Healthcare Financial Advisors
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Industry: Healthcare
Showing 41-48 of 77 advisors
Allentown, PA
Ayad Amary
Wealthcare of The Lehigh Valley
Specialties and Expertise
High Net Worth PlanningRetirement IncomePortfolio Construction
Typical Clientele
RetireesDoctors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
22 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
Mc Lean, VA
Konstantin Rusin
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningBusiness Ownership StrategiesCollege Planning+4
Typical Clientele
High Net Worth Individuals1st Generation Americans+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
16 years
Augusta, GA
Steve Marbert
Richard Young Associates
Specialties and Expertise
Retirement IncomeWealth Accumulation and Preservation StrategiesCollege Planning
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 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
Champaign, IL
Kevan Melchiorre
Tenet Wealth Partners
Specialties and Expertise
Tax Minimization Investment StrategiesCash Flow AnalysisPortfolio Construction+6
Typical Clientele
RetireesDentists+9
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Riverside, CA
Eric LaNier
Higher Impact Financial
Specialties and Expertise
Tax PreparationTrust ServicesPortfolio Construction
Typical Clientele
Business OwnersInheritors+2
Pricing Model:
Flat Fee
Number of Clients
58
Years of Experience:
5 years
Wilmington, NC
Brett Tushingham
Farther
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesEquity Compensation+1
Typical Clientele
RetireesDoctors+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
22 years