CJ Follini

NYU Schack Institute of Real Estate

I teach in the NYU Masters Program specifically about Real Estate Investment Trusts, Financing and Investment

Adjunct Professor of Real Estate

NOYACK Wealth Club

Noyack Wealth Club (weareNOYACK.com) is a nonprofit whose mission is to provide financial education to younger generations so Millennials & Gen Z don't hae to resort to TikTok. NWC is a safe space for learn about personal wealth management, interact with peers with the same questions and invest in private markets as they experience the Great Wealth Transfer.

NOYACK provides the first ever generative LLM, an AI  trained on all topis needed to control your financial destiny. From trust & estate to #retirementment planning to family financial planning to insurance of all kinds to investing in #alternativeinvestments.

NWC also provides: online masterclasses, live events, mentorship, research.

The Great Wealth Transfer - $42 trillion by 2040 - the largest wealth transfer in the history of our planet. NOYACK launched only 4 months ago and already built an audience of over 300K strong!   Education, community and access is our product | integrity, innovation, transparency, and inclusivity are our beliefs... that's what we believe in, that's who we are. We are NOYACK...and so are you. #AccessGranted

Founder & CEO

Noyack Investing Club

NOYACK is revolutionizing self-directed wealth management  by making world-class private investments accessible to all investors, not just the institutions. At our core is a commitment to financial education and technological innovation, empowering individuals with the knowledge to invest like billionaires. It’s not about quick returns or cashing out. It’s about making smart financial decisions for your future. Our goal is to teach members to fish for themselves so they can build generational wealth. Whether they’re looking to make a small investment or have just inherited a family nest egg they need to protect - we’re here to transform their lives, their kid’s lives and if all goes as planned, their kid’s kid’s lives.
NOYACK is all about creating a new kind of wealth management culture; one that doesn't lead with transaction but brings people together in a community space for young investors to learn, connect and generate wealth through private investing. Financial literacy AND access as social impact. We want to open up that door and give access to the powerful world of Private Investments.

Come with us, to the room where it all happens. 

We are Noyack.
And so are you.  
AccessGranted.™

Managing Partner & Chief Investment Officer

SpaceX

Seed Investor

Nalu Bio 

Pre-Seed Investor

Golden Seeds

50% of the U.S. population are women. 42% of entrepreneurial ventures are women-owned. Since our founding in 2005, we have been propelled to identify promising women entrepreneurs, to support their growth, and to better align these ratios to create value through the breakthrough ideas and tenaciousness of women entrepreneurs. Women are starting businesses at record levels, with the ideas, skills and talents to build great companies.  Golden Seeds, one of the nation’s largest and most active early-stage investment groups, focuses squarely on female founders. Our investment thesis rests on extensive research with a compelling conclusion: gender diverse teams produce better return on equity. By seeking companies where women hold leadership positions and own substantial equity, we fund companies likely to have diverse perspectives that will contribute to ultimate success.
Golden Seeds members have invested over $140 million in over 200 exciting women-led companies … and counting. Headquartered in New York City, Golden Seeds has chapters in Arizona, Atlanta, Boston, Dallas, Houston, New Jersey, New York and Silicon Valley

Early Stage Investor

Noyack

Noyack was the asset manager for a nine family alternative multi family office with $1.15 billion of alternative investment AUM. NOYACK allocated to  commercial real estate, seed VC, consumer packaged goods, and special situations.

Chief Investment Officer

IMMINENT

SUCCESSFUL 7X EXIT FOR OUR INVESTORS! 

We have a big idea - an operating system with everything you need in one place to get your employees more engaged. We believe workforce productivity begins with purpose.

So it is our mission to create technology and content that harnesses employees' passion for doing good while also providing them with resources they need to stay healthy. Finally, we want to support employees by providing them the information that they need as well as a social environment where they can be heard.

