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.
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.
Elizabeth Schroeder (CRD# 6439457) is an Investment Advisor Representative working at Plunkett & Associates, Inc. in Carrollton, GA and has 1 year of experience in the finance industry. Elizabeth Schroeder 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.
A fee-only Management Consulting, Investment Advisory, and Financial Planning firm
- Tax & Business Planning
- Management & leadership Consulting
- Financial, Estate, Tax, & Wealth Management
- Retirement Plan Design, Implementation, & Administration
Whether providing advice regarding tax, investments & wealth management, business structure & strategy, or retirement plan design ...
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