Money Quotient Advisor Search

This directory is reserved for financial advisors and other professionals who have invested in Money Quotient education and training in order to better serve their clients’ needs and aspirations. 
 
In addition to contact information provided for each advisor, you can click on “View Qualifications” for a snapshot of MQ training, commitment, and participation.  
 
Green stars indicate the individuals who have submitted an application for review and have qualified for an MQ Endorsement.  This select group of advisors have demonstrated their commitment to consistently integrate MQ Financial Life Planning tools and processes into their client meeting schedules and presentations.

Cicily Maton, CFP® 4

The Planning Center, Inc View Qualifications

Address: 303 West Erie, Suite 311, Chicago, IL 60610 United States
Phone: 312.664.4090
Fax: 312.664.9709
Email: cicily@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • M.Q. Endorsement Level 3 Info
  • In-Depth Data Gathering & Goal Setting Info

David Yeske, CFP® 4

Yeske Buie, Inc. View Qualifications

Address: 220 Montgomery Street, Suite 900, San Francisco, CA 94104 United States
Phone: 415.956.9686
Fax: 866.549.4990
Email: dave@yebu.com
Website: http://www.yebu.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • Money Quotient Retreat 2012 Info

Elissa Buie, CFP® 4

Yeske Buie, Inc. View Qualifications

Address: 301 Maple Avenue West, Suite 600, Vienna, VA 22180 United States
Phone: 703.538.2116
Fax: 866.549.4990
Email: elissa@yebu.com
Website: http://www.yebu.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • Money Quotient Retreat 2012 Info

Emilie Goldman, CFA, CFP® 4

Tamarind Financial Planning View Qualifications

Address: 951 Mariners Island Blvd, Suite 300 , San Mateo, CA 94404 United States
Phone: 650.378.1488
Fax: 650.362.2499
Email: emilie@tamarindfinancial.com
Website: http://www.tamarindfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2014 Info

Evor Vattuone , CFP® 3

President Aspire Planning Associates, Inc. View Qualifications

Address: 1990 N. California Blvd.,, 8th Floor, WALNUT CREEK, CA 94596 United States
Phone: 925.938.2023
Fax: 925.938.3780
Email: evor@aspire-planning.com
Website: http://www.aspire-planning.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 2 Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Empowering Change Info
  • In-Depth Data Gathering Info

Georgia Lee Hussey, CFP® 3

President Modernist Financial View Qualifications

Address: 707 SW Washington Street Suite 910, Portland, OR 97205 United States
Phone: 971.544.7417
Fax: 503.966.7832
Email: team@modernistfinancial.com
Website: http://www.modernistfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2014 Info
  • M.Q. Endorsement Level 2 Info

Jason A. Smith, CFP® 3

Hausman Advisors View Qualifications

Address: P.O. Box 1788, Hood River, OR 97031 United States
Phone: 503.922.3010
Email: jason@hausmanadvisors.com
Website: http://www.hausmanadvisors.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 2 Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info

Jeffrey Wheeler, JD 4

the wealth collaborative, Inc. View Qualifications

Address: 30699 Russell Ranch Road, Suite 185, Westlake Village, CA 91362 United States
Phone: 818.577.1161
Fax: 818.444.7985
Email: jwheeler@thewealthcollaborative.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • Veteran M.Q. Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • First Step Cash Management System™ Info

Johnny Roland, CFP®, EA 3

Financial Planner, Aspire Planning Associates View Qualifications

Address: 1535 North Main Street, Suite 210, Walnut Creek, CA 94596 United States
Phone: 925.588.7092
Fax: 925.938.3780
Email: johnny@aspire-planning.com
Website: http://www.aspire-planning.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 2 Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Empowering Change Info
  • Money Quotient Retreat 2014 Info
  • Complete Financial Life Planning Tool Kit Info

Kim Rosenberg, CFP® 4

Financial Planning & Investment Advisor Rosenbaum Financial, Inc. View Qualifications

Address: 150 SW Harrison Street, Suite 300, Portland, OR 97201 United States
Phone: 503.352.1001
Fax: 503.352.1301
Email: kim@rosenbaumfinancial.com
Website: http://www.rosenbaumfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • M.Q. Endorsement Level 3 Info
  • Getting Started Training or equivalent Info
  • Money Quotient Retreat 2014 Info
  • Veteran M.Q. Financial Life Planner Info

Lexi Olian, CFP® 4

Director of Financial Planning Humphreys Group View Qualifications

Address: 111 Sutter Street, Suite 525, San Francisco, CA 94104 United States
Phone: (415) 928-0401
Email: lexi@humphreysgroup.com
Website: http://humphreysgroup.com/
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info
  • M.Q. Endorsement Level 3 Info

Melinda Davis, CFP®, CRPC 4

Davis Wealth Advisors View Qualifications

Address: 264 South River Road, Suite 514, Bedford, NH 03110 United States
Phone: (603) 475-7644
Email: melinda@daviswealthadvisors.net
Website: http://http://www.daviswealthadvisors.net/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info

Michael Kay, CFP® 4

President Financial Life Focus, LLC View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039-4903 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: mkay@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 3 Info
  • Complete Financial Life Planning Tool Kit Info
  • Veteran M.Q. Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Empowering Change Info
  • Money Quotient Retreat 2006 Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

Michelle Maton, CFP®, EA, RLP® 4

The Planning Center, Inc View Qualifications

Address: 303 West Erie, Suite 311, Chicago, IL 60654 United States
Phone: 312.664.4090
Fax: 312.664.9709
Email: michelle@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2005 Info
  • Money Quotient Retreat 2006 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info
  • M.Q. Endorsement Level 3 Info
  • In-Depth Data Gathering & Goal Setting Info

Paul Cordero CFP, EA 3

Attune Financial Planning View Qualifications

Address: 4040 Civic Center Drive, Suite 200, San Rafael, CA 94903 United States
Phone: 415-259-6649
Email: paul@attunefp.com
Website: http://www.attunefp.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info
  • M.Q. Endorsement Level 2 Info

Stephen Hazel, CFP®, AIF®, ChFC®, RICP® 4

Founder Magnificent Life Financial Planning View Qualifications

Address: 2131 E Broadway Road Suite 6, Tempe, AZ 85282 United States
Phone: (480) 219-6508
Fax: (480) 383-6436
Email: steve@magnificentlifefp.com
Website: https://magnificentlifefp.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info
  • M.Q. Endorsement Level 3 Info

Tanya Steinhofer, CFA, CFP® 2

Principal Redwood Grove Wealth Management View Qualifications

Address: 100 Larkspur Landing, Suite 110, Larkspur, CA 94939 United States
Phone: 415-516-3380
Fax: N/A
Email: tanya@redwoodgrovewm.com
Website: http://www.redwoodgrovewm.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 1 Info
  • In-Depth Data Gathering & Goal Setting Info

Vishal Dhawan, CFP®, MBA 2

Plan Ahead Wealth Advisors Pvt Ltd View Qualifications

Address: A-401, Fairlink Centre, Off Andheri Link Road, Andheri (West), Mumbai, Maharashtra, 400058 India
Phone: 91 900 468 7526
Email: vishal@planaheadindia.com
Website: http://www.planahead.in
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 1 Info
  • In-Depth Data Gathering Info

William D. Pitney, MBA, CFP®,CeFT® 2

Financial Focus Engineer and Coach Focus YOU View Qualifications

Address: 16170 S. Amphlett Blvd. , Suite 214-49, San Mateo, CA 94402 United States
Phone: 650.684.1199
Fax: 877.410.0748
Email: info@focusyou.com
Website: http://www.focusyou.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 1 Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Aaron Lieberman, CFP®

