Thu, Jun 10, 2021 · 2:00 PM
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Founder, Flow Financial Planning LLC
Meg Bartelt, CFP®, MS is the founder of Flow Financial Planning LLC, a fee-only, virtual financial-planning firm dedicated to women in their early-to-mid career in tech. Meg received a Bachelor's degree in Economics from Wellesley College and a Master's degree in Financial Planning from Golden Gate University. She is a Certified Financial Planner™ professional, a Registered Life Planner®, and a member of the Financial Planning Association and the XY Planning Network. The years before Flow featured a career change from tech, one wedding, two kids, and two cross-country moves. She and her family now live and wear fleece in Bellingham, WA.
Founder, Financial Staples
Chloé Moore, CFP®, is the Founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA and serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. Chloé believes that money is an emotional topic and it impacts many aspects of our lives. She enjoys helping clients unpack their money history and discover how they can use money to support a life that is most meaningful to them. You can learn more about her at financialstaples.com.
Managing Partner, Zajac Group
Daniel Zajac is a Certified Financial Planner™ Professional who has extensive experience working with high-net-worth clients who have equity compensation. Daniel is responsible for long-term strategic business planning, is actively involved in new business development, and is charged with leading strategic firm initiatives.