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.

Brent Hamilton, CFP®, EA 4

WBH Financial Services View Qualifications

Address: 4500 Kruse Way, Suite 130, Lake Oswego, OR 97035 United States
Phone: 503.699.9200
Email: brent@wbhfinancialservices.com
Website: http://www.wbhfinancialservices.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
  • Money Quotient Retreat 2012 Info
  • Money Quotient Retreat 2014 Info

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
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info
  • M.Q. Endorsement Level 3 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

Certified Fund Specialist Aspire Planning Associates View Qualifications

Address: 1535 North Main Street, Suite 210, 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 & Goal Setting 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 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® 3

Director of Financial Planning Humphreys Group View Qualifications

Address: 111 Sutter Street, Suite 525, San Francisco, CA 94104 USA
Phone: (415) 928-0401
Email: lexi@humphreysgroup.com
Website: http://humphreysgroup.com/
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • M.Q. Endorsement Level 2 Info
  • Complete Financial Life Planning Tool Kit 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
  • Complete Financial Life Planning Tool Kit 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

Paul Cordero 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

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 USA
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

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

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 USA
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 USA
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
  • In-Depth Data Gathering Info
  • Money Quotient Retreat 2014 Info
  • Veteran M.Q. Financial Life Planner Info

Angela O'Neil

The Strebel Planning Group View Qualifications

Address: 944 Dryden Road, Ithaca, NY 14850 USA
Phone: 607.275.1275
Email: angela@strebelcpa.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • First Step Cash Management System™ 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

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 USA
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
  • First Step Cash Management System™ 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

Bob Bedritis

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: bob@oswegowealth.com
Website: http://www.oswegowealth.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Bonnie Suveerachaimontian, MSFP, EA

View Qualifications

Address: 44 Montgomery St 3rd Floor, San Francisco, CA 94104 United States
Phone: 415-533-6793
Email: Bsuveera@yahoo.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering 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

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

Brian W. Lahr

President One Life Financial Group, Inc. View Qualifications

Address: 6922 125th Street North, White Bear Lake, MN 55110 United States
Phone: 763-251-8363
Fax: 612-395-5489
Email: blahr@onelifefg.com
Website: http://www.onelifefg.com
  • Fundamentals of Financial Life Planning Info
  • First Step Cash Management System™ Info
  • Veteran M.Q. Financial Life Planner Info

Caleb Brown

New Planner Recruiting View Qualifications

Address: 1860 Barnett Shoals Rd, Suite 103,PMB 445, Athens, GA 30605 USA
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 USA
Phone: 703.402.8610
Email: candice@herdollars.com
  • First Step Cash Management System™ Info

Carolyn Larsen-Wieber, CPA, PFS

Carolyn Larsen-Wieber Financial Coaching LLC View Qualifications

Address: 12010 Fox Valley St., Raleigh, NC 27614 USA
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

Chris Haviaris CPA, CFP®

TTR Wealth Partners, LLC View Qualifications

Address: PO Box 928 , Pearl River, NY 10965 USA
Phone: 845.620.0032
Fax: 845.875.9794
Email: chris@ttr-wealth.com
Website: http://www.chrishaviaris.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Christopher Girbes-Pierce

Advice Period View Qualifications

Address: 2121 Avenue of the Stars, Suite 2400, Los Angeles, CA 90067 USA
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 USA
Phone: (330) 998-2519
Email: bridgewaterfg@gmail.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Clint Wondra, CFP®, CPA/PFS

Paula Hogan View Qualifications

Address: 250 West Coventry Court, Suite 202, Milwaukee, WI 53217 United States
Phone: 414.352.9111
Email: clint.wondra@paulahogan.com
Website: http://www.paulahogan.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Courtney Ranstrom, MBA, CFP®

Trailhead Planners View Qualifications

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

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 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

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

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
  • Complete Financial Life Planning Tool Kit 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
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ 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 USA
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

Greg Chick

Beacon Retirement Planning Group, Inc View Qualifications

Address: 2100 Palomar Airport Road, Ste 214-8, Carlsbad, CA 92010 United States
Phone: 6196413632
Email: gchick@brpg-inc.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent 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

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
  • Complete Financial Life Planning Tool Kit 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 USA
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 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@makinglifecount.com
Website: http://www.makinglifecount.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering 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 USA
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 Kisner, CFP®

Planning Great Retirements View Qualifications

Address: 2425 E. Camelback Rd., Suite 890, Phoenix, AZ 85016 USA
Phone: (480) 272-7116 x85016
Email: jeremy@jeremykisner.com
Website: http://jeremykisner.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit 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 USA
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@makinglifecount.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 Lingelbach

Curo Financial Planning View Qualifications

Address: 3131 Camino Del Rio N. Suite 1200, San Diego, CA 92108 USA
Phone: 619.641.3632
Email: jlingelbach@metlife.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Jim Miller, CFP®

