial challenges. My expertise spans strategic financial planning, process optimization, fundraising support, M&A advisory, and business exit planning. Whether you need actionable insights for scaling your business, guidance on external growth opportunities, or support during a sale or acquisition, I deliver results tailored to your unique needs.

Renowned finance engineer and advisor specializing in business strategy, startup guidance, technology development, and financial planning. I offer expertise in business planning, scaling, fundraising, product-market fit, software development, IT infrastructure, financial modeling, investment strategies, and accounting.

Financial Literacy Coach | ACCA Diploma | Helping Individuals & Businesses Master Finance & Wealth Building

A Planning and Cost Management professional with 13 years of Heavy Engineering Construction experience.

I solve problems by spotting interrelated issues at a systemic level and asking questions that nobody considered. Identifying and defining the problem is more than half the battle won. I am an Industrial Engineer with an MBA and am a Certified Fraud Examiner and registered turnaround specialist. I started my career as project manager at The Marketing Shop (now Knowstosis) My job as side-kick to the MD was fast paced. He said if I could learn as fast as he could teach he will take me everywhere he went. I did. My learning curve was vertical for almost two years. Our company was listed, I became a director and he the CEO; my learning curve waned and I did not agree with the direction that the new divisional MD was taking us on. Boredom set in and I fell for RMB‘s advertisement that they employ engineers and sought a career with them. Once there, we brought the RMB philosophy to FNB and I soon ran the culture change program for the branch network. I implemented the “How can we help you?” philosophy. It resulted in me being Wendy Lucas-Bull’s (CEO) assistant. After that, I was working in FirstRand‘s technology incubator which was both sexy and frustrating because everything had to go through channels and I am too much of an entrepreneur to wait for slow wheels of corporate banking to turn. So I rejoined my mentor as a shareholder and ran the whole company. Meanwhile, I completed my MBA (cum laude). This made me a rounded consultant more than anything else. In fact, having had to implement change first hand at FirstRand, I came back into consulting much less naive and my strategies were now much more practical. I bought all the shares from my mentor in 2004 and have loved steering my company where I wanted it to be ever since. This meant breaking open new markets in Australia and Europe, diving into major opportunities like turning around a R500M+ company and simply using my skill and expertise to improve businesses where ever the opportunity presents itself. I’ve worked in automotive, education, government, agriculture, transport and hospitality. Between 2015 and 2020 I was involved in major litigation as plaintiff and expert witness with another expert holding, among other qualifications a CFE. I saw the value of the qualification, enrolled and completed the CFE in 2020. I think big and systemically about just about everything and am at my best in charge of a large team of competent people. If I can share and implement my vision, so much better.