Introducing OAHU- IMMINENT's holistic approach to workforce wellbeing. Giving  + Habitat + Wellbeing + Social = Inspired.  We assist Fortune 1000 companies & brands to achieve amazing workforce goals by treating their employees as their first customers.
Employee360™ is a simple, yet powerful employee engagement portal that streamlines the onboarding process to engage employees and galvanize their passion to get involved. We provide state-of-the-art software tools to improve bi-directional workplace communication. We identify social impact movements, successful non-profits or non-governmental organizations around which to create holistic CSR campaigns. And we produce or curate employee-created video stories, immersive or full VR, that enable progressive brands to build truly authentic relationships with their employees and customers alike. 

Finally, our integrated social toolkit enables the marketing department to distribute the original content or their curated employee stories to a highly targeted audience informed by proprietary data insights. 

Happiness, productivity, volunteering, sharing... that’s why we feel IMMINENT offers a better way for companies to achieve 360-degree wellbeing. That’s what we believe in. That’s what drives us. That’s our cause.
 
In the world of doing good, the future is IMMINENT.

Economic Innovation Group

Founded by Sean Parker, John Lettieri, and Steve Glickman, EIG is a bipartisan public policy organization that combines innovative research and data-driven advocacy to address America’s most pressing economic challenges. From our headquarters in the nation’s capital, EIG convenes leading experts from the public and private sectors, develops original research, and advances creative policy proposals that bring new jobs, investment, and economic dynamism to U.S. communities.

Member Of The Board Of Advisors

Ten Paces Media

Oscar-winning producer (Slingblade) and head of studios. Builder and investor in physical  studio infrastructure as well as SVOD, immersive video (VR/AR/360°). Created subsidiary to build content IP library & publishing.

Executive Producer

Hi, I’m CJ Follini, Professor of Real Estate at NYU’s Schack Institute and the Founder of NOYACK, a holistic personal wealth management platform built for Millennials, and specifically, High Earners Not Rich Yet (HENRY's) . NOYACK exists to help you take control of your financial journey with the tools, community, and education you need to build the future you deserve. We’re here to guide you through the Great Wealth Transfer by making private market investments accessible to everyone, not just the ultra-wealthy.

You can find out more about me and NOYACK here -  https://bit.ly/3Ujnj9S

You can join 145,000 young adults in our leading newsletter - https://bit.ly/3MhCeNv

Being the son of Italian immigrants and watching my father, a decorated NYFD fireman, build a successful construction business was my introduction to hustle. But at 16, when he suffered a stroke, my life took an unexpected turn. I had to step away from my dreams of the NHL to run the family business with zero knowledge. That experience lit a fire in me to figure out not only how to survive but thrive—learning on the fly and turning challenges into opportunities.

Over the past 30 years as Chief Investment Officer of a multi-family office, I delivered 23% annual returns by investing in real estate, venture capital, and other alternative assets. But when the pandemic hit, it shifted my focus beyond just returns. It became about creating a legacy of financial empowerment for younger generations, especially those set to inherit trillions in the next few decades.

That’s why I founded NOYACK—to build a space where you can learn, grow, and invest alongside others in private markets. I created this for the younger version of me, the 19-year-old who didn’t have access to resources or anyone to turn to for help. Whether you’re making your first small investment or safeguarding your family’s future, NOYACK is here to help you build generational wealth on your terms.

At NOYACK, we believe in ‘Investing for Love’—for your family, your dreams, and the life you want to create. It’s not just about numbers; it’s about building something meaningful that lasts. We’re on a mission to open the doors to private investments for you, making sure you’re equipped with everything you need to shape your financial future.

Join us. Let’s disrupt the status quo and take control of our wealth journeys—together. AccessGranted™

Professor of Real Estate

The future of wealth management is Agentic AI —  get in early this time.



It feels like the right moment to share this milestone with you.

Over the past few years, many of you have watched me build NOYACK from a simple idea into a real company. Now, it’s time to invite you into the next chapter.

What is NOYACK?

We build AI agents for Millennials and GenZ DIY investors—tools that do the money work so they can actually build wealth, not just collect finfluencers.

This week, we quietly opened our community round on Wefunder.

In just 48 hours, early supporters have already invested over $12,000.

Now I’m making it official:

🚀  NOYACK is raising through a community round on Wefunder..and the best part is YOU CAN INVEST AS LITTLE AS $100   🚀

   🔗 https://lnkd.in/ez-X34KM
⸻

For the first time, my own community—newsletter readers, students, founders, family office peers, and this LinkedIn network—can invest alongside us, not just cheer from the sidelines.