Managing Director Marathon Wealth Management, Inc. View Qualifications

Address: 534 Broadhollow Road, Suite #420 , Melville, NY 11747 United States
Phone: 631.760.8385
Fax: 631.760.8391
Email: aaron@marathonwealth.net
Website: http://www.marathonwealth.net
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Adam Lipton

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: a.lipton@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Alan P. Weiss, CFP®, CPA

President Regent Wealth Management Group View Qualifications

Address: One Bradley Road, Suite 902, Woodbridge, CT 06525 United States
Phone: 203.387.7887
Fax: 203.387.7478
Email: alan@regentwealth.com
Website: http://www.regentwealth.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2014 Info

Alexandra Ollinger

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 513-792-6648
Email: a.ollinger@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Andrew Crone

Yahara Wealth Management, LLC View Qualifications

Address: 725 Heartland Trail, Suite 104, Madison, WI 53717 United States
Phone: (608) 467-1010
Email: andrew@yaharawealth.com
Website: https://yaharawealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Andrew Mohrmann

Modern Dollar Planning View Qualifications

Address: 20 S. Sarah Street, St. Louis, MO 63108 United States
Phone: 314. 827.5852
Email: andrew@modern-dollar.com
Website: http://www.modern-dollar.com
  • First Step Cash Management System™ Info

Andrew Sivertsen, CFP®, CeFT®, CAP®

Partner/Sr. Financial Planner The Planning Center Inc. View Qualifications

Address: 1615 Fifth Avenue, Moline, IL 61265 United States
Phone: (309) 797-4030
Fax: (309) 797-4026
Email: Andrew@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • First Step Cash Management System™ Info
  • Fundamentals of Financial Life Planning Info
  • Money Quotient Retreat 2014 Info
  • Veteran M.Q. Financial Life Planner Info
  • In-Depth Data Gathering & Goal Setting Info

Angela O'Neil

The Strebel Planning Group View Qualifications

Address: 944 Dryden Road, Ithaca, NY 14850 United States
Phone: 607.275.1275
Email: angela@strebelcpa.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Anne B. Johnston, CFP®

Imagine Investments UBS Financial Services View Qualifications

Address: 131 South Rodeo Drive, Suite 300, Beverly Hills, CA 90212 United States
Phone: 310.859.5495
Fax: 855.878.2002
Email: anne.johnston@ubs.com
Website: http://www.ubs.com/team/imagine
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info

Annette Brinton, CFP®

Senior Wealth Manager Waypoint Wealth Partners View Qualifications

Address: 595 Market St., Suite 2550, San Francisco, CA 94105 United States
Phone: 877.768.4802
Fax: 415.530.2605
Email: annette@waypointwp.com
Website: http://www.waypointwp.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Annie Book, CLTC, ChFC

North Star Resource Group View Qualifications

Address: 6500 SW Macadam Ave, Suite 375, Portland, OR 97239 United States
Phone: 503.423.2737
Email: annie.book@northstarfinancial.com
Website: http://www.northstarfinancial.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • In-Depth Data Gathering Info

Aries Jimenez, CFP®

San Diego Wealth View Qualifications

Address: 6265 Greenwich Dr, Suite 100, San Diego, CA 92038 United States
Phone: 858.270.7705
Fax: 858.777.9597
Email: aries@sandiegowealth.com
Website: https://www.sandiegowealth.com/
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info

Benjamin Gilbert, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison Street, Suite 610, Portland, OR 97206 United States
Phone: 503.242.1715
Email: ben@silveroak.net
Website: http://www.silveroak.net
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Beth McClelland, MBA

Principal Lamorinda Financial Planning View Qualifications

Address: 1062 Via Alta, Lafayette, CA 94549 United States
Phone: 925.876.7668
Email: beth@lamorindafinplan.com
Website: http://www.lamorindafinplan.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info

Bill Connor, CFA, CFP

Managing Director, Partner BakerAvenue Wealth Management View Qualifications

Address: 55 Thompson St, TH, New York, NY 10012 United States
Phone: (212) 202-3188
Email: bc@bakerave.com
Website: https://www.bakerave.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Blake Price

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: b.price@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Bob Bedritis

Managing Partner Oswego Wealth Management, Inc View Qualifications

Address: 5285 Meadows Road, Suite 355, Lake Oswego, OR 97035 United States
Phone: 503.931.8104
Fax: 877.335.8767
Email: bob@oswegowealth.com
Website: http://www.oswegowealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Brad Michels CFP®,OPFC

Financial Architects, Inc View Qualifications

Address: 4350 Brownsboro Rd., Ste 110, Louisville, KY 40207 United States
Phone: 502.589.1772
Email: bmichels@wealthcarecapital.com
Website: http://www.lifetimesolution.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info

Brent Hunsberger, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison Street, Suite 610, Portland, OR 97205 United States
Phone: 503.242.1715
Fax: 503.242.1808
Email: brent@silveroak.net
Website: http://www.silveroak.net
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Brian Kennedy, AIF®, ChFC®, CRPC®, CMFC®,CLTC®, LUTCF®

Wealth Planning Advisor & President KCA Wealth Management, LLC View Qualifications

Address: 3806 Market Street, Suite 1, Camp Hill, PA 17011 United States
Phone: 717.774.7080
Fax: 717/92--7645
Email: bkennedy@kennedyadvisors.com
Website: http://www.KCAWealth.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Brian Bishop, CFP®, CPA/PFS

President & Wealth Advisor Bishop Financial Advisors View Qualifications

Address: 591 Boston Mills Road, Suite 500, Hudson, OH 44236 United States
Phone: 330.342.4080
Fax: 330.342.4084
Email: brian@bishopfinancialadvisors.com
Website: http://www.bishopfinancialadvisors.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Caleb Brown

New Planner Recruiting View Qualifications

Address: 1860 Barnett Shoals Rd, Suite 103,PMB 445, Athens, GA 30605 United States
Phone: 888.666.1021
Fax: 888.666.1022
Email: cbrown@newplannerrecruiting.com
Website: http://www.newplannerrecruiting.com/
  • In-Depth Data Gathering Info

Candice McGarvey

Her Dollars Financial Coaching View Qualifications

Address: 12173 Point Placid Dr., Midlothian, VA 23112 United States
Phone: 703.402.8610
Email: candice@herdollars.com
  • First Step Cash Management System™ Info

Carolyn Larsen-Wieber, CPA, PFS

CLW Financial Planning LLC View Qualifications

Address: 500 Westover Drive #10146, Sanford, NC 27330 United States
Phone: 919.749.3368
Email: clarsen.wieber@gmail.com
Website: https://www.clarsenwiebercpapfs.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Getting Started Training or equivalent Info

Charlie Mattingly CFP®, MBA

Principal Leading Edge Financial Planning View Qualifications

Address: 6921 Office Park Circle, Knoxville, TN 37909 United States
Phone: (843) 847-7164
Email: charlie@leadingedgeplanning.com
Website: http://leadingedgeplanning.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Christine Carlton

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: c.carleton@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Christopher Girbes-Pierce

Advice Period View Qualifications

Address: 2121 Avenue of the Stars, Suite 2400, Los Angeles, CA 90067 United States
Phone: 310.975.7073
Email: chris.girbes@adviceperiod.com
Website: http://www.adviceperiod.com/
  • First Step Cash Management System™ Info

Christopher Hamm

Owner/Financial Advisor Bridgewater Financial Group/Cetera Advisors LLC View Qualifications

Address: 9821 Olde Eight Rd, Unit K, Northfield, OH 44067 United States
Phone: (330) 998-2519
Email: bridgewaterfg@gmail.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Christopher Mastley, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 952-844-0995
Fax: 952-844-0996
Email: Chris.mastley@jnba.com
Website: https://jnba.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Courtney Ranstrom, MBA, CFP®

