Minnect logo

Book a Podcast
Categories

Wealth Management

134  experts
Filters
Clear all
Rating
Price
-
Adam  SosnickVerify icon
Adam Sosnick
4.93
1695 consultations
Adam “SOS” Sosnick. Host at Valuetainment. Financial & Networking expert. I help you improve your finances, relationships & overall improve your life. Wherever you’re at in life, I have been there. In my 20s I went from being a broke jack of all trades, nightlife promoter in Miami to becoming a financial expert and millionaire by 35. If I can figure it out, so can YOU. Now my mission is helping men level up and reach your fullest potential. I look forward to MINNECTING with you! -SOS
Adam “SOS” Sosnick. Host at Valuetainment. Financial & Networking expert. I help you improve your finances, relationships & overall improve your life. Wherever you’re at in life, I have been there. In my 20s I went from being a broke jack of all trades, nightlife promoter in Miami to becoming a financial expert and millionaire by 35. If I can figure it out, so can YOU. Now my mission is helping men level up and reach your fullest potential. I look forward to MINNECTING with you! -SOS
Matt SapaulaVerify icon
Matt Sapaula
5
103 consultations
It’s me - @MoneySmartGuy Matt Sapaula. I have worked directly with/ Patrick Bet-David for nearly ten years and a key person helping PBD to and through the $300M acquisition of PHP Agency. I am his no 1 income earner with a sales force of over 3,000 and growing, multicultural agents across the country. I am an expert in life insurance strategies as well as in recruitment and leadership development. I host the 7 Figure Squad YT channel w/ over 300k subscribers. I served 8 years on active duty as a United States Marine w/ tours in the Persian Gulf and Somalia, Africa. How I can help you: Ask me about transitioning from employee to entrepreneur, building up your revenue, training your sales team, recruiting and developing leaders that can scale your business, leveraging social media that bring you interested customers…even life insurance strategies that are tax advantaged to legally disinherit Uncle Sam. Let’s play offense!
It’s me - @MoneySmartGuy Matt Sapaula. I have worked directly with/ Patrick Bet-David for nearly ten years and a key person helping PBD to and through the $300M acquisition of PHP Agency. I am his no 1 income earner with a sales force of over 3,000 and growing, multicultural agents across the country. I am an expert in life insurance strategies as well as in recruitment and leadership development. I host the 7 Figure Squad YT channel w/ over 300k subscribers. I served 8 years on active duty as a United States Marine w/ tours in the Persian Gulf and Somalia, Africa. How I can help you: Ask me about transitioning from employee to entrepreneur, building up your revenue, training your sales team, recruiting and developing leaders that can scale your business, leveraging social media that bring you interested customers…even life insurance strategies that are tax advantaged to legally disinherit Uncle Sam. Let’s play offense!
Davis ThurberVerify icon
Davis Thurber
5
76 consultations
With over 15 years of experience of investment in the Real Estate industry, my mortgage brokerage license allows me to advise investors, first time buyers, and companies on the right steps to take to achieve their goals. It's not everyone who understands that every person wants something different. It's even fewer people who understand how this factor plays into the everyday challenge of financing businesses. I'm here to help you achieve those goals no matter the complexity of your personal life, your business, and the interaction between the two.
With over 15 years of experience of investment in the Real Estate industry, my mortgage brokerage license allows me to advise investors, first time buyers, and companies on the right steps to take to achieve their goals. It's not everyone who understands that every person wants something different. It's even fewer people who understand how this factor plays into the everyday challenge of financing businesses. I'm here to help you achieve those goals no matter the complexity of your personal life, your business, and the interaction between the two.
Tom Murray
Tom Murray
5
25 consultations
Having spent most of my life moving to new countries, to live, travel, and work, I now specialise in helping others do the same financially. When you move to foreign shores life can get really complicated, often with multiple currencies, investments, and tax offices to worry about. There are a lot of pitfalls to avoid, and often a lot of benefits to take advantage of.   Book in for a chat with me about financial planning, wealth management, expatriating, or anything else I can help with!
Having spent most of my life moving to new countries, to live, travel, and work, I now specialise in helping others do the same financially. When you move to foreign shores life can get really complicated, often with multiple currencies, investments, and tax offices to worry about. There are a lot of pitfalls to avoid, and often a lot of benefits to take advantage of.   Book in for a chat with me about financial planning, wealth management, expatriating, or anything else I can help with!
