Directory of Financial Planners

Here is a group of financial advisors and planners in our community. Other great databases/resources can be found at NAPFA.org (The National Association of Personal Financial Advisors), The Garrett Planning Network, and XY Planning Network. As always, please make sure to do your own due diligence while researching!
Sophia Bera, CFP® - Sophia is a CERTIFIED FINANCIAL PLANNER™ and the founder of Gen Y Planning. She helps young people manage their money more effectively. She's been quoted in the New York Times, Forbes, Yahoo Finance, and more. She recently moved from the midwest to Austin, TX so that she can do yoga, eat breakfast tacos, and cowork with other entrepreneurs. Organizations a part of: XY Planning Network, NAPFA, FPA.
Katie Brewer, CFP® - I am a CERTIFIED FINANCIAL PLANNER™ and a fee-only financial planner to working women and couples under 50 and the president of Your Richest Life. I've accumulated over 10 years of experience working with clients and their money. I've been quoted in articles in Money, The New York Times, Forbes, and Real Simple and I regularly speak to groups about financial planning topics. Organizations a part of: Certified Financial Planning Board, XY Planning Network, Financial Planning Association, NAPFA, Texas A&M Alumni Association.
Jeff Rose, CFP® - Jeff is a CERTIFIED FINANCIAL PLANNER™ and founder and CEO of the investment advisory firm Alliance Wealth Management. An Iraqi combat veteran, Rose served in the Army National Guard for nine years, including a 17-month deployment to Iraq in 2005. In addition, he is the founder of GoodFinancialCents.com, recognized by Kiplinger's as one of the Top 10 money blogs you should read, and author of "Soldier of Finance," a book that combines his military background with his financial-planning knowledge. In his free time, Rose loves hanging out with his family, tortures himself with CrossFit workouts and daydreams frequently when he can chow down on an In-N-Out Burger again.
Matt Becker - I help new parents take control of their money so they can take care of their families. My goal is that through our work together, you'll know two things with absolute certainty. First, you're going to be okay. Your good decisions mean that your family will always have the financial resources it needs, no matter what. And second, the foundation you've built creates more opportunities for both you and your children to live a life you love. Talk to you soon! Organizations a part of: XY Planning Network, NAPFA.
Brittney Castro - Brittney is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, speaker and is the Founder and CEO of Financially Wise Women, a Los Angeles based financial planning firm for women. She specializes in working with busy professional and entrepreneurial women who are passionate about life and want to gain clarity around their money. She is known for her innovative, non-judgmental, compassionate approach to financial planning and has landed national media recognition from CNN, CNBC, The Wall Street Journal, The New York Times, and many more. Away from the office, you can find Brittney working out, playing at the park with her dog Arya and of course dancing.
Cathy Derus - Cathy is a CPA and fee-only financial planner who loves to help young couples and new parents plan for a brighter future. Brightwater Financial takes a fresh approach to financial planning by discovering your personal values and creating a saving, investing, and spending plan that aligns with these values. The ethos of Brightwater Financial is based on authentic connection, and a genuine desire to help you better your life through financial assurance. Organizations a part of: AICPA, XY Planning Network, NAPFA.
Neal Frankle - Neal is a Certified Financial Planner ® and has been since 1994. He learned as a teenager the pitfalls of failing to plan ahead after both his parents died while he was in high-school. Starting off as just about being homeless, he got through college and worked hard. He is the founder of Wealth Resources Group and manages over $115,000,000 for people who are retired or those planning to retire who don’t want to worry about money. Neal is also the founder of WealthPilgrim.com and CreditPilgrim.com. He has been published in Forbes, Yahoo Finance, Seeking Alpha, Clark.com and more.
Nannette Kamien - As a fee-only financial planner, I provide financial planning to Gen X families and singles. No commissions, no asset minimums, just honest, practical advice to help you live an inspired life! My firm is focused on serving Generation X-ish professional singles and families either through virtual meetings or in-person. I focus on areas of importance to my generation: saving for retirement v. kids' education, debt reduction v. investing, career management, managing large purchases such as real estate and automobiles, and understanding how to get from where you are today, to where you want to be tomorrow. Find inspiration for your future path with me.
