financial advisors

Financial Advisors

Rate financial advisors you’ve done business with or compare more than 256,163 licensed financial advisors from across the country. The filters below will help you trim this list so that you can more easily find a financial advisor with the area of expertise you require. If you already know of a financial professional you’d like to learn more about, just search for them directly. Learning about a financial advisor’s experience and qualifications as well as what others have said about more
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Guy Baker
  • Company Tax Efficient Asset Management Solution, Inc.
  • Description Guy’s experience in the business and estate planning fields is extensive. He has completed many estate plans for families with a net worth in excess of $25,000,000 working with nationally known estate … more
  • Specialties Asset Management, Life Insurance, Retirement Planning
  • Credentials CFP
  • Office 15520 Rockfield Blvd., Irvine, CA, 92618 map
  • Telephone (949) 216-3137
Mauricio Daniel Perea
  • Company Suntrust Investment Services
  • Description Mauricio D Perea is a financial advisor with Suntrust Investment Services, Inc., which primarily works with Individuals and High Net Worth Individuals. Mauricio Perea operates out of Alexandria, VA. … more
  • Specialties N/A
  • Credentials CFP
  • Office 2809 Mt Vernon Ave, Alexandria, VA, 22301 map
Christopher Milme Gething Jr.
  • Company Atherean Wealth Management, LLC
  • Description Christopher Gething has been working in the wealth management industry since 2006. Prior to founding Atherean Wealth Management, LLC in March of 2014, he was a registered representative at Dinosaur Securities, … more
  • Specialties Asset Management, Comprehensive Financial Planning, Estate Planning
  • Credentials CFP
  • Office 34 Clifton Place, Suite 45, Jersey City, NJ, 07304 map
  • Telephone 347-409-1499
David Garrett Fabian
  • Company FMD Capital Management, LLC
  • Description David Fabian is an owner of FMD Capital Management, a fee-only wealth management firm based in Irvine, CA. FMD specializes in active portfolio management using ETFs & closed-end funds. He has years … more
  • Specialties Asset Management, Life Insurance
  • Credentials N/A
  • Office One Park Plaza Suite 600, Irvine, CA, 92614 map
  • Telephone 888-823-8111x286
Michael Anthony Solari
  • Company Solari Financial Planning
  • Description Michael has over 6 years of experience building comprehensive financial plans for individuals and families. Michael realized typical financial advisors often recommend on topics that suit their own interests. In 2013, he … more
  • Specialties Asset Management, College Planning, Comprehensive Financial Planning, Estate Planning, Life Insurance, Long-Term Care, Retirement Planning, Tax Planning
  • Credentials CFP
  • Office 3 Executive Park Drive, Bedford, NH, 03110 map
  • Telephone 603-471-3088
Larry McClanahan
  • Company SecondHalf Planning & Investment, LLC
  • Description Larry McClanahan is a Portland, Oregon financial planner and Principal of SecondHalf Planning & Investment, LLC, an advisory practice specializing in "the retirement transition" and dedicated to helping pre-retirees, retirees, and working … more
  • Specialties Asset Management, Comprehensive Financial Planning, Estate Planning, Life Insurance, Long-Term Care, Retirement Planning, Tax Planning
  • Credentials CFP, ChFC, CLU
  • Office PO Box 3056, Clackamas, OR, 97015 map
  • Telephone 503-698-5680
Ryan Michael Fuchs
  • Company Ifrah Financial Services
  • Description Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and Dallas native. He holds a B.A. (Bachelor of Arts) in Biology, with a minor in Economics, from Hendrix College in Conway, Arkansas. He received … more
  • Specialties Asset Management, College Planning, Comprehensive Financial Planning, Estate Planning, Retirement Planning, Tax Planning
  • Credentials CFP
  • Office 17300 Chenal Parkway, Suite 150, Little Rock, AR, 72223 map
  • Telephone 214-256-3099
Robert C. Henderson
  • Company Lansdowne Wealth Management, LLC
  • Description Robert Henderson is the President of Lansdowne Wealth Management. They provide financial planning and investment management services to individuals. Prior to founding the firm, Mr. Henderson was a financial advisor with a … more
  • Specialties Asset Management, Comprehensive Financial Planning, Estate Planning, Retirement Planning, Tax Planning
  • Credentials N/A
  • Office 31 Willow St, Mystic, CT, 06355 map
  • Telephone 860-245-5078
Dmitriy Fomichenko
  • Company Sense Financial Services LLC
  • Description Dmitriy is the founder and president of Sense Financial Services LLC, boutique financial firm specializing in self-directed retirement accounts with checkbook control. He began his career in financial planning and real … more
  • Specialties Comprehensive Financial Planning, Estate Planning, Retirement Planning
  • Credentials N/A
  • Office 155 N Riverview Dr. Suite #100, Anaheim, CA, 92808 map
  • Telephone 949-228-9394
Craig Smalley
  • Company CWSEAPA, LLP
  • Description Craig Smalley has been in practice as a tax accountant for over 21 years. His practice is located in Orlando Florida. During the real estate boom, Florida was a major hot bed … more
  • Specialties Estate Planning
  • Credentials N/A
  • Office 1521 Concord Pike Suite 301, Wilmington, DE, 19803 map
  • Telephone 844-297-3272

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