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Credentials & Designations
- Certified College Planning Specialist (CCPS)
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
Articles and Blog
Featured Articles on
Featured Financial Advisors...
Jim Jarvis financial Advisor from Grand Rapids,MI
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transa......
Richard C. Osman CFP®, CLU®, ChFC®, CASL® financial Advisor from Severna Park,MD
I help individuals and small business owners by providing unique solutions that help you build, preserve and protect your wealth. When you retain Richard Osman and his team at Integrated Financial Pa......
Carlos Sava financial Advisor from Arlington,VA
Clarendon Capital Management LLC (CCM) is an investment advisory firm offering clients focused and flexible investment advice around a core equity strategy using separately managed accounts. The f......
Don Calcagni financial Advisor from Chesterbrook,PA
Established in 1985, Mercer Advisors is a fee-only total wealth management firm that provides comprehensive financial planning and investment management services. Our Strategic Advisory teams use a sy......
Naushad Virji financial Advisor from Lake Mary,FL
At Virji Investments, we strive to provide exceptional investment management services for our clients. Our primary goal is the preservation and growth of our client's portfolios. We will accomplis......
Michael Brunelli financial Advisor from Waltham,MA
As an independent Financial Advisor, Michael is committed to providing clients with the highest level of service and solutions for all of their financial needs. His clients can expect trust, honesty, ......
Sara C. Gibbs financial Advisor from Akron,OH
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide......
Kevin Kennedy, CPA financial Advisor from Southbury,CT
Kennedy & Company specializes by providing Wealth and Tax Management services to families with complex planning needs and significant assets, typically in excess of $500,000. We help our clients answ......
Chad Fletcher, ChFC®, LUTCF financial Advisor from Gilbert,AZ
We are here to help you find focus, clarity and confidence in your financial program. We are dedicated to informing and educating the public regarding the follies of traditional financial thinking. U......
Dale Terwedo financial Advisor from Edmonds,WA
Those who join the Terwedo Financial Services client family can expect mutual respect, open communication and a collaborative approach in Dale’s professional relationships. His investment approach tak......
Ronald Lottridge, CFP® financial Advisor from Denver,CO
Much like building a home - the first step is to create the blueprint. Catalyst Financial Strategies starts with understanding you and your goals and then designing a plan to assist you in accomplishi......
Riyad M Said financial Advisor from Washington,DC
Wells Fargo Advisors, LLC is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest, strongest, and most respected financial institutions. In business since 1852 and named on Fortu......
Cory Summers financial Advisor from Corpus Christi,TX
Corpus Christi Financial Group is a fee-based financial planning and wealth management firm dedicated to providing personalized guidance to individuals, families, and businesses. We offer comprehe......
James E. Adams CFP® financial Advisor from Bloomington,IL
My business
I help individuals and business owners manage their financial affairs so they can devote more time and attention to their families, businesses, or other interests. I serve as their pri......
Richard J. Paganelli financial Advisor from Alpharetta,GA
Today's investment climate offers unprecedented opportunities. Our mission is to help clients take advantage of those opportunities by providing them with three key tools: 1.A clear understanding of......
Jeremy Jones, CFP® financial Advisor from Southport,NC
Managing your financial affairs has become more complex than ever. Tax and estate law change, interest rates fluctuate, and new investment products are introduced periodically. Nowadays, efforts to en......
Kevin Mahoney CFP®, RFC, LUTCF financial Advisor from East Concord,NY
We have been helping individuals and businesses with their Retirement Planning for 28 years. We start with a Free Financial Plan, then help the clients implement the plan and review it at least on......
Frank Polashock financial Advisor from Edison,NJ
FXP Advisory Services LLC is a full service financial planning and wealth management firm serving clients in Middlesex NJ and surrounding areas including New York City.
Mathew Coyle financial Advisor from Eden Prairie,MN
We are an independent CFP® Practitioner and Registered Investment Advisor (RIA). Because we are an independent firm with no captive sales agreements, we align our clients' interests with our own. ......
Tom Manning financial Advisor from East Greenwich,RI
When you work with me, you are working with someone who is not conflicted by pressure to market proprietary products (my broker dealer,Cambridge has none). I have access to a vast array of informat......
Rodd Miller, CFP® financial Advisor from Carlsbad,CA
Miller Wealth Management is an independent wealth management firm dedicated to helping our clients pursue important milestones throughout their financial life. Our experience and knowledge allows us t......
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Financial Advisor ?
- Minimum 5 years of Experience
- 5 Year clear FINRA/SEC record
- Must be Fee Based or Fee Only
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