Meet John Robinson! οΏ½οΏ½οΏ½οΏ½
John "JR" Robinson is the Founder of Financial Planning Hawaii (a Honolulu-based Registered Investment Adviser) and a co-founder of fintech software maker Nest Egg Guru.
Find out more: https://t.co/x67Qx85RJK β¬
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"At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clientsβ interests ahead of our own."
https://t.co/0rHbzCy5bp β¬
Welcome Joseph McDonnell! π
There are few people who can truly call themselves a Chief Financial Officer, having studied and practiced for over 35 years in investment and tax advisory for institutions and select individuals. Joe is one of them!
https://t.co/v3wslu5asB β¬
Welcome John Lee! π
Patrickβs mission is to help professionals grow, protect and pass wealth by providing a customized approach to find the right strategy that meets his clients financial and lifestyle goals.
Learn more about him at https://t.co/KFR5mK4s6s β¬
Welcome Tucker Roeder! π
Tucker graduated magna cum laude from Northeastern University with a Bachelor of Science in finance and entrepreneurship where he was the captain of the baseball team. βΎ
Learn more about Tucker at https://t.co/LDsen6mQtC β¬
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Inheriting an IRA can leave you trying to navigate the rules of estate planning, financial planning, and tax planning simultaneously.
To find out all you need to know when you inherit an IRA, visit https://t.co/wm5a70M98X β¬
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Welcome Thomas Davies! π
Thomas has the experience, dedication, professionalism, and integrity to provide the highest of quality service that affluent clients expect and deserve.
Learn more about him at https://t.co/vTegpc1z8K β¬
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