Legal Financial Advisors
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Industry: Legal
Showing 65-72 of 120 advisors
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
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
Ft. Lauderdale, FL
Vivien Balcker
Ameriprise Financial
Specialties and Expertise
Business Ownership StrategiesRetirement IncomeHigh Net Worth Planning+1
Typical Clientele
Tech EmployeesBusinesswomen+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 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
Indianapolis, IN
Benjamin Abraham
Allworth Financial
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionBusiness Ownership Strategies+3
Typical Clientele
Wealthy FamiliesHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years
Reno, NV
Heidi Foster
American Wealth Management
Specialties and Expertise
High Net Worth PlanningUltra High Net Worth PlanningPhilanthropic Planning and Giving+10
Typical Clientele
BusinesswomenWomen in Tech+12
Pricing Model:
AUM
Number of Clients
127
Years of Experience:
31 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