Here is a group of financial planners in our community. Other great databases/resources can be found at NAPFA.org (The National Association of Personal Financial Advisors), The Garrett Planning Network, and XY Planning Network. As always, please make sure to do your own due diligence while researching!
Sophia Bera, CFP® — Sophia is a CERTIFIED FINANCIAL PLANNER™ and the founder of Gen Y Planning. She helps young people manage their money more effectively. She’s been quoted in the New York Times, Forbes, Yahoo Finance, Business Insider and more. She just moved from the midwest to Austin, TX so that she can do yoga, eat breakfast tacos, and cowork with other entrepreneurs. Organizations a part of: XY Planning Network, NAPFA, FPA
Katie Brewer, CFP® — I am a CERTIFIED FINANCIAL PLANNER™ and a fee-only financial planner to working women and couples under 50 and the president of Your Richest Life. I’ve accumulated over 10 years of experience working with clients and their money. I’ve been quoted in articles in Money, The New York Times, Forbes, and Real Simple and I regularly speak to groups about financial planning topics. Organizations a part of: Certified Financial Planning Board, XY Planning Network, Financial Planning Association, NAPFA, Texas A&M Alumni Association
Jeff Rose, CFP® — Jeff is a CERTIFIED FINANCIAL PLANNER™ and founder and CEO of the investment advisory firm Alliance Wealth Management. An Iraqi combat veteran, Rose served in the Army National Guard for nine years, including a 17-month deployment to Iraq in 2005. In addition, he is the founder of GoodFinancialCents.com, recognized by Kiplinger’s as one of the Top 10 money blogs you should read, and author of “Soldier of Finance,” a book that combines his military background with his financial-planning knowledge. In his free time, Rose loves hanging out with his family, tortures himself with CrossFit workouts and daydreams frequently when he can chow down on an In-N-Out Burger again.
Matt Becker — I help new parents take control of their money so they can take care of their families. My goal is that through our work together, you’ll know two things with absolute certainty. First, you’re going to be okay. Your good decisions mean that your family will always have the financial resources it needs, no matter what. And second, the foundation you’ve built creates more opportunities for both you and your children to live a life you love. Talk to you soon! Organizations a part of: XY Planning Network, NAPFA
Brittney Castro — Brittney is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, speaker and is the Founder and CEO of Financially Wise Women, a Los Angeles based financial planning firm for women. She specializes in working with busy professional and entrepreneurial women who are passionate about life and want to gain clarity around their money. She is known for her innovative, non-judgmental, compassionate approach to financial planning and has landed national media recognition from CNN, CNBC, The Wall Street Journal, The New York Times, and many more. Away from the office, you can find Brittney working out, playing at the park with her dog Arya and of course dancing.
Cathy Derus — Cathy is a CPA and fee-only financial planner who loves to help young couples and new parents plan for a brighter future. Brightwater Financial takes a fresh approach to financial planning by discovering your personal values and creating a saving, investing, and spending plan that aligns with these values. The ethos of Brightwater Financial is based on authentic connection, and a genuine desire to help you better your life through financial assurance. Organizations a part of: AICPA, XY Planning Network, NAPFA
Nannette Kamien — As a fee-only financial planner, I provide financial planning to Gen X families and singles. No commissions, no asset minimums, just honest, practical advice to help you live an inspired life! My firm is focused on serving Generation X-ish professional singles and families either through virtual meetings or in-person. I focus on areas of importance to my generation: saving for retirement v. kids’ education, debt reduction v. investing, career management, managing large purchases such as real estate and automobiles, and understanding how to get from where you are today, to where you want to be tomorrow. Find inspiration for your future path with me.
Cady North — Cady North is an entrepreneur and personal finance expert. After more than a decade in financial services and public policy, she started North Financial Advisors to bring independent and affordable financial advice to individuals. Her company specializes in preparing comprehensive financial plans for women and entrepreneurs in all phases of their lives.
Eric Roberge — I’m a CERTIFIED FINANCIAL PLANNER™ and the founder of Beyond Your Hammock, a virtual fee-only financial planning business. As a personal trainer for your finances, I help you transform your relationship with money so you can use it as a tool to live life on purpose. My successful transition from a corporate career as a financial professional to entrepreneur fully in charge of own my life at the age of 33 drives me to help others take advantage of their cash flow, live for today, and plan responsibly for tomorrow. I think outside the box to find innovative ways to create financial flexibility and freedom for my clients, and have been featured in USA Today, ABC News, CNBC, Fox Business, Money.com, and more. Organizations a part of: XY Planning Network, NAPFA, Financial Planning Association
Shanda Sullivan, CFP® — At Sullivan Financial Strategies, I work virtually with Christian clients in their 20’s, 30’s and 40’s. Together, we will focus on your financial goals and what matters most to you! I feel it is important to include all areas of your financial life in our planning process to create a financial strategy that changes as your circumstances change. Even people who are just starting their careers and families need financial planning too. I look forward to working with you! Organizations a part of: NAPFA, XYPN, CFP®
Rob Aeschbach — I provide objective financial advice to military service members on a fee-only basis. There is no minimum net worth or income requirement for you to work with me. The financial issues you face in the military are familiar to me because I’ve been dealing with them for decades — I’m a retired Marine and a current Navy spouse, as well as a candidate for CFP® certification. We can meet face-to-face in Norfolk, Virginia, or we can connect via Skype or Google Hangout. I work with service members around the globe. Organizations a part of: Garrett Planning Network, Financial Planning Association.
