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Jack D.




Agoura Hills, CA

Organizer since:

February 14, 2011


How did you hear about us? (Meetup suggestion, internet search, referral-indicate source, etc.)

I am the organizer

What is your profession/industry?

I am an independent financial advisor and accredited asset management specialist (AAMS).

Are you currently in other networking groups in the area? If so, which ones?

Connections Resource Alliance, formerly known as CV-B2B

How often do you anticipate attending the Thursday lunches? (weekly, a few times a month, monthly, or less often)


Please list 1 - 3 ways you hope our group can help you.

By collaborating with other professionals, learning about their expertise, and sharing that resource with my clients, it is a win-win-win for everyone.


I am a father, husband, and independent financial advisor (Financial Pointe in Westlake Village).

What Jack D. is saying about this Meetup Group

we have grown to almost 200 members and average 20-25 per meeting! Check it out...

This Meetup is community funded


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  • Improve Meetups
  • Provide lunch or stipend for special speakers, provide happy hours & business card holder books

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