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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
Alexis Abanto-Wolf (CRD# 6665238) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Morrow, OH and has over 6 years of experience in the finance industry.
Daniel Libstorff (CRD# 6347838) is an Investment Advisor Representative working at Sunset Wealth Management in Morrow, OH and has over 9 years of experience in the finance industry.
Barbara Sourjohn (CRD# 1566419) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Morrow, OH and has over 36 years of experience in the finance industry.
Jonathan Ford (CRD# 7580532) is an Investment Advisor Representative working at Jfj Advisory Services LLC in Morrow, 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.
Ted Abner (CRD# 6208290) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 10 years of experience in the finance industry.
Gregory Achten (CRD# 2076400) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 33 years of experience in the finance industry.
Dwayne Adams (CRD# 2409932) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 30 years of experience in the finance industry. Dwayne Adams 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.