Vijay Maraj
Vijay Maraj
4.94
25 consultations
I’m a CPA with over 5 years of Big 4 public accounting experience helping anyone from Fortune 500 companies to teenagers looking to start on their financial journey in auditing, advisory, FP&A, financial planning and strategic investment allocation. In my free time I trade stocks, options and crypto which I’ve been doing for almost a decade. I’m also a BJJ blue belt, avid traveler, and try my best to provide practical advice on any accounting, finance, or business questions you may have. I will use all the resources at my disposal to provide the most value I can as we all are on the same path towards financial freedom!
I’m a CPA with over 5 years of Big 4 public accounting experience helping anyone from Fortune 500 companies to teenagers looking to start on their financial journey in auditing, advisory, FP&A, financial planning and strategic investment allocation. In my free time I trade stocks, options and crypto which I’ve been doing for almost a decade. I’m also a BJJ blue belt, avid traveler, and try my best to provide practical advice on any accounting, finance, or business questions you may have. I will use all the resources at my disposal to provide the most value I can as we all are on the same path towards financial freedom!
Michael Succurro
Michael Succurro
5
20 consultations
Michael Succurro, CEO of Fluent Capital Management, brings a wealth of experience and expertise to the financial world. Prior to his role at Fluent Capital, he co-founded and serves as the President of Spark Financial Group. Throughout his career, Michael has successfully underwritten and funded over $500 million in residential and commercial mortgages, showcasing a profound understanding of the intricacies of the real estate and lending markets. Michael is also an experienced mortgage broker and previously held a lead role at TD Bank where he honed his financial acumen and leadership skills. Michael specializes in understanding and leveraging investors' assets to unlock exceptional investment opportunities. His strategic vision and commitment to client success make him a driving force in the financial services industry. Under his guidance, Fluent Capital Management continues to excel, offering clients a gateway to financial prosperity, backed by Michael’s unparalleled expertise and leadership.
Michael Succurro, CEO of Fluent Capital Management, brings a wealth of experience and expertise to the financial world. Prior to his role at Fluent Capital, he co-founded and serves as the President of Spark Financial Group. Throughout his career, Michael has successfully underwritten and funded over $500 million in residential and commercial mortgages, showcasing a profound understanding of the intricacies of the real estate and lending markets. Michael is also an experienced mortgage broker and previously held a lead role at TD Bank where he honed his financial acumen and leadership skills. Michael specializes in understanding and leveraging investors' assets to unlock exceptional investment opportunities. His strategic vision and commitment to client success make him a driving force in the financial services industry. Under his guidance, Fluent Capital Management continues to excel, offering clients a gateway to financial prosperity, backed by Michael’s unparalleled expertise and leadership.
Wall Street  Crypto Day Trader
Wall Street Crypto Day Trader
4.83
14 consultations
Day Trades + Swing Trades + Long Term Hodl | Bitcoin | Ethereum | Alt-coins | 📈 There is an abundance of information online about trading but yet 95% still lose money. Why is that?  Is it the strategy they are using or maybe the indicators or maybe the psychology? How can I help: - Cut through the noise: Get straightforward, jargon-free explanations you can actually understand. - Clarity on demand: Quick answers to your trading questions. - Strategies: Find what strategies work for your personality. Are you a scalper, day trader, swing trader or an investor type. - Market Structure: Are you reading the market correctly? (This is where most people have the biggest issue.) - Risk Management: Are you risking too much or too little compared to your account size. - Psychology: How to cut out impulsive actions when you’re in a winning or losing trade. - Learn from my mistakes: I have made every mistake in the book so you don’t have too. No more guess work: Make informed decisions backed by knowledge, and insight not by some fake guru shilling his next coin. Trading is hard, it takes dedication, discipline, a working strategy, risk management and time to build the right skills.-
Day Trades + Swing Trades + Long Term Hodl | Bitcoin | Ethereum | Alt-coins | 📈 There is an abundance of information online about trading but yet 95% still lose money. Why is that?  Is it the strategy they are using or maybe the indicators or maybe the psychology? How can I help: - Cut through the noise: Get straightforward, jargon-free explanations you can actually understand. - Clarity on demand: Quick answers to your trading questions. - Strategies: Find what strategies work for your personality. Are you a scalper, day trader, swing trader or an investor type. - Market Structure: Are you reading the market correctly? (This is where most people have the biggest issue.) - Risk Management: Are you risking too much or too little compared to your account size. - Psychology: How to cut out impulsive actions when you’re in a winning or losing trade. - Learn from my mistakes: I have made every mistake in the book so you don’t have too. No more guess work: Make informed decisions backed by knowledge, and insight not by some fake guru shilling his next coin. Trading is hard, it takes dedication, discipline, a working strategy, risk management and time to build the right skills.-
