Planning For Retirement Financial Advisors
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Help With: Planning For Retirement
Showing 113-120 of 132 advisors
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
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
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
Sacramento, CA
Joel Larsen
Navion Financial Advisors
Specialties and Expertise
Cash Flow AnalysisRetirement IncomeCollege Planning+3
Typical Clientele
Veterans & Active Duty MilitaryGovernment Contractors+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
35 years
Madison, WI
Nate Byers
Calculated WEalth
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesPortfolio Construction+4
Typical Clientele
RetireesHigh Net Worth Individuals+1
Pricing Model:
Flat Fee
Number of Clients
125
Years of Experience:
15 years
Santa Rosa, CA
Ben Sedillo
Sonoma Wealth Advisors
Specialties and Expertise
Portfolio ConstructionRetirement IncomeTax Minimization Investment Strategies+4
Typical Clientele
RetireesDoctors+11
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
18 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
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