Melissa Bunton, CFP® — Our firm, Artisan Finance, is purposefully small to ensure we craft each detail in a personalized manner with the highest attention to quality. We dive deep into technical analysis and believe that an equal focus on relationships allows us to be a trusted and helpful resource for our select group of clients. We are committed to helping young professionals reach enormous levels of success, regardless of where they’re starting out when we begin our working relationship. We work virtually with clients across the country, leverage technology as much as possible, and constantly iterate as a forward-thinking firm of the future. We love serving our clients and we’d love to meet you.
Raquel Hinman CFP® — Hinman Financial Planning, Inc. (HFP) offers fee-only financial planning and investment management for busy individuals and families in Erie and Boulder, CO, as well as throughout the nation. Raquel is focused on helping people with their money. Whether repairing past mistakes, maintaining current assets or building for the future, she has the experience and integrity you want to help guide your financial decisions. She takes pride in understanding the needs of her clients and her ability to design custom financial strategies that help her customers not only maintain the bottom line but exceed their financial goals. Organizations a part of: XY Planning Network, NAPFA, FPA, Boulder County Estate Planning Council
Jeff Rossi — I live in NJ where the only peaks are from the waves crashing on the Jersey Shore. My firm is called “Peak” Wealth Advisors, because I believe that everyone has a level of financial “peak performance” that they can reach with the right guidance and support. No matter if you have a specific topic such as retirement, budgeting or college planning, or need a comprehensive view of your financial life, I’ll be there to help you plan and to partner with you on taking the steps to achieve YOUR peak, wherever that may be. Even though I live in NJ, I can work with you no matter where you live. Organizations a part of: XYPN, NAPFA, FPA
Cristina Guglielmetti, CFP® — As a fee-only CFP®, I help my clients coordinate their financial lives, understand their choices and make good decisions in an environment free of sales pressure or needless expense. I have a flexible approach that is appropriate for a variety of clients, but I especially like working with freelancers, new parents, and couples about to make a major commitment (such as marriage or cohabitation, that would require at least some merging of finances). Organizations a part of: XYPN, NAPFA, CFP®, FPA, FON
Anjali Jariwala — Anjali Jariwala is a CPA and CFP®. She founded FIT Advisors to provide comprehensive Financial Planning, Investment Management and Tax Planning services. She uses an innovative business model that is evidence-based and aligns closely with the needs of physicians and business owners. Further, by investing in some of the most powerful tools in the industry, she can work with clients virtually. As your financial life planner Anjali will help you discover and reach your life goals while building a secure future.
Organizations a part of: NAPFA, XYPN, Fee Only Network
Matt Hylland — I am a fee-only financial advisor focusing on generation X, Y and millennials. I started Hylland Capital Management in order to serve those who benefit from sound financial advice the most. No sales pitches, no minimum assets for investment management services, and low fees for financial planning. See for yourself why Hylland Capital Management is the next generation in asset management. Organizations a part of: XY Planning Network
Vid Ponnapalli, MS, CFP® — I believe today’s financial planning need is under-served by traditional financial planning methods, mainly due to minimum income or net worth levels requirements. My goal is to contribute and change this paradigm. So, after a 20+ years career in financial services industry, I launched Unique Financial Advisors in 2014. I provide customized Financial Planning and Investment management solutions for professionals who are in their Mid-Career or approaching Retirement. I am eager to guide you through life’s financial decisions! Organizations a part of: NAPFA, XYPN, FPA, Nerdwallet
Timothy J. LaPean — I am a fee-ony financial planner who focuses on in helping women, members of the LGBT community, and the people who love them manage the financial side of living a more fulfilling life. I focus on exploring matters to you and then helping you figure out how to work with (or sometimes around) the person you already are to see if we can find or build ways for you to do/have/enjoy more of what matters to you in your life. Organizations a part of: XY Planning Network, NAPFA, FPA
Chris Girbes-Pierce, CFP® — I am a fee only financial planner that helps socially conscious, inspired entrepreneurs save time, get organized and reach their fullest potential through mindful financial planning and investing. I’m used to working with successful, entrepreneurial minded people who value their time more than anything. Because I don’t sell products or earn commissions, my clients know that I am loyal to their best interests at all times! Organizations a part of: FPA, NAPFA