Connor HickeyVerify icon
Connor Hickey
5
13 consultations
I’m a Financial Analyst at a NY-based Independent Multi-Family Office, where I provide expertise on my client’s most complex financial transactions, decisions, and investments. My clients span from Mid-Market Business Owners, C-Suite Executives, Legacy Wealth Families, and even Lottery Winners. I’ve worked and consulted for multiple Fortune 500 companies and start-ups, including Broadridge Financial Solutions, NBCUniversal, and ZoomInfo, where I directly advised senior leadership on their financial and corporate strategy. With my experience and expertise, I can advise you in the following areas: Personal Wealth Advising Services: - Financial Planning - Cash Flow Management - Budgeting - Portfolio Management - Asset Allocation - Cryptocurrency - Public Markets Analysis - Equity Research - Investment Analysis Corporate Finance Advising Services: - M&A Advisory - Business Valuation - Market Research - Debt & Equity Raises - Financial Modeling - Risk Management - Strategic Financial Planning - Restructuring - Compensation and Incentive Programs Business Consulting Services: - Strategic Planning - Business Process Improvement - Operations Management - Sales and Marketing Strategies - Organizational Design and Development - Technology Consulting Career Advising Services: - Early Career Coaching/Advising - College Admissions Advising - Internship & Entry-Level Job Searches - Resume + Cover Letter Editing/Reviews - Mock Interview Sessions - Technical Finance & Accounting Training - Excel Modeling Training More About Me: Currently, I’m enrolled in Georgetown’s Master of Science in Finance program (Ranked #8 in the U.S by QS). I graduated from Stony Brook University College of Business Honors (Ranked #1 Public University in NYS & #26 Nationally by U.S News). As President of the SBU Finance Society, I led one of the largest on-campus student-run clubs. I ran various professional development events such as Resume Reviews, Mock Interviews, Networking Events, and Technical Finance workshops. I launched an undergraduate career mentorship program, where my team and I helped over 500+ students prepare for and obtain internships and entry-level jobs in the Finance field. My professional expertise lies in financial analysis & modeling, mergers & acquisitions, financial planning, and investment analysis. I have worked on multiple closed M&A deals (buy & sell-side), private equity, and real estate transactions. Witnessing my clients achieve their personal and business financial goals is what drives me to go above and beyond to provide exceptional value for them. As a trusted advisor to C-Suite Executives and UHNW Families and Individuals, I am certain I can provide the same value for YOU! Let’s discuss how I can help you grow your career, net worth, and business!
I’m a Financial Analyst at a NY-based Independent Multi-Family Office, where I provide expertise on my client’s most complex financial transactions, decisions, and investments. My clients span from Mid-Market Business Owners, C-Suite Executives, Legacy Wealth Families, and even Lottery Winners. I’ve worked and consulted for multiple Fortune 500 companies and start-ups, including Broadridge Financial Solutions, NBCUniversal, and ZoomInfo, where I directly advised senior leadership on their financial and corporate strategy. With my experience and expertise, I can advise you in the following areas: Personal Wealth Advising Services: - Financial Planning - Cash Flow Management - Budgeting - Portfolio Management - Asset Allocation - Cryptocurrency - Public Markets Analysis - Equity Research - Investment Analysis Corporate Finance Advising Services: - M&A Advisory - Business Valuation - Market Research - Debt & Equity Raises - Financial Modeling - Risk Management - Strategic Financial Planning - Restructuring - Compensation and Incentive Programs Business Consulting Services: - Strategic Planning - Business Process Improvement - Operations Management - Sales and Marketing Strategies - Organizational Design and Development - Technology Consulting Career Advising Services: - Early Career Coaching/Advising - College Admissions Advising - Internship & Entry-Level Job Searches - Resume + Cover Letter Editing/Reviews - Mock Interview Sessions - Technical Finance & Accounting Training - Excel Modeling Training More About Me: Currently, I’m enrolled in Georgetown’s Master of Science in Finance program (Ranked #8 in the U.S by QS). I graduated from Stony Brook University College of Business Honors (Ranked #1 Public University in NYS & #26 Nationally by U.S News). As President of the SBU Finance Society, I led one of the largest on-campus student-run clubs. I ran various professional development events such as Resume Reviews, Mock Interviews, Networking Events, and Technical Finance workshops. I launched an undergraduate career mentorship program, where my team and I helped over 500+ students prepare for and obtain internships and entry-level jobs in the Finance field. My professional expertise lies in financial analysis & modeling, mergers & acquisitions, financial planning, and investment analysis. I have worked on multiple closed M&A deals (buy & sell-side), private equity, and real estate transactions. Witnessing my clients achieve their personal and business financial goals is what drives me to go above and beyond to provide exceptional value for them. As a trusted advisor to C-Suite Executives and UHNW Families and Individuals, I am certain I can provide the same value for YOU! Let’s discuss how I can help you grow your career, net worth, and business!
