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Client Specialties: Baby Boomers, Charitable Giving, Retirement Planning, Tax Planning
Quick Bio:
I’m James, founder of SwitchPoint Financial Planning. I founded SwitchPoint to provide holistic, unbiased advice to working professionals nearing retirement. My clients are financially motivated, place a high value on their time and want holistic advice, tailored to their unique situation. My goal is to free you from the burden of managing your finances on a day-to-day basis and give you peace of mind knowing you have a plan in place for your future.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Technology Professionals, Women Professionals
Quick Bio:
I’m AJ Ayers, a Certified Financial Planner, who specializes in helping creative small business owners and tech professionals reach financial independence. I focus on individuals and couples who are in constant transition: buying a home, getting married, starting a family, going through an IPO, and so much more. By becoming a Brooklyn FI client you’re joining a network of creative professionals who are succeeding, not just scraping by.
Client Specialties: Baby Boomers, Biotech Professionals, Business Executives, Tax Planning
Quick Bio:
Mark is a CFP® and CPA. This dual certification allows him to provide tax-efficient investment management and financial planning strategies.
He is an alumnus of San Diego State University (’83). When Mark is not in the office, he enjoys spending his time hiking, playing golf, and traveling.
Clearview Financial always puts the interest of the client above all else. Mark assists his clients with short-term and long-term goals and helps them achieve financial freedom.
Client Specialties: Business Owners, Gen X
Quick Bio:
Mike is a partner at the fee-only financial planning firm Hutchison Whitehead Wealth Management. He has over a decade of experience as a fee-only financial planner. He enjoys working with driven individuals and small business owners in various walks of life.
Client Specialties: Baby Boomers, Engineering Professionals, Established Professionals, Veterinarians
Quick Bio:
As a Financial Life Planner, Sidney works with clients to help them align their financial realities with the lives they aspire to live. He does this by engaging in a client-centered process that delivers freedom to clients, namely the freedom to pursue life’s passions, wherever they may lead.
Client Specialties: Artists & Creatives, Business Owners, Gen Y/Millennials, Self-Employed Individuals
Quick Bio:
Philip took the Series 7 exam in 2011 and received his Certified Financial Planner certification in 2015. He wears his CFP® marks with pride and is passionate about educating creatives and couples on the benefits of budgeting and investing. Outside of work he’s an experienced mountain bike racer, a new dad, drinker of hipster beers and recently decided to teach himself how to play the guitar. Be careful…he might recruit you into his jam band.
Client Specialties: Gen X, Oil & Gas
Quick Bio:
For more than a decade, I have helped families in the oil and gas industry avoid common financial pitfalls that can lead to very catastrophic outcomes.
Client Specialties: Advice-Only, Baby Boomers, Retirement Planning, Tax Planning
Quick Bio:
Hi, I’m Joe! I am the founder and financial planner at Mayfair Financial.
We specialize in tax-efficient retirement planning for a flat fee. We aim to educate you as we develop your Measurable Action Plan (MAP). This keeps you in control and reduces anxiety, so you can focus on what you are most passionate about.
Client Specialties: Career Changers, Gen X, Investment Planning & Management, Mid-Career Professionals
Quick Bio:
My relationships with my clients are based on careful listening, down-to-earth discussions and thoughtful solutions. I help my clients navigate a complicated financial landscape by remaining focused on three foundational questions: Where are you now? Where do you want to be? What’s the most efficient and viable path towards getting there?
Client Specialties: Artists & Creatives, Female Entrepreneurs, Gen X, Self-Employed Individuals
Quick Bio:
I work with creatives, freelancers, small business owners or anyone ready to focus on their financial
future and wants a partner who can help lead the way.
After 20 years in the music industry, I have a unique awareness of the challenges facing anyone looking
to build a business or career not tied to a 9-5 job and a regular paycheck.
I work virtually with clients of all sizes.
Client Specialties: Gen X, Outdoor Enthusiasts, Retirement Planning, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Quick Bio:
David enjoys working with motivated savers who understand the importance of planning for retirement and avoiding common investment mistakes. He works from offices on Cape Cod and in Boston, but also serves clients from across the country and sometimes other parts of the world. He is happiest when outdoors, whether that be biking to work, hiking in the mountains or running to stay in shape. David strives to treat all clients with respect and an open mind.
Client Specialties: Dual Income Family, Gen X, Holistic Financial Planning, Women Professionals
Quick Bio:
I’m one-half of the husband/wife duo at GWM. How did we come up with the firm’s name? “Gunder” is the name of the ski run in Beaver Creek, CO where we got engaged back in 2006. Although I didn’t know how to ski before we met, needless to say, it’s an annual family excursion now!
From the Blog
March 31, 2023 
Gift Tax: What Is It And How Does It Work?
Good Financial Reads: 4 Key Tax Planning Insights From Financial Advisors
Gift Tax: What Is It And How Does It Work?
by Alvin Carlos, District Capital Management
Gift tax is a commonly misunderstood tax. Many people feel that if they receive money as a gift, they will need to pay the IRS part of that gift in the form of gift tax. This is actually not usually the case. Not only does the gift receiver not have to pay gift tax, more often than not, the gift giver also does not have to pay tax. In this blog, we will explain gift tax, who has to pay it and when they have to pay it.
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Disclosure
The advisor profiles made available through this find-an-advisor directory (the “Directory”) may be considered to be an endorsement of such advisors as the term “endorsement” is defined in Rule 206(4)-1 of the Investment Advisers Act of 1940 (the “Marketing Rule”). XY Planning Network LLC (“XYPN”) is not a current client of any advisors appearing in the Directory.
The existence and content of an advisor profile is not based on the actual experience of XYPN or any client with such advisor, and is solely based on an advisor’s conformance with XYPN’s standard membership eligibility requirements. Advisors appearing in the Directory each pay an annual membership fee to XYPN, which is in consideration of a variety of services and benefits provided by XYPN to its advisor members – including the ability to be listed in the Directory. Due to the annual membership fees received from advisors, XYPN has a conflict of interest and a financial incentive to only include advisors in the Directory from whom XYPN has received compensation.
XYPN encourages prospective clients of advisors listed in the Directory to independently evaluate such advisors based on additional criteria deemed appropriate.
