Financial Planners


Need assistance in navigating personal financial issues like cash flow management, estate planning, and retirement planning? Read reviews by people in your network on certified financial planners who can help you meet your financial goals.

  1. Jean Keener, CFP®, CRPC®, CFDS

    Title
    Fee-only, as-needed financial planner
    Demographic info
    Financial Services | Dallas/Fort Worth Area
    Current:
    Principal at Keener Financial Planning
    Past:
    Director, Recruitment Advertising at The Dallas Morning News, Director, Real Estate Advertising at The Dallas Morning News, Online Real Estate Manager at Belo Interactive, Online Advertising Sales Manager, DFW.com at Star-Telegram, Online Recruitment Account Executive at KansasCity.com, Resume Manager at WSA Corporation
    Education:
    University of North Texas Professional Development Institute, University of Missouri-Kansas City, Indiana University Bloomington
    Jean Keener, CFP®, CRPC®, CFDS

  2. Lily McKee, CFP®, MBA

    Title
    Direction, Purpose & Financial Clarity
    Demographic info
    Financial Services | Greater Seattle Area
    Lily McKee, CFP®, MBA

  3. David Bunten

    Title
    Results driven, customer focused personal financial guide.
    Demographic info
    Financial Services | Greater Atlanta Area
    Current:
    Personal Finanical Representative at Allstate, Owner at MyEFS, Inc
    Past:
    Branch Manager Vice President at Fahnestock &Company, Regional Compliance Manager, East Coast at WMA Securites, Inc, Vice President, Caribbean Accounts at Southwick Investments, Inc, Sales Manager at Josephthal Lyon and Ross, Account Executive at Shearson Lehman/The Robinson-Humphrey Co. Inc, Head of Metals Hedging Division at White Commercial Corporation, Research Analyst - Fund Advisor at Stotler and Company
    Education:
    The University of Georgia, Bay Village High School, MVJH
    David Bunten

  4. Jason Chaifetz

    Title
    • Excel at motivating and educating financial planners
    Demographic info
    Financial Services | Greater Atlanta Area
    Current:
    Marketing Consultant at WealthVest Marketing
    Past:
    Director of Annuity Sales at GamePlan Financial
    Education:
    Georgia Institute of Technology, Pope High School
    Jason Chaifetz

  5. Amy Jo Lauber, CFP®

    Title
    Pres.-Lauber Financial Planning: Fee-only financial planner & coach. Author-Living Inspired and Financially Empowered
    Demographic info
    Financial Services | Buffalo/Niagara, New York Area
    Current:
    President at Lauber Financial Planning, Instructor at Bryant & Stratton College
    Past:
    Director of Financial Planning at Harold C. Brown & Co., LLC, Senior Financial Planner at Harold C. Brown & Co., LLC, Vice President & Wealth Management Consultant at HSBC Bank USA, Account Executive at The Copeland Companies, student at student at June 2 Modeling agency
    Education:
    College for Financial Planning, The University of Manchester, SUNY College at Buffalo, South Park High School, Hillary Park Academy/#27
    Amy Jo Lauber, CFP®

  6. Mira Mizrahi

    Title
    Independent Certified Financial Planner™
    Demographic info
    Financial Services | Greater New York City Area
    Current:
    CFP® at Diversified Financial Consultants LLC - LPL financial services
    Past:
    CFP® at Financial Network
    Education:
    Montclair State University, ecole saint anne des soeurs de besancon
    Mira Mizrahi

  7. Debbie Heffernan Gallant, CRPC

    Title
    a fee-only financial life planner and registered investment advisor
    Demographic info
    Financial Services | Washington D.C. Metro Area
    Current:
    Study Group President at NAPFA DC Metro Study Group, Fee-Only Financial Planner and Investment Advisor, NAPFA member at Gallant Financial Planning, LLC
    Past:
    Self Employed at Small Business, Senior Consultant and Project Manager at Booz Allen Hamilton and other consulting firms
    Education:
    The American College, Boston University, University of Virginia, University of Virginia
    Debbie Heffernan Gallant, CRPC

  8. Erica Dekko, CFP

    Title
    LPL Financial Planner at Dekko Investment Services
    Demographic info
    Financial Services | Fort Wayne, Indiana Area
    Current:
    LPL Financial Planner at Dekko Investment Services
    Past:
    Industrial Engineer and Board Member at Group Dekko
    Education:
    University of Notre Dame, Oklahoma State University
    Erica Dekko, CFP

  9. Eugene Skorodinsky, CFP®

    Title
    Client Advisor, Client Service Group, at Gerstein Fisher
    Demographic info
    Financial Services | Greater New York City Area
    Current:
    Financial Advisor, Client Service Group at Gerstein Fisher
    Past:
    Financial Planner at --, Treasurer, Director at Team New York Aquatics, financial planner intern at Christopher Street Financial, Senior Account Executive at MG Financial Group
    Education:
    New York University, National Technical University of Ukraine 'Kyiv Polytechnic Institute', Kiev College of Information Systems and Technologies
    Eugene Skorodinsky, CFP®

  10. Robin Avent

    Title
    Experienced financial planner providing risk free retirement strategies with stock market returns...that grow TAX-FREE
    Demographic info
    Financial Services | Greater Los Angeles Area
    Current:
    Retirement & Benefit Specialist at Smart Retirement Options
    Past:
    Mortgage Consultant at The Avent Group
    Education:
    Morehouse College
    Robin Avent

  11. Bradford Flecke, JD, CFP®

    Title
    Cross-border planner and immigration counsel at KeatsConnelly
    Demographic info
    Financial Services | West Palm Beach, Florida Area
    Current:
    Senior Planner at KeatsConnelly
    Past:
    Staff Planner at KeatsConnelly, Immigration Attorney at various firms / house counsel
    Education:
    American University, Washington College of Law , The College of William and Mary
    Bradford Flecke, JD, CFP®