Julian Chavez Real Estate InvestorVerify icon
Julian Chavez Real Estate Investor
5
12 consultations
Hello, I'm Julian Chavez, a 25-year-old real estate investor based in Central Florida. With a portfolio comprising 30 doors, I specialize in Single Family Residential properties. I offer expertise in various areas, including: -Deal Advice -Property Valuation (both "as is" and ARV) -Mortgage Guidance (including pricing out mortgages) -Strategies for acquiring homes without personal capital -Structuring a small real estate fund -Strategies for getting good real estate deals -I also pay commissions to anyone that finds me a deal. I buy in Florida & must be SFR In addition to my role as a real estate investor, I am a licensed real estate broker and the proud owner of iBuySFL. I also serve as a loan officer. My journey into real estate investing began in 2020 when I founded iBuy Fund, utilizing OPM (Other People's Money) to initiate my investments. I continue to seek opportunities to acquire real estate deals without using any of my personal funds. Currently, I am expanding my ventures into ground up construction of single-family homes for long term rental purposes. In a successful month within the real estate realm, my goal is to secure one rental property and engage in one profitable flip. Should you have any inquiries or require assistance in navigating the complexities of real estate investment, I am here to provide valuable insights and support.
Hello, I'm Julian Chavez, a 25-year-old real estate investor based in Central Florida. With a portfolio comprising 30 doors, I specialize in Single Family Residential properties. I offer expertise in various areas, including: -Deal Advice -Property Valuation (both "as is" and ARV) -Mortgage Guidance (including pricing out mortgages) -Strategies for acquiring homes without personal capital -Structuring a small real estate fund -Strategies for getting good real estate deals -I also pay commissions to anyone that finds me a deal. I buy in Florida & must be SFR In addition to my role as a real estate investor, I am a licensed real estate broker and the proud owner of iBuySFL. I also serve as a loan officer. My journey into real estate investing began in 2020 when I founded iBuy Fund, utilizing OPM (Other People's Money) to initiate my investments. I continue to seek opportunities to acquire real estate deals without using any of my personal funds. Currently, I am expanding my ventures into ground up construction of single-family homes for long term rental purposes. In a successful month within the real estate realm, my goal is to secure one rental property and engage in one profitable flip. Should you have any inquiries or require assistance in navigating the complexities of real estate investment, I am here to provide valuable insights and support.
Christian Cardamone
Christian Cardamone
5
12 consultations
20 year veteran Real Estate Broker / Property Manager / Investor. I specialize in helping clients establish long term wealth through multiple avenues in real estate and small business development. I have started and sold multiple small businesses ranging from a bar/nightclub to a coworking community to a charter boat business and more! I have a masters degree in conflict management resolution and negotiation. Successfully brokered over $100 million in real estate and business sales and currently managing $80 million dollars worth of commercial real estate day to day. Licensed General Contractor and USCG 50 GRT Master Captain License Holder. I’m also a musician and a family man above all else. I am self made. I lost millions in the real estate crash and have since rebuilt bigger and better than before, let me make sure you avoid the mistakes I made along the way. I can help with all things real estate related, as well as commercial and residential construction, development, flipping, wholesaling, subject to, property management, and investment. I also run a successful real estate sales team and can be a resource for you if you are an agent or a team leader. If you are in the middle of a deal, and you need advice on how to navigate through to the finish line, or if you’re contemplating a deal, looking for an analysis or industry insight, don’t hesitate to reach out. 
20 year veteran Real Estate Broker / Property Manager / Investor. I specialize in helping clients establish long term wealth through multiple avenues in real estate and small business development. I have started and sold multiple small businesses ranging from a bar/nightclub to a coworking community to a charter boat business and more! I have a masters degree in conflict management resolution and negotiation. Successfully brokered over $100 million in real estate and business sales and currently managing $80 million dollars worth of commercial real estate day to day. Licensed General Contractor and USCG 50 GRT Master Captain License Holder. I’m also a musician and a family man above all else. I am self made. I lost millions in the real estate crash and have since rebuilt bigger and better than before, let me make sure you avoid the mistakes I made along the way. I can help with all things real estate related, as well as commercial and residential construction, development, flipping, wholesaling, subject to, property management, and investment. I also run a successful real estate sales team and can be a resource for you if you are an agent or a team leader. If you are in the middle of a deal, and you need advice on how to navigate through to the finish line, or if you’re contemplating a deal, looking for an analysis or industry insight, don’t hesitate to reach out.