Connect with vetted advisors who can help you achieve your financial goals.
18 advisors found
Certified Financial Planner (CFP) · Certified Exit Planning Advisor (CEPA) · Master of Business Administration (MBA) · Fiduciary ✓
Exit Path Financial Planning · TX 75201
Robert Martinez spent 10 years building and selling two businesses before becoming a financial advisor. That firsthand experience makes him uniquely qualified t…
Certified Financial Planner (CFP) · Juris Doctorate (JD) · Certified Estate and Trust Specialist (CES) · Fiduciary ✓
Williams Estate & Financial Planning · MA 02109
Jennifer Williams is a CFP and Juris Doctorate who bridges the gap between financial planning and estate law. She has helped over 400 Boston-area families creat…
Certified Financial Planner (CFP) · Certified Public Accountant (CPA) · Enrolled Agent (EA) · Fiduciary ✓
Thompson Financial Planning · AZ 85016
Emily Thompson blends her CPA background with comprehensive financial planning to help Phoenix-area families minimize taxes while maximizing long-term wealth. S…
Chartered Financial Consultant (ChFC) · Chartered Life Underwriter (CLU) · Certified Financial Planner (CFP)
Midwest Wealth Solutions · IL 60606
David Kim is a Chartered Financial Consultant specializing in life insurance planning, disability protection, and business succession for Chicago-area entrepren…
Chartered Financial Analyst (CFA) · Chartered Portfolio Manager (CPM) · Fiduciary ✓
Pacific Portfolio Advisors · WA 98101
James Lee is a CFA with 18 years of institutional investment experience who now manages portfolios for technology executives and startup founders in the Pacific…
Chartered Financial Analyst (CFA) · Certified Financial Planner (CFP) · Fiduciary ✓
Pinnacle Wealth Advisors · NY 10022
Michael Rodriguez is a Chartered Financial Analyst and Certified Financial Planner with 20 years on Wall Street and in private wealth management. He now runs hi…