Banco Popular de Puerto Rico
Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Erik Setterlind is the senior vice president of investment management at Kalos Financial.
September 29 -
Ashley Murphy, CFP®, AIF® is a principal and wealth strategist at
Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates around the United States and Australia. Ashley works with Australian and American expatriates to bring strategy, structure, clarity, confidence and compliance to their global financial lives and keep it that way. Ashley is a tri-citizen of the U.S., Australia, and the U.K. From 2014-2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University, he was a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (FPA) from 2017-2019 and is a regular conference speaker.October 20 -
Bruce Willey, JD, CPA, CExP, is the founder and owner of
American Tax and Business Planning , where he advises established businesses, start-ups and individuals on tax planning, asset protection, exit planning and estate planning.October 27 -
Matt Kilgroe is a financial advisor and CEO of Cyndeo Wealth Partners in St. Petersburg, Florida.
July 17 - July 20
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Alyse Reiser Comiter is managing director and wealth strategist at Cresset in West Palm Beach, Florida. Follow her on Twitter at @arcomiter.
August 26 -
Fred Duden is global head of product development at Broadridge Financial Solutions.
July 10 - July 13
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