Trailhead Planners View Qualifications

Address: 314 NE 19th Ave, Portland, OR 97232 United States
Phone: 503-773-9682
Email: courtney@trailheadplanners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Courtney Weber

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: c.weber@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Craig Childress, CFP®, ChFC, CLU

Managing Partner Oswego Wealth Management, Inc View Qualifications

Address: 5285 Meadows Road, Suite 355, Lake Oswego, OR 97035 United States
Phone: 503.342.2249
Fax: 877.335.8767
Email: craig@oswegowealth.com
Website: http://www.oswegowealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Dan Kirslis

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Dacatur, GA 30033 United States
Phone: 404.294.5917
Email: dankirslis@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of Financial Life Planning Info

Daniel McNabb

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Dacatur, GA 30033 United States
Phone: 404.294.5917
Email: danielmcnabb@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of Financial Life Planning Info

Danielle Howard, CFP®

Wealth By Design View Qualifications

Address: 23300 Two Rivers Road, Suite 34, Basalt, CO 81621 United States
Phone: 970.927.3909
Fax: 970.927.7643
Email: danielle@wbd4u.com
Website: http://www.WealthByDesign4U.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info
  • Veteran M.Q. Financial Life Planner Info

David Harpool, AAMS

AVID Advisory and Investment Group View Qualifications

Address: 360 Central Ave., Suite 470, St. Petersburg, FL 33701 United States
Phone: 7272473165
Email: david.harpool@avidplanning.com
Website: http://avidplanning.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

David Riback

Managing Partner Oswego Wealth Management, Inc View Qualifications

Address: 5285 Meadows Road, Suite 355, Lake Oswego, OR 97035 United States
Phone: 503.342.2249
Fax: 877.335.8767
Email: dave@oswegowealth.com
Website: http://www.oswegowealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

David Wargin

Liberty Financial Group, Inc. View Qualifications

Address: 700 Pilgrim Parkway, Suite 300, Elm Grove, WI 53122 United States
Phone: 262.785.1377
Fax: 262.785.6655
Email: david@lfgwi.com
Website: http://www.lfgwi.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Money Quotient Retreat 2014 Info
  • In-Depth Data Gathering & Goal Setting Info

Deanna Sicking

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: d.sicking@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Don Martin, CFP®

Family Financial Officer Horizon Advisors View Qualifications

Address: 2945 Townsgate Road, Suite 200, Westlake Village, CA 91361 United States
Phone: 818.772.2200
Fax: 818. 232.9139
Email: don@horizonadvisorsla.com
Website: http://www.horizonadvisorsla.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Elisa M Ordona CFP®

Vestnomics Wealth Management View Qualifications

Address: 65 West Hamilton Ave. Suite 2, Campbell, CA 95008 United States
Phone: 4083356326
Fax: 6694007480
Email: elisa@vestnomcis.com
Website: http://www.vestnomics.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Elise Huston, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 2182490044
Email: elise.huston@jnba.com
Website: https://jnba.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Elizabeth Revenko, MA, MBA, CFP®

Senior Financial Planner Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.1952
Fax: 415.788.7105
Email: Liz@MosaicFP.com
Website: http://www.MosaicFP.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Eric Johnson

Chief Executive Officer Personal Benefit Services Wealth Management View Qualifications

Address: 7674 Grandview Avenue, Suite 200, Arvada, CO 80002 United States
Phone: 303.424.100
Email: eric.johnson@pbswm.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Eric Kies, CFP®, AIFA, CRPS

The Planning Center View Qualifications

Address: 1615 5th Avenue, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: eric@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info
  • In-Depth Data Gathering & Goal Setting Info

Eric Ross

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: e.ross@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Evan Shorten, CFP®

President and Founder Paragon Financial Partners View Qualifications

Address: 1901 Avenue of the Stars, 2nd Floor , Los Angeles, CA 90067 United States
Phone: 310.557.1515
Email: evan@paragonfinancialpartners.com
Website: http://www.paragonfinancialpartners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Veteran M.Q. Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info

Frank Pare

PF Wealth Management Group, LLC View Qualifications

Address: 1999 Harrison Street, Ste 1650, Oakland, CA 94612 United States
Phone: 510.986.0598
Email: frank@pfwealthgroup.com
  • First Step Cash Management System™ Info

Fritz Brauner

President The Brauner Company View Qualifications

Address: 333 Twin Dolphin Dr., Ste 225, Redwood City, CA 94065 United States
Phone: 650.574.0800
Fax: 650.574.7282
Email: fritz@braunercompany.com
Website: http://www.braunercompany.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2014 Info

Giff Lehman, CFP®, MBA

Integris Wealth Management View Qualifications

Address: 456 Washington Street, Monterey, CA 93940 United States
Phone: 831.620.1717
Fax: 831.333.1713
Email: giff@integriswealth.com
Website: http://www.integriswealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Gregg Clarke, CFP®

Meritas Wealth Management, LLC View Qualifications

Address: 100 Larkspur Landing Circle, Suite #110, Larkspur, CA 94939 United States
Phone: 415.300.4560
Fax: 415.461.4022
Email: gregg@meritaswealth.com
Website: http://www.meritaswealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Guy Clanton

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: g.clanton@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Hans Manseth, CFP®

Investment adviser Representative Equity Services, Inc. View Qualifications

Address: 825 NE Multnomah, Suite 1150, Portland, OR 97232-2170 United States
Phone: 503.227.4817 xt3033
Fax: 503.227.0971
Email: hans@hjamfinancial.com
Website: http://www.equity-services.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Harry Scheyer, CPA/PFS, CFP, CExP

View Qualifications

Address: 7 Leonardo Lane, West Berlin, NJ 08091 United States
Phone: 856) 304-9267
Email: hscheyer@gmail.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Heather Spencer

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: h.spencer@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Hugues Rivard, CFP®

Financial Life Focus View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039-4903 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: hrivard@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info
  • Veteran M.Q. Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Empowering Change Info
  • Money Quotient Retreat 2006 Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

Ingrid Strauss, CFP®

Financial Planner Cordis Financial View Qualifications

Address: 3001 Broadway Street NE, Suite 100, Minneapolis, MN 55413 United States
Phone: (612) 268-2620
Email: Ingrid@cordisfinancial.com
Website: http://www.cordisfinancial.com/
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of Financial Life Planning Info
  • Veteran M.Q. Financial Life Planner Info

Iris Nguyen

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 6503259044
Fax: 6503259044
Email: iris@wealtharchitects.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

J.J. Sessions

The Planning Center, Inc View Qualifications

Address: 7084 E. Fish Lake Road, Osseo, MN 55311 United States
Phone: 763.494.0095
Fax: 763.374-8874
Email: JJ@theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Jack Arnold

AVID Advisory and Investment Group View Qualifications

Address: 360 Central Ave., Suite 470, St. Petersburg, FL 33701 USA
Phone: (727) 228-6840
Email: jack.arnold@avidplanning.com
Website: http://avidplanning.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Jacob Newcomer

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Dacatur, GA 30033 United States
Phone: 404.294.5917
Email: jacobnewcomer@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of Financial Life Planning Info

Jacob Rothman, CPA, CFA

Portfolio Manager Rothman Investment Management View Qualifications

Address: 9700 El Camino Real, #302, Atascadero, CA 93422 United States
Phone: (805) 286-6378
Email: jake@rothmaninvest.com
Website: http://www.rothmaninvest.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Jamie Bosse, CFP® RFC

