United Planners Financial Services’ Post

Having fun while getting it done! We were "creepin" it real and welcomed guests from the UPU Workshop at the Home Office yesterday for our annual Halloween celebration. Working hard and playing hard at United Planners!

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Xerxes Nabong, CFP®, CDFA®

Wealth Advisor for business owners, healthcare professionals, and corporate leaders with stock-based compensation. Co-Founder of Wealth Avenue and Partner at Reservoir Financial.

3mo

Whoever dressed up in the Hulkamania colors gets my vote for EOTY!

Billy Oliverio

Executive Vice President - Chief Marketing (aka Mischievous) Officer at United Planners Financial Services

3mo

and frozone was working the heelys...frooooo-oooo-zzzonnnnneeee!!! luv it, corporate culture at its best!!!

Paul Perreault

Investment Advisory Representative Limited Partner at United Planners Financial Services

3mo

Is Mike Baker Captain America?

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Charlie Harrison, CFP®

President at Sequoia Advisory Group

3mo

Nice!!!

Marc Angel

Grow sales & and provide marketing solutions for financial service firms

3mo

I'd invest in this crew!

John Kirwan

Carolina Financial Partners & Associates, LLC

3mo

awesome!

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Emma Nelson

Financial Planner at Oregon Pacific Financial Advisors

3mo

Sorry Billy Oliverio that mask isn’t disguising you! What a great group!

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