Finance Financial Advisors
Showing 57-64 of 115 advisors
Phoenix, AZ
Jenna Biancavilla
Pearl Capital Management
Specialties and Expertise
Tax Minimization Investment StrategiesCollege PlanningBusiness Ownership Strategies+6
Typical Clientele
InheritorsRetirees+11
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
16 years
Charlotte, NC
Ryan Whitley
NaviPath Financial
Specialties and Expertise
Trust ServicesPhilanthropic Planning and GivingHigh Net Worth Planning+4
Typical Clientele
InheritorsUltra High Net Worth Individuals+6
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years
Santa Monica, CA
Gregory Wendt
Perigon Wealth Management
Specialties and Expertise
Cash Flow AnalysisRetirement IncomePhilanthropic Planning and Giving+5
Typical Clientele
New InvestorsRetirees+12
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
33 years
Portsmouth, NH
Nathan Alger
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningBusiness Ownership StrategiesEndowments & Charities+4
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Fees Information
Number of Clients
376
Years of Experience:
21 years
Brentwood, TN
Scott Buell
FLAGSHIP FINANCIAL ADVISORS
Specialties and Expertise
College PlanningTax Minimization Investment StrategiesRetirement Income+3
Typical Clientele
RetireesNew Investors+9
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
28 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
San Francisco, CA
Kevin Cheeks
ImpactFI
Specialties and Expertise
Cash Flow AnalysisPhilanthropic Planning and GivingHigh Net Worth Planning+2
Typical Clientele
Tech EmployeesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years
Reston, VA
Kelly McNerney
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
10 years