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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
Sarah Boyd (CRD# 6573790) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakwood, OH and has over 3 years of experience in the finance industry.
Bradley Fahncke (CRD# 7576634) is an Investment Advisor Representative working at Edward Jones in Oakwood, OH and has 1 year of experience in the finance industry.
Steven Wise (CRD# 5819650) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakwood, OH and has over 13 years of experience in the finance industry. Steven Wise 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.
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.
Nathaniel Abney (CRD# 4903661) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Dayton, OH and has over 18 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.
Afetsi Aidam (CRD# 4749092) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Miamisburg, OH and has over 19 years of experience in the finance industry.
Ronald Alban (CRD# 4553605) is an Investment Advisor Representative working at Alban Investment Management, LLC in Kettering, OH and has over 21 years of experience in the finance industry.