Planning For Retirement Financial Advisors
Showing 105-112 of 125 advisors
NASHVILLE, TN
James "Blake" Bowman
Wave Wealth Planning, LLC
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisTax Minimization Investment Strategies+1
Typical Clientele
New InvestorsBusiness Owners+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Barrington, IL
David Grant
Retirement Matters, Inc.
Specialties and Expertise
Cash Flow AnalysisTax PreparationCollege Planning+7
Typical Clientele
RetireesUltra High Net Worth Individuals+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years
Scottsdale, AZ
Jacob Gold
JG&A
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+4
Typical Clientele
Professional AthletesRetirees+5
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
24 years
Pittsburgh, PA
James Kampetis
Carson Wealth
Specialties and Expertise
Retirement IncomePortfolio ConstructionCash Flow Analysis+3
Typical Clientele
RetireesCorporate Executives+3
Pricing Model:
Flat Fee
Number of Clients
220
Years of Experience:
N/A
Virginia Beach, VA
Zeib Parvez
First Financial Group
Specialties and Expertise
Retirement IncomeCash Flow AnalysisTax Minimization Investment Strategies+7
Typical Clientele
DivorceesInheritors+7
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years
Gaithersburg, MD
Marguerita Cheng
Blue Ocean Global Wealth
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesPortfolio Construction+1
Typical Clientele
RetireesSurviving Spouses+2
Pricing Model:
Flat Fee
Number of Clients
68
Years of Experience:
24 years
San Ramon, CA
Paul Saad
Collabria Capital, Inc.
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
Tech EmployeesCorporate Executives+2
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
20 years
Fountain Hills, AZ
Andrea Clark
The Table Financial Planning
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesCash Flow Analysis+5
Typical Clientele
Veterans & Active Duty MilitaryWomen in Tech+8
Pricing Model:
Flat Fee
Number of Clients
104
Years of Experience:
14 years