Financial Advisors for Clients 45 54
Showing 89-96 of 300 advisors
Arcadia, CA
David Medina
Stewardship Financial
Specialties and Expertise
Philanthropic Planning and GivingHigh Net Worth PlanningTax Minimization Investment Strategies+3
Typical Clientele
InheritorsParents of Special Needs Children+4
Pricing Model:
AUM
Number of Clients
160
Years of Experience:
10 years
Henderson, NV
Justin Long
Diazo Wealth
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningUltra High Net Worth Planning+2
Typical Clientele
Professional AthletesRetirees+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years
Virginia Beach, VA
Joe Sallee
Bay Capital Advisors
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsHigh Net Worth Planning+16
Typical Clientele
InheritorsReal Estate Agents+28
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
11 years
Fort Worth, TX
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Huntersville, NC
Leo Marte
Abundant Advisors
Specialties and Expertise
Cash Flow AnalysisTax PreparationCollege Planning+6
Typical Clientele
InheritorsRetirees+8
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
16 years
Tempe, AZ
Stephen Hazel
Magnificent Life Financial Plannning
Specialties and Expertise
Retirement IncomeTax PreparationTax Minimization Investment Strategies+7
Typical Clientele
RetireesDivorcees+5
Pricing Model:
AUM
Number of Clients
110
Years of Experience:
16 years
Lexington, SC
Joe Dunat
LPL Financial
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+3
Typical Clientele
Tech EmployeesCorporate Executives+6
Pricing Model:
Flat Fee
Number of Clients
200
Years of Experience:
22 years
Woodland Hills, CA
Ira Zito
Financial Peak
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
35 years