Jennifer Harper, MBA, CFP® — Bridge Financial Planning was created to provide today’s professionals with unbiased advice and implementation support for their financial lives. While financial planning & investing can be complex, I bring more than 15 years of experience to make them more approachable and useful to help clients achieve their goals. In addition to Bridge Financial Planning, I am an adjunct Finance instructor at the University of Tennessee at Chattanooga and the founder of Common Cents Financial Literacy, Inc. – a non profit organization that promotes and encourages financial education in schools and youth based organizations. Organizations a part of: CFP®, NAPFA, XY Planning Network
Leslie Ransom, CFP® — With over 20 years in sales and marketing in the independent music industry, I have an awareness of the challenges facing artists, musicians, or anyone looking to build a business or career not tied to a 9-5 job and a regular paycheck. I cater to self-employed entrepreneurs who are looking to plan for a future on their terms. After leaving the music industry in 2009, I saw an opportunity to offer budgeting, investment and general planning advice to the many talented and creative types in need of financial planning. I went to Northwestern University and received my CERTIFIED FINANCIAL PLANNER™ designation in 2013. Organizations a part of: XY Planning Network, FPA, NAPFA
Tyler A. Gray, CFP® — At SageOak Financial, LLC, I help Christian individuals and families save money and free up time to live a life that matters. From investing to taxes to college planning to insurance, and everything in between, we take a comprehensive look at your entire financial life and develop a plan to help you accomplish all that’s important to you. This frees you up to focus on the things that really matter in life, such as faith, family, and friends! Visit our website and schedule a complimentary initial phone call to explore whether or not an advisory relationship makes sense in your situation! Organizations a part of: NAPFA, FPA, XYPN, Kingdom Advisors
Drew Weckbach — Drew Weckbach is the founder of the fee-only financial planning firm Scaling Independence, LLC. He specializes in advanced tax planning and asset accumulation strategies. He is passionate about helping individuals properly structure their savings strategies to efficiently accrue wealth. This is a fancy way of stating I am a tax nerd. Organizations a part of: NAPFA, FPA, CFP Board
Peter J. Creedon — Your money can take you places – I’m here to show you how far. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) I believe in giving you a road map for your money. With over 18 years of experience in the financial services industry, I have helped young professionals, entrepreneurs and small businesses reach their financial goals through financial planning and investment management. My dry sense of humor is simply a bonus. I believe everyone should be able get an answer to their financial question and receive personalized advice, which is why I decided to start my own firm, Crystal Brook Advisors in 2014. Organizations a part of: Certified Financial Planners Board of Standards, Inc., Financial Planning Association, Moderator at The American College
Justin Rush — As a fee-only Financial Advisor, I founded JGR Financial Solutions with two primary goals in mind: to simplify lives and to educate. I believe financial planning not only provides the roadmap to meet your financial goals, but also includes the necessary accountability, education, encouragement, and course correction strategies along the way. Organizations a part of: NAPFA, XY Planning Network
Ben Martinek — Much like good health, good finance takes discipline. At Bona Fide Finance, we strive to assist our clients in developing the discipline it takes to achieve financial goals. Since all of personal finance revolves around cashflow and budgeting, we start there, catering a plan that eventually encompasses insurance, taxes and investments. We focus on households who make $50,000 to $150,000, serving as the primary resource for all of their financial needs. Organizations a part of: XYPN, NAPFA, FPA
Inga Chira Ph.D., CFP® — I am what I call an applied academic. Before pursuing a Ph.D. in finance, I worked in benefits administration dealing with issues such as setting up medical plans and understanding the tax implications of life insurance. Currently, I teach finance and financial planning in Los Angeles, I do financial plans, I answer all kinds of finance related questions, and I manage money. I also do research about what motivates people to save for retirement and how financial planners can help in that quest. Organizations a part of: XY Planning Network
Pamela Capalad — I’m a CERTIFIED FINANCIAL PLANNER™ and I’ve been in the financial services industry for over 7 years, working at boutique financial firms. I’m based in Brooklyn, NY, but serve clients virtually across the country. One day, I was sitting around a fire pit with a friend who said she really needed help with her money, but was afraid to talk about it. I said we should do it over brunch. Immediately her shoulders untensed and her eyes lit up. “Yes! Let’s do, like, a brunch and budget!” And the rest is history. Organizations a part of: XY Planning Network, NAPFA
Andrew McFadden — As a money coach, I specialize in providing financial guidance to physicians in residency, fellowship, or early attending career stage. We can work together to define the values and priorities of your life which help guide every financial decision you make. From there, I can help you develop the best strategy to get out from under all those med school loans, how to creatively fund your retirement plans, and how to protect yourself from numerous liabilities. Organizations a part of: XY Planning Network, NAPFA