💡 What you’re investing in

We’re building agentic AI that acts on users’ behalf, not just gives them tips:

🧠 Noyack.ai – a 24/7 money mentor that speaks human, not jargon
📈 Prophit.ai – an investing copilot that helps users build and optimize portfolios based on real data
👥 A team with deep fintech and family office experience, having managed over $100M in assets

We sit at the intersection of two historic shifts:
	•	The largest wealth transfer in history
	•	AI becoming the default interface between people and their money

Our belief is simple:

The future of wealth-building will be driven by agentic AI.
We intend for NOYACK to be a core part of that future.

🎁 Early-bird terms for my network here:   🔗  https://lnkd.in/ez-X34KM

To thank you for being early supporters, we’ve reserved SPECIAL EARLY-BIRD DISCOUNTED SHARE PRICES on our Wefunder round for this community.

If you’ve ever thought, “I wish I could've invested in OpenAI or Anthropic or Perplexity, not just read about them,” well, this is your moment to take a serious look at investing in NOYACK for as little as $100 . Board our  🚀

🔗   https://lnkd.in/ez-X34KM
⸻

I’m incredibly grateful to everyone who has supported NOYACK up to now—and to those who will join us in what’s next.

Let’s build the future of wealth together.


Startup investing is risky and illiquid. You can lose your entire investment. Nothing here is investment advice. Please review all terms and risks on Wefunder before investing and only invest what you can afford to lose
#AgenticAI #Fintech #WealthTech #StartupInvesting #CommunityRound #crowdfunding #MillennialInvesting #FutureOfFinance

Charles Follini

No alternative text description for this image

WealthMindset #37: Start now, because someday you'll wish you had.

Every high earner I mentor hits the same wall: "I should’ve started earlier."

Remember, today is the youngest you’ll ever be.
The most strategic move isn’t looking back with regret—it's deciding that today becomes your Day One.

Wealth doesn’t just grow from income. It multiplies through knowledge, timing, and mindset.
You don’t need perfect conditions, you need intention and momentum.

Many people already track macros, steps, and screen time. Time to track and train your money the same way.

If you want to build serious wealth, it starts with thinking differently—then acting accordingly.

"No matter your age, you’ll always wish you started younger. But today is the youngest you’ll ever be."

If you wish you invested in Apple decades ago, Agentic AI is your second shot.

Agentic AI is the next paradigm — tools that think, plan, and execute autonomously.

The wealth transfer is already happening. The early adopters won’t just profit — they’ll reshape industries.
Some will become millionaires. A few? Billionaires.

The only question is: will you be one of them? Learn how to invest in Agentic AI now 👉 https://hubs.ly/Q03X6MTP0 

AccessGranted™

The most expensive financial mistake you’ll make? A forgotten beneficiary form.

Most people treat beneficiary designations like a one-and-done checkbox. But here’s the truth: your retirement account doesn’t care what your will says. It follows the form.

That means your ex could inherit your 401(k). Your stepkids could be left out. Or worse — your estate could trigger a tax bill your heirs didn’t see coming.

This isn’t just about legacy — it’s about control. And clarity.

✅ Did you remarry?
✅ Did you roll over a retirement account?
✅ Did you list contingent heirs?

If you haven’t reviewed these forms recently, you’re gambling with one of your biggest financial assets.

Here’s the good news: You don’t have to untangle this alone.

⭐ Head to NOYACK. ai — it can guide you through the conversation points you should be having with your beneficiaries, and help decode complex topics in plain English 👉 https://hubs.ly/Q03Sf02K0

Don’t just pass on assets. Pass on intention.

AccessGranted™

I’m not that short - 5’ 11” on a good day - it’s just that my wife is really tall.  👢

Thanks to Joshua Greenberg and Bank of America Private Bank

Most people stress over saving a few thousand on taxes every December.

I get it. You max your 401(k), maybe donate to a charity, and sell off a loser or two from your portfolio — all solid moves. But let me reframe it for you:

Are you building a life around tax avoidance… or financial freedom?

