Managing Equity Compensation Financial Advisors
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Help With: Managing Equity Compensation
Showing 65-72 of 77 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
Dallas, TX
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
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
Bozeman, MT
Ryan Sullivan
Off the Beaten Path Financial
Specialties and Expertise
Portfolio ConstructionCryptocurrency & NFTsCash Flow Analysis+5
Typical Clientele
Business OwnersNew Investors+1
Pricing Model:
Flat Fee
Number of Clients
10
Years of Experience:
3 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
Hays, KS
Ethan Lang
Launch Wealth
Specialties and Expertise
Cash Flow AnalysisCollege PlanningRetirement Income+4
Typical Clientele
EntrepreneursRetirees+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
3 years
Carlsbad, CA
Justin Peek
PEEK WEALTH
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+12
Typical Clientele
RetireesBusiness Owners+17
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
21 years
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