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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Laura Batsche (CRD# 1986303) is an Investment Advisor Representative working at Lpl Financial LLC in Bellbrook, OH and has over 33 years of experience in the finance industry.
Damiano Battaglia (CRD# 6721086) is an Investment Advisor Representative working at Edward Jones in Bellbrook, OH and has over 6 years of experience in the finance industry.
Carolyn Cook (CRD# 5278356) is an Investment Advisor Representative working at What About Us Financial in Bellbrook, OH and has over 16 years of experience in the finance industry. Carolyn Cook has taken additional exams to become a Certified Financial Planner (CFP®). 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Brad Drager (CRD# 5403175) is an Investment Advisor Representative working at Raymond James Financial Services, Inc. in Springboro, OH and has over 8 years of experience in the finance industry.
P Patel (CRD# 5914437) is an Investment Advisor Representative working at Greenrock in OH and has over 5 years of experience in the finance industry.
Austin Barnard (CRD# 7494710) is an Investment Advisor Representative working at What About Us Financial in Bellbrook, OH and has over 2 years of experience in the finance industry.
Samantha Evans (CRD# 7120141) is an Investment Advisor Representative working at Bond Tech Inc. in Bellbrook, OH and has 1 year of experience in the finance industry.
Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence. We provide flat fee retirement planning and investment management. We also provide one-time retirement plans for do-it-yourself (DIY) investors.
Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create...
Michael Abbinante (CRD# 3004878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 25 years of experience in the finance industry.
John Abbott (CRD# 2930449) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has over 26 years of experience in the finance industry.