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Nancy Tani

CFP®, JD, MBA

Managing Principal, Financial Planner

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

Fee Only Financial Advisor serving Evanston, IL and the surrounding communities.

Retire Secure Financial Planning, LLC

2729 Sheridan Rd
Evanston, IL 60201-1727
(847) 281-5141
CONNECT WITH Nancy
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Natalie A. Morrella

CFP®

Manager - Wealth Management

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

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

Aspiriant, LLC

2881 Cambridge Dr.
San Jose, CA 951285
(415) 371-7800
CONNECT WITH Natalie
  • linkedin link

Franklin G. Gay, IV

CFP®, EA

Wealth Advisor

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

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

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Plantation, FL 33324
(954) 424-1660
CONNECT WITH Franklin
  • linkedin link

Nicholas Morrison

CFP®

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

Fee Only Financial Advisor serving Raleigh, NC and the surrounding communities.

Morrison Wealth Advisors LLC

4242 Six Forks Rd, Ste 1550
Raleigh, NC 27609-6086
(919) 230-4665
CONNECT WITH Nicholas
  • linkedin link

Andi YH Kang

CFP®, CAP®, BFA®

President

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

Commission and Fee Financial Advisor serving Costa Mesa, CA and the surrounding communities.

Crown Wealth Management Inc

2900 Bristol St, Ste B-106
Costa Mesa, CA 92626
(714) 962-1800
(714) 962-1800

Marc G. Berman

CFP®

Investment Manager

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

Fee Only Financial Advisor serving Action, MA and the surrounding communities.

Colman Knight Advisory Group

530 Great Road
Action, MA 01720
(508) 622-0250

John L. Boyle

CFP®

Specialties: Buying a Home, Asset Allocation, Estate Planning, Investment Management, Employee Benefits...More

Fee Only Financial Advisor serving Swampscott, MA and the surrounding communities.

Lennox Financial

168R Humphrey St
Swampscott, MA 01907-2512
(781) 592-6662

Joseph G. Descant, III

CFP®

Managing Member

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

Commission and Fee Financial Advisor serving Alexandria, LA and the surrounding communities.

Descant Financial Partners, LLC

PO Box 12427
Alexandria, LA 71315-2427
(318) 445-1666

Stephanie L. Guerin

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Kansas City, MO and the surrounding communities.

The Planned Approach, Inc.

420 W. 98th Street, Ste. 1
Kansas City, MO 64114
(913) 558-1322

Kathryn K. Lund

CFP®

Senior Advisor, Emeritus

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

Fee Only Financial Advisor serving Westford, MA and the surrounding communities.

Milestone Financial Planning, LLC

6 Crusade Road
Westford, MA 01886
(978) 504-2960
CONNECT WITH Kathryn
  • linkedin link

Kirk A. Hoffman

CFP® ChFC® CLU® MPAS

VP-Financial Planning

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

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

GuideStream Financial, Inc.

8050 Spring Arbor Rd.
Spring Arbor, MI 49283

GuideStream Financial, Inc.

1100 S Grinnell St
Jackson, MI 49203
(800) 325-8975
(517) 841-5817

Benjamen M. Banks

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Fishers, IN and the surrounding communities.

FORUM Private Client Group

11313 USA Pkwy
Fishers, IN 46037-9214

Kenny Gott

CFP®

Vice President

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

Financial Advisor serving Springfield, MO and the surrounding communities.

Piatchek & Associates

1355-F East Bradford Parkway
Springfield, MO 65804
(417) 881-7900

Paul J. Coleman, III

CFP®

Financial Planner/Founder

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

Fee Only Financial Advisor serving Orchard Park, NY and the surrounding communities.

Free Time Financial

5259 Ellicott Rd
Orchard Park, NY 14127-3373
(716) 961-6780

David H. Warner

CPA CFP®. EA, NSSA

Member

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

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

Warner Financial Group LLC

PO Box 190
Dalton, OH 44618
(330) 466-4813

Chancellor Harkins

CFP®, CSRIC®, CPFA®

Fee-Only Financial Planner

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

Fee Only Financial Advisor serving Providence, RI and the surrounding communities.

