Finance Financial Advisors
Showing 49-56 of 115 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
Fort Worth, TX
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
Seattle, WA
Darren Dindinger
Allworth Financial
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningCollege Planning+4
Typical Clientele
RetireesTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Fort Worth, TX
Justin Hall
Good Life Private Wealth, LLC
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionAlternative Investments+11
Typical Clientele
High Net Worth IndividualsBusiness Owners+13
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
10 years
North Bethesda, MD
Nick Booth
Nine Inning Finance, LLC
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesPortfolio Construction+5
Typical Clientele
New InvestorsInheritors+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 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
Chicago, IL
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionWealth 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
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