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Advisor Search Results
Your search returned 2 advisors

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Name Location Services Minimums Description
Patrick Logue Naples, FL 34105 Portfolio Management
Retirement Planning
Taxes
Financial Planning
Education Funding
Equity Comp. Planning
None  
Arthur Meyers West Palm Beach, FL 33401 Legal
At least $2,000,000 Mr. Meyers represents numerous public companies, compensation committees, and …
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Nationally Available Advisors
Name Location Services Minimums Description
Sara Stanich, MBA, CFP®, CDFA®, CEPA® Montauk, NY 11954 Portfolio Management
Retirement Planning
Taxes
Financial Planning
Divorce
Education Funding
Equity Comp. Planning
StockOpter Analysis
At least $500,000 Our team of fee-only planners …
Geoffrey Zimmerman Walnut Creek, CA 94597 Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
At least $500,000 Geoff is a Certified Financial …
Valerie Gospodarek, CFA Lafayette, CA 94549 Equity Comp. Planning
None We specialize in assisting …
Charles Steege, CFP®, CEP Doylestown, PA 18901 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
StockOpter Analysis
At least $1,000,000 Founded over 28 years ago, we …
John Barringer Denver, CO 80202 Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
At least $500,000 I specialize in financial …
Tyler Atkinson, CFP® Bellevue, WA 98005 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
At least $500,000 Tyler is a private wealth …
Mark Struthers CFA CFP® Chanhassen, MN 55317 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
StockOpter Analysis
None Mark is an independent fee-only …
Dave Alison, CFP®, EA Palo Alto, CA 94301 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
At least $500,000 Dave Alison is an accomplished …
Dana Anspach Scottsdale, AZ 85251 Retirement Planning
None Who's driving your retirement …
Steve McCarthy Redwood Shores, CA 94065 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
At least $500,000 We are an independent, fee-only …
Sarah Delahanty, CFP®, MBA Midland, MI 48640 Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Employment Negotiations
Divorce
Education Funding
Equity Comp. Planning
StockOpter Analysis
At least $250,000 Since 1968, SYM Financial …

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