Financial Advisors for Clients Under 35
Showing 201-208 of 300 advisors
Charleston , SC
Matt Ritt
Kinwell
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
RetireesBusiness Owners+3
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Great Neck, NY
David Warshaw
The WealthPlan LLC
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+6
Typical Clientele
RetireesWealthy Families+2
Pricing Model:
Flat Fee
Number of Clients
120
Years of Experience:
20 years
Woodland Hills, CA
Ira Zito
Financial Peak
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
35 years
Oak Brook, IL
Steven McGowan
Rothschild Wealth Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningTax Minimization Investment Strategies+9
Typical Clientele
RetireesBusiness Owners+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
11 years
Pittsburgh, PA
Bonnie Mangold
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
Partners at Law FirmsAttorneys & Paralegals+4
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
6 years
Conshohocken, PA
James Flaherty
Wells Fargo Advisors
Specialties and Expertise
Portfolio ConstructionRetirement IncomeHigh Net Worth Planning+4
Typical Clientele
Business OwnersHigh Net Worth Individuals+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
14 years
New York City, NY
Thomas Decker
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+7
Typical Clientele
Business OwnersCorporate Executives+2
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
11 years
Reno, NV
Heidi Foster
American Wealth Management
Specialties and Expertise
High Net Worth PlanningUltra High Net Worth PlanningPhilanthropic Planning and Giving+10
Typical Clientele
BusinesswomenWomen in Tech+12
Pricing Model:
AUM
Number of Clients
127
Years of Experience:
31 years