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Nationally Available Advisors
Name Location Services Minimums Description
Herb White, MBA, AIF, CFP Englewood, CO 80111 Portfolio Management
Retirement Planning
Financial Planning
Divorce
StockOpter Analysis
 At least $250,000 Our team of professional …
Sheri Iannetta Cupo, CFP® Morristown, NJ 07960 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
StockOpter Analysis
 At least $500,000 *SageBroadview is an …
Alan Ungar CFP Westlake Village, CA 91362 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
 At least $1,000,000 Abacus Wealth Partners is a …
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 …
Geoffrey Zimmerman San Francisco, CA 94108 Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
 At least $2,000,000 Geoff is a Certified Financial …
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 22 years ago, we are a …
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