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Asesores financieros fiduciarios de tarifa fija
Especializados en Fi/re
Mostrando 17 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
FI/RE
$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
FI/RE
$450 / 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
FI/RE
$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) 🦮
FI/RE
$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.
FI/RE
$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.
FI/RE
$250 / una hora
Nick Booth, CFP®
Financial Planner
4.97 (99) 317
- Helping you Retire and achieve Financial Independence
- Focus on strategies to reduce your lifetime tax bill
- Ongoing access to RightCapital financial planning software
FI/RE
$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
FI/RE
$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
FI/RE
$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
FI/RE
$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
FI/RE
$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! 👑
FI/RE
$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
FI/RE
$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
FI/RE
$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
FI/RE
$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 🤰🏼
FI/RE
$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
FI/RE
$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.