Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Chelsea Cloak, a licensed certified public accountant (CPA) (Inactive), is managing partner of the San Diego office of Vaco, a talent solutions firm that provides consulting, contract and direct hire strategies around the globe.
D Sharma is the Co-Founder and CEO of Wellness Coach, a workplace wellness platform that provides on-demand access to a vast library of tools, including guided meditations, workout videos, and sleep music. Wellness Coach also offers live classes that allow users to connect with doctors and experts in real-time.
Andrew is the founder of Planning Across the Spectrum. From his personal experience as an individual with ASD, he was inspired to create Planning Across the Spectrum to specifically work with individuals, families, and care teams of those with special needs. Andrew is a known national advocate for Autism awareness and serves on various boards and advisory committees. Andrew is CFP®, Behavioral Financial Advisor (BFA™), and Chartered Special Needs Consultant (ChSNC®) among his other designations. (He has more than Michael Kitces.)
Manish Sharma is group chief executive of Accenture Operations.
Matt Buchanan is the co-founder and chief growth officer at Service Direct.
Mike Soistman is senior vice president at Wells Fargo.
Paul Manchester, Ph.D., is a former principal economist at the Federal Housing Finance Agency, having served from 2009 to February 2021.
Nancy began her Commonwealth career in 1999 and has worn many hats during her tenure at Commonwealth, and that experience has been invaluable in her quest to streamline processes and gain efficiencies. She oversees the bicoastal Transition and Field Development Operations teams responsible for the entire advisor onboarding experience and ensures that advisors and prospective advisors alike receive the highest level of service and support.
Sandra Cho is the Founder and President of Pointwealth Capital Management in Encino, California specializing in comprehensive, generational wealth management. Ms. Cho serves more than $23 million in brokerage assets through LPL Financial and over $180 million in advisory assets through Golden State Wealth Management as of 10/5/21.
With 18 years in the financial services industry, Ms. Cho has been consistently in the top 5% of financial advisors nationwide in production. She is recognized on the Forbes Top Women Wealth Advisors list for 2020 and 2021.
Ms. Cho is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management, DBA Pointwealth Capital Management, a Registered Investment Advisor. Golden State Wealth Management, Pointwealth Capital Management and LPL Financial are separate entities.
David R. Martin, Esq., a business lawyer licensed in the Commonwealth of Puerto Rico and author of Puerto Rico: The Economic Rescue Manual.
