Financial Advisors for Clients 45 54
Showing 217-224 of 300 advisors
Birmingham, AL
Christopher Taylor
Core Planning
Specialties and Expertise
Cash Flow AnalysisDebt ManagementPhilanthropic Planning and Giving+2
Typical Clientele
New InvestorsReal Estate Agents+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years
Franklin, TN
David Singer
TBH Advisors
Specialties and Expertise
Retirement IncomePortfolio ConstructionSuccession Planning+3
Typical Clientele
Business OwnersEntrepreneurs+3
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
16 years
San Ramon, CA
Paul Saad
Collabria Capital, Inc.
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
Tech EmployeesCorporate Executives+2
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
20 years
Orlando, FL
Brandon Catrett
Ridgeline Private Wealth
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+7
Typical Clientele
Business OwnersWealthy Families+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years
Los Angeles, CA
Chris Randall
Axis Capital Management, LLC
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+15
Typical Clientele
Wealthy FamiliesUltra High Net Worth Individuals+19
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years
Fishers, IN
Riki Cooke
2Point0 Financial
Specialties and Expertise
Cash Flow AnalysisDebt ManagementRetirement Income
Pricing Model:
Subscription fee
Number of Clients
N/A
Years of Experience:
11 years
Dallas, TX
Frederic Faul
Texas Financial Advisors
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesPortfolio ConstructionCash Flow Analysis+5
Typical Clientele
Corporate ExecutivesTech Employees+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
N/A
Bethlehem, PA
Bill Hines
Emancipare Investment Advisors LLC
Specialties and Expertise
Retirement IncomeCash Flow AnalysisCollege Planning+2
Typical Clientele
InheritorsNew Investors+6
Pricing Model:
Flat Fee
Number of Clients
20
Years of Experience:
22 years