Reducing your tax bill this year can save you a few bucks.
But owning the next decade? That takes a different mindset.

Instead of trying to outmaneuver the IRS every December, you could invest in something with compounding, generational potential — like Agentic AI.

While the rest of the world is stuck playing defense, I’m inviting you to play offense.

Stop focusing on tax tricks. Start building long-term autonomy. Invest in the tools that could rewrite your financial future.

Learn how you can invest in agentic AI fundraiser today — and build freedom for decades, not just this tax season 👉 https://hubs.ly/Q03WHq3p0

Or comment below any questions you have about Agentic AI ... let's talk 💭

AccessGranted™

Trump proposes a 50-year mortgage... Let’s talk about it.

Yes, stretching your loan over half a century lowers your monthly payment. But here’s the cost:

📉 Slower equity — $38K+ less after just 10 years
💸 An extra $335,000 in interest over time
🔁 More risk exposure — 5 decades of job changes, divorce, or downturns
🧬 And worst of all: passing debt, not wealth, to the next generation

That’s not a solution — it’s a trap dressed like affordability.

When buying a home starts to feel like renting from your future self, it’s time to pause and reassess.

Affordability isn't about longer timelines. It's about smarter strategy. That includes knowing when to buy, how to structure your loan, and how to use real estate to build, not bleed, wealth.

Have housing or mortgage questions? Ask NOYACK. ai — your 24/7 wealth mentor.

It runs scenarios, explains trade-offs, and helps you make informed decisions built for your future — not just your payment today.

Try NOYACK. ai today 👉 https://hubs.ly/Q03Tg93g0

AccessGranted™

Wealth doesn’t come from guessing right once. It comes from building a repeatable system—then sharpening it like a blade.

My personal playbook? Identify. Build. Test. Revise. Scale.

That’s the framework I’ve used across ventures, asset classes, and markets. And it’s how I teach others to stop winging it—and start owning their financial future with intention.

If you’re not auditing your wealth-building process, then you’re not optimizing—you’re reacting. And that’s how people with six-figure incomes still feel stuck in the middle class.

You don’t need more hustle.
You need a better operating system.

That’s why I created NOYACK. ai — your 24/7 wealth mentor co-pilot to design, test, and scale your personal ownership strategy BEFORE you act. 

👉 Run your process through NOYACK. ai to identify what’s working — and what’s quietly draining your freedom: https://hubs.ly/Q03VsDWM0 

AccessGranted™

Invest in Agentic AI so your kids won't need a Trump Account. 

If your idea of generational wealth is hoping your kids get a “Trump Account” someday… you're already behind.

A $1,000 government starter fund for newborns sounds good—but it’s not a plan, it’s a band-aid. Tax complications, contribution limits, and rigid rules? That’s not financial freedom. That’s dependency—just dressed up with a patriotic bow.

Here’s my take: the wealthy aren’t waiting for handouts. They’re investing ... specifically in Agentic AI. Why? Because owning the platforms that use AI—not just using the tools—is how you buy your time back, multiply your dollars, and build freedom across generations.

Millennials and Gen Z: You’ve got income, you’ve got hustle. Now you need assets that work for you.

You want to help your future kids? Build wealth now so they never need a “Trump Account.”

This is about taking the lead. Let’s make financial freedom your legacy—starting today. 👇

Want to start investing in agentic AI? You don’t need permission. You need access. Learn how to invest in Agentic AI here 🔗 https://hubs.ly/Q03WSKcz0 

AccessGranted™

The future of wealth isn’t just digital. It’s intentional.

I’ve been watching a shift that reminds me of the early days of the internet—except this time, the transformation is agentic.

Agentic AI doesn’t just respond to commands—it understands your intent and acts on your behalf. That means systems that personalize in real time, make decisions autonomously, and adapt as your goals evolve.

Now imagine applying that to your money. 💰

That’s what we built with NOYACK. ai — your personal AI wealth partner. It doesn’t just spit out generic advice. It teaches you. It adapts to your goals. And it helps you make smarter moves with speed and confidence.

