Category financial planner

finance, financial planner, financial services, fintech, SaaS

Covisum SaaS Founder Joe Elsasser Show 079

Covisum-SaaS-Founder-Joe-Elsasser-Listen-Up-Show-079

SUBSCRIBE TO LISTEN UP SUBSCRIBE WITH ITUNES SUBSCRIBE WITH OVERCAST SUBSCRIBE WITH STITCHER Joe Elsasser: Founder and President of Covisum a SaaS Fintech Company. Covisum help advisors and their clients create a shared vision of the future. Their suite of financial planning tools,…

Mitchell Chadrow
December 29, 2018

financial planner

Financial Planner Josh Scandlen Founder Heritage Wealth Planning Show 077

osh-Scandlen-Financial-Planner-Founder-Heritage-Wealth-Planning-Listen-Up-Show-with-Mitchell-Chadrow

Josh Scandlen is a Financial Planner and founder of Heritage Wealth Planning a comprehensive financial planning firm located in Georgia. In March of 2018, Josh left USAA after working there for 10 years then worked for a few smaller companies…

Mitchell Chadrow
September 9, 2018