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Name Location Services Minimums Description
Jason Krueger Madison, WI 53713 Portfolio Management
Retirement Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
None  
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Nationally Available Advisors
Name Location Services Minimums Description
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 …
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 …
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 …
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 …
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 …
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 …
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 …

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