Other Financial Advisors
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Showing 225-232 of 248 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
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
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
Dallas, TX
Frederic Faul
Texas Financial Advisors
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesPortfolio ConstructionCash Flow Analysis+5
Typical Clientele
Corporate ExecutivesTech Employees+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
N/A
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
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
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