Financial Planner KHC Wealth Management Services View Qualifications

Address: 10000 College Blvd., Ste. 260, Overland Park, KS 66210 United States
Phone: 913.345.1881
Fax: 913.345.1810
Email: jbosse@aspyrewealth.com
Website: https://aspyrewealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Janel Carroll, CPA, CFP®, CDFA

Wealth Advisor & Principal Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: j.carroll@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info

Jeanna Fifer

Cordis Financial View Qualifications

Address: 3001 Broadway Street NE, Suite 100, Minneapolis, MN 55413 United States
Phone: 6122682620
Email: jeanna@cordisfinancial.com
Website: http://www.cordisfinancial.com/
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of Financial Life Planning Info

Jeff Ashford, CFP®

Access Financial Resources, Inc. View Qualifications

Address: 3621 NW 63rd, Suite A-1, Oklahoma City, OK 73116 United States
Phone: 405.848.9826 ext. 312
Email: jeff@afradvice.com
Website: http://www.afradvice.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info

Jennifer Luzzatto, CFA, CFP®

President Summit Financial Partners, Inc. View Qualifications

Address: 5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059 United States
Phone: (804) 290-0162
Email: jennifer@summitrva.com
Website: https://www.summitfinancialpartnersrva.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Jeremy Levinn, CFP®

Financial Life Focus View Qualifications

Address: 70 South Orange Avenue, Suite 245, Livingston, NJ 07039 United States
Phone: 973.533.0666
Fax: 973.533.6460
Email: jlevinn@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info

Jerry Sutton, PLC

Sutton Advisors View Qualifications

Address: 2201 E. Grand River Avenue, Lansing, MI 48912-3296 United States
Phone: 517.487.5555
Email: jerry@suttonadvisors.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Jessi Chadd, CFP®, M.S.F.S.

Aspyre Wealth Partners View Qualifications

Address: 10000 College Boulevard, Suite 260, Overland Park, KS 66210 United States
Phone: 913.345.1881
Email: jchadd@aspyrewealth.com
Website: https://aspyrewealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Jessica M. Howe, CFP®

Silver Oak Advisory Group View Qualifications

Address: 1130 SW Morrison Street, Suite 610, Portland, OR 97205 United States
Phone: 503.242.1715
Email: jessi@silveroak.net
Website: http://www.silveroak.net
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Jill Boynton, CFP®

Cornerstone Financial Planning View Qualifications

Address: 70 Old Post Road, Newington, NH 03801 United States
Phone: 603.431.1133
Email: jill@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Jim Miller, CFP®

Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market Street, South Burlington, VT 05403 United States
Phone: (802) 660-7086
Email: jim@pathwayadvisors.com
Website: http://www.pathwayadvisors.com/
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Joan Gilles, CRPC, CLU, ChFC

Financial Advisor & Coach Financial Planning Partners View Qualifications

Address: 701 4th Avenue South, Suite 1500, Minneapolis, MN 55415 United States
Phone: 612.436.3733
Fax: 612 313-7474
Email: jgilles@financialplanpartners.com
Website: http://www.financialplanpartners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info

Joe Morgan, CFA, CFP®

Principal JWM Wealth Management, LLC View Qualifications

Address: 9000 Crow Canyon Rd., Ste # S177, Danville, CA 94506 United States
Phone: 925.389.3889
Email: joe@jwmwealth.com
Website: http://www.JWMwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Joel Greenwald, MD, CFP®

Financial Advisor Greenwald Wealth Management View Qualifications

Address: 5353 Gamble Drive, Suite 310, St Louis Park, MN 55416 United States
Phone: (952) 641-7616
Email: joel@gwm.life
Website: http://www.gwm.life
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

John Evans CPA/PFS, CFP®

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200 , Cincinnati, OH 45242 United States
Phone: (513) 792-6648
Email: j.evans@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

John S. Longstaff, CFP®

Sr. Planner / Principal The Planning Center, Inc View Qualifications

Address: 7473 N Ingram Ave, Suite 107, Fresno, CA 93711 United States
Phone: 559.320.8200
Fax: 559.320.8278
Email: john@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2012 Info
  • In-Depth Data Gathering & Goal Setting Info

Jonathan Smith, CFP®

Pathway Advisors View Qualifications

Address: 2 Market St., Burlington, VT 05403 United States
Phone: (802) 660-7086
Email: jonathan@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Joni Lindquist, MBA, CCMC

KHC Wealth Management Services View Qualifications

Address: 10000 College Blvd., Suite 206, Overland Park, KS 66210 United States
Phone: 913.345.1881
Fax: 913.345.1810
Email: jlindquist@aspyrewealth.com
Website: https://aspyrewealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Joseph Kuo

Founder Abundance Wealth Planning, LLC View Qualifications

Address: 39899 Balentine Drive, Suite 200, Newark, CA 94560 United States
Phone: (650) 235-5847
Email: joseph@abundancewp.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Josh Ackerman, CFP®

Context Financial, LLC View Qualifications

Address: 120 Kentucky Ave, Ste 120, Lexington, KY 40502 United States
Phone: 859.514.1999
Email: josh@contextfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Joshua Medvidofsky

CFP®, MBA, AIF® MG Financial Advisors View Qualifications

Address:
Phone:
Email: josh@mgfinancialadvisors.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Justin D. Krane, CFP®, CIMA®

President Krane Financial Solutions View Qualifications

Address: 5023 North Parkway Calabasas, Calabasas, CA 91302 United States
Phone: 310-989-0934
Fax: 888.556.8537
Email: justin@kranefinancialsolutions.com
Website: http://www.kranefinancialsolutions.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2014 Info

Justin Dumke

Financial Planner Financial Resource Services View Qualifications

Address: 4805 Stevens Drive, Hubertus, WI 53033 United States
Phone: 262.437.3202
Fax: 262.437.3203
Email: justin@frswealth.com
Website: http://www.frswealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Justin Moilanen, CFP®, RICP®

Financial Service Group, Inc. View Qualifications

Address: 4812 Northwestern Ave., Mount Pleasant, WI 53406 United States
Phone: 2625544500
Email: justin@toyourwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Justus Morgan, CFP®, EA, RICP®

Financial Service Group, Inc View Qualifications

Address: 4812 Northwestern Avenue, Mount Pleasant, WI 53406 United States
Phone: 262.554.4500
Fax: 262.554.1907
Email: justus@toyourwealth.com
Website: http://www.toyourwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Kacy Gott

Meritas Wealth Management, LLC View Qualifications

Address: 100 Larkspur Landing Circle, Suite 110, Larkspur, CA 94939 United States
Phone: 415-300-4560
Fax: 415-461-4022
Email: kacy@meritaswealth.com
Website: http://www.meritaswealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Karl Furno

Mosaic Wealth Management Group View Qualifications

Address: 1500 Town Plaza Court, Winter Springs, FL 32708 United States
Phone: 407.622.7526
Email: kfurno@mosaic-wealth.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • First Step Cash Management System™ Info
  • In-Depth Data Gathering & Goal Setting Info

Kathy Longo, CFP®, CAP, CDFA

Flourish Wealth Management View Qualifications

Address: 3300 Edinborough Way Suite 420, Edina, MN 55435 United States
Phone: (952) 392-4474
Email: klongo@flourishwm.com
Website: http://flourishwealthmanagement.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Kelly Carter

Beacon Retirement Planning Group, Inc View Qualifications

Address: 2100 Palomar Airport Road, Suite 214-8, Carlsbad, CA 92010 United States
Phone: 855.346.2663
Email: kcarter@brpg-inc.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Kevin Gormley CFP®, CPA, PFS

