Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Matthew Fassnacht (CRD# 5935670) is an Investment Advisor Representative working at Meridian Investment Partners in Atlanta, GA and has over 15 years of experience in the finance industry.
Curtis is passionate about the ability of independent, unbiased financial planning to improve lives. So to maximize his ability to help clients reach their goals, Curtis has earned both an MBA and CFP designation. Certified Financial Planner (CFP®) professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Curtis has 13 years of...
Mr. Sava has advanced experience and educational credentials as a Financial Advisor, including a certification as a Fiduciary Auditor. He serves today as a Private Wealth Manager for FirsTrust clientele in Atlanta, GA.
Rachel Wilder (CRD# 3231433) is an Investment Advisor Representative working at Wilder Wealth Strategies LLC in Atlanta, GA and has over 17 years of experience in the finance industry.
John Hanson (CRD# 5962984) is an Investment Advisor Representative working at Riverstone Advisors, LLC in Atlanta, GA and has over 7 years of experience in the finance industry. Riverstone is an independent, fee-only Registered Investment Advisor.
John joined Riverstone in 2012 and is currently the Co-Chief Investment Officer and Portfolio Manager. An engineering graduate of the Georgia Institute of Technology, John brings a keen analytical eye to investment opportunities and financial planning scenarios. John is a CFA Charterholder.
Larren C. Odom is a former partner at a large Registered Investment Advisor Firm. Larren has over 11 years’ experience in financial planning and investment management and has helped hundreds of clients reach their financial goals.
He is a Certified Financial Planner and has an MBA in Financial Planning from Georgia State University and a B.A. from the University of Florida. Larren is a former President of the GSU Personal Financial Planning Club and Smyrna Rotary. Larren is a member of the Atlanta Estate Planning Council and has served on numerous boards of directors in the Atlanta area.
He lives in Chastain Park with his wife, Jennifer, a partner at Bryan Cave LLP law firm, their three children, and two adorable pure-bred mutts. Larren is fluent in French, enjoys Cross-Fit, and likes watching the Atlanta Falcons and Atlanta Hawks. However, his favorite team is the U12 Concorde Fire soccer team on which his son plays.
At GV Financial Advisors, I partner with high net worth clients and their families to help navigate them through the complexities of financial success to imagine, create, and live extraordinary lives.
Believed to be the first and only Behavioral Wealth Management firm in the U.S., GV has invested over a decade applying neurobiology and the scientific principles of Behavioral Economics and Behavioral Finance to create a new paradigm in wealth management. Established in 1991, GV is one of the leading registered investment advisory firms in Atlanta with 46 employees and more than $1.125 billion...
Osric Grant is Co-Founder and Managing Partner of Grant and Hamilton Wealth Advisors, an investment advisory firm. Osric is recognized as one of the top retirement specialists in the nation, helping thousands of individuals and families in Georgia, Alabama, and across the country secure their retirements.