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
Carl Goodin, a NAPFA-Registered CERTIFIED FINANCIAL PLANNER(TM) Professional is President of Financial Planning Associates, Inc., a Missouri Registered Investment Adviser serving clients in cities across the United States, including Charlotte, Dallas, Houston, St Louis, Chesterfield, Manchester, Eureka, Wildwood, Ballwin, Grover, Pond and Ellisville.
We have been helping our clients reach their goals for more than twenty-five years by using the Financial Planning Process as a starting point for establishing and maintaining an appropriate action plan and by using Markowitz Mean Variance Portfolio...
Bill Meyer (CRD# 1018380) is President of Cutter Company and specilzes in helping small business owners. Bill works like a financial physician, diagnosing business and family monetary positions, subsequently providing remedies to their problems or ideas to improve their overall financial fitness.
A 1978 graduate from Maryville College, Bill earned his Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983. In January, 2013, Bill obtained the Accredited Investment Fiduciary designation (“AIF®”) authorized by the Center...
John Zufall (CRD# 1540619) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Ellisville, MO and has over 31 years of experience in the finance industry.
You have money, but you don’t know what to do with it?
I work with people who are ready to take their next step into money clarity, purpose, wealth creation… people who are ready to fortify a legacy. For you, this might mean busting your misconceptions, working within your core beliefs, having peace of mind, or all of the above.
Your success in the financial realm is about creating a plan that speaks clearly to your goals and the vision that you hold for yourself and your family.
Does this sound familiar?
- You’ve been inundated with too much information about retirement, and you’re...
Stephen Adair (CRD# 2770239) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Chesterfield, MO and has over 19 years of experience in the finance industry. Stephen Adair 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.