Financial Advisors for Clients 35 44
Showing 113-120 of 300 advisors
San Francisco, CA
Kevin Cheeks
ImpactFI
Specialties and Expertise
Cash Flow AnalysisPhilanthropic Planning and GivingHigh Net Worth Planning+2
Typical Clientele
Tech EmployeesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years
Lake Forest, IL
Larry Pershing
Optimum Retirement Planning LLC
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesPortfolio Construction
Typical Clientele
RetireesSurviving Spouses+1
Pricing Model:
Flat Fee
Number of Clients
32
Years of Experience:
8 years
Charlotte, NC
James Rodgers
B. Riley Wealth Management
Specialties and Expertise
High Net Worth PlanningCash Flow AnalysisDebt Management+5
Typical Clientele
Attorneys & ParalegalsPartners at Law Firms+3
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
6 years
Costa Mesa, CA
Nick Covyeau
Swell Financial
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningTax Minimization Investment Strategies+2
Typical Clientele
RetireesSingle Mothers+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
12 years
Charleston, WV
Jay Williams
McKinley Carter Wealth Services
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+5
Typical Clientele
InheritorsNew Investors+14
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
11 years
Charleston , SC
Matt Ritt
Kinwell
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
RetireesBusiness Owners+3
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Gilbert, AZ
Shanna Tingom
Maridea Wealth Management
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesBusiness Ownership Strategies+2
Typical Clientele
Real Estate AgentsProfessional Athletes+10
Pricing Model:
AUM
Number of Clients
180
Years of Experience:
15 years
Reston, VA
Onari Tariah
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+3
Typical Clientele
Business OwnersCorporate Executives+1
Pricing Model:
Flat Fee
Number of Clients
30
Years of Experience:
10 years