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Open Advisors | Certified Financial Planner

Some of the registered professionals of Open Advisors are Certified Financial Planner designees specializing in Financial Planning, Trust and Estate Planning, Wealth Management, Socially Responsible Investing, Special Needs Planning, and Agribusiness Services.
Categories: Finance/Banking, Business
Topics: certified financial planner, open advisors

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Financial Planners for Tech Professionals | Bay Area | RHS Financial
RHS Financial serves as financial advisors for tech professionals in the Bay Area. We provide financial planning to clients in San Francisco, North Bay, East Bay, and South Bay.

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cordantwealth.com

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Cordant Wealth | Portland Financial Advisor for Tech Employees
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Certified Financial Planner, Registered Investment Advisor, MA
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Kiran Telang | Certified Financial Planner
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lucasplanners.com

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Sacramento, CA - Certified Financial Planner - Lucas Group
Lucas Group is a team of Certified Financial Planners that specialize in helping clients gain financial independence and pay less taxes.

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Certified Financial Planner | Newbridge Wealth Management
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Certified Financial Planner, Auditor: Lowrey, Powell, Stevens & Mangum, P.C. CPA in San Antonio & Stone OAK
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Certified Financial Planner | Lauren Lyons Cole
As a personal finance expert, Lauren Lyons Cole, CFP® has helped thousands of people change the way they think about money.


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Fee Only Financial Planner | Financial Advice | Certified Financial Planner
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McCall & Associates | Certified Financial Planner | Brentwood, TN
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Wealth Management & Retirement Planning in San Jose, California | Certified Financial Planner
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Robert J. Bucci, Certified Financial Planner
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Welcome to Johnston Investment Counsel - Johnston Investment Counsel
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Certified Financial Planner | CFP | Financial Advisor | Calgary
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MONEYZONE – CERTIFIED FINANCIAL PLANNER
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Certified Financial Planner | Best Financial Advisors Near Me
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Coastal Financial | Certified Financial Planner| Retirement| Investments| Insurance|
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Clara L. Hollin | Open Advisors
Clara L. Hollin | Open Advisors


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peakwm.com

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Peak Wealth Management | Certified Financial Planner | Plymouth, MI
Nick Hopwood, CFP® and Jim Pilat, AIF® are fee-based financial planners and financial advisors in Plymouth MI. Providing education and guidance since 1999 to inspire our clients to make great decisions and lead them toward retiring with confidence. Certified Financial Planner


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Financial Advisor Bangalore | Certified Financial Planner
Many People think they are not Rich. A conversation with Certified Financial Planner will help us to realize how Wealthy we are. Financial Advisor Bangalore

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astifinancial.com

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Asti Financial, Fee-based Financial Planner, Certified Financial Planner, Alameda, Berkeley, Oakland, East Bay, North Bay
Julie Asti, Julie Scates, Financial Planning, Alameda, Financial Planner, Financial Planning, Financial Plan, Financial Advisor, Oakland, Albany, Alameda, Berkeley, Marin


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wealthavenue.net

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Open Advisors | Certified Financial Planner
Some of the registered professionals of Open Advisors are Certified Financial Planner designees specializing in Financial Planning, Trust and Estate Planning, Wealth Management, Socially Responsible Investing, Special Needs Planning, and Agribusiness Services.


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STEWARDSHIP INVESTMENTS - CARING BIBLICAL ADVICE - CERTIFIED FINANCIAL PLANNER, DAVE RAMSEY SMARTVESTOR PRO - Welcome
At Stewardship Investments, we strive to help you apply Biblical Principles to investing, financial planning, risk management, and giving so you can live a joy-filled life while serving the kingdom of God.

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Certified Financial Planner | Bob Bennie in Lincoln, NE
As a Certified Financial Planner Professional since 1999, Bob Bennie is committed to act as a fiduciary & make recommendations in your best interest.


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herrcapital.com

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LaGrange, IL | Fiduciary | Certified Financial Planner | Comprehensive Financial Planning | Financial Advisor
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Retirement Planning Houston, TX ­ Find Financial or Retirement Planning Advisors & Planners, Retirement Planning by Certified Public Accountant, CPA, Certified Financial Planner, CFP, Houston, Woodlands, Texas
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Fidelis Financial Planning - St Louis, MO Fee-Only - Certified Financial Planner
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heritagewealthplanning.com

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Josh Scandlen | Certified Financial Planner
Retirement Planning / Social Security

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vertexcapitaladvisors.com

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Financial Advisor Fort Mill, SC | Retirement Planning | Certified Financial Planner
We are Financial Advisors, Based in Fort Mill, South Carolina, we’re a firm motivated by the opportunity to better the lives of our clients through objective, straightforward financial planning, and our community through educational and informative workshops.