Cady North - Cady North is an entrepreneur and personal finance expert. After more than a decade in financial services and public policy, she started North Financial Advisors to bring independent and affordable advice to individuals. Her company specializes in preparing comprehensive financial plans for women and entrepreneurs in all phases of their lives.
Eric Roberge - I'm a CERTIFIED FINANCIAL PLANNER™ and the founder of Beyond Your Hammock, a virtual fee-only financial planning business. As a personal trainer for your finances, I help you transform your relationship with money so you can use it as a tool to live life on purpose. My successful transition from a corporate career as a financial professional to entrepreneur fully in charge of own my life at the age of 33 drives me to help others take advantage of their cash flow, live for today, and plan responsibly for tomorrow. I think outside the box to find innovative ways to create financial flexibility and freedom for my clients, and have been featured in USA Today, ABC News, CNBC, Fox Business, Money.com, and more. Organizations a part of: XY Planning Network, NAPFA, Financial Planning Association.
Ben Wacek - Ben Wacek is a fee-only, CERTIFIED FINANCIAL PLANNER™ who helps his clients steward their resources in a meaningful way for an affordable price. He uses Biblical principles as he works with his clients to budget, save, and give their money in a way that matches their goals.
Taylor R. Schulte - Taylor is a CERTIFIED FINANCIAL PLANNER™ and founder of Define Financial. He is dedicated to helping busy professionals keep more of their hard-earned money, solve complex financial planning issues, and achieve financial freedom. In 2016, he was named as a Top 40 Advisor Under 40 by InvestmentNews and is a regular contributor to Kiplinger.com and San Diego Downtown News. When he's not perfecting financial plans, you can find him traveling with his wife, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.
Shanda Sullivan, CFP® - At Sullivan Financial Strategies, I work virtually with Christian clients in their 20’s, 30’s and 40’s. Together, we will focus on your financial goals and what matters most to you! I feel it is important to include all areas of your financial life in our planning process to create a financial strategy that changes as your circumstances change. Even people who are just starting their careers and families need financial planning too. I look forward to working with you! Organizations a part of: NAPFA, XYPN, CFP®.
Steven Fox - Steven is the founder of Next Gen Financial Planning, a fee-only financial planning firm in San Diego focused on helping professionals in their 30’s learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. NGFP provides ongoing comprehensive financial planning advice, as well as hourly project work to answer specific questions. Customized investment management is provided at no additional charge for ongoing financial planning clients, we do not charge extra fees based on account size! Steven is also an associate member of both the National Association of Personal Financial Advisors and the XY Planning Network, and currently serves on the board of the San Diego chapter of the Financial Planning Association.
Raquel Hinman CFP® - Hinman Financial Planning, Inc. (HFP) offers fee-only financial planning and investment management for busy individuals and families in Erie and Boulder, CO, as well as throughout the nation. Raquel is focused on helping people with their money. Whether repairing past mistakes, maintaining current assets or building for the future, she has the experience and integrity you want to help guide your financial decisions. She takes pride in understanding the needs of her clients and her ability to design custom financial strategies that help her customers not only maintain the bottom line but exceed their financial goals. Organizations a part of: XY Planning Network, NAPFA, FPA, Boulder County Estate Planning Council.
Erik Klumpp - Through my firm, Chessie Advisors, I help teachers, engineers, and young professionals create and realize their American Dream. I work as a financial guide for my clients, helping them improve their financial situations by offering fee-only financial planning and investment management. Organizations a part of: XY Planning Network.
Jeffrey Christakos - I am a CPA/CFP® fee-only advisor with a focus on helping our clients achieve their life goals. Our firm specializes in Financial Rightsizing which is a key process to creating a strong financial foundation. Organizations a part of: AICPA, NJSCPA.
