Financial Advisor Playbook

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Financial Advisor Council

  • Louis Barajas is founder and CEO of Wealth Management LAB, a fee-only firm specializing in entertainers and professional athletes.

  • Sophia Bera, founder of Gen Y Planning, has been named one of '10 Young Advisors to Watch.'

  • Lazaretta Rainey Braxton

    Founder/CEO, Financial Fountains, blogger, columnist and speaker.

Latest Special Reports

  • Signage at the SOHN conference in Lincoln Center, New York

    The Sohn Investment Conference gathers the world’s savviest investors to share insights and ideas; all proceeds go to charity.

  • Exploring smart growth strategies and industries, and the companies moving them forward.

  • Participants at a hacking conference.

    A series of high profile cyber attacks has created huge economic opportunity as businesses look to fend off future attacks.

Financial Advisors