Financial Transition Advisor’s

These are the team of financial experts who provide and review content and advise clients.

Jennifer Napper, CFP®, CDFA®

Oscar Alvarez, CFP®, CDFA®

Susan Kroger, CFP®, CDFA®

Annette Bau founder of The Millionaire Insider

Annette Bau, CFP®

Sean Fitts

Sean Fitts, CFP®, RICP®, ChFC®

susan swinehart

Susan Swinehart, Attorney

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