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Daniel Casey

CFP®

Financial Planner

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

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

United Planners' Financial Services of America

890 Hampshire Rd, Ste W
Westlake Village, CA 91361
(805) 371-4777

Lisa L. Banning

CFP®

Investment Advisor Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Asset...More

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

Financial Management Network, Inc

26041 Acero
Mission Viejo, CA 92691
(949) 455-0300

Brian D. Wruk

CFP®(US,CDA),TEP,CIM

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Cross-border Planning, Asset...More

Fee Only Financial Advisor serving Gilbert, AZ and the surrounding communities.

Transition Financial Advisors Group, Inc.

2487 S. Gilbert Road, Suite 106-618
Gilbert, AZ 85295
(480) 722-9414

Michael McCann

CFP®

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

Fee Only Financial Advisor serving Phoenix, AZ and the surrounding communities.

Perspective Financial Services LLC.

1440 E Missouri Ave, Ste 250
Phoenix, AZ 85014
(602) 281-4357

Jason L. Gunkel

CFP®, CFA®

Financial Planner

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

Fee Only Financial Advisor serving West Des Moines, IA and the surrounding communities.

Syverson Strege

4125 Westown Parkway, #104
West Des Moines, IA 50266
(515) 225-6000
CONNECT WITH Jason
  • linkedin link

David A. Lasco

CFP®, CRPC®

Financial Advisor

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

Commission and Fee Financial Advisor serving Valhalla, NY and the surrounding communities.

Ameriprise Financial

100 Summit Lake Drive, Suite 150
Valhalla, NY 10595
(914) 747-0200
CONNECT WITH David
  • facebook link
  • linkedin link

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

Craig W. Jergenson

CFP®

President

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

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

Coach Craig Financial Group

11670 Fountains Dr, Ste 200
Maple Grove, MN 55369
(763) 445-2785

Kevin S. Proffitt

CFP®

Founding Partner and Wealth Management Advisor

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

Commission and Fee Financial Advisor serving Knoxville, TN and the surrounding communities.

Axiom Wealth Management - Northwestern Mutual

110 Triplett Ln
Knoxville, TN 37922
(865) 251-5120

Katherine Simmonds

CFP®

Founder and Principal

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

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

Conquis Financial LLC

Conquis Financial LLC, 1 La Cruz Ave, Suite 202
Millbrae, CA 94030
(650) 651-3606
CONNECT WITH Katherine
  • linkedin link

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

Richard S. Carlquist

CFP®

Financial Advisor

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

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

Deep Dive Financial Planning Group

8998 Hampe Court
San Diego, CA 92129
(619) 880-2470

David A. Latch

CFP®

Financial Planner and Fee Only Investment Adviser

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

Fee Only Financial Advisor serving Frederick, MD and the surrounding communities.

Frederick Financial Grp

2226 West Greenleaf Drive
Frederick, MD 21702
(301) 662-6126

Pandelis P. Chryssostomides

EA,CFP®,ChFC

CLU,CEPP,CMFS,AAMS,CMFC

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

Financial Advisor serving Lancaster, CA and the surrounding communities.

Chryssostomides Financial Services, Inc.

2566 W Ave K
Lancaster, CA 93536
(661) 948-0474

John A. Dube

MBA, CFP®, RFC, AEP®

President

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

Commission and Fee Financial Advisor serving Las Vegas, NV and the surrounding communities.

Dube & Associates

231 N Buffalo Dr, Ste B
Las Vegas, NV 89145-0305
(702) 360-0040

Travis J. Wesley

CFP®, CRPS, AIF

Investment Advisor Representative

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Portland, OR and the surrounding communities.

Financial Investment Team

15350 SW Sequoia Pkwy, Ste 150
Portland, OR 97224-7174
(503) 906-5207
CONNECT WITH Travis
  • linkedin link

Brian P. Sommer

CFP®

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

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

Ameriprise Financial Services, LLC

3887 Okemos Rd, Suite A
Okemos, MI 48864
(517) 349-2880

Carol Zoubek

CFP®

Director of Investments

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

Financial Advisor serving Wakefield, MA and the surrounding communities.

SRI Planning

294 Main Street
Wakefield, MA 01880
(617) 510-2677

Roger S. Stinnett

CFP®, CPA, CIMA, PFS

Managing Director of Wealth Planning

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

Financial Advisor serving Irvine, CA and the surrounding communities.

First Foundation Advisors

18101 Von Karman Ave, Ste 700
Irvine, CA 92612-0145
(949) 668-7173
CONNECT WITH Roger
  • linkedin link

Haddy Homampour

CFP®

President, Director of Financial Planning

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

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

Parkview Wealth Advisors

Parkview Wealth Advisors, 1 Park Plaza, Suite 600
Irvine, CA 92614
(949) 943-1771

Michael Dinan

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Wyomissing, PA and the surrounding communities.

Savant Wealth Management

1200 Broadcasting Road, Suite 100
Wyomissing, PA 19610
(610) 927-4685
CONNECT WITH Michael
  • linkedin link

Mark Wielinga

CFP®, CMFA®

Financial Advisor

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

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

Ameriprise Financial Services, LLC

700 Terrace Point Dr, Ste 300
Muskegon, MI 49440-1182
(231) 642-9014
CONNECT WITH Mark
  • facebook link
  • linkedin link

David P. Robinson

CFP®

President/CEO

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

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

Resource Consulting Group, Inc

10415 Morado Circle, Bldg I, Ste 150
Austin, TX 78759
(512) 345-7708

Dean Stephens

CFP®

Specialties:

Financial Advisor serving WANTAGH, NY and the surrounding communities.

3280 SUNRISE HWY STE 393
WANTAGH, NY 11793
(516) 241-3417

Dale L. Mullin

CPA, CFP®

Partner

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

Commission and Fee Financial Advisor serving Queensbury, NY and the surrounding communities.

Whittemore Dowen & Ricciardelli, LLP

333 Aviation Road, Bldg. B
Queensbury, NY 12804
(518) 792-0918

Kristina E. Schnuckel

CFP®

Wealth Advisor

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

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

Ellenbecker Investment Group

N21 W23350 Ridgeview Pkwy
Waukesha, WI 53188
(262) 691-3200

Benjamin Offit

CFP®

Principal

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

Commission and Fee Financial Advisor serving Columbia, MD and the surrounding communities.

Offit Advisors

6990 Columbia Gateway Drive, 6990 Columbia Gateway Dr
Columbia, MD 21046-2989
(410) 600-7526
CONNECT WITH Benjamin
  • facebook link
  • linkedin link

Donald R. Scholz

CFP®

Vice President & Chief Investment Officer

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

Financial Advisor serving Doylestown, PA and the surrounding communities.

Marshall Financial Group

33 W Court St
Doylestown, PA 18901-4210
(215) 348-9393

Brendan T. Mullooly

CFP®

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

Fee Only Financial Advisor serving Wall Township, NJ and the surrounding communities.

Mullooly Asset Management, Inc.

1971 State Route 34, Suite 102
Wall Township, NJ 07719
(732) 223-9000
CONNECT WITH Brendan
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Jim McGowan

CFP®

Certified Financial Planner

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

Fee Only Financial Advisor serving Lansdale, PA and the surrounding communities.

Apollon Financial

825 Patterson Dr
Lansdale, PA 19446-5431
CONNECT WITH Jim
  • linkedin link