Military Financial Advisors
Showing 1-7 of 7 advisors
Santa Rosa Beach, FL
Bryan Mullin
Palm View Investments LLC
Specialties and Expertise
Portfolio ConstructionBusiness Ownership StrategiesHigh Net Worth Planning+10
Typical Clientele
Business OwnersRetirees+11
Pricing Model:
AUM
Number of Clients
0
Years of Experience:
30 years
Colorado Springs, CO
Erik Baskin
Baskin Financial Planning
Specialties and Expertise
Retirement IncomeCash Flow AnalysisCollege Planning+4
Typical Clientele
Veterans & Active Duty MilitaryRetirees+3
Pricing Model:
AUM
Number of Clients
55
Years of Experience:
5 years
Gardner, KS
Ryan Kilkenny
Atomic Planning
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesPortfolio Construction+3
Typical Clientele
RetireesSurviving Spouses+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years
Santa Rosa, CA
Ben Sedillo
Sonoma Wealth Advisors
Specialties and Expertise
Portfolio ConstructionRetirement IncomeTax Minimization Investment Strategies+4
Typical Clientele
RetireesDoctors+11
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
18 years
Fountain Hills, AZ
Andrea Clark
The Table Financial Planning
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesCash Flow Analysis+5
Typical Clientele
Veterans & Active Duty MilitaryWomen in Tech+8
Pricing Model:
Flat Fee
Number of Clients
104
Years of Experience:
14 years
Sacramento, CA
Joel Larsen
Navion Financial Advisors
Specialties and Expertise
Cash Flow AnalysisRetirement IncomeCollege Planning+3
Typical Clientele
Veterans & Active Duty MilitaryGovernment Contractors+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
35 years
RH
VIRGINIA BEACH, VA
Rob Hawley
First Financial Group
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+5
Typical Clientele
Real Estate AgentsRetirees+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years