Financial Advisors for Clients Under 35
Showing 217-224 of 300 advisors
Layton, UT
Cameron Taylor
Allegis Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesWealth Accumulation and Preservation StrategiesPortfolio Construction+5
Typical Clientele
RetireesTech Sales+6
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
3 years
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
Orlando, FL
Brandon Catrett
Ridgeline Private Wealth
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+7
Typical Clientele
Business OwnersWealthy Families+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 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
Virginia Beach, VA
Zeib Parvez
First Financial Group
Specialties and Expertise
Retirement IncomeCash Flow AnalysisTax Minimization Investment Strategies+7
Typical Clientele
DivorceesInheritors+7
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years
Franklin, TN
David Singer
TBH Advisors
Specialties and Expertise
Retirement IncomePortfolio ConstructionSuccession Planning+3
Typical Clientele
Business OwnersEntrepreneurs+3
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
16 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
Phoenix, AZ
Jake Guttman
Rosevest Financial
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningRetirement Income+4
Typical Clientele
Business OwnersEntrepreneurs+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years