Chuck Donalies - I founded my own firm because I was tired of seeing prospective clients - especially those in Gen X and Geny Y - turned away by traditional financial planning firms. I work with young professionals, families with young children, and AT&T executives. Organizations a part of: CFP Board, XYPN, FPA, NAPFA.
Cristina Guglielmetti, CFP® - As a fee-only CFP®, I help my clients coordinate their financial lives, understand their choices and make good decisions in an environment free of sales pressure or needless expense. I have a flexible approach that is appropriate for a variety of clients, but I especially like working with freelancers, new parents, and couples about to make a major commitment (such as marriage or cohabitation, that would require at least some merging of finances). Organizations a part of: XYPN, NAPFA, CFP®, FPA, FON
Brad Sherman - Brad has over a decade of experience in the financial services industry. He is the founder of Sherman Wealth Management and he believes that every client deserves the highest level of individualized attention, regardless of their age or the size of their financial profile. He prides himself on being an advocate for his clients, providing a Fiduciary, fee-only service, designed to make clients feel comfortable with their investment choices and strategies. Brad is thrilled by the challenge and success of helping people reach their financial goals at all stages of their lives.
Anjali Jariwala - Anjali Jariwala is a CPA and CFP®. She founded FIT Advisors to provide comprehensive Financial Planning, Investment Management and Tax Planning services. She uses an innovative business model that is evidence-based and aligns closely with the needs of physicians and business owners. Further, by investing in some of the most powerful tools in the industry, she can work with clients virtually. As your financial life planner Anjali will help you discover and reach your life goals while building a secure future. Organizations a part of: NAPFA, XYPN, Fee Only Network.
Matt Hylland - I am a fee-only financial advisor focusing on generation X, Y and millennials. I started Hylland Capital Management in order to serve those who benefit from sound financial advice the most. No sales pitches, no minimum assets for investment management services, and low fees for financial planning. See for yourself why Hylland Capital Management is the next generation in asset management. Organizations a part of: XY Planning Network.
Vid Ponnapalli, MS, CFP® - I believe today’s financial planning need is under-served by traditional financial planning methods, mainly due to minimum income or net worth levels requirements. My goal is to contribute and change this paradigm. So, after a 20+ years career in financial services industry, I launched Unique Financial Advisors in 2014. I provide customized Financial Planning and Investment management solutions for professionals who are in their Mid-Career or approaching Retirement. I am eager to guide you through life’s financial decisions! Organizations a part of: NAPFA, XYPN, FPA, Nerdwallet.
Stephen Rischall - Stephen is the co-founder of 1080 Financial Group, a modern fee only RIA in Los Angeles helping clients across the country. Stephen is honored to have been recognized a 2016 InvestmentNews "40 Under 40," and has been featured in the Los Angeles Times, Wall Street Journal and more.
Timothy J. LaPean - I am a fee-ony financial planner who focuses on in helping women, members of the LGBT community, and the people who love them manage the financial side of living a more fulfilling life. I focus on exploring matters to you and then helping you figure out how to work with (or sometimes around) the person you already are to see if we can find or build ways for you to do/have/enjoy more of what matters to you in your life. Organizations a part of: XY Planning Network, NAPFA, FPA.
Chris Girbes-Pierce, CFP® - I am a fee only financial planner that helps socially conscious, inspired entrepreneurs save time, get organized and reach their fullest potential through mindful financial planning and investing. I'm used to working with successful, entrepreneurial minded people who value their time more than anything. Because I don't sell products or earn commissions, my clients know that I am loyal to their best interests at all times! Organizations a part of: FPA, NAPFA.
Jennifer Harper, MBA, CFP® - Bridge Financial Planning was created to provide today’s professionals with unbiased advice and implementation support for their financial lives. While financial planning & investing can be complex, I bring more than 15 years of experience to make them more approachable and useful to help clients achieve their goals. In addition to Bridge Financial Planning, I am an adjunct Finance instructor at the University of Tennessee at Chattanooga and the founder of Common Cents Financial Literacy, Inc. – a non profit organization that promotes and encourages financial education in schools and youth based organizations. Organizations a part of: CFP®, NAPFA, XY Planning Network.