Leading Edge Financial Planning View Qualifications

Address: 6921 Office Park Circle, Knoxville, TN 37909 United States
Phone: 8438477164
Email: kevin@leadingedgeplanning.com
Website: http://leadingedgeplanning.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Kevin J. Gardenier, CFP®, CDFA®, CMFC®

Founder Purposeful Wealth Strategies View Qualifications

Address: 625 Kenmoor Ave SE, Ste. 215, Grand Rapids, MI 49546-2395 United States
Phone: (616) 855-8649
Fax: 616-956-7135
Email: kgardenier@wradvisors.com
Website: https://www.purposefulwealthstrategies.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Kevin Mason

Owner Mason Advisory Group View Qualifications

Address: 8355 Gunn Highway, Tampa, FL 33626 United States
Phone: 800.542.4732
Fax: 813.288.9549
Email: kevin.mason@lpl.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Kevin Stevens, CFP®

AVID Advisory and Investment Group View Qualifications

Address: 360 Central Ave., Suite 470, St. Petersburg, FL 33701 United States
Phone: (727) 228-6840
Email: kevin.stevens@avidplanning.com
Website: http://avidplanning.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Kshitija

Director Gaining Ground Investment Services Pvt Ltd View Qualifications

Address: # 97, Matrukrupa, CQAL Layout Sahakarnagar, Bangalore , Karnataka 560092 India
Phone: 091-9845543130
Email: kshitija@ggindia.com
Website: http://ggindia.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Kyle Goulard, CFP®

Founder & Director of Happiness Goulard Financial Planning, LLC View Qualifications

Address: Virtual, Portland, OR 97204 United States
Phone: 5035679695
Email: kyle@goulardfinancial.com
Website: https://www.goulardfinancial.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Larry Harvey, ChFC

HFG Wealth Management, LLC View Qualifications

Address: 1790 Hughes Landing Suite 350, The Woodlands, TX 77380 United States
Phone: 832.585.0110
Fax: 832.585.0109
Email: larry@hfgwm.com
Website: http://www.hfgwm.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Laura Barry, CFP®

Principal/Director Bronfman Rothschild View Qualifications

Address: 600 N Broadway, Suite 400, Milwaukee, WI 53202 United States
Phone: 4143244917
Email: laura.barry@belr.com
Website: https://www.belr.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Laura Rotter, CFA, MBA, CFP®

True Abundance Advisors View Qualifications

Address: 11 Winslow Road, White Plains, NY 10606 United States
Phone: 914-222-0832
Email: Laura@TrueAbundanceAdvisors.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info
  • In-Depth Data Gathering & Goal Setting Info
  • Getting Started Training or equivalent Info

Lauren Grove CFP®

Financial Planner Yeske Buie View Qualifications

Address: 301 Maple Avenue West, Suite 600, Vienna, VA 22180 United States
Phone: 800.772.1887
Fax: 866.549.4990
Email: laureng@yebu.com
Website: http://www.yebu.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Lee Stoerzinger, CFP®

SII Investments, Inc. View Qualifications

Address: 940 Inwood Avenue North, Oakdale, MN 55128 United States
Phone: (651) 578-1600
Email: lee@leestoerzinger.com
Website: http://www.leestoerzinger.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Leonard Barry MS, CFP®

Founder & President Yahara Wealth Management View Qualifications

Address: 725 Heartland Trail, Suite 104, Madison, WI 53717 United States
Phone: (608) 467-1010
Email: leonard@yaharawealth.com
Website: https://yaharawealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Leslie Ransom, CFP®

Indie Financial Planning, LLC View Qualifications

Address: 4935 N. Mozart St., Chicago, IL 60625 United States
Phone: (847) 868-2252
Email: leslier@indiefinancialplanning.com
Website: http://www.indiefinancialplanning.com/
  • First Step Cash Management System™ Info

Lev Mandel

Protected Investors of America View Qualifications

Address: 1550 Parkside Dr. , Suite 205 , Walnut Creek, CA 94596 United States
Phone: 9256896103
Email: lmandel@protectedinvestors.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Linda Sutton

Sutton Advisors, PLC View Qualifications

Address: 2201 E. Grand River Avenue, Lansing, MI 48912-3296 United States
Phone: 517.487.5555
Email: linda@suttonadvisors.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Liz Charron

Reservoir Financial, LLC View Qualifications

Address: 205 Storrs Road, Mansfield Center, CT 06250 United States
Phone: 860.423.2845
Email: liz.charron@resfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Liz Niehaus

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: l.niehaus@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Lloyd Yamada

CEO Aspire Planning Associates, Inc. View Qualifications

Address: 19925 Stevens Creek Blvd, Ste 100, Cupertino, CA 95014 United States
Phone: 925.588.7092
Fax: 925.938.3780
Email: Lloyd@aspire-planning.com
Website: http://www.aspire.biz/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Lucas Bucl, CFP®

KHC Wealth Management Services View Qualifications

Address: 10000 College Boulevard, Suite 260, Overland Park, KS 66210 United States
Phone: (913) 345-1881
Fax: (913) 345-1881
Email: lbucl@aspyrewealth.com
Website: https://aspyrewealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Lucas Traxler, CFP®

JNBA Financial Advisors View Qualifications

Address: 8500 Normandale Lake Blvd., Suite 450, Minneapolis, MN 55437 United States
Phone: 9528440995
Email: lucas.traxler@jnba.com
Website: https://jnba.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Mackenzie Arsenault, CFP®

Cornerstone Financial Planning View Qualifications

Address: 70 Center Street, 2nd Level, Portland, ME 04101 United States
Phone: 207.772.8133
Email: mackenzie@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Mackenzie Martin

Medical Professionals Financial Group View Qualifications

Address: 310 N. State Street, Suite 206, Lake Oswego, OR 97034 United States
Phone: 971.204.1200
Email: mmartin@medicalpfg.com
Website: http://www.medicalpfg.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info

Maggie Kulyk, CRPC®

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Dacatur, GA 30033 United States
Phone: 404.294.5917
Email: maggiekulyk@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of Financial Life Planning Info

Marian White, CFP®, MBA, AIF®

Birchfield Partners, LLC View Qualifications

Address: 120 White Plains Road, Suite 112, Tarrytown, NY 10591 United States
Phone: 914.468.8902
Email: mwhite@birchfieldllc.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Marisa Rothstein JD, CFP®, AEP®

BakerAvenue Wealth Management View Qualifications

Address: 55 Thompson Street, TH, New York, NY 10012 United States
Phone: 212.202.3188
Email: mr@bakerave.com
Website: http://www.bakerave.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Marjorie A. Burnett, JD, CPA, CFP®, RLP®

NAPFA-Registered Financial Advisor MAB Financial Planning View Qualifications

Address: 2739 North Radford Street, Arlington, VA 22207 United States
Phone: 703.528.3205
Email: mq@mabfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Mark Cross, AIF®

Managing Partner Highland Trust Partners View Qualifications

Address: 1077 Baxter Street, Suite 600, Athens, GA 30606 United States
Phone: (706) 850-4965
Email: mark.cross@highlandtrustpartners.com
Website: http://www.highlandtrustpartners.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mark Dale Mazur

San Diego Wealth Management View Qualifications

Address: 6265 Greenwich Dr. , Suite D, San Diego, CA 92122 United States
Phone: (858) 270-7705
Email: mark@sandiegowealth.com
Website: https://www.sandiegowealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Mark Silverman, CFP®

Silverman + Associates View Qualifications

Address: 333 N. Wilmot Rd., Suite 340, Tucson, AZ 85711 United States
Phone: 520.512.8832
Fax: 520.512.8833
Email: mark@silverman-associates.com
Website: https://silverman-associates.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mark T. Johnsen, CEO

