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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
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
Erol Ertumen (CRD# 4477814) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dulles, VA and has over 16 years of experience in the finance industry.
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth in Rockville, MD and has over 17 years of experience in the finance industry.
Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Kiplinger.
Marguerita is a CFP® professional, a Chartered Retirement Planning Counselor(SM), a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst.
As...
John Hensley (CRD# 1316159) is an Investment Advisor Representative working part-time at Palatine Advisors, Inc. (my firm) in Herndon, VA and has 17 year of experience in the finance industry.
My professional experience includes working full time in institutional pension management, overseeing plans from $3 billion to $12 billion and currently I am a fixed income specialist with one of the 20 largest pension plans in the U.S. This experience provides insight and the ability to allocate assets in a structured, disciplined, and customized approach where fees are of paramount importance.
Mike Treanor, CERTIFIED FINANCIAL PLANNER™ (CFP®), is a Wealth Advisor at Aegis Wealth Management, LLC. Mike works closely with individuals and families on investment management strategies as well as the development and ongoing monitoring of comprehensive financial plans.
Prior to joining Aegis, Mike spent seven years as a portfolio analyst at an independent financial planning firm in Washington, D.C. serving clients in the greater DC region. Mike graduated from Towson University with a BA in Economics. He lives with his wife Jessica, daughters Lily & Layla, and dog Cali in North Potomac, MD.
In his spare time, Mike enjoys spending his weekends at the beach with family and friends.
Aegis Wealth Management
6903 Rockledge Drive, Suite 940
Bethesda, MD 20817
Phone: 240-482-2566 [email protected]
David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria. Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.
Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients. Please see our videos and...
Debbie Gallant is the owner Gallant Financial Planning in Montgomery County, Maryland. She's a fee-only financial planner and investment advisor providing project and retainer based services to individuals, couples, and families.
Our services are in depth and comprehensive. We love what we do and will share our passion for our services with you. You'll further benefit from working with us by increased peace of mind knowing "we have your back." We provide individualized services to you so that our recommendations are tailored to your needs, goals, and priorities. Services include retirement...
Rodrigo Huerta (CRD# 6581946) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has more than 10 years of experience in the Wealth Management and Advisory field.
Rodrigo has taken additional exams to become a Certified Investment Management Analys (CIMA®) with the "Investment Management Consultants Association (IMCA)". CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA...