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Charlotte, NC

James Rodgers

CERTIFIED FINANCIAL PLANNER™ at B. Riley Wealth Management

Years of Experience: 6

Specialties and Expertise

High Net Worth Planning
Cash Flow Analysis
Debt Management
+5

Typical Clientele

Attorneys & Paralegals
Partners at Law Firms
Building Industry Professionals
+2
Services Provided
  • Financial Planning
  • Investment Management
  • Tax Planning
Pricing Models
  • Hourly Fee
  • AUM
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Charlotte, NC

David Manlove

Financial Advisor at Wells Fargo Advisors

Specialties and Expertise

High Net Worth Planning
Cash Flow Analysis
Tax Minimization Investment Strategies
+3

Typical Clientele

Corporate Executives
Doctors
Entrepreneurs
+5
Services Provided
  • Investment Planning
  • Investment Management
  • Retirement Planning
Pricing Models
  • Fees and Commissions Information
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Orinda, CA

Justin Pribilovics, CFP ®

Managing Partner at Wells Fargo Advisors Financial Network, LLC

Years of Experience: 10

Specialties and Expertise

Portfolio Construction
Cash Flow Analysis
Retirement Income
+3

Typical Clientele

Women in Tech
Business Owners
Corporate Executives
+5
Services Provided
  • Investment Management
  • Retirement Planning
  • Investment Planning
Pricing Models
  • Fees and Commissions Information
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Mesa, AZ

Caleb Huftalin, CFP®

Director of Wealth Management at Ridgeline Private Wealth

Years of Experience: 17

Specialties and Expertise

Business Ownership Strategies
Tax Minimization Investment Strategies
High Net Worth Planning
+6

Typical Clientele

Business Owners
Wealthy Families
Inheritors
+7
Services Provided
  • Financial Planning
  • Tax Planning
  • Investment Management
Pricing Models
  • AUM
  • Flat Fee
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Pittsburgh, PA

Bonnie Mangold

Financial Advisor at

Years of Experience: 6

Specialties and Expertise

Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction
+2

Typical Clientele

Partners at Law Firms
Attorneys & Paralegals
Doctors
+3
Services Provided
  • Financial Planning
  • Retirement Planning
  • Tax Planning
Pricing Models
  • AUM
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Fort Worth, TX

Matt Magee, CFP®

Advisor and Director of Financial Planning at mForce Capital

Years of Experience: 10

Specialties and Expertise

Tax Minimization Investment Strategies
High Net Worth Planning
Ultra High Net Worth Planning
+3

Typical Clientele

High Net Worth Individuals
Ultra High Net Worth Individuals
Business Owners
+3
Services Provided
  • Tax Planning
  • Investment Management
  • Financial Planning
Pricing Models
  • AUM
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Rockford, IL

Steve Hofmann

DIRECTOR OF WEALTH PLANNING at RIDGELINE PRIVATE WEALTH

Years of Experience: 17

Specialties and Expertise

Business Ownership Strategies
Tax Minimization Investment Strategies
High Net Worth Planning
+7

Typical Clientele

Business Owners
Wealthy Families
Inheritors
+4
Services Provided
  • Financial Planning
  • Tax Planning
  • Investment Management
Pricing Models
  • Flat Fee
  • AUM
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McLean, VA

Peter Russo

Managing Director - Investments at Wells Fargo Advisors

Specialties and Expertise

Business Ownership Strategies
High Net Worth Planning
Portfolio Construction
+2

Typical Clientele

Business Owners
Corporate Executives
Entrepreneurs
+1
Services Provided
  • Business Retirement Solutions
  • Estate Planning Strategies
  • Investment Management
Pricing Models
  • Fees and Commissions Information
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