Christine Haviaris, CPA, CFP® — By blending the practical with the profound, Chris has been helping smart hard-working middle-class families with their personal finances for more than two decades. Her holistic approach empowers them to better understand their relationship with money, clarify their goals and objectives, establish a workable plan for achieving those goals, monitor progress, and adapt to changing conditions. Organizations a part of: AICPA, FPA, XYPN
Daniel Wrenne — Daniel helps young medical professionals take control of their money and live better lives. He is a financial planner and founder at Wrenne Financial Planning, a fee-only firm catered to working with gen y physicians and dentists. His interactions with clients often revolve around managing student loan debt, learning to keep score of finances, and life planning. Organizations a part of: CFP®, NAPFA, XYPN
Michael Solari — With years of experience, Michael left an established firm to start his own fee-only financial planning practice in 2013. From the start the focus would always be on transparency and objectivity. His practice has attracted many engineers and technology professionals in the greater Boston area. He has helped his clients navigate stock options, tax planning, and investment options as well as helping them maximize their current incomes. Michael offers monthly memberships as well as hourly advice. When time allows, Michael enjoys playing golf, watching football and trying new micro brew beers. Organizations a part of: XY Planning Network, NAPFA
Melissa Sotudeh, MBA, CFP® — As Wealth Advisor for Halpern Financial, Inc., Melissa enjoys helping clients with her expertise in retirement, investment, tax management and estate planning strategies. Now that it’s easier than ever for the public to access financial advice, she looks forward to sharing her insights with a wider audience online. Melissa is active on Nerdwallet’s Ask an Advisor platform and she has been featured in the media, including the Wall Street Journal, InvestmentNews, Investopedia and the Martinis and Your Money podcast. Organizations a part of: NAPFA, FPA, Nerdwallet
Ted Halpern, AAMS, CRPC, AWMA, RFC — As Founder and President of Halpern Financial Inc., Ted is directly involved in developing and implementing wealth management strategies for affluent families and closely held businesses. He serves as Director of the firm’s Investment Research Team and oversees the asset allocation process. Ted believes in educating clients toward a logical path of wealth accumulation, and is inspired by motivating people to achieve their financial goals. Ted is a dedicated husband and father. He and his wife Bethe live in Leesburg, Virginia with their twins Jack and Lauren and their dog Einstein. Organizations a part of: NAPFA, FPA, Fee Only Network, Nerdwallet
Kirk Chisholm – Kirk is a Wealth Manager and Principal of the wealth management firm, Innovative Advisory Group. Kirk specializes in working with clients who want to invest outside the stock market with their retirement account. His innovative approach to wealth management combines both traditional and alternative investments into well diversified portfolios. Fee-only advice, transparency and thorough due diligence are hallmarks of Kirk’s advisory style. Kirk is a seasoned media personality with articles, quotes and interviews with media publications such as: The Wall Street Journal, Reuters, The DiWire, Financial Planning Magazine, and more.
Janet Tyler Johnson — Janet wants you to live your authentic life. In addition to being the author of the book Finding Financial Fulfillment, for a Life Filled with Money and Meaning, Janet is a CFP® professional, an investment advisor, a coach/mentor, a podcast host and an expert in helping people live extraordinary lives. She has been a CERTIFIED FINANCIAL PLANNER™ professional since 1988 and has worked in the financial services industry for over 30 years. Her mission in life is to help you live the life of your dreams, just like she is doing.
Ted Jenkin, CFP® — Ted is a CERTIFIED FINANCIAL PLANNER™ and founder and CEO of oXYGen Financial, a financial services company dedicated to the X and Y generation managing more than $500,000,000 of client assets. Ted is a regular columnist for the Wall Street Journal and a frequent guest on CNN/Headline News Weekend Express. He is the author of the recent book 100 Smart Money Moves To Make Now and runs the top ranked personal finance blog Your Smart Money Moves. Ted is one of the best financial advisors in the country for entrepreneurs and CEO’s, and specializes in technology executives and salespeople throughout the United States.
Justin Arnold – Hi, I’m Justin, the founder and CCO of WashPark Capital, a financial planning and investment management firm located in Denver, CO. WashPark is dedicated to helping investors reach their most important financial goals with a unique focus on sustainable and responsible investing (SRI). Having previously served as a consultant to financial advisors, WashPark Capital is the culmination of years of gathering invaluable insights into how to best serve you — the client.
DISCLAIMER: The PF Directory is not directly associated with the individuals listed here. Please make sure to do your own due diligence when hiring a financial planner.