Find Your Financial Planner Today
All Financial Planners
Patrimonial Group
Cynthia Alvarez
CEO
CFP®, MPAS℠, SE-AWMA®, APMA™
Location
Compensation
Align Financial Solutions LLC
Hazel Secco
Founder and CEO
CFP®, CDFA®
Location
Compensation
Altara Wealth
Jack Heintzelman
Financial Planner
CFP®, CPWA, CEPA
Location
Compensation
Lily Ho
CFP®
Location
Compensation
Fidare Wealth
Eustache Clerveaux
Partner & Private Wealth Advisor | NYU Adjunct Professor | CFP Board Ambassador
CFP®, CPWA®, EA, CDFA®
Location
Compensation
Golden Acre Wealth Management
Aaron Randak
Founder & Wealth Advisor
CFP®, Enrolled Agent
Location
Compensation
Centerline Wealth Advisors
Jack Wilson
Financial Planner
CFP®
Location
Compensation
Backbone Planning Partners
Austin Peterson
Co-Founder / Financial Planner
CFP®, CLU, CEPA® , CPFA™, MBA
Location
Compensation
Sierra Pacific Private Wealth, LLC
Janet Wan
President
CFP®
Location
Compensation
Woodmont Financial Partners LLC
Paulo Lopes
Founder // Financial Planner
CFP®
Location
Compensation