Other Financial Advisors
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Showing 217-224 of 248 advisors
New York, NY
Asher Rogovy
Magnifina
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+2
Typical Clientele
Tech EmployeesHigh Net Worth Individuals+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 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
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
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
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
Orlando, FL
Brandon Catrett
Ridgeline Private Wealth
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+7
Typical Clientele
Business OwnersWealthy Families+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years
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
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