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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?

I attend new groups all the time!

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 Newbury Park).

What Jack D. is saying about this Meetup Group

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

This Meetup is community funded


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

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