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Asesores financieros fiduciarios de tarifa fija
Especializados en Retirees
Mostrando 14 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
Retirees
$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
Retirees
$450 / 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
Retirees
$350 / 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
Retirees
$300 / 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!
Retirees
$200 / 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
Retirees
$350 / 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
Retirees
$250 / 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! ✅
Retirees
$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
Retirees
$375 / 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
Retirees
$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
Retirees
$225 / 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
Retirees
$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
Retirees
$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
Retirees
$225 / una hora
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