Financial Advisors for Clients Under 35
Showing 177-184 of 300 advisors
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
Katonah, NY
Liz Frazier Peck
Liz Frazier Peck
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionTax Minimization Investment Strategies+5
Typical Clientele
New InvestorsHigh Net Worth Individuals+9
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
12 years
Layton, UT
Jimmy Searle
Allegis Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesWealth Accumulation and Preservation StrategiesPortfolio Construction+5
Typical Clientele
New InvestorsRetirees+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
Charlotte, NC
Matthew Snipes
Topsail Wealth Management
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+8
Typical Clientele
High Net Worth Individuals
Pricing Model:
Hourly
Number of Clients
50
Years of Experience:
19 years
Oakland, CA
Mike Troxell
Modern Financial Planning
Specialties and Expertise
Tax Minimization Investment StrategiesTax PreparationHigh Net Worth Planning+1
Typical Clientele
Tech EmployeesSoftware Engineers+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Ripon, CA
Danielle Miura
Spark Financials
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeWealth Accumulation and Preservation Strategies+1
Typical Clientele
InheritorsRetirees+2
Pricing Model:
AUM
Number of Clients
10
Years of Experience:
6 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
Brentwood, CA
Eric Soiland
Presidio Group Wealth Management
Specialties and Expertise
Retirement IncomeCash Flow AnalysisPortfolio Construction
Typical Clientele
RetireesSurviving Spouses+2
Pricing Model:
Fees Information
Number of Clients
85
Years of Experience:
38 years