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CFP & SPECIALIST PARTNERS

We’re looking to partner with CFPs and expert specialists who share our vision. See what we're all about and get in touch.

Experienced Certified Financial Planner (CFP) & Specialist

Remote, US

Are you an experienced CFP or Specialist looking to join an innovative team that's changing the way financial guidance is delivered? If you're passionate about working with  households to help them align and achieve their joint goals, let's talk.

Come partner with us!

Sign up to become a CFP or Specialist Partner and join our mission to make financial concierge care accessible to more households all in one digital office.

We look forward to connecting with you!

EXPERT SPECIALISTS

Our
Partners

As households grow, new financial situations present themselves in life. When that happens, you need vetted specialists you can trust to help you with anything from investments, taxes, estate planning, real estate, and insurance. We partner with expert specialists to bring access to you in one place.

TRUSTS

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SCALE LLP

TAX

INSURANCE

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