Chief Wealth Architect Wealth Architects, LLC View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 650.325.9044
Fax: 650.325.9047
Email: mark@wealtharchitects.com
Website: http://www.wealtharchitects.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Martin Kurtz, CFP®

The Planning Center View Qualifications

Address: 1615 5th Avenue, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: marty@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • Empowering Change Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info
  • In-Depth Data Gathering & Goal Setting Info

Mary Ballin, CFP®

Client Advisor Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.1952
Fax: 415.788-.7105
Email: Mary@MosaicFP.com
Website: http://www.mosaicfp.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Mary Rose, CFP®

Wealth Advisor, Partner Wacker Wealth Partners View Qualifications

Address: 489 Hill St., Morro Bay, CA 93442 United States
Phone: (805) 215-5400
Email: mary@wackerwealthpartners.com
Website: http://www.wackerwealthpartners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info

Mary Shaltis

Chicory Wealth View Qualifications

Address: 2786 N Decatur Rd., Suite 260, Dacatur, GA 30033 United States
Phone: 404.294.5917
Email: maryshaltis@chicorywealth.com
Website: https://chicorywealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Fundamentals of Financial Life Planning Info

Matthew Hannum, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: mhannum@sterlingadvice.com
Website: http://www.sterlingadvice.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Matthew Sivertsen, CFP®

The Planning Center View Qualifications

Address: 1701 River Drive, Suite 300, Moline, IL 61265 United States
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: matt@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info
  • Empowering Change Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • In-Depth Data Gathering & Goal Setting Info

Matthew Starkey, MSFS, CFP®, CAP

President KHC Wealth Management View Qualifications

Address: 10000 College Blvd., Suite 206, Overland Park, KS 66210 United States
Phone: 913.345.1881
Fax: 913.345.1810
Email: mstarkey@aspyrewealth.com
Website: https://aspyrewealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Melissa Ballard, CFP®

PYA Waltman Capital, LLC View Qualifications

Address: 2076 Lakeside Centre Way, Knoxville, TN 37922 United States
Phone: 865.693.6301
Fax: 865.693.6302
Email: mballard@pyawaltman.com
Website: http://www.pyawaltman.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Michael A. Branham, CFP®

Financial Planner The Planning Center, Inc View Qualifications

Address: 7084 Fish Lake Rd, Maple Grove, MN 55311 United States
Phone: 763.494.8791
Fax: 763.374.8874
Email: mike@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info
  • In-Depth Data Gathering & Goal Setting Info

Michael A. Branham, CFP®

Financial Planner The Planning Center, Inc. View Qualifications

Address: 1407 West 31st Ave, Ste. 303, Anchorage, AK 99503 United States
Phone: 763.494.8791
Fax: 763.374.8874
Email: mike2@theplanningcenter.com
Website: http://www.theplanningcenter.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info

Michael D. Rutter

Senior Financial Advisor & Partner North Star Resource Group View Qualifications

Address: 2701 University Ave SE, Minneapolis, MN 55414 United States
Phone: 612.617.6101
Fax: 612.256.3101
Email: mike.rutter@northstarfinancial.com
Website: http://www.northstarfinancial.com
  • First Step Cash Management System™ Info

Michael Frie, CFP®

Personal Benefit Services Wealth Management View Qualifications

Address: 5620 Ward Road, Suite 100, Arvada, CO 80002 United States
Phone: 303.424.2100
Email: Michael.frie@pbswm.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Michael K. Babcock, CFP®

Legacy Consulting Group View Qualifications

Address: 5000 Legacy Dr., Suite 450, Plano, Texas 75024 United States
Phone: 972.599.4750
Fax: 972.599.4750
Email: mbabcock@legacyconsultinggroup.com
Website: http://www.legacyconsultinggroup.com
  • First Step Cash Management System™ Info
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Michael Laine

Laine Wealth Management View Qualifications

Address: 126 Lomita Street, El Segunda, CA 90245 United States
Phone: 310.568.4516
Email: michael@lainewealthmanagement.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Michael Rabaca

Principal Verdant Wealth Management, LLC View Qualifications

Address: 7586 N Peppermill Way, Boise, Idaho 83714 United States
Phone: 971-204-8764
Email: mrabaca@hotmail.com
Website: https://verdantwealthmanagement.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Michael Whitehead CFA, CFP®

Principal Hutchison Whitehead Wealth Management, LLC View Qualifications

Address: 100 Houston Square Suite 100, Canonsburg, PA 15317 United States
Phone: 724.873.8755
Fax: 412.774.1644
Email: mwhitehead@hwwealth.com
Website: http://www.hwwealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mira M. Ma, CFP®

Aspire Planning Associates View Qualifications

Address: 1900 South Norfolk St., Ste 350, San Mateo, CA 94403 United States
Phone: 650.918.6472
Fax: 925.938.3780
Email: mira@aspire-planning.com
Website: http://www.aspire-planning.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Morgan Ranstrom, CFA, CFP®

Co-Founder & Financial Planner Trailhead Planners View Qualifications

Address: 730 E 38th St Ste #207, Minneapolis, MN 55407 United States
Phone: (503) 773-9682
Email: morgan@trailheadplanners.com
Website: https://www.trailheadplanners.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Natalie Wagner, CFRC

Money Wellness Coach Vital Financials LLC View Qualifications

Address: 191 University Boulevard, #234, Denver, CO 80206 United States
Phone: 303.507.9250
Fax: 303.733.2364
Email: nataliep.wagner@vitalfinancials.com
Website: http://www.vitalfinancials.com
  • First Step Cash Management System™ Info

Nate Johnson

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: n.johnson@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Neal Van Zutphen, M.S., CFP®, FBS®

President/Owner Intrinsic Wealth Counsel, Inc. View Qualifications

Address: 1255 W. Rio Salado Pkwy #115, Tempe, AZ 85281 United States
Phone: 480.924.5613
Fax: 480.924.8062
Email: neal@intrinsicwc.com
Website: http://www.intrinsicwealthcounsel.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info
  • Principles of Client Communication & Discovery Info
  • Empowering Change Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

Nestor Vargas

CEO & Lead Planner Green Mountain Planning View Qualifications

Address: 2614 S Orchard St, Denver, CO 80228 United States
Phone: 9706208688
Email: nestor@greenmountainplanning.com
Website: https://www.greenmountainplanning.com
  • First Step Cash Management System™ Info
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Nicholas A. Nicolette, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: nnicolette@sterlingadvice.com
Website: http://www.sterlingadvice.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2014 Info

Nick Nauta

Shotwell Rutter Baer View Qualifications

Address: 6350 W Michigan Ave, Suite 200, Lansing, MI 48917 United States
Phone: 517-321-4832
Email: nnauta@srbadvisors.com
Website: https://www.srbadvisors.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info

Nicole Sullivan

Financial Planner Prism Planning Partners View Qualifications

Address: 321 S. Milwaukee Ave, Libertyville, IL 60048 United States
Phone: 8472506192
Email: nicole@prismplanningpartners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Pat Phillips, CFP®

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 650.325.9044
Fax: 650.325.9047
Email: pat@wealtharchitects.com
Website: http://www.wealtharchitects.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Paul Fain, CFP®

President Asset Planning Corporation View Qualifications

Address: 234 South Peters Road, Ste. 102, Knoxville, TN 37923 United States
Phone: 865.690.1231
Fax: 865.690.5224
Email: pkf@assetplanningcorp.com
Website: http://www.assetplanningcorp.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Paul Leighton, ChFC

Partner/Advisor Cordis Financial View Qualifications

Address: 3001 Broadway Street NE, Suite 100, Minneapolis, MN 55413 United States
Phone: 612.268.2620
Fax: 612.268.2629
Email: Paul@cordisfinancial.com
Website: http://cordisfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2014 Info

Paul Strebel

The Strebel Planning Group View Qualifications

Address: 944 Dryden Road, Ithaca, NY 14850 United States
Phone: 607.275.1275
Email: paul@strebelcpa.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Paul Sydlansky

Lake Road Advisors View Qualifications

Address: 37 Front St., Binghampton, NY 13905 United States
Phone: (607) 821-1033
Email: paul@lakeroadadvisors.com
Website: https://www.lakeroadadvisors.com/
  • First Step Cash Management System™ Info

Paula Hogan, CFP®, CFA

Paula Hogan View Qualifications

Address: 250 W. Coventry Court, Suite 202, Milwaukee, WI 53217 United States
Phone: 414.352.9111
Fax: 414.352.9166
Email: paula.hogan@hoganfinancial.com
Website: http://www.paulahogan.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Principles of Client Communication & Discovery Info

Peter W. Johnson, Jr.

