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
Geraldine Galubinski (CRD# 1388780) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Eagle, WI and has over 31 years of experience in the finance industry. Geraldine Galubinski 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.
Scott Wellens (CRD# 5923727) is an Investment Advisor Representative working at Fortress Planning Group in Pewaukee, WI and has over 5 years of experience in the finance industry. Scott is also the host of "best in Wealth" - a weekly podcast covering financial planning and retirement topics. Find the podcast at www.bestinwealth.com
Fortress Planning Group helps successful individuals and families design and implement comprehensive wealth plans, from basic investment advising to legacy planning. As an independent, fee-only, registered investment advisor, Fortress Planning Group principal Scott...
Andrew Cesar (CRD# 6017174) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Delafield, WI and has over 4 years of experience in the finance industry. Andrew is best known for his expertise in maximizing Social Security benefits, tax-mitigation strategies, and insurance planning.