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Asesores financieros fiduciarios de tarifa fija
Especializados en Charitable Giving
Mostrando 13 asesores coincidentes.
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
Charitable giving
$350 / una hora
Diana Louie
Financial Planner
4.99 (160) 288 ¡Más reseñado!
- Achieved FIRE fr. Google/Apple with strategies to share
- Love:Tax Saving, RSU, 401K, 529, (Mega) Backdoor Roth
- Mom of 3 with tips to help set kids up for financial success
Charitable giving
$450 / una hora
Carla Adams, CFP®
Financial Planner
4.94 (149) 473
- 15+ years experience guiding clients with their finances
- Enjoys helping women take control of their financial lives
- Expert in equity comp including RSUs
Charitable giving
$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
Charitable giving
$350 / 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
Charitable giving
$300 / 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
Charitable giving
$375 / 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
Charitable giving
$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
Charitable giving
$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! 👑
Charitable giving
$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
Charitable giving
$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
Charitable giving
$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 🤰🏼
Charitable giving
$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
Charitable giving
$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.