Financial Advising Financial Consultant Startup 
Harness Wealth
MAY 25, 2023
The ranges provided are related to the cost charged by the Financial Adviser and do not incorporate additional expenses associated with implementing a financial plan, such as custodial or transaction costs. Chartered Financial Consultant (ChFC): This designation is issued by The American College of Financial Services.
Sara Grillo
APRIL 10, 2023
Most recently James worked with several seed and pre-seed startups at Nerd United, a venture studio, specializing in working with Crypto Startups to identify their early product market fit and work to get them into a functioning BETA. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.
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