Philanthropy / Non-Profit
Mitchell Kraus, CFP®, CAP®, CLU®, ChFC®, is a registered representative with, and offers securities through, LPL Financial, Member FINRA/SIPC. He has been helping clients plan for their financial future since 1993. He and his father, Arthur, established Capital Intelligence Associates in 2003 as a comprehensive resource for independent, unbiased advice and trusted financial guidance. Mitchell.Kraus@wcinput.com
Your clients can pass on more than money to their children. Read More >
Paul Brooks is currently the Director of R&D for InsuranceThoughtLeadership.com. He was the co-founder of Renaissance Inc. and Helixx Group, LLC, innovative companies created to enlarge the value of human life impact. He is preparing to launch his next venture in the area of life worth and value creation. Paul.Brooks@wcinput.com
Recognizing the family’s intangible assets is key to financial and emotional well-being. Read More >
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
There are many advisors that volunteer, give back to their community and use their skills and talents to become board members for not-for-profits, foundations or endowments. They bring... Read More >
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