Who we are
Our story began as part of the team building the world’s premier personal finance software
Next, we pioneered the everyday application of banking, lending, and real estate strategies.
Now we’ve brought it all together into our proprietary AI-backed platform. Packaged into a done-with-you-model.
We work with you to implement these strategies in your own life.
Our promise to you
We’re on a mission to create financial happiness
A lifestyle where an investor’s personal finance system amplifies the experiences, relationships, and impact that fulfill them
Who we are
Chief Financial Nerd
George Antone is the founder and CEO of Fynanc LLC (pronounced “finance”), a company developing cutting-edge financial technology and innovative investment strategies geared towards enabling people to reach financial freedom, faster, safer, and with more certainty.
George, a three-time best-selling author, was also a contributor to the development of the world’s first fintech, and most popular personal finance software, Quicken by Intuit Corp.
He is widely recognized as a leading expert in the field of real estate investing, and is a popular keynote speaker at financial and real estate events nationwide.
For almost two decades, George has helped many individual investors achieve financial success through his trainings and leadership, a project he continues to successfully achieve to this day.
Master Juggler and Drama Eliminator
Swanee makes sure our Chief Financial Nerd lives a balanced life, from sitting in front of his spreadsheet working on the things that impact our customers' financial lives, to taking the time to head over to the beach and enjoy his life. She juggles to keep things operating smoothly, from scheduling, managing tasks, drama elimination... and happens to be the "Chief Listener" for the team.
Master of Disaster and Problem Solving
Cara's main goal is supporting our customers with their memberships. She greets them like family, assists them in tapping into all our offerings, and helps move them forward. She is also our customers' #1 self-appointed advocate.
The Wise One
Known as "Yoda", Willie has been instrumental in advising us on the direction of the company and solutions we offer our clients. Willie offers ongoing guidance to build the company that reflects our values and beliefs. Willie has helped thousands of people, including our clients, reach new heights in their financial goals through his mastery of inner game work.
Alex helps communicate our offerings to our customers and our prospects through emails, website and all marketing materials. Alex thrives on communicating our uniqueness and excitement to the world.
Jenny helps the company make sure all the i’s are dotted and t’s are crossed to ensure our products are the best in the industry. Jenny thrives on organization, and she works closely with the marketing department to help them stay organized and on track.
Nicole is the MasterChef of the marketing department, cooking up all things pretty. She is a writer, designer, editor, and general mischief maker, ensuring that we look and sound as good as we are as a team.
Meet our coaching team
Jean took the leap from a successful corporate career to entrepreneurship in 2010. For over a decade, she has built her life focused on doing what she enjoys most, which is coaching, training, facilitating, investing in real estate, private money lending, honing her skills in Fynanc, and making a positive difference in the lives of others.
Jean’s engaging communication style, infectious smile, and positive energy create a dynamic, safe space for getting to the heart of what is needed to help students move forward with clarity. Her coaching style is to keep it real and always enjoy the process. She brings a wealth of knowledge and years of experience to her students.
Jean loves meaningful conversations, the outdoors, country music, sushi, a good old-fashioned belly-laugh and spending time with her family, friends and miniature poodle, Calvin.
Jordan is an investor, lender, developer, Epic Wealth Coach, full-time entrepreneur and personal financier. With over 22 years in construction and creative finance, Jordan has helped to develop, construct, and finance projects valued at over half a billion dollars, ranging from high-rises and industrial buildings to hotels and single-family homes.
In October 2021, Jordan joined the Epic Wealth community and took immediate action to implement the teachings in the Epic Wealth Program. He immediately saw the true power and consistency in the program and joined the Fynanc team as an Epic Wealth Coach.
Jordan is passionate about helping others change their lives for the better and gets to do this every day while coaching. He credits his success to the straightforward, systematic, easy-to-follow program and the continued support and guidance of the entire Fynanc community and team.
Monica earned a bachelor’s degree in psychology and a master’s degree in community service before spending fifteen years working as a mental health professional. She was searching for a way to control her destiny and impact lives. When Monica discovered Robert Kiyosaki’s education company, she pushed past her fear and took action to begin her entrepreneurial journey.
The first company she built was a real estate investment firm that grew her extensive expertise with marketing, performing real estate rehabs locally and remotely, building nationwide teams, single and multi-family buy and hold, creative deal structure, and business processes.
Monica was inducted into the Rich Dad Poor Dad International Hall of Fame in just two short years. In 2016, she began consulting for the company as a trainer, mentor, and coach. Monica is also an Everything DiSC® Authorized Partner, The Five Behaviors® Authorized Partner, and certified in the Robbins-Madane Strategic Intervention Method.
Monica’s unique background, skill set, and perspective as a mental health professional allow her to help students overcome their worries, self-doubts, and anxiety to transform their goals and dreams into reality. Her coaching philosophy is to get students to take appropriate action, overcome fear, and prioritize time and resource management. She holds each student accountable for achieving massive results. Monica enjoys training and coaching within the Fynanc program because of the financial peace and sense of security students feel when applying the strategies taught.
Monica resides in Puerto Rico with her husband and youngest son. She enjoys travelling, pickleball, scuba diving, snow skiing, and riding motorcycles in her free time.