AI is already reinventing how billionaires manage their empires. Why can’t it do the same for you?
Try NOYACK. ai today 👉 https://hubs.ly/Q03T6FRl0

AccessGranted™

Everyone wants to know if AI is a bubble. I think that’s the wrong question.

Even Mary Callahan Erdoes, CEO of JPMorgan Asset & Wealth Management, agrees — AI is an opportunity. It’s a revolution. Especially when it comes to how we build and protect wealth.

Here’s my take: AI isn’t just for tech bros and traders. It’s for anyone who wants smarter, faster, more personalized financial decisions.

Most people wait for Wall Street to validate a shift before acting. But if you’re reading this, you’re not “most people.”

💡 AI is already reshaping everything — from how companies scale, to how individuals manage cash flow, taxes, portfolios, and risk.

That’s why we built NOYACK. ai — a 24/7 agentic AI designed to help you run financial scenarios, explore investment strategies, and make informed, confident moves toward financial freedom.

If the CEO of JPMorgan sees AI’s impact on wealth management... Imagine what it could do for yours.

⭐ Try NOYACK. ai now — your personal wealth mentor 👉 https://hubs.ly/Q03TgDkf0

AccessGranted™

You worked hard for your gains. Don’t let taxes take more than they should.


Or worse — watch your gains disappear while waiting to sell.

Before the year ends, here are two tax-smart moves every self-directed investor should know — especially if you’re a millennial HENRY managing your own portfolio.

📬 130,000+ people already get our weekly newsletter…shouldn’t you?  👉 https://bit.ly/493fTA6

⸻

1️⃣ Use your losses — don’t just hold them

If you’re down on a stock but still believe in its future:
	•	Buy more shares now at the lower price
	•	Wait 31 days (to follow IRS rules)
	•	Sell your original, higher-cost shares to realize a tax loss

That loss can offset gains — or reduce your taxable income by up to $3,000. You stay invested, but get a real benefit now.

⸻

2️⃣ Protect gains you can’t sell yet

If you’re planning to sell in January (to time income, bonuses, or taxes), but you’re worried the market could dip in the next 45 days:
	•	Consider a put option
	•	It works like insurance: if your stock drops, the option gains value
	•	You protect your upside — and don’t risk watching your gains disappear

⸻

💡 Simple, legal, effective.
These are the kinds of moves that can change your after-tax results.

At Wealth Club, our nonprofit helps professionals build real financial literacy — without the jargon.

📬 130,000+ people already get our weekly newsletter, Wealth Blueprint (formerly NOYACK Wealth Weekly).
Clear, actionable insights delivered every week.

👉 https://bit.ly/493fTA6

#FinancialLiteracy #TaxStrategy #MillennialFinance #CapitalGains #TaxPlanning

My family was twice decorated FDNY, NYPD and never once did they hide their faces. 

If someone is breaking the law then justice should ALWAYS be served 

But if you’re too cowardly to show your face while doing it the maybe it isn’t JUST. 

Otherwise, as  Sebastian Maniscalco says, “It ain’t right.”

 U.S. Immigration and Customs Enforcement (ICE)  and US Border Patrol  - be proud of your job if you’re doing the right thing and don’t be COWARDS

Open article: The Washington Post on Instagram: "A crowd of bystanders confronted federal agents in Charlotte, North Carolina on Nov. 18 after they were seen arresting a man identified as Joshua Long in the parking lot of a shopping center. Long had been documenting Border Patrol's activities in the city, according to the Charlotte Observer, who also reported that he had been freed from an FBI office after six by instagram.com

The Washington Post on Instagram: "A crowd of bystanders confronted federal agents in Charlotte, North Carolina on Nov. 18 after they were seen arresting a man identified as Joshua Long in the parking lot of a shopping center. Long had been documenting Border Patrol's activities in the city, according to the Charlotte Observer, who also reported that he had been freed from an FBI office after six

AI isn't just changing tech... it’s also holding up the U.S. economy!

Nearly HALF of America’s GDP growth this year came from AI-related investment. Not just software and chips—but data centers, infrastructure, and stock market momentum powered by AI hype.

