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Asesores financieros fiduciarios de tarifa fija
Especializados en Business Owners
Mostrando 12 asesores coincidentes.
Kathleen Boyd, CFP®, CSLP
Financial Planner
4.96 (92) 206
- 14 yrs. guiding investing, debt, & major financial decisions
- Specialty in student loans, tax planning, & real estate
- Walk away with a clear plan after one session
Business owners
$300 / una hora
Devin Watts, CFP®
Financial Planner
4.99 (78) 250
- Makes sure you're putting your savings where they work best
- Healthcare professionals (WCI) & growing families
- I want YOU to be confident with your finances
Business owners
$350 / una hora
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
Business owners
$250 / 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!
Business owners
$200 / 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.
Business owners
$300 / 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.
Business owners
$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
Business owners
$250 / 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
Business owners
$375 / 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
Business owners
$225 / 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! 👑
Business owners
$250 / una hora
Chris Reddick, CFP®, PhD, EA
Financial Planner
4.91 (271) 784
- Retirement, investment, and tax planning expertise
- Roth conversions, Social Security, and tax strategies
- Specialized in educators and public service professionals
Business owners
$250 / 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
Business owners
$500 / 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.