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Advisor Search Results
Your search returned 5 advisors

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Name Location Services Minimums Description
Richard Friedman Latham, NY 12110 Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
None  
Peter Kettle New York, NY 10017 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
Equity Comp. Planning
At least $250,000  
Mark Martiak New York, NY 10022 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Divorce
Equity Comp. Planning
At least $500,000  
Martin Poole New York, NY 10038 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
Equity Comp. Planning
None  
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 (in CA, NY and OR) has been helping clients …
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Nationally Available Advisors
Name Location Services Minimums Description
Dana Anspach Scottsdale, AZ 85251 Retirement Planning
None Who's driving your retirement …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
Valerie Gospodarek, CFA Lafayette, CA 94549 Equity Comp. Planning
None We specialize in assisting …

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