This isn’t just a tech trend. It’s the foundation of a new economic era. And that means opportunity—for those paying attention.

But here’s where I get concerned:
🧠 We’re in a moment where a few mega-players (you know the names) are pouring hundreds of billions into AI.
💸 Consumer wealth is riding high off AI stock surges.
🧱 Even construction jobs are being buoyed by data center builds.

If this growth engine slows (or stops) the ripple effect could hit everything from your portfolio to your paycheck.

This is exactly why I keep saying: don’t just be a consumer of tech—become an owner in it. Build wealth by investing in the infrastructure behind innovation.

The AI wave is here and NOYACK is opening the doors for everyday investors to own a piece of the infrastructure driving it all. Learn how to get early access to the AI infrastructure powering the future:

Invest in the next OpenAI here 👉 https://lnkd.in/ez-X34KM

AccessGranted™

Money and mental health are not separate topics. Never have been.

I’ve mentored enough founders, investors, and first-timers to know:
📉 When your finances are off, your mindset suffers.
📈 When your mindset is off, your money decisions aren't great.

The truth is, most financial “advice” doesn’t reflect the real world Gen Z and Millennials are navigating—rising costs, delayed milestones, and nonstop pressure to “hustle harder.”

But what if the smarter move wasn’t more grind, but more clarity?
✅ Emotional awareness before market moves
✅ Systems over hustle
✅ Boring basics (like fee-free investing) over viral TikTok tactics

My advice? Build wealth with intention. Protect your peace like it’s an asset. And stop comparing your timeline to your parents’. That’s a different economy. A different world.

If you're feeling stuck or unsure where to start—ask NOYACK. ai 👉 https://hubs.ly/Q03TgRwZ0

Your 24/7 AI wealth mentor is built to run the numbers, map out the strategy, and give you personalized, actionable guidance—whether it’s about investing, budgeting, taxes, housing, or building long-term wealth.

No guesswork. Just clear answers and next steps — anytime you need them.

AccessGranted™

AI isn’t just disrupting industries — it’s testing your leadership.

You don’t need to be a coder to understand AI.
But if you're building wealth or managing capital, you do need to understand what powers it — and what breaks it.

Because here’s the truth:
AI isn’t neutral. It reflects the bias of the data it learns from and the people who train it.

If you’re not paying attention to how your AI tools handle privacy, transparency, or fairness, you’re not just taking a technical risk — you’re taking a reputational one.

As AI continues to scale across finance, real estate, healthcare, and hiring, ethical literacy isn’t optional — it’s a competitive edge.

The leaders who win in this next cycle won’t just use AI. They’ll use it wisely.

At NOYACK, we don’t just build with AI. We build with accountability.

That’s why we created NOYACK. ai — your 24/7 copilot built to deliver transparent, ethical, and explainable answers in real time.

Try NOYACK. ai now 👉 https://hubs.ly/Q03SfK1S0

AccessGranted™

Definitely what an innocent person would do 😂😂

Everyone’s panicking that AI will take their job. 🤖
The real risk? Letting AI pass you by while you keep trading time for money.

As an investor and operator, I don’t use AI to “do my work for me.” I use it to multiply my judgment. It’s my tool belt.

It can calibrate my risk, define my downside and analyze data.

The top performers aren’t automating creativity. They’re using AI to amplify it. If you’re serious about building wealth and navigating your career in the age of AI, here’s what I’ve learned (and live by):

✅ Invest time in learning how AI actually works.
✅ Treat AI as a means to scale wisdom, not just output.
✅ Audit your inputs.
✅ Make AI part of your wealth strategy.

If you’re a high earner, AI shouldn’t just make you faster at email. It should help you see patterns earlier, test ideas cheaper, and move capital with more confidence.

That’s exactly why I’m building NOYACK. ai—to put institutional-grade AI in the service of your financial education/freedom, not the other way around. 

The future belongs to the ones who know how to remix technology into meaning.

🔍 Curious how we're doing this at NOYACK to help you grow smarter, not just faster? Visit NOYACK. ai 👉 https://hubs.ly/Q03LxygN0 

AccessGranted™

By the time people feel the AI wave, it will already have reshaped how wealth is built.

