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Financial Disclosures
The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment adviser representatives, insurance agents, and others.
The Financial Industry Regulatory Authority (FINRA) offers a full list of recognized financial designations.
Your Matches
250 Results
Christina Aleckson
RICP®i
WMCP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Wealth Management Certified Professional®:
Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Beaverton, OR
Retirement Income Planning, Wealth Management
4905 SW Griffith Dr
Suite 105
Beaverton OR, 97005
Christopher Seabrook
RICP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Fort Lauderdale, FL
Retirement Income Planning
1401 E Broward Blvd
Fort Lauderdale FL, 33301
Brian Franczyk
CAP®i
CASL®i
ChFC®i
CLU®i
RICP®i
WMCP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Advisor in Senior Living®:
Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Wealth Management Certified Professional®:
Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Boulder, CO
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
4875 Pearl East Circle, Ste. 200
Boulder CO, 80301
Lewis Fisher
CAP®i
RICP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Winter Park, FL
Philanthropic & Estate Planning, Retirement Income Planning
631 West Morse Blvd.
Suite 125
Winter Park FL, 32789
Alison Stine
RICP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Scottsdale, AZ
Retirement Income Planning
6991 E Camelback Rd
Ste D-300
Scottsdale AZ, 85251
Javaka Thompson
CAP®i
ChFC®i
ChSNC®i
CLU®i
RICP®i
WMCP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Chartered Special Needs Consultant®:
Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Wealth Management Certified Professional®:
Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Coralville, IA
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
1303 5th St Ste. 305
Coralville IA, 52241
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William Cunningham
CAP®i
ChFC®i
CLF®i
CLU®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Chartered Leadership Fellow®:
Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Sarasota, FL
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
5602 Marquesas Circle Suite 207
Sarasota FL, 34233
William Tucker
CAP®i
RICP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Canton, GA
Philanthropic & Estate Planning, Retirement Income Planning
3760 Sixes Rd Ste 126
Canton GA, 30114
Don Saulic
CAP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Newport Beach, CA
Philanthropic & Estate Planning
520 Newport Center Dr
Newport Beach CA, 92660
Philip Kim
CAP®i
ChFC®i
CLU®i
RICP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Scottsdale, AZ
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
14851 N Scottsdale Rd, Ste 103
Scottsdale AZ, 85254
Financial Disclosures
The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment adviser representatives, insurance agents, and others.
The Financial Industry Regulatory Authority (FINRA) offers a full list of recognized financial designations.