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Asesores financieros fiduciarios de tarifa fija
Especializados en Budgeting
Mostrando 21 asesores coincidentes.
Mark Reyes, CFP®
Financial Planner
4.96 (80) 202
- 13 years of experience
- Passionate about financial wellness and literacy
- Enjoys helping millennials & Gen Z adults with their money
Budgeting
$250 / una hora
Darci Zaunmiller, CFP®, CDFA®
Financial Planner
5.00 (80) 211
- 15+ years experience in the financial industry
- Turns complexity into clarity and action
- Enjoys working with clients who are values driven
Budgeting
$350 / una hora
Phil Francois, CFP®
Financial Planner
4.99 (94) 272
- More than 10 years of experience
- Can help simplify your investment portfolio with index funds
- Advice to help you take action TODAY!
Budgeting
$200 / una hora
Michelle Onaka
Financial Planner
4.99 (223) 527 ¡Se reserva con frecuencia!
- Shame-free education & advice to help you feel confident
- Helping you reach your goals while making money talk FUN
- Former educator supporting first-gen college students
Budgeting
$225 / una hora
Tommy Modec
Financial Planner
4.99 (198) 577 ¡Se reserva con frecuencia!
- Easy-to-understand advice with action-focused follow-ups 💻
- Second opinions on advisors, investments, and insurance 🔍
- Friendly, welcoming vibe (Golden Retriever cameos) 🦮
Budgeting
$250 / una hora
Derek Merkler, CFP®
Financial Planner
4.95 (188) 626
- Spent 8 years as a US Army Aviator.
- Loves helping people FIRE!
- Additional focus on tax planning.
Budgeting
$300 / una hora
Linda Grizely, CFP®, MSFS, CAP®
Financial Planner
5.00 (11) 29
- Feel behind? Overwhelmed? Not sure where to start?
- Judgment-free planning that meets you where you are
- Clear next steps, no shame
Budgeting
$350 / una hora
Max Pashman, CFP®
Financial Planner
4.98 (121) 373
- 10 years experience
- Turning complexity into simple and actionable advice!
- Specialty in FIRE & equity comp: ISO, NSO, RSU, ESPP, etc.
Budgeting
$250 / una hora
Arik Peterson, CFP®
Financial Planner
4.99 (135) 451
- Serve as an unbiased sounding board for DIY investors.
- Build a simple, tax-efficient investment strategy
- Turn your savings into a retirement paycheck
Budgeting
$250 / una hora
Melody Brady, MBA, CFP®
Financial Planner
4.90 (31) 85
- 🌟 Helping high-achievers make confident money decisions
- 🕰️ 13 years guiding busy families
- 🤝 Practical advice and planning for life’s big decisions
Budgeting
$300 / una hora
John O'Callaghan, CFP®
Financial Planner
4.99 (158) 426
- Reduce stress around investing, taxes, and retirement😌
- Ongoing access to RightCapital financial planning software📈
- Get tailored strategies built for your life & your goals! ✅
Budgeting
$225 / una hora
Heather Comella, CFP®
Financial Planner
5.00 (35) 122
- I love tax planning ❤️
- Equity comp expert & former tech startup employee
- 15+ years experience
Budgeting
$375 / una hora
David Barta, CFA, CFP®
Financial Planner
5.00 (63) 122 ¡Más reseñado!
- 13+ Yrs Experience | UCLA MBA | Ex-Vanguard
- Tax-Efficient Retirement, Cash Flow, & Private Investments
- Specialist in Equity Comp (ISOs/RSUs) & Expat Finances
Budgeting
$400 / una hora
James Mwombela, CFP®, CSLP®
Financial Planner
4.98 (95) 227 ¡Se reserva con frecuencia!
- 10+ years experience
- I have helped over 400 clients with student loan strategies
- I like to keep things as simple and low stress as possible
Budgeting
$225 / una hora
Nick Kyburz
Financial Planner
5.00 (104) 225 ¡Más reseñado!
- Know exactly when work becomes optional
- Personalized advice with clear, actionable next steps
- Turn your equity compensation into long-term wealth
Budgeting
$175 / una hora
Sara Young, CFP®
Financial Planner
4.99 (114) 224 ¡Más reseñado!
- Retirement, Tax planning, and Tax prep experience
- Jargon-free financial guidance; Actionable follow-up
- Worked & Trained at $2B Independent Fee-only Firm
Budgeting
$350 / una hora
Lillian Turner, CFP®, RLP®, CSLP®
Financial Planner
5.00 (82) 231 ¡Se reserva con frecuencia!
- Helping you build wealth while living a life you love
- Compassionate and shame-free advice
- Cashflow queen & budgeting expert! 👑
Budgeting
$250 / una hora
Adam Coleman, CRPC®, AFC®
Financial Planner
5.00 (349) 1050 ¡Se reserva con frecuencia!
- Enjoys helping pre-retirees & retirees plan for what's next
- Guides millennials & Gen X through major life events
- Ongoing access to RightCapital Financial Planning Software
Budgeting
$500 / una hora
Madison Sharick, CFA, CFP®
Financial Planner
4.99 (171) 428
- 13 years of experience
- I help families level up financially
- Reached Coast FI/RE before motherhood
Budgeting
$500 / una hora
Kelly Palmer, CFA, CFP®
Financial Planner
4.98 (120) 364
- 14 years of experience giving clear, approachable guidance
- Feel calmer and more confident 🙌🏻 in your money decisions
- Maternity leave begins October 2026 🤰🏼
Budgeting
$350 / una hora
Vinee Mehta, CFP®, AIF®
Financial Planner
4.99 (250) 581 ¡Se reserva con frecuencia!
- 20+ years experience
- Former Vice President at Fidelity Investments
- Personalized, detailed, unbiased guidance and advice
Budgeting
$225 / una hora
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.