Other Financial Advisors
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Showing 201-208 of 248 advisors
Scottsdale, AZ
Jacob Gold
JG&A
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+4
Typical Clientele
Professional AthletesRetirees+5
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
24 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
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
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
Jacksonville, FL
Jonathan Moskowitz
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningRetirement IncomePortfolio Construction+5
Typical Clientele
High Net Worth IndividualsBusiness Owners+6
Pricing Model:
Fees Information
Number of Clients
700
Years of Experience:
30 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
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
Phoenix, AZ
Jake Guttman
Rosevest Financial
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningRetirement Income+4
Typical Clientele
Business OwnersEntrepreneurs+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years