Managing Equity Compensation Financial Advisors
Showing 41-48 of 72 advisors
Miami, FL
Fred Tan
Cerity Partners
Specialties and Expertise
Alternative InvestmentsBusiness Ownership StrategiesPhilanthropic Planning and Giving+6
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
30
Years of Experience:
30 years
Westfield, IN
Michael Reynolds
Elevation Financial LLC
Specialties and Expertise
Cash Flow AnalysisCollege PlanningEnvironmental, Social, and Governance (ESG)+4
Typical Clientele
New InvestorsSingle Mothers+2
Pricing Model:
Flat Fee
Number of Clients
100
Years of Experience:
10 years
Virginia Beach, VA
Joe Sallee
Bay Capital Advisors
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsHigh Net Worth Planning+16
Typical Clientele
InheritorsReal Estate Agents+28
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
11 years
FLORHAM PARK, NJ
Michael Rosenberg, RFC, CPFA
Diversified Investment Strategies, LLC
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+12
Typical Clientele
RetireesBusiness Owners+23
Pricing Model:
AUM
Number of Clients
286
Years of Experience:
43 years
Memphis, TN
Tripp Yates
Eaglestrong Financial
Specialties and Expertise
Business Ownership StrategiesHigh Net Worth PlanningTax Minimization Investment Strategies+1
Typical Clientele
Business OwnersDoctors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years
Wilmington, NC
Brett Tushingham
Farther
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesEquity Compensation+1
Typical Clientele
RetireesDoctors+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
22 years
Tampa, FL
Elizabeth Heard
Raymond James
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+1
Typical Clientele
RetireesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
La Verne, CA
Richard Eddy
CONA Wealth
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
Business OwnersEntrepreneurs+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years