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...
Joe Allaria (CRD# 6122862) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Saint Louis, MO.
Joe Allaria has also 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Mr. Allaria is also considered a thought...
Stephen D. Robbins (CRD# 1613641) is an Investment Advisor Representative working at Steve Robbins, Inc. in Florissant, MO and has over 29 years of experience in the finance industry. Steve 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Kendall Young (CRD# 5081598) has over 17 years’ experience at Matter Family Office providing independent and objective advice to clients regarding family wealth management. My focus is on creating and implementing financial strategies that generate tax-efficient wealth accumulation, retirement income and asset protection. I enjoy leading families in all areas of their financial life including coordination of income tax planning, estate planning and insurance reviews.
Whether you've recently sold a business, inherited wealth, or have a pending retirement, Matter thrives...