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
Matthew Fassnacht (CRD# 5935670) is an Investment Advisor Representative working at Meridian Investment Partners in Atlanta, GA and has over 15 years of experience in the finance industry.
John Hanson (CRD# 5962984) is an Investment Advisor Representative working at Riverstone Advisors, LLC in Atlanta, GA and has over 7 years of experience in the finance industry. Riverstone is an independent, fee-only Registered Investment Advisor.
John joined Riverstone in 2012 and is currently the Co-Chief Investment Officer and Portfolio Manager. An engineering graduate of the Georgia Institute of Technology, John brings a keen analytical eye to investment opportunities and financial planning scenarios. John is a CFA Charterholder.
Curtis is passionate about the ability of independent, unbiased financial planning to improve lives. So to maximize his ability to help clients reach their goals, Curtis has earned both an MBA and CFP designation. Certified Financial Planner (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. Curtis has 13 years of...
Travis Raish (CRD# 2368679) is a wealth manager, teacher and writer.
He is founder and president of Circa Capital, a financial planning and wealth management firm in Georgia, and has 20 years of experience in professional money management.
Travis is a Chartered Financial Analyst (CFA) charterholder, a designation offered through the CFA Institute, and is a member of the Atlanta Society of Finance and Investment Professionals (ASFIP).
The advisors of Circa Capital offer complete, goals-based financial planning and wealth management services.
As a client, we show you comprehensively where you...
Mr. Sava has advanced experience and educational credentials as a Financial Advisor, including a certification as a Fiduciary Auditor. He serves today as a Private Wealth Manager for FirsTrust clientele in Atlanta, GA.