Financial Advisors for Clients 65
Showing 201-208 of 300 advisors
Charlotte, NC
Chris Gure
Fortress Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesBusiness Ownership StrategiesTrust Services+1
Typical Clientele
DoctorsBusiness Owners+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Denver, CO
Alec Quaid
American Portfolios Denver
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+2
Typical Clientele
New InvestorsRetirees+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years
Merion Station, PA
Christopher Zafiriou
Flax Pond Capital
Specialties and Expertise
Endowments & CharitiesAlternative InvestmentsWealth Accumulation and Preservation Strategies+1
Typical Clientele
RetireesDivorcees+2
Pricing Model:
AUM
Number of Clients
120
Years of Experience:
25 years
Los Angeles, CA
Leighann Miko
Equalis Financial
Specialties and Expertise
Cash Flow AnalysisCollege PlanningPhilanthropic Planning and Giving+3
Typical Clientele
InheritorsNew Investors+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Folsom, CA
Eric Figueroa
Hesperian Wealth
Specialties and Expertise
Cash Flow AnalysisRetirement IncomeTax Minimization Investment Strategies+4
Typical Clientele
New InvestorsRetirees+3
Pricing Model:
AUM
Number of Clients
13
Years of Experience:
5 years
Chandler, AZ
George Kao
Reach One Teach One Financial
Specialties and Expertise
Philanthropic Planning and GivingTax Minimization Investment StrategiesHigh Net Worth Planning+3
Typical Clientele
TeachersRetirees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Overland Park, KS
Brandon Kraus
GreenUp Wealth Management
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningCredit & Lending Needs+8
Typical Clientele
InheritorsReal Estate Developers+25
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years
Westfield, NJ
Michael Fischer
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
14 years