Managing Equity Compensation Financial Advisors
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Help With: Managing Equity Compensation
Showing 17-24 of 77 advisors
Santa Rosa Beach, FL
Bryan Mullin
Palm View Investments LLC
Specialties and Expertise
Portfolio ConstructionBusiness Ownership StrategiesHigh Net Worth Planning+10
Typical Clientele
Business OwnersRetirees+11
Pricing Model:
AUM
Number of Clients
0
Years of Experience:
30 years
Madera, CA
Evon Mendrin
Optometry Wealth Advisors LLC
Specialties and Expertise
Business Ownership StrategiesCash Flow AnalysisDebt Management+3
Typical Clientele
DoctorsBusiness Owners+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Woodland Hills, CA
Ira Zito
Financial Peak
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
35 years
Atlanta, GA
Justin Porter
Porter Wealth Management, LLC
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+5
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 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
Brentwood, TN
Scott Buell
FLAGSHIP FINANCIAL ADVISORS
Specialties and Expertise
College PlanningTax Minimization Investment StrategiesRetirement Income+3
Typical Clientele
RetireesNew Investors+9
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
28 years
Costa Mesa, CA
Nick Covyeau
Swell Financial
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningTax Minimization Investment Strategies+2
Typical Clientele
RetireesSingle Mothers+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
12 years
Sonoma, CA
Daren Blonski
Sonoma Wealth Advisors
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionBusiness Ownership Strategies+3
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
13 years