Financial Advisors for Clients 65
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
Prosper, TX
D. Vance Barse
Your Dedicated Fiduciary
Specialties and Expertise
High Net Worth PlanningUltra High Net Worth PlanningAlternative Investments+1
Typical Clientele
High Net Worth IndividualsBusiness Owners+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Charlotte, NC
Da-zha Jones
Capitalwize LLC
Typical Clientele
Business OwnersBusinesswomen+1
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
11 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
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
New York, NY
Asher Rogovy
Magnifina
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+2
Typical Clientele
Tech EmployeesHigh Net Worth Individuals+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
San Diego, CA
Shannon Grey
InvestEdge Planning
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeCollege Planning+3
Typical Clientele
Real Estate AgentsRetirees+8
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
23 years
Wyoming, PA
Matthew Zeigler
Sunpointe Investments
Specialties and Expertise
Business Ownership StrategiesSuccession PlanningHigh Net Worth Planning+2
Typical Clientele
Business OwnersHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years