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James P. Dew

CFP® MBA ChFC® CPWA®

President & CEO

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

Financial Advisor serving Scottsdale, AZ and the surrounding communities.

Dew Wealth Management

8888 E Raintree Dr, Suite 120
Scottsdale, AZ 85260
(480) 614-9119
CONNECT WITH James
  • linkedin link

Gregg E. Clarke

CFP®

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

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

Meritas Wealth Management, LLC

3950 Civic Center Drive, Suite #210
San Rafael, CA 94903
(415) 300-4560

Stephanie Loeffel

CFP®

Founder and Lead Planner

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

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

Ascend Financial LLC

40 Hazel Ave
Scituate, MA 02066-3934
(781) 214-0820
CONNECT WITH Stephanie
  • linkedin link

Jill R. Powers

CFP®

Managing Partner

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

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

Trilogy Wealth Advisors

516 E. High Street
Bryan, OH 43506
(800) 882-4001
(419) 636-4001
CONNECT WITH Jill
  • facebook link

Lisa Graham

CFP®

Advisor, AVP

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

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

Wealthspire

1700 Westlake Ave N, STE 325
Seattle, WA, WA 98109
(206) 729-1700
CONNECT WITH Lisa
  • linkedin link

Nicholas A. Nicolette

CFP®

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

Financial Advisor serving Sparta, NJ and the surrounding communities.

Sterling Financial Group

60 Blue Heron Rd
Sparta, NJ 07871
(973) 729-1234

Gerald E. Gasber

CFP®, CIMA, CPFA

President/Founder

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

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

Gasber Financial Advisors, Inc.

81 Blue Ravine Rd, Ste 250
Folsom, CA 95630
(888) 504-7328
(916) 985-2594

Janet E. Henseler

CFP®

President

Specialties: Retirement, Long-term Care

Financial Advisor serving Racine, WI and the surrounding communities.

Accounting & Business Services

5441 Spring St
Racine, WI 53406-2911
(262) 886-5800

Brian McKenna

CFP®

Specialties: Attending College, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Bennington, VT and the surrounding communities.

D.B. McKenna & Co., Inc.

207 West Main St
Bennington, VT 05201
(802) 447-1538

Aaron W. Seyfried

CFP®

Financial Advisor

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

Commission and Fee Financial Advisor serving Crestview Hills, KY and the surrounding communities.

Aurora Financial Consultants

529 Centre View Blvd
Crestview Hills, KY 41017
(859) 331-1915

Juan L. Munoz

CFP®

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

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

Life Strategy Financial

17515 Spring-Cypress, C #569
Cypress, TX 77429
(832) 602-3400
CONNECT WITH Juan
  • facebook link
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Vladimir Kouznetsov

CFP®

Specialties:

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

Retegy LLC

200 Spectrum Center Drive, Suite 300
Irvine, CA 92618
(949) 662-3212

Jennifer Climo

CFP®, CPA, MSFP

CEO/Senior Advisor

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

Fee Only Financial Advisor serving Bedford, NH and the surrounding communities.

Milestone Financial Planning, LLC

3 Executive Park Dr, Ste 200
Bedford, NH 03110-6954
603-589-8010
CONNECT WITH Jennifer
  • linkedin link
  • youtube link

Jeffrey A. Carbone

CFP®

Managing Partner

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

Financial Advisor serving Huntersville, NC and the surrounding communities.

Cornerstone Financial Partners

16810 Kenton Dr, Ste 200
Huntersville, NC 28078
(800) 738-6734
(704) 987-3410

Katrina K. Hayes

CFP®, CIMA

Partner

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

Commission and Fee Financial Advisor serving Charlotte, NC and the surrounding communities.

TCA Financial Group

8008 Corporate Center Drive, Suite 115
Charlotte, NC 28226
(704) 714-2222

Thomas P. Morrone

CFP®, CPA

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving North Haven, CT and the surrounding communities.

U.S. Wealth Management

5 Saint John St
North Haven, CT 06473
(203) 239-1099

Jeffrey S. Karst

CFP®

Vice President / Financial Planner

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

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

Pathways Advisory Group, Inc.

684 W Cromwell Ave, Suite 103
Fresno, CA 93711
(559) 431-4700

Gary Montgomery

CFP®

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

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

100 Congress Ave, Suite 2000
Austin, TX 78701
(877) 256-1681
(512) 284-1604

Paul D. Smith

CFP®

Financial Adviser

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

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

Physicians Resource Services

6500 River Place Blvd, Bldg 7 Ste 250
Austin, TX 78730
(512) 334-6200
CONNECT WITH Paul
  • linkedin link

Nick Rasmussen

CFP®, CRPC®, CAP®

Financial Consultant

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

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

Thrivent Financial

321 Stillwater Road, Upper Unit
Willernie, MN 55090-0813
(651) 243-7139
CONNECT WITH Nick
  • linkedin link

Travis T. Tsukayama

CFP®, CFA

Investment Adviser

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Retirement, Sudden Wealth

Fee Only Financial Advisor serving Honolulu, HI and the surrounding communities.

Andrews Advisory Associates, LLC

1003 Bishop St, Ste 1808
Honolulu, HI 96813
(808) 521-4015

Gail S. Glover

CFP®

President

Specialties:

Financial Advisor serving Atlanta, GA and the surrounding communities.

Glover & Associates, Inc.

3520 Piedmont Rd, Ste 130
Atlanta, GA 30305
(404) 523-2921

Sheree L. Ziemba

CFP®

Financial Advisor

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

Financial Advisor serving Tulsa, OK and the surrounding communities.

Ameriprise Financial Services, LLC

2448 E 81st Street, Suite 2055
Tulsa, OK 74137
(918) 794-4268

Michael S. Felker

CFP®, CLU®

Private Wealth Advisor

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

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

Ameriprise Financial Services, LLC

1401 Precinct Line Rd
Hurst, TX 76053-3827
(817) 591-8023

Sharon L. Calhoun

CFP®, ChFC

Principal/Director of Advanced Planning Client Services

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

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

Vector Wealth Management

43 Main St SE, Ste 236
Minneapolis, MN 55414
(612) 378-7560

Richard A. Wright

CFP®

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

Commission and Fee Financial Advisor serving Pensacola, FL and the surrounding communities.

Morgan Stanley

850 S. Palafox St, Suite 200
Pensacola, FL 32502
(850) 470-8008

Boyan Doytchinov

MBA, CFA, CFP®

SVP & Wealth Advisor

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

Financial Advisor serving New York, NY and the surrounding communities.

Compound Planning

Compound Planning, 115 Broadway
New York, NY 10006

Compound Planning

Remote
Port Washington, NY 11050
(516) 341-1690
CONNECT WITH Boyan
  • linkedin link

Benjamin Geiger

CFP®

Founder

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Johnston, IA and the surrounding communities.

Simplified Planning and Investments

6165 NW 86th
Johnston, IA 50131
(515) 216-4442

K Robert J. Batchelor

CFA, CFP®

CEO

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

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

Entasis Asset Management

200 S Executive Dr, Ste 101
Brookfield, WI 53005-4216
(844) 205-6911
(262) 754-5292
CONNECT WITH K Robert
  • linkedin link

Laurie A. Belew

MS, MBA, CFP®

Partner

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

Financial Advisor serving Reston, VA and the surrounding communities.

Cerity Partners

1900 Campus Commons Dr, Ste 500
Reston, VA 20191

Cerity Partners

3100 North A St
Midland, TX 79705
CONNECT WITH Laurie
  • twitter link
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