Hillel Katzeff, BA, CFP, MBA
Thomas Stout, CFP, MBA
Stout Capital Management LLC (SCM) is an independent, fee-only, Registered Investment Advisor that provides comprehensive wealth management services. For over 15 years we have been helping clients plan for, and achieve their fi ... See More
Boonseon Gudmundsen, CFP
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A California Licensed Professional Fiducairy #615 offering fee only comprehsensive financial planning and consulting, and fiduciary services.
Jeffrey Platt, CFA, CFP, JD
Wealth Quest Partners, Inc., is an independent, fee-only wealth management firm providing financial planning and investment management services. Our mission is to make a meaningful difference in the lives of our clients b ... See More
Jodi Vleck, CFP
While we certainly can't predict what the future will bring - we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the way. And that's precisely what we help our clients do: ... See More
Jean Sinclair, BA, CFP, MBA, MS
Meeting your unique needs and helping you realize your dreams - that's our mission at Avenue Advisors. With our investment management and financial planning services, you'll achieve greater control over your financial ... See More
Leslie Merrithew, CFP, EA
Comprehensive Fee-Only Planning and Asset Management.
Michael Pash, AIF, CFP, MBA
Pure Financial Advisors, Inc. is a Fee-Only registered investment advisor. Our planners are credentialed, experienced and qualified to help you identify strategies to reduce taxes, reduce investment expenses and prudently ... See More
Greg Jankowski, BS, CFP, MBA
Our firm's business philosophy is simple - deliver institutional-caliber wealth management services to individuals, families, and non-profit organizations, while providing a personalized client experience within a confli ... See More
Margot Dorn, CFP, CPA, MSBA
Dorn Financial is an hourly, fee-only financial planning firm in San Diego, California. We offer financial advice as one-time engagements as well as ongoing engagements and periodic checkups. We provide reviews and second ... See More
Paul Hynes, CFP
Some people let emotions, inexperience or lack of understanding cloud judgment when it comes to money. It's our goal to educate, empower and inspire people to make intelligent decisions. With 30 years of experience as a financial advi ... See More
I am a person, not a company. What this means is that I look to help you, personally! I am not a 1-800 number, you will always get real life advice based on your situation. I look at the real underlying issues that surround people and their personal See More...
Andrew Russell, CFP, MBA
Our client loyalty is a source of pride. Trust is earned and demonstrated by monitoring our clients’ financial needs every step of the way with well-credentialed, experienced planners. Our objective is to plan, simplify and ... See More
We are an Independent, Fee-Only advisory firm specializing in broadly diversified, tax-efficient, and cost effective portfolio management. We also offer financial reviews in the areas of retirement planning, insurance, cash and debt management, tax See More...
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