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DistanceMetro area (50 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
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic...
Ann Zuraw (CRD# 4906373) has over 30 years of professional experience in financial planning, portfolio management, family businesses and stock analysis. She is a Certified Financial Planner, CFP®, Chartered Financial Analyst, CFA® and a Certified Divorce Financial Analyst, CDFA™. She has a strong focus on working with women and families to help develop a holistic plan to best protect their financial futures as they transition through different stages of their lives. It has been her life goal to learn as much as possible about managing money and in turn, educate others to make positive choices.
Ann has an undergraduate degree from the University of North Carolina at Chapel Hill in Business and Speech Communication and a M.B.A. is from the University of California at Berkeley.
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.
Wendy Brown (CRD# 1275752) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 34 years of experience in the finance industry.
She is a Certified Plan Fiduciary Plan Advisor, (CPFA) Chartered Retriement Planning Counsler, (CRPC) and Certified Divorce Financial Advisor (CDFA).
Lori Eisel (CRD# 3037765) is an Investment Advisor Representative working at Arcadia Financial Partners, LLC in Canal Winchester, OH and has 20 year of experience in the finance industry. Lori Eisel 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 Standards....
Pamela Friedman (CRD# 2709432) is an Investment Advisor Representative working at Silicon Hills Wealth Management in Austin, TX and has 25 years of experience in the finance industry. Pamela Friedman 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 Standards.
Pam is also a Certified Divorce Financial AnalystTM (CDFA) and the author of "I Now Pronounce You Financially Fit: How to Protect Money in Marriage and Divorce" published by River Grove Books 12/2015 Available on Amazon at https://www.amazon.com/Now-Pronounce-You-Financially-Fit/dp/1632990687?ie=UTF8&keywords=Pam%20Friedman&qid=1450120433&ref_=sr_1_1&sr=8-1
Prior to partnering with Silicon Hills Wealth Management, LLC, Ms. Friedman was on Wall Street in both New York and London structuring and raising capital for both public and private companies. Upon her return to Texas, Ms. Friedman spent six years on the faculty of the Finance Department in the McCombs School of Business at The University of Texas at Austin.
Ms. Friedman has been featured in national publications and on- air with U.S. News and World Report, New York Daily News, Self Magazine, ABC News Radio, Daily Finance (AOL), The Maggie Linton Show, MoneyRates.com Estate Planning magazine and the Divorce Financial Analyst Journal. She is a regular speaker at meetings of the Austin chapter of the Financial Planning Association (FPA), the Capital Area Paralegal Association, and the Austin chapter of Certified Public Accountants (CPA). She is a member of The Collaborative Law Institute of Texas, Austin chapter of Texas Women in Business and alum of the The University of Texas’ BBA and Business Honors Program Alumni Boards.
Raliegh Riddoch (CRD# 3066175)
Raliegh is a managing principal of BSW Wealth Partners and an Advisor. It’s Raliegh’s role to help clients find appropriate solutions for many of the complex financial situations they encounter. Over the years, he has learned that he adds the most value by helping clients find the balance between the quantitative and qualitative pieces that make up their lives. Since 1998, Raliegh has spent time advising clients on a wide range of financial matters while working for firms such as: TD Waterhouse, Charles Schwab, and Dain Rauscher. The combination of his investment...
James Robuck, Cdfa (CRD# 3270898) is an Investment Advisor Representative working at Jl Robuck Company in Laguna Niguel, CA and has over 24 years of experience in the finance industry.
Nicholas Ventimiglio (CRD# 4595708) is an Investment Advisor Representative working at Nicholas Ventimiglio, Cdfa in San Ramon, CA and has over 21 years of experience in the finance industry.