Pathway Financial Advisors, LLC View Qualifications

Address: 2 Market Street, South Burlington, VT 05403 USA
Phone: (802) 660-7086
Email: jim@pathwayadvisors.com
Website: http://www.pathwayadvisors.com/
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • Getting Started Training or equivalent 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 USA
Phone: (952) 641-7616
Email: Joel@joelgreenwald.com
Website: http://www.joelgreenwald.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

John Corn, CPA, PFS

Buckingham Strategic Wealth View Qualifications

Address: 8182 Maryland Ave., Suite 500, St. Louis, MO 63105 United States
Phone: 3147432285
Fax: 3147432285
Email: jcorn@bamadvisor.com
Website: http://buckinghamadvisor.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

John S. Longstaff, CFP®

The Planning Center, Inc View Qualifications

Address: 215 West Fallbrook Avenue, Suite 121, Fresno, CA 93711 United States
Phone: 559.320.8200
Fax: 559.320.8278
Email: john@theplanningcenter.com
Website: http://www.beechwoodwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info
  • First Step Cash Management System™ Info
  • Money Quotient Retreat 2012 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@makinglifecount.com
Website: http://www.makinglifecount.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 USA
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

Justin D. Krane, CFP®, CIMA®

President Krane Financial Solutions View Qualifications

Address: 11400 West Olympic Blvd, Suite 200 , Los Angeles, CA 90064 United States
Phone: 310.914.0128/800.506.6071
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 USA
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

Kelly Stanley, CFP®, MBA

The Cogent Advisor View Qualifications

Address: 233 S Wacker Dr., 84th Floor, Chicago, IL 60606 USA
Phone: (312) 382-8388
Fax: (312) 268-7210
Email: kelly@thecogentadvisor.com
Website: http://thecogentadvisor.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting Info

Ken Rosenbaum

Buckingham Strategic Wealth View Qualifications

Address: 8182 Maryland Avenue, Ste 500, St. Louis, MO 63105 USA
Phone: (314) 743-2257
Email: krosenbaum@bamadvisor.com
Website: http://buckinghamadvisor.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 USA
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

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 USA
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

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 USA
Phone: (847) 868-2252
Email: leslier@indiefinancialplanning.com
Website: http://www.indiefinancialplanning.com/
  • First Step Cash Management System™ Info

Leslie Strebel

The Strebel Planning Group View Qualifications

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

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@makinglifecount.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting 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

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@birchfield.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent 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
Fax: 415.946.3259
Email: mq@mabfinancial.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Mark Finke, CFP®

MSMF View Qualifications

Address: 12213 Big Bend Road, Kirkwood, MO 10591 United States
Phone: 314.677.2550
Email: mfinke@msmf.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Mark Silverman, CFP®

Silverman + Associates View Qualifications

Address: 333 N. Wilmot Rd., Suite 340, Tucson, AZ 85711 USA
Phone: (520) 512-8832
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

Marques Lang, JD, CFP®

Financial Wellness Coach Paradigm Consulting & Coaching View Qualifications

Address: 116 3rd St, Suite 212, Hood River, OR 97031 USA
Phone: 541.249.3606
Email: marques@pursuingprosperity.org
Website: http://www.pursuingprosperity.org/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering 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
  • Complete Financial Life Planning Tool Kit 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

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
  • Complete Financial Life Planning Tool Kit Info

Mary Rose, CFP®

Wealth Advisor, Partner Wacker Wealth Partners View Qualifications

Address: 973 Higuera Street, San Luis Obispo, CA 93406 United States
Phone: 805.541.1308
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

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
  • In-Depth Data Gathering 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

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@makinglifecount.com
Website: http://www.makinglifecount.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Meaux Costello

Buckingham Strategic Wealth View Qualifications

Address: 2445 Faber Pl., Suite 250, Palo Alto, CA 94303 USA
Phone: 408-418-4236
Email: mcostello@bamadvisor.com
Website: http://buckinghamadvisor.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Melinda Davis, CFP®, CRPC

Davis Wealth Advisors View Qualifications

Address: 3 Executive Park Drive, Suite 263, Bedford, NH 03110 USA
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

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: 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 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
  • 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 Evans

Founder The Cogent Advisor View Qualifications

Address: 233 S Wacker Dr., 84th Floor, Chicago, IL 60606 USA
Phone: (312) 382-8388
Email: Michael@theCogentAdvisor.com
Website: http://thecogentadvisor.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering & Goal Setting 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 Haubrich, CFP®

