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advicer.bio/samueldeane

Samuel Deane

Financial advisor at Rora Wealth

Verified advisor · CRD 6882384

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Rora Wealth, Inc.
Listed in People
Financial Advisor
8
Tools in my stack
YCharts
Investment Data/Analytics
Jump
Client Meeting Support, AI Assistants/Agents, AI Platforms
Wealthbox
CRM
Knudge
Advice Engagement
Trayecto
Equity Compensation
+3 more
Altruist
Custodial Platform
RightCapital
Financial Planning
Seeds
TAMP, Outsourced Trading
0
Events coming up
0
Books, pods, letters
0
Things I'm open to