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Roger A. Shake

CFP®, RLP®, CeFT®

Partner

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Plano, TX and the surrounding communities.

Legacy Consulting Group

5340 Legacy Dr, Ste 165
Plano, TX 75024
(972) 599-4750

Chad E. Foster

CFP®

Specialties: Comprehensive Financial Planning, Getting Divorced, Government & Military, Retirement,...More

Financial Advisor serving Asheville, NC and the surrounding communities.

Parsec Financial

6 Wall Street
Asheville, NC 28803
(828) 255-0271

Robert L. Ingram, II

CFP®

Financial Planner

Specialties:

Commission and Fee Financial Advisor serving Southfield, MI and the surrounding communities.

Center for Financial Planning, Inc.

24800 Denso Dr., Ste 300
Southfield, MI 48033
(248) 948-7900

Deirdre Hegarty

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Retirement, Starting a Family, Sudden Wealth, Women's...More

Fee Only Financial Advisor serving Menlo Park, CA and the surrounding communities.

Branch & Bloom Financial Planning

1300 El Camino Real, Suite 100
Menlo Park, CA 94025
(650) 332-2585
CONNECT WITH Deirdre
  • linkedin link

Audrey Johnson

CFP®

Specialties:

Financial Advisor serving Huntington Beach, CA and the surrounding communities.

Apella Wealth

5011 Argosy Ave, Ste 7
Huntington Beach, CA 92649
(714) 971-0663

Curtis LeValley

CFP® RICP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Lincoln, NE and the surrounding communities.

LeValley Wealth Management

6215 S 44th
Lincoln, NE 68516
CONNECT WITH Curtis
  • facebook link

Philip Herzberg

CFP®, CDFA,CTFA, AEP

Lead Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Boca Raton, FL and the surrounding communities.

Team Hewins

2255 Glades Rd #210E
Boca Raton, FL 33431
+ 1 More Address

Team Hewins

20200 W Dixie Hwy, Suite 1009
Miami, FL 33180
(305) 987-4809
CONNECT WITH Philip
  • linkedin link

Cathy M. Buchanan

CFP®, AAMS®, CRPC®

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

Commission and Fee Financial Advisor serving Sugar Land, TX and the surrounding communities.

Ameriprise Financial Services, LLC

3 Sugar Creek Center Blvd, Ste 100
Sugar Land, TX 77478-2211
(713) 551-4003

Kenneth L. Eshleman

CFP®

Financial Advisor | Member Owner

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving Lancaster, PA and the surrounding communities.

Savant Wealth

1869 Charter Lane, Suite 302
Lancaster, PA 17601
(717) 393-9721

David L. Fountain

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Cumming, GA and the surrounding communities.

Financial Consultants Group, Inc.

1080 Sanders Road, Suite 300
Cumming, GA 30041
+ 1 More Address

Financial Consultants Group, Inc.

12600 Deerfield Parkway
Alpharetta, GA 30004
(770) 627-2121
CONNECT WITH David
  • facebook link
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Carl A. Larimore

CFP®

Director, Sr. Wealth Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Dallas, TX and the surrounding communities.

Mercer Advisors

8117 Preston Road, # 700
Dallas, TX 75225
(469) 300-9867

Douglas Anthony Berti

CFP®, EA

President/Owner

Specialties:

Fee Only Financial Advisor serving Houston, TX and the surrounding communities.

Texas Assured Financial Planning

15711 Elk Park Ln
Houston, TX 77062-4771
(281) 636-8075

Travis Schiele

CFP® CEPA®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Spokane, WA and the surrounding communities.

Quantum Financial Planning

720 W Boone Ave STE 100
Spokane, WA 99201
(509) 328-6653
CONNECT WITH Travis
  • linkedin link

Iris J. Roth

CFP®, CHFC, AEP

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Aventura, FL and the surrounding communities.

Gold Coast Benefits Group, Inc.

2600 Island Blvd, Apt 205
Aventura, FL 33160-5207
(305) 539-0452

Mark Paller

CFP®, CPA

CPA/PFS

Specialties: Asset Allocation, Career Change, Getting Divorced, Employee Benefits, Life Planning,...More

Fee Only Financial Advisor serving Centennial, CO and the surrounding communities.