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Certified Financial Planner, Advisor, Life Insurance Broker in Brampton, ON
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erichutchinsonfinancial.com

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Home - Eric Hutchinson | Certified Financial Planner
Financial peace of mind is possible through a transformative change in the way you save. It’s not too late. Let’s get started, together.


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Susan Lee, Certified Financial Planner
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Financial Planning Tampa | CERTIFIED FINANCIAL PLANNER
Sickle Hunter Financial Advisors is an independent financial planning & asset management firm located in Tampa FL.

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Financial Advisor Marketing - Kristin Harad, CFP®
Financial advisor marketing made easy with automated systems, focus on top priorities and experienced help to guide you.


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Coastal Financial
Coastal Financial


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Certified Financial Planner | Great Lakes Benefits & Wealth Management
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John Milner - Certified Financial Planner
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brooklynplans.org

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Brooklyn Plans | Certified Financial Planner | Brooklyn, New York
Helping women take control of their finances through personalized financial plans, classes and investment management.

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commonwealthadvisorybureau.org

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Open Advisors | Certified Financial Planner
Some of the registered professionals of Open Advisors are Certified Financial Planner designees specializing in Financial Planning, Trust and Estate Planning, Wealth Management, Socially Responsible Investing, Special Needs Planning, and Agribusiness Services.

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mattreiner.com

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Matt Reiner - Certified Financial Planner, Co-Founder and CEO of Wela, Author of Ready to be Rich
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indfin.com

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Certified Financial Planner - The Independent Financial Group
James Lorenzen, CFP®, AIF® Schedule Your Introductory Call Plan with a CERTIFIED FINANCIAL PLANNER® Professional Who is also a Fiduciary Advisor The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values.  Success is not measured in performance statistics (a loser’s […]


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Catherine Hawley - Certified Financial Planner
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Josevsanchez - Certified Financial Planner - Albuquerque, New Mexico
Creating Value in Santa Fe, Rio Rancho and Albuquerque Jose V. Sanchez is a Certified Financial Planner

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assetwealthmanagement.net

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Open Advisors | Certified Financial Planner
Some of the registered professionals of Open Advisors are Certified Financial Planner designees specializing in Financial Planning, Trust and Estate Planning, Wealth Management, Socially Responsible Investing, Special Needs Planning, and Agribusiness Services.


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Certified Financial Planner, Financial Advisor Services| bigbiz.co.in
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Parkworth Wealth Management | Fee-Only Financial Planner San Francisco
Our wealth management firm helps tech professionals get off tech’s
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plancorp.com

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Top St. Louis Financial Advisors | Plancorp Wealth Management
We specialize in holistic and comprehensive wealth management. From retirement planning to strategic investing and everything between, Plancorp helps you make the most of your wealth.


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Employee Capital Partners | Simple Stock Option Financing
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levelupfinancialplanning.com

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Fee Only Financial Planner for Tech Professionals * Level Up Financial Planning
Level Up Financial Planning is different than the typical financial planner. You and your goals are the single most important part of your plan.

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Phillip James Financial
For fee only financial planning and investment management visit
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Tax & Accounting Services NYC | George Dimov, CPA
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exchangecapital.com

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Exchange Capital Management
Exchange Capital Management provides fee-only independent financial planning, and professional portfolio management to the Ann Arbor area and beyond.

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greatoakadvisors.com

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Great Oak Wealth Management - Fee-only financial planning firm
A different kind of approach from a different kind of team. We are fee-only advisers passionate about guiding you through the ever-changing world of finance


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TAN Wealth Management | Certified Financial Planner (CFP®) San Francisco | Advisor
CERTIFIED FINANCIAL PLANNER™ Practitioner in San Francisco Bay Area.
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X and Y Advisors, Inc.
X and Y Advisors, Inc. is a location-independent and fee-only Registered
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Summit Wealth Management - Partners on your journey
Summit Wealth Management - Partners on your journey

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theplanningcenter.com

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Fee-Only Financial Planning Firm - Investment Planning Services
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Home - Millennial Wealth, LLC
Financial Planning For Your Future, For Your Experiences, For Your Life. GET A FREE CONSULTATION Financial Planning for High-Net-Worth Millennials in Tech as Fee-Only Financial Advisors. Regardless of your current situation, you have the power to control your money and your future. Financial Planning We help develop a dynamic plan to encompass your current and … Home Read More »

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upstartwealth.com

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Upstart Wealth Management | Home
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LifeSighted Financial & Tax Planning - Fee-Only, Fiduciary, CFP®
LifeSighted CFP® professionals help you make smarter financial decisions so you can focus on the things that matter most to you.

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Holistic Tax & Wealth Management
Certified Financial Planners, Investment Advisors, & Enrolled Agents providing holistic retirement planning with integrated investment management & tax planning solutions. Offices in Mount Pleasant, SC, Charleston, SC & Palo Alto, CA.

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Special Needs Planning Group
Ken provides comprehensive and holistic special needs financial planning regarding special needs trusts, life care planning, letters of intent, and how to obtain and preserve need based government benefits. These areas are in addition to typical financial concerns that families have, such as retirement planning.

Ken is a CERTIFIED FINANCIAL PLANNER™, and CHARTERED SPECIAL NEEDS CONSULTANT™ and as of January 2014 the only such credential advisor in northern California.

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danielzajac.com

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Zajac Group | Specializing in Employee Stock Options and RSUs
Independent financial advisors offering customized equity compensation solutions for those with employee stock options


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fyoozfinancial.com

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Fyooz Financial Planning | Rochester, MN & Virtual Financial Planner
Fee-only and fiduciary financial planner based in Rochester, MN. Financial
planning and advising for millennial couples and young families across the
country. CERTIFIED FINANCIAL PLANNER™ professionals

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frazerjames.co.uk

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Financial Advice Bristol: Investment Planners & Pension Advisers
Bristol financial planners and advisers: Frazer James is an independent financial planner having expertise in pension, retirement & investment planning.

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kinetixfp.com

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FINANCIAL PLANNER - Dallas Fort Worth - Kinetix Financial Planning
Get a fee-only CERTIFIED FINANCIAL PLANNER with Kinetix Financial Planning. As a financial advisor, we offer comprehensive planning & investment management.

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myrawealth.com

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MYRA | Personal finances made easy!
Personal finances made easy! Financial Planning. Investment Management. Tax Filing.

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vestedfinancialplanning.com

vestedfinancialplanning.com vestedfinancialplanning.com           
Home - Vested Financial Planning-San Carlos, CA
Financial Planning with professional CFP® Tom Lo, in San Carlos, Menlo Park and Redwood City, CA. Specializing in Employee Equity, Investment Management and Ongoing Financial Planning Services for Gen X Silicon Valley Employees


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graystoneadvisor.com

graystoneadvisor.com graystoneadvisor.com           
Fee-Only Financial Planner - RSUs & Stock Options
Aaron Agte - Fee-only financial planner helping couples with stock options
and RSUs.


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yourrichestlifeplanning.com

yourrichestlifeplanning.com yourrichestlifeplanning.com           
Your Richest Life - Katie Brewer, CFP - Virtual Financial Advisor
Katie Brewer, CFP, owner of Your Richest Life, is a Dallas, TX based fee-only financial planner and virtual financial advisor with over 10 years of experience.

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secfi.com

secfi.com secfi.com           
The leading financial advisor for tech people — Secfi
Secfi is the leading provider of equity planning, stock option financing, and wealth management for startup employees.

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farther.com

farther.com farther.com           
Farther | The New Era of Wealth Management
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond. . Farther Common is a geographical region of East Hampshire in the Parish of Liss, Hampshire, England. It is characterised by greensand topography, woodland and heath, which was a common on the Money-Coutts estate centred at Stodham House, Liss. The name of this common land is in fact "Farther Commons" which can be verified by reference to the ordnance survey map of the area. The Money-Coutts family were part of the famous banking family, owners of Coutts & Co, London. Stodham House was used as a Special Training School (STS 3) of the Special Operations Executive (SOE) during World War II, particularly for the training of Norwegian saboteurs.

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chrisnairn.com.au

chrisnairn.com.au chrisnairn.com.au           
Chris Nairn - Managing Director - Equus Partners
Chris Nairn. *Financial Adviser-Employee Share Plan Expert (RSU) *Helping Tech Company Employees manage their Restricted Stock Units Equus Partners

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