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Distance Only Olmsted Falls, OH
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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
Anthony Budak (CRD# 4366274) is an Investment Advisor Representative working at Budak Financial Group, LLC in Olmsted Falls, OH and has over 18 years of experience in the finance industry.
John Crane (CRD# 3179778) is an Investment Advisor Representative working at United Advisor Group in Olmsted Falls, OH and has over 24 years of experience in the finance industry. John Crane 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.
William Henzey (CRD# 1952966) is an Investment Advisor Representative working at Financial Guidance Investment Advisers, Inc. in Olmsted Falls, OH and has over 33 years of experience in the finance industry. William Henzey 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.
Matt Kircher is a fee-only financial planner & advisor in Cleveland, Ohio serving the downtown, Westlake, Avon Lake, Rocky River, Fairview Park and surrounding areas. Fairpoint Wealth Management specializes in financial planning, retirement planning, and investment management.
After spending several years working for Fortune 500 companies, Matt recognized that today's business professionals and working families were not receiving the financial advice that they deserved.
Ronald Smith (CRD# 1169154) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Olmsted Falls, OH and has over 17 years of experience in the finance industry.
Jacob Fozio (CRD# 7466783) is an Investment Advisor Representative working at Huntington Financial Advisors in Olmsted Falls, OH and has 1 year of experience in the finance industry.
Lindsay Perrico (CRD# 6299552) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Olmsted Falls, OH and has 1 year of experience in the finance industry.