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Asesores financieros fiduciarios de tarifa fija
Especializados en Real Estate
Mostrando 10 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
Real estate
$300 / 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
Real estate
$450 / 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
Real estate
$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.
Real estate
$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.
Real estate
$250 / 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
Real estate
$400 / 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
Real estate
$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
Real estate
$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
Real estate
$500 / 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
Real estate
$225 / una hora
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