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Greg Gorski, CFP®

Owl & Ore Wealth Planning

Pleasant Hill, CA

Client Specialties: Charitable Giving, Gen X, Inherited Wealth, Intergenerational Families

Quick Bio:

I am a financial planner that specializes in helping clients sleep at night.

People have financial goals and concerns, but don’t know where to turn or where to begin on their financial journey. Allow me to be your guide and provide you with the financial knowledge that will make your path easier and more efficient.

I help my clients understand their options and opportunities so they can focus on life and family instead of numbers.

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Spencer Stephens, CFP®, MS

Rooted Interest

Salt Lake City, UT

Client Specialties: Cash Flow/Budgeting, Financial Independence Retire Early (FIRE), Technology Professionals

Quick Bio:

Hi, I’m Spencer! I founded Rooted Interest to offer affordable, transparent, and impactful services to those in need. Life is hard and finances can be stressful, but I love helping my clients find and live their best lives. As a CFP® professional I have helped many families find financial peace of mind while achieving their dreams. Contact me today to learn how I can help you too!

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Travis Tracy, CFP®, EA

Fortitude Financial Planning, LLC

Durham, NC

Client Specialties: African Americans, Entrepreneurs, Gen Y/Millennials, Young Professionals

Quick Bio:

Hi, I’m Travis! I created this firm to help people like you build the courage to take control of your finances and to make better decisions to reach your goals. My job is not to pass judgment on any past decisions, but to educate and encourage you going forward. I want to help you use your wealth as a tool to achieve your short-term and long-term goals, so you can live the life you want.

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Shonty Spatola, CFP®, CPA

Pacific Oak Wealth Management LLC

Los Angeles, CA

Client Specialties: Baby Boomers, Retirement Planning, Tax Planning, Ultra High Net worth

Quick Bio:

Hi, I’m Shonty, I’m the Founder of Pacific Oak Wealth Management LLC.

I’m a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ (CFP®).

I’m a fiduciary and fee-only advisor and I’m passionate about helping people take control of their finances today while planning for the future.

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Tom LeClaire, CFP®, AIF®

Caliber Wealth Advisory

Tampa, FL

Client Specialties: Baby Boomers, Business Executives, Government Employees, Retirement Planning

Quick Bio:

Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from Stetson University with a Master of Business Administration and Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for nearly 10 years primarily as a Financial Consultant where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management.

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Louise Bryant, CFP®

Financial Spyglass®

Rye, NY

Client Specialties: College Planning, Musicians, Work/Life Balance

Quick Bio:

Successful professionals, who work with Louise Bryant, a Fee-Only CFP®, and founder of Financial Spyglass®, experience top notch comprehensive personal financial planning services. Louise leverages the firm’s disciplined process, to help clients understand the financial choices specific to your situation, and to manage your money effectively and efficiently. Know what it takes to secure your own financial future. Enjoy the highest probability of doing what is most important to you. Read more at www.financialspyglass.com

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Gabriel Motta, CFP®, AWMA®

Inclinevest

Denver, CO

Client Specialties: Engineering Professionals, Gen Y/Millennials, IT Professionals, Technology Professionals

Quick Bio:

Financial advisor for engineers & other tech professionals: Gabe Motta is a Certified Financial Planner™ practitioner and President of Inclinevest. Inclinevest is a fiduciary financial planning and investment management firm dedicated to providing transparent and conflict-free advice in the best interest of clients. Our clients are typically established or newly established engineers that value the outsourcing of expertise. Gabe starts by reviewing your overall financial picture and concentrates primarily on “wealth management.”

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David Niggel, CFP®, ChFC

Key Wealth Partners, LLC

Lititz, PA

Client Specialties: Business Owners, Dual Income Family, Gen X, Young Professionals

Quick Bio:

David G Niggel is a CERTIFIED FINANCIAL PLANNER™ professional based in Lancaster, PA. He is the founder of Key Wealth Partners – a fee-only comprehensive financial planning firm dedicated to providing fully transparent, fiduciary duty, level of care to help families and professionals reach their long term objectives by examining their values and goals in order to make smart decisions for their future.

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Bryan Haggard, CFP®, CFA

RetireMitten Financial LLC

Milford, MI

Client Specialties: Baby Boomers, Cross-border Planning, Retirement Planning, Tax Planning

Quick Bio:

If you have lived and worked in the U.S. and Canada your retirement plan probably looks like a junk drawer. A drawer filled with enough abbreviations to make your head explode; RRSP, OAS, CPP, IRA, TFSA, and more. Let us help you get organized and create your perfect cross-border retirement plan.

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Michelle Vargas, CFP®

Waymaker Financial Planning

Fort Worth, TX

Client Specialties: Christian Faith Based, Gen X, Government Employees, Pro Bono, Women's Finance

Quick Bio:

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. Through a place of understanding, we assist you in navigating multiple priorities and collaborate with you in the action steps needed to reach your financial goals. We are passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future.

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Doug Oosterhart, CFP®

LifePoint Planning

Bloomfield Hills, MI

Client Specialties: Estate Planning, Retirement Planning, Wealth Management

Quick Bio:

Doug Oosterhart, CFP® is the founder of LifePoint Planning. He serves clients on the cusp of retirement and those in retirement with a specialization in distribution planning. LifePoint Planning uses a customized and transparent approach that simplifies the financial planning process and helps clients understand exactly where each dollar is going.

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David Carlson, CFP®, MBA

Sound Investment Management, LLC

Irvine, CA

Client Specialties: Business Owners, Christian Faith Based, Retirement Planning

Quick Bio:

David Carlson, President of Sound Investment Management, LLC, is a CERTIFIED FINANCIAL PLANNER™ professional. David is dedicated to giving his clients exceptional wealth management services. His seasoned wise counsel coupled with his genuine care for his client’s well-being, differentiates him among other advisors.

David has over twenty-five years of experience in a diversified background of financial planning, investment oversight, estate planning, philanthropic planning, foundation administration, trust administration, corporate finance, and real estate.

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From the Blog

May 4, 2021

Should I Count on Social Security in Retirement?

7 MIN READ

One of the favorite American pastimes is making light of the government. Whether that’s joking about the ogre known as the IRS or slow mail delivery from the Post Office, we’ve all had an interaction or two with government that was less than stellar. Social Security is also an easy punching bag. Many folks say, “Ain’t no way I’m going to get my Social Security the way things are going!” But sitting behind joking statements like this lies a real life, unspoken question. Namely, “Should I count on Social Security in Retirement?”

Social Security is an incredibly complex topic. There’s no way to cover all the complexities in a blog post. Instead, the goal with this week’s post is to highlight two things: 1) how important Social Security is to your retirement plan, and 2) what happens if the Trust Fund runs out.

Read the full post →

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Find Your Ideal Financial Advisor

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Greg Gorski, CFP®

Spencer Stephens, CFP®, MS

Travis Tracy, CFP®, EA

Shonty Spatola, CFP®, CPA

Tom LeClaire, CFP®, AIF®

Louise Bryant, CFP®

Gabriel Motta, CFP®, AWMA®

David Niggel, CFP®, ChFC

Bryan Haggard, CFP®, CFA

Michelle Vargas, CFP®

Doug Oosterhart, CFP®

David Carlson, CFP®, MBA

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Should I Count on Social Security in Retirement?

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