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
Full-Time Fiduciary (I must put your interests ahead of everything)
Fee-Only (no commissions, no sales, no products, only advice for a fee you pay me directly)
Certified Financial Planning Professional (ethics, education, experience requirements)
Mike Brady has been a builder, keeper and steward of multi-generational wealth for substantial families worldwide for over 30 years. Over that time, Mr. Brady has advised, consolidated and simplified his clients’ financial lives thereby providing them with peace of mind and confidence in their financial future. He has worked with multiple generations...
Stephen Eppich (CRD# 1454349) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Westlake, OH and has over 30 years of experience in the finance industry. Stephen Eppich 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...
Joseph Arnold (CRD# 4322124) is a Financial Advisor working at National Planning Corporation ("npc Of America" In Fl & Ny)/Foundation Wealth Advisors, LLC in Westlake, OH and has over 15 years of experience in the finance industry.
Kent Klingshirn (CRD# 5515744) is an Investment Advisor Representative working at Klingshirn Investment Advisors, LLC in Medina, OH and has over 16 years of experience in the insurance / finance industry.
Timothy Marcinek (CRD# 5905733) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, Ohio. He has 20 years of experience in the financial services industry, including the past 13 years working in the wealth management field.
His expertise includes comprehensive financial planning, investment management, income tax planning and preparation, back office operations & workflows, technology planning, and client relationship management.