Financial Advisors for Clients Under 35
Showing 105-112 of 300 advisors
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
Ames, IA
Mike McVicker
Specialties and Expertise
Alternative InvestmentsBusiness Continuity PlanningFamily Governance and Legacy Planning+5
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
36 years
Downers Grove, IL
Gregory Kurinec
Specialties and Expertise
Trust ServicesHigh Net Worth PlanningTax Minimization Investment Strategies+5
Typical Clientele
RetireesSurviving Spouses
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
18 years
Mc Lean, VA
Konstantin Rusin
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningBusiness Ownership StrategiesCollege Planning+4
Typical Clientele
High Net Worth Individuals1st Generation Americans+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
16 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
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
Atlanta, GA
John Stoj
Verbatim Financial
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisHigh Net Worth Planning+1
Typical Clientele
RetireesDoctors+4
Pricing Model:
Flat Fee
Number of Clients
27
Years of Experience:
32 years
La Verne, CA
Richard Eddy
CONA Wealth
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
Business OwnersEntrepreneurs+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years