Principal PWJohnson Wealth Management View Qualifications

Address: 2051 Grant Rd., Ste 240, Los Altos, CA 94024 United States
Phone: 408.747.1222
Fax: 408.747.1364
Email: peter.johnson@pwjohnson.com
Website: http://www.pwjohnson.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Rebecca Gaylor

Active Money Management, Inc View Qualifications

Address: 11811 N. Tatum Blvd., Suite 2200, Phoenix, AZ 85028 United States
Phone: 602.494.7641
Email: planning.team@jwcemail.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Richard Jackson, CFP®

Jackson & Associates, Inc. View Qualifications

Address: 3701 Paseo Del Norte NE, Albuquerque, NM 87113 United States
Phone: (505) 944-8404
Email: richard@jacksonrfw.com
Website: http://www.JacksonRFW.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Richard Taborda, CFP®, CIMA®, RICP®

President LBT Wealth Management, LLC View Qualifications

Address: 33 Wood Ave. South, Suite 600, Iselin, NJ 08830 United States
Phone: 732.479.1730
Fax: 732.479.1734
Email: rtaborda@lbtwealth.com
Website: http://www.lbtwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Getting Started Training or equivalent Info
  • First Step Cash Management System™ Info

Rick Helbing

Financial Life Advisor Suncoast Advisory Group View Qualifications

Address: 1911 N LAKE SHORE DR, SARASOTA, FL 34231 United States
Phone: 9413205532
Email: rick@suncoastadvisorygroup.com
Website: http://www.suncoastadvisorygroup.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Rick Kahler, MSFP, ChFC

Kahler Financial Group View Qualifications

Address: 1010 9th Street, Suite 1, Rapid City, SD 57701 United States
Phone: 605.343.1400
Fax: 605.721.0194
Email: operations@kahlerfinancial.com
Website: http://www.kahlerfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info

Rick Schultenover

View Qualifications

Address: 8310 South Valley Highway, Suite 300, Englewood, CO 80112 United States
Phone: 612-747-9420
Email: rschultenover@gmail.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering Info

Robb Severdia

Financial Planner Cross Financial Management View Qualifications

Address: 510 Cascade Avenue (PO Box 358), Hood River, OR 97031 United States
Phone: 503.789.9411
Email: robb.severdia@lpl.com
Website: http://www.gotorobb.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2014 Info

Robert Healy CPA, PFS, CFP®

View Qualifications

Address: 3650 Mt Diablo Blvd, #235, Lafayette, CA 94549 United States
Phone: (925) 284-8409
Email: rob@rjhealyco.com
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Robert Rahaim, CFP®

DeSeranno Wealth Planning View Qualifications

Address: 18720 Mack Ave., Suite 100, Grosse Pointe Farms, MI 48236 United States
Phone: 313.885.0114
Fax: 313.885.4959
Email: rrahaim@deseranno.com
Website: http://www.deseranno.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Roger A. Shake, CFP®, RLP®

Legacy Consulting Group View Qualifications

Address: 5000 Legacy Drive, Suite 450, Plano, TX 75024 United States
Phone: 972.599.4750
Fax: 972.599.4751
Email: rshake@legacyconsultinggroup.com
Website: http://www.LegacyConsultingGroup.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info
  • Principles of Client Communication & Discovery Info
  • In-Depth Data Gathering Info

Roger Johnson, CFP®

Personal Benefit Services wealth Management View Qualifications

Address: 5620 Ward Road, Suite 100, Arvada, CO 80002 United States
Phone: 303.991.6423
Email: r24j23@msn.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Roman A. Groch, BA, CFP®, CPCA

HollisWealth View Qualifications

Address: 449 Thorold Road, Welland, ON L3C 3W7 Canada
Phone: 905.735.5555
Fax: 905.735.5553
Email: Roman.Groch@HollisWealth.com
Website: http://www.RomanGroch.ca
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Ron Wilkinson, CFP®

Security First Advisors View Qualifications

Address: 12703 SW 67th Ave, Portland, OR 97223 United States
Phone: 800.898.4224
Fax: 503.221.4483
Email: ron@sfainc.us
Website: http://www.sfainc.us
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • Veteran M.Q. Financial Life Planner Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2010 Info

Ronald Bernstein CFP®, CIMA®, CWS®

Financial Planner Prism Planning Partners, LLC View Qualifications

Address: 321 S. Milwaukee Ave., Libertyville, IL 60048 United States
Phone: 847. 250.6192
Email: ron@prismplanningpartners.com
Website: https://prismplanningpartners.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Ross Weiner, PhD, CFP®

Sterling Financial Group View Qualifications

Address: 60 Blue Heron Road, Suite 201, Sparta, NJ 07871 United States
Phone: 973.729.1234
Fax: 973.729.8079
Email: rweiner@sterlingadvice.com
Website: http://www.sterlingadvice.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Rowland Pepito, CFP ®

Financial Life Focus View Qualifications

Address: 70 South Orange Ave, Suite 245, Livingston, NJ 07039 United States
Phone: (973) 533-0666
Fax: (973) 533-6460
Email: rpepito@financial-lifefocus.com
Website: https://financial-lifefocus.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Russell Kroeger, CFP®, EA

Founder Paradigm Wealth Architects View Qualifications

Address: San Francisco, CA 94133-2055 United States
Phone: (650) 758-7549
Email: russell@paradigmwealth.org
Website: http://paradigmwealth.org
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Ryan Keshemberg

Keshemberg Advisory, Ltd View Qualifications

Address: 9328 Silverstone Lane, #309, Verona, WI 53593 United States
Phone: 920.205.4381
Email: ryan@keshemberg.com
  • First Step Cash Management System™ Info

Ryan Klekar

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: r.klekar@truepointwealth.com
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Sabrina Lowell, CFP®

Advisor & Chief Operations Officer Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.1952
Fax: 415.788.7105
Email: Sabrina@MosaicFP.com
Website: http://www.mosaicfp.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Scott Barbee

Principal & Wealth Advisor Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: s.barbee@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

Sean Cook, CFP®, AIF

Managing Partner Harvest Advisers, LLC View Qualifications

Address: 501 Office Center Drive, Suite 425, Fort Washington, PA 19034 United States
Phone: 215.628.9200
Email: seanc@harvestadvisers.com
Website: http://www.harvestmywealth.com/
  • First Step Cash Management System™ Info
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Sean Gerlin, CFP®, ChFC®, CLU®

Envision Wealth Planners View Qualifications

Address: 310 White Oak Circle, Maitland, FL 32751 United States
Phone: (407) 720-6535
Email: sean.gerlin@envisionplanners.com
Website: http://www.envisionplanners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Shannon Nook, FPQP™