Agentic AI—systems that don’t just “chat” but actually take action—is already running inside major platforms. When names like Forbes and Intuit are spotlighting Agentic AI, that’s your cue the wave isn’t theory, it’s deployment. 

Software giants are using agents to reconcile books, run payroll, speed up payments and guide decisions. Now boardrooms are waking up to a new reality: if an AI agent can surface forgotten data or act on bad signals, your upside and your risk both get amplified.

Here’s how I look at it as an investor and operator:
🔹This isn’t a feature trend; it’s a new financial infrastructure layer.
🔹 Early ownership in that layer has historically created outsized, generational wealth.
🔹 The win goes to people who combine curiosity with caution: embrace the tech, demand security and transparency. 

That’s why we’ve built our own Agentic AI focused on fixing personal wealth management with next-gen AI. 

Ever wished you invested in Apple when it first came out? Here's your opportunity to not live with regret: learn more about how you can reserve your spot to invest in NOYACK's Agentic AI 👉 https://hubs.ly/Q03VRN680

Comment “AI WEALTH” or DM me to learn more and invest now in our campaign.

AccessGranted™

Who's next? :)    👉    https://lnkd.in/ez-X34KM

Accurate Advisory Group Inc.

Senior Wealth Advisor

Planning Network Partners

Planning Network Partners, LLC, was formed in 2022 because Brian George believed that his methodology of developing a tight network of seasoned professionals in different fields of finance could benefit other Financial Advisors.

Securities offered through AAG Capital, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC, an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

As an RIA, Planning Network Partners expands the abilities of our member Investment Advisor Representatives (IARs) to manage an expanded share of their Ultra High Net Worth clients’ portfolios. We are a growing and robust Network of Financial Advisors representing diverse specialties. By working with us, IARs add the capacity to provide complex, inter-disciplinary strategies for the financial challenges the ultra wealthy face. Join Planning Network Partners and move Up Market.

Managing Member

Charitable Planning Network

At Charitable Planning Network, we believe that good charitable decisions don't have to be confusing. We provide simple, proven techniques that can help you make the most of your money and help achieve more of your charitable goals.

We invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on charitable issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming charitable workshops that you may want to attend.

Securities offered through AAG Capital, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC, an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Charitable Advisors Network

Managing Director

World Equity Group

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA/SIPC, a Registered Investment Advisor

Investment Advisor

Wells Fargo Advisors

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 

INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE

Financial Advisor

J.P. Morgan

Financial Advisor, J.P. Morgan Securities LLC

Edward Jones

Financial advisor with focus on the long-term individual investor and small business.

Phunghi, Inc.

President/CEO

Information Control, Inc.

Fixing A Broken Wealth Management Industry One Happy Client At A Time

As a Senior Wealth Advisor for Accurate Advisory Group, I work to strategically empower every investor, including High Net Worth and Ultra High Net Worth individuals, with sophisticated tools and strategies for Estate Planning, Tax Planning, & Wealth Management.

The primary goal? To amplify wealth, protect assets, and promote charitable giving while minimizing tax burdens. 

Our Distinct Approach

Respect: We treat every client with the same level of care and respect that we would want for our own family members. My personal mantra, "Treat everyone the same way I would want my mother treated," serves as our guiding principle.

Client-Centric Innovation: We continuously stay updated on the latest financial products and services in the marketplace, as well as the ever-evolving regulatory landscape. Our commitment is to put our clients in the best possible position, always.

The Power of Our Network: We understand that we are stronger together. We actively seek opportunities to capitalize on and maximize the strengths of our network, resulting in exponential benefits for our clients.

The Power of Charity

I am particularly passionate about one aspect of our mission: leaving a legacy. Charitable organizations make a profound impact on communities, often more effectively than government programs. Helping charities benefit from increased donations while simultaneously enabling clients to defer and minimize their own tax liabilities creates legacies.

Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

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The Battle

CJ Follini

Brian George

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taplio

The Battle

CJ Follini

Brian George

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}CJ Follini's LinkedIn Performance

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Performance ScoreCJ Follini's LinkedIn Performance