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Updating Financial Advisors
Ray Prospero, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily... show more
Specialties: Asset Management‚ Business Insurance‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Tax Planning
I help people define their ideal lives, and then support that with the structure of financial planning. I teach people how to love their money, understand their money and then... show more
Specialties: Comprehensive Financial Planning
Erik Carter, JD, CFP® was a researcher for the new book, "What Your Financial Advisor Isn't Telling You" by Liz Davidson and is a senior financial planner at Financial Finesse,... show more
Specialties: Comprehensive Financial Planning
Ms. Brown is a Resident Financial Planner at Financial Finesse. She is a veteran of the United States Army whose favorite assignment was teaching cadets how to navigate through a... show more
Specialties: Comprehensive Financial Planning
Paul J Wannemacher is a Resident Financial Planner at Financial Finesse with over 25 years experience in financial planning, portfolio management, tax planning and holistic wealth management. Paul earned his... show more
Specialties: Asset Management‚ Charitable Giving‚ Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning
Greg Ward worked with Liz Davidson on her new book, "What Your Financial Advisor Isn't Telling You," and is a Senior Financial Planner and Director of the Think Tank at... show more
Specialties: Comprehensive Financial Planning
Brian Kelly CFP®, a Resident Financial Planner at Financial Finesse, is an experienced “money coach” whose passion is helping individuals, families and small businesses plan for their future. He started... show more
Specialties: Comprehensive Financial Planning
Mark Dennis is a Resident Financial Planner whose career experience includes asset management, personal insurance and working as a fee-only financial planner prior to joining Financial Finesse. He holds the... show more
Specialties: Comprehensive Financial Planning
Michael Smith is a Resident Financial Planner at Financial Finesse where his primary role is in service delivery of Ask-a-Planner Days, workshops, and the financial helpline. He achieved the CERTIFIED... show more
Specialties: Comprehensive Financial Planning
Scott Spann is a Resident Financial Planner at Financial Finesse. Prior to joining the team, Scott ran his own fee-only financial planning practice and has worked in the financial planning... show more
Specialties: Comprehensive Financial Planning
