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Nationally Available Advisors
Name Location Services Minimums Description
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 …
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 …
Beata Dragovics, MSFP®, CFP®, CEP® Boston, MA 02116 Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
StockOpter Analysis
 At least $1,000,000 FTF specializes in helping …
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 …
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 …
Joe Forish, CFA, CFP® New York, NY 10016 Financial Planning
Equity Comp. Planning
 None I am a fee-only financial …
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 …
Valerie Gospodarek, CFA Lafayette, CA 94549 Equity Comp. Planning
 None We specialize in assisting …
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 …
Dana Anspach Scottsdale, AZ 85251 Retirement Planning
 None Who's driving your retirement …

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