Tax Planning Financial Advisors
Showing 1-8 of 94 advisors
Scottsdale, AZ
Brendan Ganji
Red Night Capital
Specialties and Expertise
Ultra High Net Worth PlanningWealth Accumulation and Preservation StrategiesTax Minimization Investment Strategies+13
Typical Clientele
RetireesEntrepreneurs+29
Pricing Model:
AUM
Number of Clients
30
Years of Experience:
5 years
Arvada, CO
Michael Hunter
Clearpath Legacy Planning
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+11
Typical Clientele
High Net Worth IndividualsNew Investors+9
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
Tabernacle, NJ
JOSHUA DUVALL
Duvall Wealth & Tax Planning
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
RetireesTech Employees+6
Pricing Model:
Flat Fee
Number of Clients
80
Years of Experience:
15 years
Los Angeles, CA
Steven Evensen
Gerber Kawasaki
Specialties and Expertise
Cash Flow AnalysisDebt ManagementPortfolio Construction+5
Typical Clientele
New InvestorsTech Employees+3
Pricing Model:
AUM
Number of Clients
250
Years of Experience:
8 years
Broken Arrow, OK
Rick Silman
Edward Jones
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesHigh Net Worth Planning+2
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
3 years
Dallas, TX
Allen Mueller
7 Saturdays Financial
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningPortfolio Construction+2
Typical Clientele
RetireesInheritors+4
Pricing Model:
Flat Fee
Number of Clients
28
Years of Experience:
3 years
San Francisco, CA
Kevin Cheeks
ImpactFI
Specialties and Expertise
Cash Flow AnalysisPhilanthropic Planning and GivingHigh Net Worth Planning+2
Typical Clientele
Tech EmployeesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years
Virginia Beach, VA
David Calliott
Davenport & Company
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningPortfolio Construction+5
Typical Clientele
RetireesHigh Net Worth Individuals+8
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
13 years