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Showing 17-20 of 20 advisors

Andres Ledesma

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

Justin McCall

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

Cameron Marzi

Grants Pass, OR

Cameron Marzi

Rogue Advisors

Specialties and Expertise

Cash Flow AnalysisCollege PlanningBusiness Ownership Strategies+2

Typical Clientele

Business OwnersHigh Net Worth Individuals+3

Pricing Model:

Hourly

Number of Clients

N/A

Years of Experience:

7 years

VIRGINIA BEACH, VA

Rob Hawley

First Financial Group

Specialties and Expertise

Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+5

Typical Clientele

Real Estate AgentsRetirees+4

Pricing Model:

AUM

Number of Clients

N/A

Years of Experience:

6 years

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