Other Financial Advisors
Showing 209-216 of 238 advisors
Charlotte, NC
Da-zha Jones
Capitalwize LLC
Typical Clientele
Business OwnersBusinesswomen+1
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
11 years
Bozeman, MT
Ryan Sullivan
Off the Beaten Path Financial
Specialties and Expertise
Portfolio ConstructionCryptocurrency & NFTsCash Flow Analysis+5
Typical Clientele
Business OwnersNew Investors+1
Pricing Model:
Flat Fee
Number of Clients
10
Years of Experience:
3 years
Dallas, TX
Andres Ledesma
Northwestern Mutual
Specialties and Expertise
College PlanningRetirement IncomeBusiness Ownership Strategies+7
Typical Clientele
New InvestorsReal Estate Agents+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
Fall River, MA
Leonard Hirst
Hirst Financial Independence Planning Inc
Specialties and Expertise
Cash Flow AnalysisPortfolio ConstructionBusiness Ownership Strategies+2
Typical Clientele
BusinesswomenBusiness Owners+4
Pricing Model:
Flat Fee
Number of Clients
180
Years of Experience:
N/A
Pittsburgh, PA
Devin Faddoul
Adda Financial
Typical Clientele
New InvestorsWomen in Tech+3
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
17 years
Gaithersburg, MD
Marguerita Cheng
Blue Ocean Global Wealth
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesPortfolio Construction+1
Typical Clientele
RetireesSurviving Spouses+2
Pricing Model:
Flat Fee
Number of Clients
68
Years of Experience:
24 years
Pittsburgh, PA
James Kampetis
Carson Wealth
Specialties and Expertise
Retirement IncomePortfolio ConstructionCash Flow Analysis+3
Typical Clientele
RetireesCorporate Executives+3
Pricing Model:
Flat Fee
Number of Clients
220
Years of Experience:
N/A
Birmingham, AL
Christopher Taylor
Core Planning
Specialties and Expertise
Cash Flow AnalysisDebt ManagementPhilanthropic Planning and Giving+2
Typical Clientele
New InvestorsReal Estate Agents+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years