Financial Advisors for Clients Under 35
Showing 185-192 of 300 advisors
Miami, FL
Stephen Santangelo
Matriarch Wealth Management
Specialties and Expertise
Alternative InvestmentsPortfolio ConstructionPhilanthropic Planning and Giving+1
Typical Clientele
Corporate ExecutivesProfessional Athletes+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 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
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
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
Gilbert, AZ
Houston Friend
Redeem Wealth
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesBusiness Ownership Strategies+3
Typical Clientele
RetireesSurviving Spouses+4
Pricing Model:
Flat Fee
Number of Clients
250
Years of Experience:
9 years
Vienna, VA
Alaric Goth
McAdam LLC
Specialties and Expertise
Retirement IncomePortfolio ConstructionTax Minimization Investment Strategies+18
Typical Clientele
Tech EmployeesInheritors+14
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
12 years
San Francisco, CA
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
New York, NY
Jordan Cohen
KBK Wealth Management
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningDebt Management+5
Typical Clientele
New InvestorsTech Employees+11
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years