Other Financial Advisors
Showing 73-80 of 238 advisors
Miami, FL
Stephen Santangelo
Matriarch Wealth Management
Specialties and Expertise
Alternative InvestmentsPortfolio ConstructionPhilanthropic Planning and Giving+1
Typical Clientele
Corporate ExecutivesProfessional Athletes+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years
New York City, NY
Thomas Decker
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+7
Typical Clientele
Business OwnersCorporate Executives+2
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
11 years
Reston, VA
Kelly McNerney
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
10 years
Folsom, CA
Quinn Carlsen
Allworth Financial
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesHigh Net Worth PlanningCollege Planning+3
Typical Clientele
High Net Worth IndividualsStartup Employees+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Atlanta, GA
Ben Loughery
Lock Wealth Management
Specialties and Expertise
Cash Flow AnalysisHigh Net Worth PlanningPortfolio Construction+13
Typical Clientele
InheritorsReal Estate Agents+15
Pricing Model:
AUM
Number of Clients
10
Years of Experience:
12 years
Los Angeles, CA
Leighann Miko
Equalis Financial
Specialties and Expertise
Cash Flow AnalysisCollege PlanningPhilanthropic Planning and Giving+3
Typical Clientele
InheritorsNew Investors+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Ankeny, IA
Stoy Hall
Black Mammoth
Specialties and Expertise
Business Ownership StrategiesDebt ManagementTax Minimization Investment Strategies+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
24
Years of Experience:
13 years
Hauppauge, NY
Larry Sprung
Mitlin Financial IncĀ®
Specialties and Expertise
Succession PlanningCollege PlanningTax Minimization Investment Strategies+3
Typical Clientele
InheritorsProfessional Athletes+4
Pricing Model:
AUM
Number of Clients
200
Years of Experience:
24 years