Financial Advisors for Clients 35 44
Showing 81-88 of 300 advisors
Boston, MA
Emily O'Connor
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningHigh Net Worth Planning+3
Typical Clientele
InheritorsParents of Special Needs Children+7
Pricing Model:
AUM
Number of Clients
35
Years of Experience:
11 years
Irvine, CA
Isaiah Real
Laguna Wealth Advisors
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+2
Typical Clientele
InheritorsRetirees
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
13 years
Denver, CO
Krista Picco
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningRetirement IncomePortfolio Construction+4
Typical Clientele
High Net Worth IndividualsRetirees+5
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
20 years
Chicago, IL
Peter Amling
Amling Investments LLC
Specialties and Expertise
High Net Worth PlanningRetirement IncomeTax Minimization Investment Strategies+3
Typical Clientele
InheritorsRetirees+5
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
19 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
Harrisonville, MO
Aaron Sloan
Strategic Financial
Specialties and Expertise
Succession PlanningCash Flow AnalysisCredit & Lending Needs+2
Typical Clientele
Business OwnersWealthy Families+4
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
10 years
Ankeny, IA
Stoy Hall
Black Mammoth
Specialties and Expertise
Business Ownership StrategiesDebt ManagementTax Minimization Investment Strategies+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
24
Years of Experience:
13 years
Pittsburgh, PA
Peter Donisanu
Franklin Madison Advisors
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeEquity Compensation+3
Typical Clientele
High Net Worth IndividualsCorporate Executives+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years