Harkins Wealth Management

206 Gano St
Providence, RI 02906-3835
(401) 278-4049
CONNECT WITH Chancellor
  • facebook link
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Ahmad Husami

CFP®, CIMA®, EA, MSc

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

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

Husami & Associates

1400 Brea Blvd
Fullerton, CA 92835

Husami & Associates

1400 Brea Blvd.
Fullerton, CA 92835

John C. Girvin

CFP® EA

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

Fee Only Financial Advisor serving Dayton, OH and the surrounding communities.

Fiduciary Wealth Group

6784 Loop Rd, Ste 208
Dayton, OH 45459
(937) 902-8837

Jan G. Valecka

CFP®

Owner

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

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

Valecka Wealth Management

4400 State Highway 121, Ste 300
Lewisville, TX 75056-5157
(972) 899-1679

Charles D. McGee

CFP®,AEP®,RICP®,CLU®

Investment Advisor & Principle

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

Commission and Fee Financial Advisor serving Newport News, VA and the surrounding communities.

First Command Financial Planning, Inc.

11827 Canon Blvd, Ste 100
Newport News, VA 23606
(800) 808-8482
(757) 873-0993

Ana C. Harris, Esq.

CFP®

Founder and President

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

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

Cela Wealth Management

8950 SW 74th Ct., Town Center One, Suite 2210
Miami, FL 33156
(305) 667-8123

Stewart H. Welch, III

CFP®, AEP

Founder

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

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

The Welch Group, LLC

3940 Montclair Rd, 5th Flr
Birmingham, AL 35213-2422
(205) 879-5001

Julie A. Back

CFP®

Senior Vice President

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

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

Wealthspire Advisors

100 Smith Ranch Rd, Ste 300
San Rafael, CA 94903
(206) 729-1700
CONNECT WITH Julie
  • twitter link

Shane B. Tenny

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment...More

Financial Advisor serving Charlotte, NC and the surrounding communities.

Spaugh Dameron Tenny

4350 Congress Street, Suite 300
Charlotte, NC 28209
(800) 289-1846 x696
(704) 557-9696
CONNECT WITH Shane
  • linkedin link

Cathy Pareto

MBA, CFP®, CPWA®

CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Fee Only Financial Advisor serving Coral Gables, FL and the surrounding communities.

Azzendo Wealth Advisors

901 Ponce de Leon Blvd., Suite 501
Coral Gables, FL 33134
(305) 648-9814
CONNECT WITH Cathy
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  • youtube link

Brian D. Eilers

CFP®

Owner

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

Commission and Fee Financial Advisor serving Colorado Springs, CO and the surrounding communities.

The Compass Wealth Group, LLC

455 E Pikes Peak Ave, Ste 301
Colorado Springs, CO 80903

The Compass Wealth Group, LLC

5920 Yellowstone Rd
Cheyenne, WY 82009
(719) 632-4188

Elizabeth deSousa

CFP®

Client Advisor

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

Fee Only Financial Advisor serving El Segundo, California and the surrounding communities.

Running Point Capital Advisors

101 North PCH, Suite 305
El Segundo, California 90245
(424) 502-3509

Shane M. Alsworth

MBA, CFP®, CLU, CIMA

Financial Advisor

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

Fee Only Financial Advisor serving Corning, NY and the surrounding communities.

Alsworth Capital Management, LLC

4 W Market St, PO Box 283
Corning, NY 14830
(607) 973-2665

Joe W. Morgan

CFP®, CFA

Principal

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

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

Best Financial Life

9000 Crow Canyon Rd, Ste S177
Danville, CA 94506
(925) 389-3889
CONNECT WITH Joe
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Bryce Pease

CFP® AIF

Specialties:

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

Capstone Pacific Investment Strategies, Inc.

PO Box 227
Hebron, NE 68370-0227
(626) 915-7006