Liberty Financial Group, Inc. View Qualifications

Address: 700 Pilgrim Parkway, #300, Elm Grove, WI 53122 United States
Phone: 262.785.1377
Fax: 262.785.6655
Email: Shannon@lfgwi.com
Website: http://www.lfgwi.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Getting Started Training or equivalent Info

Sheila Rabaut CFP®

BakerAvenue Wealth Management View Qualifications

Address: 301 Battery St., 2nd Floor, San Francisco, CA 94123 United States
Phone: (415) 236-4792
Email: sr@bakerave.com
Website: http://www.bakerave.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Shelby Stahr RP®, FPQP™

Mosaic Financial Partners, Inc View Qualifications

Address: 1340 Treat Blvd., Suite 201, Walnut Creek, CA 94597 United States
Phone:
Email: shelby@mosaicfp.com
Website: http://www.mosaicfp.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Sonja Borda, CFP® , CDFA

Wealth Advisory Associate BakerAvenue Wealth Management View Qualifications

Address: 550 Reserve St., Suite. 270, Southlake, Texas 76092 United States
Phone: (214) 306-9849
Email: sborda@bakerave.com
Website: https://www.bakerave.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Stacy Friedges, CFP®

JNBA Financial Advisors

Address: 8500 Normandale Lake Blvd. , Suite 450, Minneapolis, MN 55437 USA
Phone: 9528440995
Email: Stacy.Friedges@jnba.com
Website: https://jnba.com/

Stephanie Betz

RBC Wealth Management View Qualifications

Address: 7650 Edinborough Way, Suite 800, Edina, MN 55435 United States
Phone: (952) 838-7011
Email: stephanie.betz@rbc.com
Website: https://www.rbc.com/about-rbc.html
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Steve Branton, CFP®

Senior Financial Planner Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.1952
Fax: 415.788.7105
Email: Steve@MosaicFP.com
Website: http://www.MosaicFP.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Steven M. Singer

Retirement Solutions View Qualifications

Address: 11400 Olympic Blvd #200, Los Angeles, CA 90064 United States
Phone: 310.526.3210
Fax: 310.444.0687
Email: steve@retirementsolutions.net
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2007 Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

Susan Veligor, CFP®

Cornerstone Financial Planning View Qualifications

Address: 38 Union Wharf, Portland, ME 04101 United States
Phone: 207.772.8133
Fax: 207.772.8139
Email: susan@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Suzanne Burrell, CFP®

Capital Square, LLC View Qualifications

Address: 633 Chestnut Street, Ste. 1550, Chattanooga, TN 37450 United States
Phone: (423) 877-6708, ext 1
Fax: (423) 877-3881
Email: suzanneburrell@capitalsquare.biz
Website: https://capitalsquare.biz/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Tara Trautsch, CFP®

Financial Advisor C&T Financial Services Group, Inc View Qualifications

Address: 252 Pine Avenue, Suite C, Pacific Grove, CA 93950 United States
Phone: 831.375.3990
Fax: 831.655.9859
Email: ttrautsch@royalaa.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Tejal Gandhi, M.Com. DSM, CFP®

CEO and Founder Money Matters, India View Qualifications

Address: 3/806 L. Navjivan Commercial Premises, Mumbai, 400 008 India
Phone: 91 98211 52591
Email: tejal.gandhi@moneymattersindia.com
Website: http://www.moneymattersindia.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Thomas J. Duffy, CFP®, MBA

Principal Jersey Shore Financial Advisors, LLC View Qualifications

Address: 55 Gilbert Street NorthBuilding 3, Suite 3103, Tinton Falls, NJ 07724 United States
Phone: 732.229.7489
Email: tduffy@myfamilyfiduciary.com
Website: http://www.myfamilyfiduciary.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Thomas M. O'Shea MBA, CPA, CFP ©

Claddagh, LLC View Qualifications

Address: 1735 Post Road, 2nd Floor, Fairfield, CT 06824 United States
Phone: 203.254.8344
Fax: 888.533.6332
Email: tomoshea@claddaghllc.com
Website: http://www.claddaghllc.com/
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Todd Woodard

Mosaic Wealth Management Group View Qualifications

Address: 1500 Town Plaza Court, Winter Springs, FL 32708 United States
Phone: 407.622.7526
Email: twoodard@mosaic-wealth.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info

Tom Piro CFP®, AWMA

BakerAvenue Wealth Management View Qualifications

Address: 301 Battery St., 2nd Floor, San Francisco, CA 94123 United States
Phone: 4152364792
Email: tpiro@bakerave.com
Website: http://www.bakerave.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Tyler Elliott, JD, CFP®

Owner & Principal Watershed Wealth Planning LLC View Qualifications

Address: 205 SE Spokane St., Suite 300, Portland, OR 97202 United States
Phone: (503) 862-9064
Fax: (855) 788-6826
Email: tyler@wwplanning.com
Website: https://www.watershedwealthplanning.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • First Step Cash Management System™ Info

Tyler Scott

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 United States
Phone: 650-325-9044
Email: tyler@wealtharchitects.com
Website: http://www.wealtharchitects.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Virginia T. Harriett, CFP®, AIF®

Financial Advisor Harriett Financial Group View Qualifications

Address: 10000 Sagemore Drive, Suite 8301, Suite 10201, Marlton, NJ 08053 United States
Phone: 856.596.4830 x 2538
Fax: 856.988.8410
Email: vharriett@lincolninvestment.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info
  • Veteran M.Q. Financial Life Planner Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 Info

Wayne Lippert

Truepoint Wealth Counsel, LLC View Qualifications

Address: 9999 Carver Rd , Suite 200, Cincinnati, OH 45242 United States
Phone: 5137926648
Email: w.lippert@truepointwealth.com
Website: https://truepointwealth.com/
  • Complete Financial Life Planning Tool Kit Info
  • Fundamentals of Financial Life Planning Info

William White, AIF®, MBA

Birchfield Partners, LLC View Qualifications

Address: 120 White Plains Road, Suite 112, Tarrytown, NY 10591 United States
Phone: 914.468.8902
Email: wwhite@birchfield.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Yusuf Abugideiri, CFP®

Yeske Buie, Inc. View Qualifications

Address: 301 Maple Avenue, West, Suite 600, Vienna, VA 22180 United States
Phone: 703.538.2116
Fax: 866.549.4990
Email: yusuf@yebu.com
Website: http://www.yebu.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • Complete Financial Life Planning Tool Kit Info

Zaneilia Harris, CFP®

Harris and Harris Wealth Management View Qualifications

Address: 17541 Eleanore Lane, Upper Marlboro, MD 20774 United States
Phone: 301.218.0885
Fax: 301.218.8139
Email: zaneilia.harris@hhwealth.com
Website: http://www.hhwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
3-day training course, a required course
Individualized coaching and self-study following completion of Fundamentals of Financial Life Planning
Web-based software and training for planning and managing cash flow, debt, and savings
Experienced M.Q. Licensee invited to co-facilitate Fundamentals of Financial Life Planning training course
Implemented a M.Q. approved Financial Life Planning client meeting process that includes level of tools indicated
Additional tools to facilitate a meaningful goal setting process
A complete suite of client tools and educational materials
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Implemented a M.Q. approved Financial Life Planning client meeting process that includes level of tools indicated
A 2-day advanced training course, Fundamentals of Financial Life Planning is a prerequisite to attend
A set of tools designed to clarify client values and priorities
A 2-day advanced training course, Fundamentals of Financial Life Planning is a prerequisite to attend
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Multiday conference designed to increase Financial Life Planning skills and knowledge and strengthen the M.Q. Community
Implemented a M.Q. approved Financial Life Planning client meeting process that includes level of tools indicated

Search Filters