Financial Service Group, Inc. View Qualifications

Address: 4812 Northwestern Avenue, Racine, WI 53406 United States
Phone: 262.554.4500 ext. 103
Fax: 262.554.1907
Email: mikeh@toyourwealth.com
Website: http://www.toyourwealth.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering 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: 1940 NW Miller Rd. Apt D314, Portland, OR 97229 USA
Phone: 971-204-8764
Email: mrabaca@hotmail.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Michael Weissman CFP®, CIMA

Aspiriant View Qualifications

Address: 350 Fifth Avenue, Suite 6420, New York, NY 10118 USA
Phone: 212.823.3520 x 10118
Email: mweissman@aspiriant.com
Website: http://www.aspiriant.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 USA
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

Micky Reeves, CFP®, CLU

Buckingham Strategic Wealth View Qualifications

Address: 5810 Tennyson Parkway, Suite 260, Plano, Tx 75024 United States
Phone: (972) 661-3355
Email: mreeves@bamadvisor.com
Website: http://www.buckinghamadvisor.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Mike Fitzhugh, CFP®, MBA

Aspiriant View Qualifications

Address: 50 California St. , Suite 2600, San Francisco, CA 94111 United States
Phone: (415) 371-7864
Fax: (415) 371-7801
Email: mfitzhugh@aspiriant.com
Website: http://www.aspiriant.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Mike Miller, CFP®

Integra Shield Financial Group, LLC View Qualifications

Address: 3181 Fernbrook Lane N., Plymouth, MN 55447 United States
Phone: 763-201-1390
Fax: 763-226-2301
Email: Mike@integrashieldfinancial.com
Website: http://www.isfngroup.com/
  • First Step Cash Management System™ 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 USA
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

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 USA
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, CFP®, CLU

Nick Nauta Financial View Qualifications

Address: 3721 W Michigan Avenue , Suite 100, Lansing, Michigan 48917-3600 United States
Phone: 517.980.5193
Email: Nick@NickNautaFinancial.com
Website: https://www.nicknautafinancial.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info

Nicole Sullivan, CFP®

Financial Planner Prism Planning Partners, LLC View Qualifications

Address: 500 Lake Cook Road, Suite 350, Deerfield, IL 60015 United States
Phone: 773.414.3693
Email: nicole@prismplanningpartners.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Nikki Michelini CPA

Aspiriant View Qualifications

Address: 2408 34th St. #5, Santa Monica, CA 90405 USA
Phone: 310.722.7923
Fax: 310.806.4080
Email: nmichelini@aspiriant.com
Website: http://www.aspiriant.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

Patrick Amey, CFP®

KHC Wealth Management Services View Qualifications

Address: 10000 College Blvd, Ste 206, Overland Park, KS 66210 United States
Phone: 816.728.8224
Fax: 913.345.1810
Email: pamey@makinglifecount.com
Website: http://www.makinglifecount.com/
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering 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, CLU, ChFC

Partner/Advisor Cordis Financial View Qualifications

Address: 3001 Broadway Street NE, Suite 100, Minneapolis, MN 55413 United States
Phone: 612.268.262
Fax: 612.617.6003
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 USA
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

Philip Watson

Watson Planning, LLC View Qualifications

Address: 400 Sugartree Ln., Suite #300, Franklin, TN 37064 USA
Phone: (615) 850-9009
Fax: (866) 286-7211
Email: philipwatson@mac.com
Website: http://www.watsonplanning.com
  • First Step Cash Management System™ Info

Rebecca Gaylor

Active Money Management, Inc View Qualifications

Address: 11811 N. Tatum Blvd., Suite 3055, 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 USA
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

Rick Helbing, CFP®, ChFC

Sun Coast Advisory Group View Qualifications

Address: 1911 N. Lakeshore Drive, Sarasota, FL 34231 United States
Phone: 941.320.5532
Email: rick@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, CFS, CLTC

North Star Resource Group View Qualifications

Address: 2701 University Avenue SE, Minneapolis, MN 55414 United States
Phone: 612.617.6030
Fax: 612.256.3030
Email: rick.schultenover@northstarfinancial.com
Website: http://www.northstarfinancial.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 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

Rodney Wade, EA, CFP®, MST

Wade Financial Advisory, Inc. View Qualifications

Address: 2105 South Bascom Avenue, Suite 110, Campbell, CA 95008 United States
Phone: 408.761.0833
Fax: 408.369.0607
Email: rwade@wadefa.com
Website: http://www.wadefa.com
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent Info
  • In-Depth Data Gathering 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
  • Complete Financial Life Planning Tool Kit Info
  • First Step Cash Management System™ Info
  • Principles of Client Communication & Discovery 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: 500 Lake Cook Road, Suite 350, Deerfield, IL 60015 United States
Phone: 847. 250.6192
Email: ron@prismplanningpartners.com
Website: http://www.gcgfinancial.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

Russell Kroeger, CFP®, EA

Founder Paradigm Wealth Architects View Qualifications

Address: San Francisco, CA 94133-2055 USA
Phone: (650) 758-7549
Email: russell@paradigmwealth.org
Website: http://paradigmwealth.org
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit 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