  12. Dick Weir

    Title
    Experienced financial planner and marketing fundraising executive
    Demographic info
    Financial Services | Barnstable/Yarmouth, Massachusetts Area
    Past:
    Senior Consultant at Graham-Pelton Consulting, Inc., Vice-president at Rockland Trust Company, Vice President at TD Bank, Vice president at Cape Cod Bank & Trust, Director of Community Relations at Falmouth Hospital
    Education:
    Boston University, Drew University
    Dick Weir

  13. Jim Groce CFP®, CDFA™ CRPC

    Title
    financial planner at Spectrum Financial Group
    Demographic info
    Financial Services | Dallas/Fort Worth Area
    Current:
    financial planner at Spectrum Financial Group
    Past:
    financial planner at Hanson McClain, financial planner at American Express Financial Advisors
    Education:
    University of New Orleans
    Jim Groce CFP®, CDFA™ CRPC

  14. William Cuthbertson

    Title
    Fee-Only financial planner specializing in financial guidance for life.
    Demographic info
    Financial Services | Orange County, California Area
    Current:
    President-Elect at Financial Planning Association of Orange County, Fee-Only Personal Financial Advocate at Fiscalis Advisory, Inc.
    Past:
    Member - Board of Directors at Alliance of Cambridge Advisors, Financial Planner at The Tarbox Group, Inc.
    Education:
    University of California, Irvine, Webster University, California State University-Long Beach
    William Cuthbertson

  15. Greg Staub, Ph.D., CFA

    Title
    President of Pilot Capital Mangement. Over 20 years experience as a financial planner and investment portfolio manager.
    Demographic info
    Financial Services | York, Pennsylvania Area
    Current:
    President at Pilot Capital Management, Inc.
    Past:
    Marketing Director at Bank of Hanover & Trust Co.
    Education:
    Tulane University, Temple University, Delone Catholic
    Greg Staub, Ph.D., CFA

  16. Celia Brugge, CFP®

    Title
    Hourly, fee-only financial planner
    Demographic info
    Financial Services | Greater Memphis Area
    Current:
    Principal at Dogwood Financial Planning
    Education:
    Christian Brothers University, University of Tennessee-Knoxville, University of Tennessee-Knoxville
    Celia Brugge, CFP®

  17. Patty Tipton

    Title
    Financial Planner at Oak Brook Benefit Resources
    Demographic info
    Financial Services | Greater Chicago Area
    Current:
    Financial Planner at Oak Brook Benefit Resources
    Past:
    financial planner at Prudential Financial, Financial Planner at Prudential Financial
    Patty Tipton

  18. Ben Feldmeyer CFP

    Title
    financial planner at Ameriprise Financial
    Demographic info
    Financial Services | Dayton, Ohio Area
    Current:
    Financial Advisor at Ameriprise Financial
    Education:
    The Ohio State University
    Ben Feldmeyer CFP

  19. Tom Neil

    Title
    Fiinancial Planner at Independent Financial Group, LLC
    Demographic info
    Financial Services | Provo, Utah Area
    Current:
    Financial Planner at Independent Financial Group, LLC
    Past:
    Head Dispatcher at International Distributing Company, Head Dispatcher at Coast Delivery Service
    Education:
    College of Financial Planning, College of Financial Planning, San Diego City College, San Diego Mesa College, El Camino High School
    Tom Neil

  20. Robert H. Berg, CFP - Wealth Manager

    Title
    I am a financial planner who helps families/individuals establish financial goals and implement a plan to achieve them.
    Demographic info
    Financial Services | Dallas/Fort Worth Area
    Current:
    Wealth Manager/Partner - Senior Vice President, Director of Corporate Services at Carter Financial Management
    Past:
    Treasurer/Director of Risk Management at The Ansul Company/Wormald U.S., Inc.
    Education:
    College for Financial Planning, Northland College
    Robert H. Berg, CFP - Wealth Manager

  21. Denny Wong

    Title
    financial planner at AXA Advisors
    Demographic info
    Financial Services | Greater Seattle Area
    Current:
    Financial Advisor at AXA Advisors
    Education:
    University of Washington, Roosevelt High School
    Denny Wong

  22. Bruce Van Ornum CFP

    Title
    Managing Partner at Alternative Wealth Group
    Demographic info
    Financial Services | Greater Minneapolis-St. Paul Area
    Current:
    Sales Consultant at WealthVest Marketing, Managing Partner at Alternative Wealth Group
    Past:
    Wholesaler at Old Mutual Asset Management, Wholesaler at Transamerica
    Education:
    University of Minnesota
    Bruce Van Ornum CFP

  23. Danielle L. Schultz, CFP®

    Title
    Financial advisor at Haven Financial Solutions, Inc.
    Demographic info
    Financial Services | Greater Chicago Area
    Current:
    Financial advisor at Haven Financial Solutions, Inc., Freelance Writer at Danielle L. Schultz
    Past:
    Author & Curriculum Developer at Memoria Press, Agent at Koenig & Strey GMAC
    Education:
    Northwestern University, University of Chicago, Northeastern Illinois University, Resurrection High School
    Danielle L. Schultz, CFP®

  24. Richard Claffee

    Title
    --
    Demographic info
    Financial Services | Greater Philadelphia Area
    Richard Claffee

  25. jeremy mason

    Title
    financial planner at retirement legacy planning group
    Demographic info
    Financial Services | Lansing, Michigan Area
    Current:
    LPL financial planner at retirement legacy planning group
    Education:
    Michigan State University
    jeremy mason