Core Investments and Annuities转发了
Founder: CIC: Registered Investment Advisor | Tax & Investment Strategist | CFO | CIO | CoFounder | Speaker | Author | love Philosophy, Shakespeare & Darwin | Courage is knowing what not to fear | found my IKIGAI with FO
We are 7 years in! Congrats to US! Puja Sohi and I are excited to complete our 7 year at CORE! Congrats to all of us along with our amazing team on this incredible milestone. It's been an amazing journey with our portfolio companies - Core Investments and Annuities, Core Family Office, Tax Family Office, #Coreinvestmentcapital, and NAPA FINANCE. Over the past 7 years, we've launched companies and become profitable!!! Learned invaluable lessons. Here's to continued growth and success ahead! ?? #milestone #businessgrowth #Aug30th We are building a community! Watch out for our #familyoffice #mastermind #community Launching January #2025 (DM Early Bird special) Interested in Joining our team!? (DM CORE ADVISOR)