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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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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David Haughton, JD, is an advanced planning consultant at Commonwealth Financial Network.
August 23 -
Tim Helman, CFP, is a senior investment consultant at Commonwealth Financial Network.
September 4