Leslie Ransom, CFP® - With over 20 years in sales and marketing in the independent music industry, I have an awareness of the challenges facing artists, musicians, or anyone looking to build a business or career not tied to a 9-5 job and a regular paycheck. I cater to self-employed entrepreneurs who are looking to plan for a future on their terms. After leaving the music industry in 2009, I saw an opportunity to offer budgeting, investment and general planning advice to the many talented and creative types in need of financial planning. I went to Northwestern University and received my CERTIFIED FINANCIAL PLANNER™ designation in 2013. Organizations a part of: XY Planning Network, FPA, NAPFA.
Tyler A. Gray, CFP® - At SageOak Financial, LLC, I help Christian individuals and families save money and free up time to live a life that matters. From investing to taxes to college planning to insurance, and everything in between, we take a comprehensive look at your entire financial life and develop a plan to help you accomplish all that's important to you. This frees you up to focus on the things that really matter in life, such as faith, family, and friends! Visit our website and schedule a complimentary initial phone call to explore whether or not an advisory relationship makes sense in your situation! Organizations a part of: NAPFA, FPA, XYPN, Kingdom Advisors.
Drew Weckbach - Drew Weckbach is the founder of the fee-only financial planning firm Scaling Independence, LLC. He specializes in advanced tax planning and asset accumulation strategies. He is passionate about helping individuals properly structure their savings strategies to efficiently accrue wealth. This is a fancy way of stating I am a tax nerd. Organizations a part of: NAPFA, FPA, CFP Board.
Peter J. Creedon - Your money can take you places - I'm here to show you how far. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) I believe in giving you a road map for your money. With over 18 years of experience in the financial services industry, I have helped young professionals, entrepreneurs and small businesses reach their financial goals through financial planning and investment management. My dry sense of humor is simply a bonus. I believe everyone should be able get an answer to their financial question and receive personalized advice, which is why I decided to start my own firm, Crystal Brook Advisors in 2014. Organizations a part of: Certified Financial Planners Board of Standards, Inc., Financial Planning Association, Moderator at The American College.
Justin Rush - As a fee-only Financial Advisor, I founded JGR Financial Solutions with two primary goals in mind: to simplify lives and to educate. I believe financial planning not only provides the roadmap to meet your financial goals, but also includes the necessary accountability, education, encouragement, and course correction strategies along the way. Organizations a part of: NAPFA, XY Planning Network.
Ben Martinek - Much like good health, good finance takes discipline. At Bona Fide Finance, we strive to assist our clients in developing the discipline it takes to achieve financial goals. Since all of personal finance revolves around cashflow and budgeting, we start there, catering a plan that eventually encompasses insurance, taxes and investments. We focus on households who make $50,000 to $150,000, serving as the primary resource for all of their financial needs. Organizations a part of: XYPN, NAPFA, FPA.
Inga Chira Ph.D., CFP® - I am what I call an applied academic. Before pursuing a Ph.D. in finance, I worked in benefits administration dealing with issues such as setting up medical plans and understanding the tax implications of life insurance. Currently, I teach finance and financial planning in Los Angeles, I do financial plans, I answer all kinds of finance related questions, and I manage money. I also do research about what motivates people to save for retirement and how financial planners can help in that quest. Organizations a part of: XY Planning Network.
Pamela Capalad - I'm a CERTIFIED FINANCIAL PLANNER™ and I've been in the financial services industry for over 7 years, working at boutique financial firms. I’m based in Brooklyn, NY, but serve clients virtually across the country. One day, I was sitting around a fire pit with a friend who said she really needed help with her money, but was afraid to talk about it. I said we should do it over brunch. Immediately her shoulders untensed and her eyes lit up. “Yes! Let’s do, like, a brunch and budget!” And the rest is history. Organizations a part of: XY Planning Network, NAPFA.
