Healthcare Financial Advisors
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Industry: Healthcare
Showing 57-64 of 77 advisors
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
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
Manchester, NH
Christopher June
Sweeney Financial Management (SFM)
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+6
Typical Clientele
RetireesNew Investors+7
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
23 years
Folsom, CA
Eric Figueroa
Hesperian Wealth
Specialties and Expertise
Cash Flow AnalysisRetirement IncomeTax Minimization Investment Strategies+4
Typical Clientele
New InvestorsRetirees+3
Pricing Model:
AUM
Number of Clients
13
Years of Experience:
5 years
Santa Fe, NM
Antonio Lopez
Wells Fargo Advisors
Specialties and Expertise
Portfolio ConstructionCollege PlanningEndowments & Charities+5
Typical Clientele
RetireesDoctors+6
Pricing Model:
Fees Information
Number of Clients
70
Years of Experience:
20 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
Kansas City, MO
Lance Trammell
Transcend Wealth Management
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesHigh Net Worth Planning+2
Typical Clientele
RetireesHigh Net Worth Individuals+4
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
18 years