I know how important it is to make informed financial decisions… protecting all that we’ve accumulated, enjoying our lives today, and transferring our wealth to our heirs and the charities of our choice. With over 30 years of experience, I help people make better money-related decisions, whether it’s by reducing current taxes, protecting assets from being unjustly taken, providing for family heirs and if they're so inclined, helping them optimize their charitable donations. Perhaps the most fulfilling part of my job is when I help families when they have complex trust and estate planning issues, as well as recommending wealth transfer strategies to minimize taxes. I’ve been a speaker and/or panelist at seminars for financial planners, brokers, financial executives and retail investors. For over 20 years I’ve written articles about conservative asset strategies. In my personal life, I’ve been an organizer and co-founder of a Jewish Day School in Great Neck. I was also elected Treasurer of the International Federation of Jewish Men’s Clubs where I revised their entire budget procedure. I’m currently active with the Great Neck Chamber of Commerce, a Charter Member of the Kiwanis Club of Great Neck Peninsula, and the President-Elect of the Rotary Club of Great Neck. Specialties: Financial, estate and retirement planning, including conservative fixed income investments, tax-free and tax deferred strategies, as well as pension planning, college planning and insurance strategies which we incorporate into wills and trusts in order to mitigate taxation and protect both personal and business assets.…show more
Specialties: Annuities‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
1010 Northern Blvd. - Ste. 208, Great Neck, NY 11021
Director and Investment Strategist is David Cretcher is the author of The Quick Guide to Risk-Managed Investing and a Certified Contributor to Seeking Alpha. Mr. Cretcher has a A.B. in Economics from Miami University and a MBA from the Ohio State University.…show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
Ryan Kaufman is an Investment Advisor Representative and founder of Koi Wealth Management. Since 1996, Ryan has been providing financial planning strategies to individuals and business owners. In his personal practice he currently specializes in Retirement Income and Distribution Strategies; 401(k) Plan Analysis and guiding Clients 'Within ten years -- on either side -- of their retirement date.' Ryan graduated from California Lutheran University with studies in Business and Pre-law Political Science and completed studies in Philadelphia at the University of Pennsylvania-The Wharton School of Business, for Retirement Planning Strategies. In addition to his own financial planning practice established in 1996, Ryan Kaufman is Recruiting Manager for his Securities America, Inc. affiliated branch and career coach to other financial advisors located within Northern California. He shares some of these financial planning concepts with clients via seminars and public speaking engagements. Ryan currently holds securities registrations series 7, 63, 65, 24; Life/ Health Agent with variable contracts and is an investment advisor representive, registered representative and financial planner. Ryan is married and has three children. He enjoys traveling with his family, coaching soccer and leading outdoor fitness bootcamps. Ryan participates in many community events as master of ceremonies and also does speaking engagements.…show more
Specialties: Health Insurance‚ Life Insurance‚ Retirement Planning
1741 E. Roseville Parkway, Suite 300, Roseville, CA 95661
Pearl Lee joined Janney Montgomery Scott in 2006, and is a Vice President / Investments with over 26 years experience in the financial industry. She began her career at Dean Witter in 1987. Her practice includes individuals, families, and non-profits throughout the country. Pearl advises clients by helping them assess their financial goals, risk tolerance, overall asset allocation and investment options. Working closely with Janney's Financial Planning Department at the corporate office, she provides options for maximizing their retirement planning and intergenerational wealth transfer. She holds FINRA Series 7, 63 and 65 licenses, as well as life, health, variable life and variable annuities licenses. In the community, Pearl is on the following Boards: the Asian American Women's Coalition and Penn Asian Senior Services (PASSi). With the valuable service of her Senior Private Client Assistant, Maryann Knight, she is able to offer a high level of client service.…show more
Specialties: Annuities‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning
Jason is a Financial Advisor with Northwestern Mutual Financial Network and has been involved in the financial services industry since 2005. While at the University of Maryland (College Park), Jason interned at Smith Barney in their Global Wealth Management Division and was a summer analyst at the InCap Group, Inc. in their Capital Markets Division. He joined our team in 2009 from Morgan Stanley Smith Barney. Jason holds his Series 7, 31 and 66 securities licenses, as well as, the Maryland life and health insurance license.…show more
Specialties: Asset Management‚ Business Insurance‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
Kip A. Hoover holds Series 7 (General Securities) and Series 63 (Uniform Securities Agent State Law) Securities Registrations with Kestra Investment Services, LLC as well as an Ohio Department of Insurance License for Life, Accident and Health, and Variable Annuities. He is currently registered to conduct business in Ohio, Florida, and South Carolina.…show more
Specialties: Annuities‚ Health Insurance‚ Life Insurance
Rose Greene, CFP® (Certified Financial Planner®) has spent three decades providing comprehensive wealth management services across a spectrum of clients. More individuals now recognize a need for financial planning and other financial services. Come to Rose, you will not find another more honest and dedicated financial advisor in Los Angeles. Our principal focus is client service and providing straightforward, unbiased financial advice. While some advisors push their company’s own investment products based on sales quotas, we work with you to develop an investment strategy that is tailored only to your individual needs and goals. Whether you are interested in investment advice, planning for retirement, life insurance, estate planning, or if you have a 401k to roll over, Rose and members of our ensemble practice stand ready to help you. The financial world can be intimidating; don’t face it alone!…show more
Specialties: College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
2665 30th Street, Suite 111, Santa Monica, CA 90405
As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.…show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
As a trusted Financial Advisor, I am committed to helping valued clients accomplish their dreams as well as make smart financial decisions. Together, we build, execute, and monitor their plan for now and the future. I use my experience, conviction, knowledge, and pride to earn your trust and help put your financial house in order. I have been in the financial services industry since 1995. I gained my professional experience at Bank of America/Merrill Lynch and UBS. My education and background include: - M.B.A., Texas A & M University - Master's of Science, Personal Financial Planning; College for Financial Planning - CFP® Professional (CERTIFIED FINANCIAL PLANNER™) - ChFC® (Chartered Financial Consultant™) - AAMS® (Accredited Asset Management Specialist™) - CRPC® (Chartered Retirement Planning Counselor™) - CRPS® (Chartered Retirement Plans Specialist™) - CDFA® (Certified Divorce Financial Analyst™) - FINRA Series 7, 6, 63, 66, and 31 Licenses. - Insurance Licenses (Life, Health, Disability & Variable Annuities) in Nevada, Colorado, and Utah. - Financial Planning Association, Member. When I am not working, I enjoy traveling, rock climbing, cooking, golf, racquetball, movies, reading, outdoors activities, and spending time with my children.…show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
7201 W. Lake Mead Blvd, Ste 114, Las Vegas, NV 89128
Comparing financial advisors can be tough. But you've got the knowledgeable WalletHub community on your side. Other consumers have a wealth of knowledge to share, and we encourage everyone to do so while respecting our content guidelines. Please keep in mind that editorial and user-generated content on this page is not reviewed or otherwise endorsed by any financial institution. In addition, it is not the financial institution's responsibility to ensure all posts and questions are answered.
Information on this page is provided 'as is' and solely for informational purposes, not for any other purpose or advice. In addition, this information does not originate from us and thus, we do not guarantee its accuracy.
Ad Disclosure: Certain professionals and companies that appear on this site are paying advertisers, and this will be noted on their profile page using the designation "Sponsored", where applicable. Advertising may impact how and where listings appear on this site (including, for example, the order in which they appear). At WalletHub we try to present a wide array of options, but our listings do not represent all companies or products.
Regardless of advertiser status, none of the information displayed on WalletHub constitutes a referral or endorsement by WalletHub of the respective company or professional, or vice versa. Furthermore, it is important to note that the inclusion of a company or professional on WalletHub does not necessarily indicate their involvement with the site or control over the information that we display. Information is displayed first and foremost for the benefit of consumers.
Editorial and user-generated content on this page is not provided, commissioned, reviewed, approved or otherwise endorsed by any third party company. In addition, it is not any company's responsibility to ensure all posts and/or questions are answered.
Your web browser (Internet Explorer) is out of date and no longer supported.
Please download one of these up-to-date, free and excellent browsers: