Other Financial Advisors
Showing 17-24 of 238 advisors
Orinda, CA
Justin Pribilovics, CFP ®
Wells Fargo Advisors Financial Network, LLC
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisRetirement Income+3
Typical Clientele
Women in TechBusiness Owners+6
Pricing Model:
Fees Information
Number of Clients
250
Years of Experience:
10 years
Hinsdale , IL
Mark Purcell
Baird
Specialties and Expertise
Cash Flow AnalysisEquity CompensationBusiness Valuation Planning+9
Typical Clientele
Ultra High Net Worth IndividualsRetirees+16
Pricing Model:
AUM
Number of Clients
127
Years of Experience:
11 years
Seneca, SC
Devyn Bond
Rightview Private Wealth
Specialties and Expertise
Cash Flow AnalysisDebt ManagementPortfolio Construction+4
Typical Clientele
Business OwnersEntrepreneurs+9
Pricing Model:
AUM
Number of Clients
110
Years of Experience:
3 years
Atlanta, GA
Melanie Messer
Georgia Financial Advisors
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+10
Typical Clientele
InheritorsParents of Special Needs Children+16
Pricing Model:
AUM
Number of Clients
66
Years of Experience:
4 years
Rapid City, SD
Garrett Amirehteshami
Amir Wealth Partners
Specialties and Expertise
Business Ownership StrategiesCommission-Based Income PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
17
Years of Experience:
2 years
Reston, VA
James Gambaccini
Acorn Financial Services
Specialties and Expertise
Business Ownership StrategiesEquity CompensationFamily Governance and Legacy Planning+14
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
25 years
Bellevue, WA
Kyle Kuykendall
Wells Fargo Advisors
Specialties and Expertise
Ultra High Net Worth PlanningTax Minimization Investment StrategiesHigh Net Worth Planning+4
Typical Clientele
Business OwnersHigh Net Worth Individuals+4
Pricing Model:
Fees Information
Number of Clients
100
Years of Experience:
17 years
Austin, TX
Sam Hutchison
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
7 years