Andrew McFadden - As a money coach, I specialize in providing financial guidance to physicians in residency, fellowship, or early attending career stage. We can work together to define the values and priorities of your life which help guide every financial decision you make. From there, I can help you develop the best strategy to get out from under all those med school loans, how to creatively fund your retirement plans, and how to protect yourself from numerous liabilities. Organizations a part of: XY Planning Network, NAPFA.
Daniel Wrenne - Daniel helps young medical professionals take control of their money and live better lives. He is a financial planner and founder at Wrenne Financial Planning, a fee-only firm catered to working with gen y physicians and dentists. His interactions with clients often revolve around managing student loan debt, learning to keep score of finances, and life planning. Organizations a part of: CFP®, NAPFA, XYPN.
Michael Solari - With years of experience, Michael left an established firm to start his own fee-only financial planning practice in 2013. From the start the focus would always be on transparency and objectivity. His practice has attracted many engineers and technology professionals in the greater Boston area. He has helped his clients navigate stock options, tax planning, and investment options as well as helping them maximize their current incomes. Michael offers monthly memberships as well as hourly advice. When time allows, Michael enjoys playing golf, watching football and trying new micro brew beers. Organizations a part of: XY Planning Network, NAPFA.
Melissa Sotudeh, MBA, CFP® - As Wealth Advisor for Halpern Financial, Inc., Melissa enjoys helping clients with her expertise in retirement, investment, tax management and estate planning strategies. Now that it’s easier than ever for the public to access financial advice, she looks forward to sharing her insights with a wider audience online. Melissa is active on Nerdwallet’s Ask an Advisor platform and she has been featured in the media, including the Wall Street Journal, InvestmentNews, Investopedia and the Martinis and Your Money podcast. Organizations a part of: NAPFA, FPA, Nerdwallet.
Ted Halpern, AAMS, CRPC, AWMA, RFC - As Founder and President of Halpern Financial Inc., Ted is directly involved in developing and implementing wealth management strategies for affluent families and closely held businesses. He serves as Director of the firm's Investment Research Team and oversees the asset allocation process. Ted believes in educating clients toward a logical path of wealth accumulation, and is inspired by motivating people to achieve their financial goals. Ted is a dedicated husband and father. He and his wife Bethe live in Leesburg, Virginia with their twins Jack and Lauren and their dog Einstein. Organizations a part of: NAPFA, FPA, Fee Only Network, Nerdwallet.
Kirk Chisholm - Kirk is a Wealth Manager and Principal of the wealth management firm, Innovative Advisory Group. Kirk specializes in working with clients who want to invest outside the stock market with their retirement account. His innovative approach to wealth management combines both traditional and alternative investments into well diversified portfolios. Fee-only advice, transparency and thorough due diligence are hallmarks of Kirk’s advisory style. Kirk is a seasoned media personality with articles, quotes and interviews with media publications such as: The Wall Street Journal, Reuters, The DiWire, Financial Planning Magazine, and more.
Janet Tyler Johnson - Janet wants you to live your authentic life. In addition to being the author of the book Finding Financial Fulfillment, Janet is a CFP® professional, an investment advisor, a coach/mentor, a podcast host and an expert in helping people live extraordinary lives. She has been a CERTIFIED FINANCIAL PLANNER™ professional since 1988 and has worked in the financial services industry for over 30 years. Her mission in life is to help you live the life of your dreams, just like she is doing.
Paul Sydlansky - Paul is a fee-only, CERTIFIED FINANCIAL PLANNER™ who works with families with young children and small businesses owners who feel overwhelmed by the idea of financial planning. He aims to simplify the complexities of your financial life while helping you achieve your goals.
Ted Jenkin, CFP® - Ted is a CERTIFIED FINANCIAL PLANNER™ and founder and CEO of oXYGen Financial, a financial services company dedicated to the X and Y generation managing more than $500,000,000 of client assets. Ted is a regular columnist for the Wall Street Journal and a frequent guest on CNN/Headline News Weekend Express. He is the author of the recent book 100 Smart Money Moves To Make Now and runs the top ranked personal finance blog Your Smart Money Moves. Ted is one of the best financial advisors in the country for entrepreneurs and CEO’s, and specializes in technology executives and salespeople throughout the United States.
