financial planner

I AM CEO PODCAST

IAM899- Entrepreneur Helps Clients Develop Customized Financial Plans

Jenevieve Lenz is a professional Entrepreneur Support & Wealth Advisor who wear's many hats. She is the third generation entrepreneur…

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I AM CEO PODCAST

IAM760- Financial Planner Specializes in Self-directed Retirement Accounts

Dmitriy Fomichenko is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement…

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I AM CEO PODCAST

IAM248- Founder and Finance Professional Helps Companies with Business Valuation

Nataliya Kalava is a finance professional with approximately ten years of professional experience in financial services industry including: business valuation,…

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