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
Charles Clifton (CRD# 5982197) is an Investment Advisor Representative working at Sycamore Financial Planning, LLC in Durham, NC and has worked in the personal finance industry since 2008. Charles Clifton 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...
Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.
Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 25 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where...
David R. Crispin (CRD# 5973925) is an Investment Advisor Representative working at Seven Cedars Financial in Durham, NC and has over 6 years of experience in the finance industry. David is a Certified Financial Planner and Chartered Special Needs Consultant who strives to help individuals and business owners articulate and construct and successful financial plan.
As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives. Parker maintains client relationships and ensures a high-quality experience for each and every client.
Adam Whitesell (CRD# 5134341) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Raleigh, NC and has over 9 years of experience in the finance industry.
We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial...
David Schawel (CRD# 4927312) is an Investment Advisor Representative working at New River Investments in the Raleigh/Durham NC area with 11 years of experience in the investment industry. He previously managed a $2b+ investment portfolio for Square 1 Financial in Durham, NC. He is a CFA charterholder and has previous experience in both equity research and investment banking.