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Nationally Available Advisors
Name Location Services Minimums Description
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 …
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 …
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 …
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 …
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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