Gen Next Wealth
First generation Six-figure income earners.
Dasarte Yarnway, Series 66, Series 7
Yarnway Wealth Management
At Yarnway W.M, we help entrepreneurs to optimize their personal & business plan
Garret Harper, ChFC
Harper Financial Strategies LLC
We work with small businesses as to provide insight and accountability.
Bonnie Maize, JD
I love working with women, LGBTQIA folks, and working and middle-class families
Jamie L. Clark, CFP®
Ruby Pebble Financial Planning LLC
Ruby P. Financial focuses on early retirement, lifestyle upgrades etc.
Chelsea Ransom-Cooper, CFP
Zenith Wealth Partners
CERTIFIED FINANCIAL PLANNER who specializes in working with women founders.
New York, New York
Tremaine Wills, MBA, CFEI
Mind Over Money
I work with small business owners.
Newport News, Virginia
Matthew Fox, CMT
Ithaca Wealth Management
I work with mostly millennials and college professors in Ithaca NY and Memphis.
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