# talk to a financial advisor

Bob Moritz on LinkedIn: I really enjoyed visiting Baruch College as part of the New York Jobs… » I really enjoyed visiting Baruch College as part of the New York Jobs Council’s CEO Speaker Series. It was great to meet and hear from the students, as well as… Linkedin.com

Yelp » 1 review and 4 photos of ZEKE QUIJANO - QK HOMES REALTY & INVESTMENTS "There aren't enough wonderful things we could say about Zeke that would do him justice. We bought our first home in San Antonio with him in 2013, and have moved 3 times since, happily using Zeke for each purchase and sale. He's committed, knowledgeable, trustworthy, and charismatic. Best of all, he diligently pushes each transaction forward in such an organized and thorough way, which is exactly what's needed with a potentially stressful and complicated event like buying/selling a home. He's an excellent realtor, and an all-around great guy!" M.yelp.com

Pete Kaplan - President - PK Financial Group | LinkedIn » Financial planning for successful businesses and individuals, including fiduciary expertise for retirement plans. · Peter Kaplan is President and co-founder of PK Financial Group, where we're committed to developing partnerships with our clients that lead to the retirement of their dreams. Whether working with plan sponsors, business owners or successful individuals, we understand the complicated laws, rules and regulations surrounding retirement planning, and we've built our business on a foundation of education, service, solutions, and above all, a client-first philosophy.<br>Pete has a deep background in financial services. He was one of the first 75 professionals in the U.S. to earn a 401(k) certification from The Retirement Advisor University at UCLA’s Anderson School of Management. He is also part of the Retirement Plan Advisory Committee, representing 7000 financial advisors nationally. Pete graduated from Kent State University with a BA in Business Administration and a core in Finance Linkedin.com

Jo Franco » I'm Jo, a writer, TV host, polyglot, world traveler, and a documentarian of my own life through this channel. Hope you enjoy the journey with me. To write with the world, join my journal club: www.joclub.world For business inquiries: [email protected] Instagram: @jo_franco Twitter & TikTok: @jofranco My podcast: https://bit.ly/3lAhGD7 Youtube.com

Rohini Kapoor - Step by Step Talks | LinkedIn » Experienced Sales Coach and Financial Advisor Therapist, with a demonstrated history of working in the financial services industry for over 33 years. During this incredible journey I had the opportunity to master recruiting new financial advisors and training them to be successful. Working with experienced financial advisors and helping them achieve larger sales and increase production. I had the top Sales Agency and Top Recruiting award from GAMA every year without fail. My passion is to help Financial Sales Advisors to succeed. · Experience: Step by Step Talks · Location: Victoria · 500+ connections on LinkedIn. View Rohini Kapoor’s profile on LinkedIn, a professional community of 1 billion members. Ca.linkedin.com