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
  • Complete Financial Life Planning Tool Kit Info

Sandi Bragar CFP®

Aspiriant View Qualifications

Address: 50 California St., 26th Floor, San Francisco, CA 94111 USA
Phone: 415.371.7800
Email: sbragar@aspiriant.com
Website: http://www.aspiriant.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering Info

Scott Rulon

CPA Rulon Financial View Qualifications

Address: 18275 N. 59th Avenue, Bldg.1, Unit 152, Glendale, AZ 85308 United States
Phone: 602.824.2299
Fax: 602-824-2297
Email: scott@rulonfinancial.com
Website: http://www.rulonfinancial.com/
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent 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

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

Sheila Schroeder

Director of Client Development Mosaic Financial Partners, Inc View Qualifications

Address: 140 Geary Street, 6th Floor, San Francisco, CA 94108 United States
Phone: 415.788.7105
Fax: 415.788.1952
Email: Sheila@MosaicFP.com
Website: http://www.mosaicfp.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
  • Complete Financial Life Planning Tool Kit Info

Stacy Friedges, CFP®

JNBA Financial Advisors

Address: 8500 Normandale Lake Blvd. , Suite 450, Minneapolos, 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 USA
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

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

Founder Magnificent Life Financial Planning View Qualifications

Address: 2131 E Broadway Road Suite 6, Tempe, AZ 85282 USA
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

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
  • Complete Financial Life Planning Tool Kit Info

Steven Conte

Beacon Retirement Planning Group, Inc View Qualifications

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

Thelia Eagan, CPA/PFS

Buckingham Strategic Wealth View Qualifications

Address: 3550 Round Barn Blvd. #212, Santa Rosa, CA 95403 USA
Phone: (707) 542-3600
Email: teagan@bamadvisor.com
Website: http://buckinghamadvisor.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting 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 O'Shea

Claddagh, LLC View Qualifications

Address: 1735 Post Road, 2nd Floor, Fairfield, CT 06824 United States
Phone: 203.254.8344
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

Tim Maurer, CFP®

The BAM Alliance View Qualifications

Address: 1510 Crane Creek Dr, Mount Pleasant, SC 29466 United States
Phone: 410.913.3332
Email: tmaurer@bamadvisor.com
Website: http://www.timmaurer.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info
  • Money Quotient Retreat 2014 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 Bodin, CFP®, CFA

Buckingham Strategic Wealth View Qualifications

Address: 8888 Keystone Crossing Blvd. Suite 1111, Indianapolis, IN 46240 United States
Phone: (317) 975-3498
Email: tbodin@bamadvisor.com
Website: http://buckinghamadvisor.com
  • Fundamentals of Financial Life Planning Info
  • In-Depth Data Gathering & Goal Setting Info

Tom Thalman CRPC® CFP®

Financial Planner Turning Point Retirement Associates View Qualifications

Address: 5540 Centerview Dr Suite 200, Raleigh, NC 27606 United States
Phone: 919.424.3943
Email: tom.thalman@turningpointra.net
Website: http://turningpointra.net
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info

Tyler Elliott, JD, CFP®

Owner & Principal Watershed Wealth Planning LLC View Qualifications

Address: 205 SE Spokane St., Suite 300, Portland, OR 97202 USA
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

Tyler Scott

Wealth Architects View Qualifications

Address: 800 W. El Camino Real, Suite 201, Mountain View, CA 94040 USA
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 Lincoln Investment Planning, Inc. View Qualifications

Address: 8000 Sagemore Drive, Suite 8301, 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

Wendy West

Partner Siepert-West Financial Consulting View Qualifications

Address: 2380 Bethany Road, Sycamore, IL 60178 United States
Phone: 815.787.7657
Fax: 815.787.6797
Email: wendy@siepertwest.com
Website: http://www.wendy-west.com/
  • Fundamentals of Financial Life Planning Info
  • Getting Started Training or equivalent 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

Wm. Marty Martin, Psy.D., MPH

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: marty@martymartincoaching.com
Website: http://www.martymartincoaching.com
  • Fundamentals of Financial Life Planning Info
  • Complete Financial Life Planning Tool Kit Info
  • Principles of Client Communication & Discovery Info
  • Money Quotient Retreat 2008 Info
  • Money Quotient Retreat 2010 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
Implemented a M.Q. approved Financial Life Planning client meeting process that includes level of tools indicated
A complete suite of client tools and educational materials
Experienced M.Q. Licensee invited to co-facilitate Fundamentals of Financial Life Planning training course
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
Web-based software and training for planning and managing cash flow, debt, and savings
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
Additional tools to facilitate a meaningful goal setting process
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
A set of tools designed to clarify client values and priorities

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