Justin Arnold - Hi, I’m Justin, the founder and CCO of WashPark Capital, a financial planning and investment management firm located in Denver, CO. WashPark is dedicated to helping investors reach their most important financial goals with a unique focus on sustainable and responsible investing (SRI). Having previously served as a consultant to financial advisors, WashPark Capital is the culmination of years of gathering invaluable insights into how to best serve you — the client.
Ryan Inman - Ryan created his virtual, fee-only practice to help young physicians take control of their finances. As part of a physician family, Ryan knows the pains, struggles and joys that come from a career in medicine. When his wife was in residency, he witnessed how vulnerable she was to poor financial advice that wasn’t in her best interest. Because of this, he shifted his practice to work exclusively with young physicians who could truly benefit from unbiased, quality financial advice. PWS seeks to provide clients with the financial literacy they didn’t received despite decades in school.
Forrest Baumhover - Forrest Baumhover is a CERTIFIED FINANCIAL PLANNER™ and an IRS enrolled agent. He is also the founder & owner of Westchase Financial Planning, a fee-only financial planning firm in Tampa, Florida. Before starting his firm, Forrest served 24 years in the United States Navy. His firm’s focus is working with servicemembers & families who are looking to transition from active duty. Forrest is the author of the book, “Military In Transition’s Guide to the Survivor Benefit Plan.” Additionally, he writes personal finance articles on his website, Military In Transition. When he’s not working with clients, Forrest & his family spend time exploring Florida’s outdoors, preferably by kayak.
Jarrad Brown - Jarrad is an experienced Australian qualified Fee-Based Financial Planner providing comprehensive financial plans and strategic advice for Australian expatriates in Singapore. He strives to educate and empower his clients on the principles of financial planning, investment philosophy, portfolio management and superannuation strategies, Australian repatriation and wealth protection. Jarrad is also a passionate supporter of the community. His efforts were recognised when he was awarded a Paul Harris Fellowship from Rotary International and the Citizen of the Year Award in Western Australia. Jarrad holds a Bachelor of Commerce, an Advanced Diploma of Financial Planning, is a Chartered Financial Analyst (Level I) and is accredited with the Institute of Banking and Finance Singapore.
Andrew J. Sedora - Andrew Sedora is a personal financial advisor providing financial advising and planning services in Lancaster, PA. Andy specializes in assisting individuals plan for their future with tailored insurance, investment, and retirement planning. For business owners and leaders, he provides business consulting to help you plan for transitions and business succession. Visit our website to see a list of financial services and to schedule a no-obligation consultation with Andy.
Brent R. Sutherland - I am a CERTIFIED FINANCIAL PLANNER™ professional, an early retirement advocate, a real estate investor, and a semi-minimalist. I own the company, Ntellivest, which is dedicated to helping people cut through the seemingly complex nature of personal finances, shedding light on only those ideas, products and services that are of utmost value and will better put individuals on the path towards financial independence. I am a fee-only planner and believe that quality financial guidance should be available to all, and not dependent on net worth.
Brad Rosley - As a Certified Financial Planner I've been helping people gain financial peace of mind since 1986. I am the founder and President of FFG which opened in Glen Ellyn, IL in 1996. It's my mission to be my client's trusted advisor. I’ve been a Certified Financial Planner since 1990, and I am a long standing member of the Financial Planning Association of Illinois (FPA®). When I'm not working, I like to golf, play basketball at lunchtime and attend sporting event and concerts. My wife, Soni, and our three teenagers reside in Glen Ellyn, IL.
Jeff Weeks, CFP® - Independent Fee-Only (When You're Up) Registered Investment Advisor and Certified Financial Planner™ practitioner with a quarter century of experience in the financial services industry.
