Healthcare Financial Advisors
Showing 49-56 of 75 advisors
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
Nashville, TN
Joshua Berdet
Cerity Partners
Specialties and Expertise
Tax Minimization Investment StrategiesCollege PlanningDebt Management+3
Typical Clientele
Corporate ExecutivesDentists+2
Pricing Model:
Flat Fee
Number of Clients
40
Years of Experience:
11 years
Henderson, NV
Justin Long
Diazo Wealth
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningUltra High Net Worth Planning+2
Typical Clientele
Professional AthletesRetirees+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 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
Portland, ME
Susan Pye
Wells Fargo Advisors
Specialties and Expertise
Retirement IncomeCash Flow AnalysisTax Minimization Investment Strategies+1
Typical Clientele
DoctorsBusinesswomen+5
Pricing Model:
Fees Information
Number of Clients
84
Years of Experience:
21 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
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