Managing Equity Compensation Financial Advisors
Showing 65-70 of 70 advisors
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
San Francisco, CA
Aaron Hattenbach
Rapport Financial
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+3
Typical Clientele
Business OwnersTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Littleton, CO
Paul Monax
Agile Wealth LLC
Specialties and Expertise
Cash Flow AnalysisCollege PlanningTax Minimization Investment Strategies+2
Typical Clientele
Software EngineersTech Employees+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
9 years
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
JH
San Rafael, CA
John Harty
Carson Wealth
Specialties and Expertise
Business Ownership StrategiesEndowments & CharitiesCash Flow Analysis+3
Typical Clientele
Business OwnersDoctors+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
27 years