Paller Financial Services

9000 E Nichols Ave, Ste 120
Centennial, CO 80112-3406
(303) 858-0045
CONNECT WITH Mark
  • linkedin link
  • youtube link

Mark Wilson

APA, CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Fee Only Financial Advisor serving Irvine, CA and the surrounding communities.

MILE Wealth Management

100 Spectrum Center Drive, Suite 900
Irvine, CA 92618
(949) 441-4410

David A. Nordmeier

CFP®, CFS

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Elk River, MN and the surrounding communities.

Midwest Wealth Advisors

11040 183rd Cir NW, Ste A
Elk River, MN 55330-2846
(763) 428-0066

Jonathan R. Meaney

CFP®

Vice President / Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Dallas, TX and the surrounding communities.

Carter Financial Management, 12222 Merit Drive, Suite 1800
Dallas, TX 75251
(214) 363-4200
CONNECT WITH Jonathan
  • linkedin link

Elad G. Goren

CFP®

Owner

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Newbury Park, CA and the surrounding communities.

Financial Pointe Wealth Management

3323 Old Conejo Rd
Newbury Park, CA 91320
(818) 338-3570

Jason S. Lacey

CFA, CFP®, AEP®

Executive Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Cedarburg, WI and the surrounding communities.

PJS Investment Management

PO Box 148
Cedarburg, WI 53012
(262) 377-0484

Kristen Perez

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Getting Divorced, Retirement, Sudden Wealth, Women's...More

Financial Advisor serving Torrance, CA and the surrounding communities.

EP Wealth Advisors

21535 Hawthorne Blvd, Ste 400
Torrance, CA 90503
(310) 543-4559

Jim Sumpter

CFP®,MT

President and CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Birmingham, AL and the surrounding communities.

CMC Financial

1400 Urban Center Dr, Ste 475
Birmingham, AL 35242
(205) 510-9074
CONNECT WITH Jim
  • linkedin link

Autumn Knutson

CFP®

Founder, Lead Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Tulsa, OK and the surrounding communities.

Styled Wealth

Virtual
Tulsa, OK 74110
(918) 714-1234
CONNECT WITH Autumn
  • facebook link
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  • linkedin link

S. Timothy Kochis

CFP®, JD, MBA

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving San Francisco, CA and the surrounding communities.

Kochis Global

765 Market St, APT 29F
San Francisco, CA 94103
(415) 828-1269

Brad D. Johnson

CFP® ChFC CRPC

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Columbus, OH and the surrounding communities.

Ameriprise Financial

530 W Spring St, Ste 160
Columbus, OH 43215-2797
(614) 643-1691
CONNECT WITH Brad
  • linkedin link

Paul Anthony Juliano, Jr.

CFP®

Senior Wealth Advisor

Specialties:

Financial Advisor serving Royersford, PA and the surrounding communities.

Milestone Financial Associates, LLC.

168 W Ridge Pike, Suite #220
Royersford, PA 19468

Abigail L. Grodecki

CFP®, BFA®, APMA®

Managing Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Financial Advisor serving Madison, WI and the surrounding communities.

Ameriprise Financial

2501 W Beltline Hwy, Suite 301
Madison, WI 53713
(608) 819-0510
CONNECT WITH Abigail
  • linkedin link

Angus Blackwood

CFP®

President and Founding Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving San Francisco, CA and the surrounding communities.

Whitespace Financial

795 Folsom St
San Francisco, CA 94103
+ 1 More Address

Whitespace Financial

PO BOX 59
Palo Alto, CA 94020
CONNECT WITH Angus
  • facebook link
  • linkedin link

Jennifer Weir

CFP®

Senior Advisor

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Financial Advisor serving San Francisco, CA and the surrounding communities.

Schultz Collins

Virtual
San Francisco, CA 94117
+ 1 More Address

Schultz Collins

25 Orinda Way
Orinda, CA 94563
1-877-291-2205
CONNECT WITH Jennifer
  • linkedin link

Paul D. Booth

CFA, CFP®, CPWA

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Granite Bay, CA and the surrounding communities.

Delta Wealth Management

PO Box 3120
Granite Bay, CA 95746
(209) 224-8534