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Nayivi Velez, CFP®

Village Wealth Advisors

Westlake Village, CA

Client Specialties:

Quick Bio:

Nayivi Velez is a CFP® at Village Wealth Advisors. The core of who we are is rooted in loyalty and trust – it is the foundation from which we grow a relationship with our clients. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We are here to support, educate, and offer insights as your advisor.
Will you be charging your clients?

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Lance Beckman, CFP®

ClearWealth

Iowa City, IA

Client Specialties:

Quick Bio:

Lance and his team work with clients and their families across the country. He believes everyone deserves the confidence that comes from having a financial plan with a qualified professional.

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Dana Menard, CFP®

Twin Cities Wealth Strategies, Inc.

Maple Grove, MN

Client Specialties: Coronavirus Relief, Entrepreneurs, Gen X, Medical Professionals, Parents

Quick Bio:

Hello, I’m Dana, the Founder and CEO of Twin Cities Wealth Strategies, Inc. I started Twin Cities Wealth Strategies to give busy, hard-working, professionals, businesses, and families access to an affordable fee-only financial advisor. By working together to create a comprehensive financial plan, I help my clients clarify their specific goals, discuss their unique values, build and implement distinct strategies, and hold them accountable throughout the process.

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Daria Victorov, CFP®

Abacus Wealth Partners

San Francisco, CA

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Inherited Wealth, Women Professionals

Quick Bio:

Money should enhance your life so you can spend time on the things that bring you joy. My life experiences have taught me how to manage the stress of personal finance, and I’m here to guide you, too. Whether you’re building wealth or maximizing your resources, we will work together to reach your goals and expand what is possible with money.

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Chris Reddick, CFP®, MBA

Chris Reddick Financial Planning, LLC

San Antonio, TX

Client Specialties: Business Executives, Coronavirus Relief, Educators, Teachers, and Academics, Gen X, Public Service Employees

Quick Bio:

Hello, my name is Chris Reddick, Financial Planner and Owner of Chris Reddick Financial Planning, LLC. I specialize in investment management, retirement planning, and financial planning for professionals in corporate, education, and public service careers. I’m a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. If you are looking for a financial planner that holds you accountable for getting results, I am the one for you!

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Jared Andreoli, CFP®, CSLP®

Simplicity Financial LLC

Milwaukee, WI

Client Specialties: Business Owners, Gen Y/Millennials, Medical Professionals, Student Loan Debt

Quick Bio:

Jared Andreoli CFP®, CSLP® is the founder of Simplicity Financial, a firm dedicated to helping young professionals and business owners conceptualize their financial picture and achieve their financial goals. Whether it’s paying off student loans, managing 401(k)s, budgeting for a new home, or organizing long-term financial plans, Simplicity Financial devises individualized financial road maps for clients. Simplicity Financial manages small business finances, enabling owners to balance business growth with their personal aspirations.

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Robert Colon, CFP®, EA, CRPC®, ADPA®

Legacy Care Wealth, LLC

Jersey City, NJ

Client Specialties: Entrepreneurs, Gen X, LGBTQIA, Parents

Quick Bio:

What’s is your life dream? Some want to start their own businesses, others want to take a sabbatical to travel the world, and many wish to retire early and spend quality time with loves ones. We work with our clients, starting with their financial decisions today to project out their needs for tomorrow and make that dream clear and attainable.

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Melissa Ellis, M.S., CFP®, CDFA

Sapphire Wealth Planning LLC

Overland Park, KS

Client Specialties: College Planning, Gen X, Travel Enthusiasts, Women in Transition

Quick Bio:

I am often asked, “How do I save for my children’s college fund, my own retirement and the luxuries that I enjoy, like vacations? How do you balance all of that, or know when to save for each?” My passion is to help parents make a solid plan to send their children to college while living a great life and preparing for their own retirement. Having dealt with my own mid-life divorce, I especially enjoy helping women who have found themselves suddenly single through divorce or early widowhood.

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Kathleen (Kate) Cote, CFP®

Red Clover Financial Planning

Tyson's Corner, Virginia

Client Specialties: Gen X, Government Employees, Military & Veterans, Student Loan Debt

Quick Bio:

Kate offers investment management and financial planning to meet the specific needs of government and military employees. We work with you to define the essential elements you need to live your most fulfilled life and then we help you build the financial infrastructure you need to support that life.

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Ben Henry-Moreland, CFP®

Freelance Financial Planning

Omaha, NE

Client Specialties: Artists & Creatives, Consultants, Coronavirus Relief, Gen Y/Millennials, Self-Employed Individuals

Quick Bio:

I founded Freelance Financial Planning on the idea that nobody should have to sacrifice financial security to do what they love for a living. As a former professional opera singer, I’ve been there before.

You turned your passion into a career by refining your skills and using them to earn a living, so crunching numbers isn’t the most meaningful use of your time.

I help self-employed people make the most of their work and achieve a secure financial future.

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Matt Faubion, CFP®

Faubion Wealth Management

Walnut Creek, CA

Client Specialties: Entrepreneurs, Gen X, Startup Founders, Technology Professionals

Quick Bio:

As a millennial wealth advisor myself, I work with the next generation of wealth generators. I am based in the San Francisco Bay Area and offer virtual services for clients all around the country. I have worked with tech founders, executives and small-business entrepreneurs throughout my career. Helping clients bridge their gap to a better financial future is a passion of mine and I would welcome the opportunity to do that with you!

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Robert Lopez, CFP®

Your Financial Pharmacist

Phoenix, AZ

Client Specialties: Business Owners, Gen Y/Millennials, Pharmacists, Student Loan Debt

Quick Bio:

Hi, I’m Robert. A CERTIFIED FINANCIAL PLANNER™ at Your Financial Pharmacist, a fee-only financial planning firm dedicated to helping pharmacists and young professionals achieve their financial goals. Typically, clients we work with share that they are overwhelmed with student debt, are confused about how to properly save and invest for their future. or are concerned that they make a decent salary, but are not progressing financially? I don’t suppose that sounds familiar?

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From the Blog

September 29, 2020

Why Working Parents Should Use a Dependent Care FSA

2 MIN READ

Daycare is an expensive need for working parents. I don't have a first-hand understanding (no kids yet), but I do appreciate the strain this can put on my fellow firefighter's finances.

If you could save $1,500 (more/less) a year on daycare would you be interested? If you're having a hard time, I'll answer for you...YES!!!

And you can save that kind of money by paying smartly through utilizing a Flexible Spending Account.

Read the full post →

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You Deserve Trusted Financial Advice.

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Find Your Ideal Financial Advisor

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Nayivi Velez, CFP®

Lance Beckman, CFP®

Dana Menard, CFP®

Daria Victorov, CFP®

Chris Reddick, CFP®, MBA

Jared Andreoli, CFP®, CSLP®

Robert Colon, CFP®, EA, CRPC®, ADPA®

Melissa Ellis, M.S., CFP®, CDFA

Kathleen (Kate) Cote, CFP®

Ben Henry-Moreland, CFP®

Matt Faubion, CFP®

Robert Lopez, CFP®

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From the Blog

Why Working Parents Should Use a Dependent Care FSA

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