Andrew Seitz - Our independent network is comprised of financial advisors spanning states and communities throughout the country. In order to join our network, each and every advisor must pass our three-step qualification process. If they pass, and only if they pass each step, they are accepted into our trusted network.
Emparion - We are a leading provider of retirement services. We provide retirement plan design and administration to large and small companies nationwide. Our goal is to educate our clients on strategies that are often misunderstood by CPAs and financial planners. We offer strategic advice to lower your tax bill and help you grow your retirement.
Ryan Hughes - CEO of Bull Oak Capital (RIA in San Diego. Over 11 years of finance experience, including time at Merrill Lynch, Morgan Stanley, & Wedbush Equity Research. MBA in Finance from UCLA Anderson where I was awarded the J. Fred Weston Finance Award for academic excellence, was nominated as a GAP Fellow (the top 6% of program thesis participants), and I was the ASAM Chief Investment Officer. B.S. in Business Administration from the USC Marshall School of Business. Fight On! U.S. Navy Veteran where I served two deployments onboard the USS Jarrett as a VBSS team-member
Paulo Financial Advisors - Paulo Financial Advisors is a boutique investment advisory firm located on Staten Island, New York. The business has been operating for over 10 years with the goal of helping individuals, families and organizations achieve their long term financial, business and personal goals. While a small firm, PFA works with clients all over the globe, and has internationally recognized team. Services Offered: - Wealth Management ($250k+) - Retirement Planning (including IRAs, Roth IRAs) - Estate Planning (including inheritance planning and investing) - Financial Planning (including insurance and annuity reviews + death and disability reviews) PFA's Client Centered Approach: Our advisors take a hands on approach to work directly with you or you and your family. Each client's circumstances are unique which is why each of our solutions is unique to you. Once we understand your financial and personal goals, we are able to make recommendations based on what will work best for you. As a fee-only fiduciary advisor who does not accept commissions from product providers, our goals are aligned directly with yours. For more information visit www.paulofinancialadvisors.com or Call Us on (718) 370-3464 for a confidential conversation. *please don't forget to mention Rockstar Finance
GuidedChoice - Whether you are saving for, nearing, or in retirement, GuidedChoice offers a range of retirement planning solutions to help you achieve your goals.
Julie Ford - As a fee-only CERTIFIED FINANCIAL PLANNER™ with over nine years of experience in the financial planning industry, Julie Ford has equipped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from newlyweds to parents of young children, as they navigate the many transitional seasons that occur during the early years of building a family. She prioritizes empowering her clients with the tools to create order in their financial world and reduce stress around money so that their finances can fuel — rather than impede — their goals and dreams.
Andrew Marshall - Andrew Marshall has a Master’s degree in molecular genetics from the University of Kansas. During his previous career as a laboratory scientist in San Diego’s biotech industry, he realized he was spending more and more of his free-time reading about and learning about investing and retirement planning. He decided to take these passions to the next level and make investing and planning his full-time job. In 2014, Andrew began the process of changing careers by completing the certificate program in financial planning at UC Irvine Extension. “Working as a financial planner is very rewarding for me. I get to help people have the best life they possibly can. Creating a strategy that works for each particular client is a difficult and rewarding job. It is really exciting to bring good news to clients and tell them that they will achieve their goals.” Andrew Marshall is a proud member of the Garrett Planning Network. The Garrett Planning Network is a national organization of fee-only financial planners, based in the Midwest, who give objective advice on an hourly basis. He is also a member of the Financial Planning Association, San Diego Chapter. Andrew holds the Series 65 Uniform Investment Advisor license. He started Andrew Marshall Financial, LLC as a means to provide advice he believes in, in a manner he believes is best. Andrew has lived in Leucadia, California for nearly twenty years.
HOS Financial Inc. - HOS Financial seeks to bridge the uncertain gap when a bank says “no”, to giving their clients full ownership of their home, regardless of their financial situation or the odds they are facing, even if they are dealing with a foreclosure. HOS Financial has over 15 years invested in helping long-time renters achieve their goal of purchasing a home as well as homeowners facing foreclosure keep their homes!