Other Financial Advisors
Showing 217-224 of 238 advisors
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
Barrington, IL
David Grant
Retirement Matters, Inc.
Specialties and Expertise
Cash Flow AnalysisTax PreparationCollege Planning+7
Typical Clientele
RetireesUltra High Net Worth Individuals+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years
San Ramon, CA
Paul Saad
Collabria Capital, Inc.
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
Tech EmployeesCorporate Executives+2
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
20 years
Madison, WI
Matt Fizell
Harmony Wealth
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+4
Typical Clientele
New InvestorsHealthcare Workers+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years
NW
Boca Raton, FL
Noah Wills
Fortuna Wealth
Specialties and Expertise
Tax Minimization Investment StrategiesCash Flow AnalysisCollege Planning+6
Typical Clientele
RetireesNew Investors+7
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
Memphis, TN
Jonathan McAlister
Kimery Wealth Management
Specialties and Expertise
High Net Worth PlanningUltra High Net Worth PlanningCash Flow Analysis+10
Typical Clientele
RetireesBusiness Owners+16
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
13 years
Nashville, TN
Justin McCall
Northwestern Mutual
Specialties and Expertise
Retirement IncomePortfolio ConstructionHigh Net Worth Planning+2
Typical Clientele
RetireesDoctors+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
San Francisco, CA
Aaron Hattenbach
Rapport Financial
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+3
Typical Clientele
Business OwnersTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years