Financial Experts

Welcoming financial advisors
and estate planners to connect
with our community

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Partner with us today.

Financial Advisors

Provide bi-annual financial advise to our community.

Estate Planners

Provide one estate planning 1-on1 with our community. And one service.


Not a financial advisor or estate planner? But are an expert? Contact us.

How do you qualify?

You must have one or more of the following professional credentials such as MBA, CFA, CFP, CAIA, CFEI, CMA, CFS, ChFc, CIC, CIMA, CMT, PFS, CLU, CIIA, ChEA, FRM, CPA, or holds Series 7, 63, 65, or at least 5 years experience as a financial educator.

Lead generation

Members that leverage our digital planners tend to request either a financial advisor or estate planner.


Your business will be promoted onto our website and social media channels.

Network of trusted professional

Stockvu has a network of partners. Connect, collaborate, and build with other financial advisors and estate planners.

Interested in partnering with us

Fill out the questionnaire below.

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