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Client Specialties: Gen X, Government Employees, Public Service Employees, Retirement Planning
Quick Bio:
Leo Nunez, CFP® is the co-founder of Everest Financial Advisors, LLC in Cooper City. Leo specializes in financial planning and investment management for government and public sector employees. He assists clients in growing their wealth and understanding the nuances of their defined benefit pension plans. Leo is active among the defined benefit community and holds the designation of Certified Public Pension Trustee.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Mid-Career Professionals, Technology Professionals
Quick Bio:
I founded Think Different Financial Planning to help people in tech manage their money.
During my wealth management career, I’ve developed an expertise specific to the finances of Silicon Valley employees who work at publicly-traded technology companies. I started my own firm to provide that specialized knowledge for a transparent and flat fee.
Client Specialties: Consultants, Sales Professionals, Small Business
Quick Bio:
I primarily work with sales professionals looking for ongoing financial planning surrounding their commission structure, company benefits, and understanding their stock options. Provided with monthly consultations, I help sales reps stay accountable for their progress over time and monitor any adjustments along the way. You worked hard for your hard-earned dollars. Now make them work even harder for you.
Client Specialties: Career Changers, Couples/Partners, Gen X, Women Professionals
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As a fee-only CERTIFIED FINANCIAL PLANNER™ with a decade of experience in the financial planning industry, Julie Ford has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from young professionals building wealth to parents of college-bound children, as they navigate the many transitional seasons that occur during these years of building a family.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen X, Pro Bono, Technology Professionals
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Agile financial planning for geeks & those who love them.
Client Specialties: Entrepreneurs, Equity Recipients (RS/RSU SOP ESPP), Gen X, Technology Professionals
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I work with individuals, couples, and families to create confidence and peace of mind in their financial lives through strategic planning. I consider it both a privilege and rare opportunity to know my clients on such a personal level—and witness as they live out their deepest values and aspirations.
My expertise is in equity compensation: how to take it, reduce taxable implications and diversify from the concentrated position tax-efficiently.
Client Specialties: Divorced, Divorced Women, Gen X, Widow/Widower, Women in Transition, Women Professionals
Quick Bio:
Nancy has over 20 years of experience in the financial services industry. Her education has been focused exclusively on finance demonstrating her deep knowledge, skills and commitment to the financial planning profession. She has helped hundreds of individuals, families and small businesses create strategic roadmaps leading to personal and professional success. Her practice focuses on educating women about financial management, so they can make informed decisions concerning their families, careers, security and personal well-being.
Client Specialties: Business Executives, Christian Faith Based, Financial Professionals
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Phil is the Founder and Principal of Servant Capital Advisors (SCA), a fee-only, independent, registered investment adviser based in Carmel, Indiana. SCA offers financial planning and investment management services to high net worth families and young high-earning professionals. We have a differentiated approach: we charge a flat fee for financial planning and investment advice with a focus on charitable giving.
Client Specialties: Couples/Partners, Gen X, Medical Professionals, Parents
Quick Bio:
Andrew McFadden, CFP®, loves to help people pursue a better lifestyle through intelligent financial decision-making. Leveraging years of experience as a stock analyst for a global equity research firm, Andrew founded Panoramic Financial Advice with a focus on comprehensive financial planning. He helps his clients maximize their financial potential, while keeping their family, values, and faith at the center of each recommendation.
Client Specialties: Dual Income Family, Gen X, Inherited Wealth, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Quick Bio:
Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, former U.S. Congressional candidate and in 2021 and 2019 was listed as a TOP Wealth Adviser by WASHINGTONIAN magazine.
Jason is a Chartered SRI Counselor™ and a Certified Private Wealth Advisor® professional and is the author of JOY of Financial Planning: 7 Strategies for Transforming your Finances and Reclaiming your American Dream.
Client Specialties: Debt Management, Gen Y/Millennials, Parents, Young Professionals
Quick Bio:
As a new parent and a person who is passionate about pouring into the next generation, I help young families and young professionals take care of the financial aspects of their lives so that they can enjoy everything else and still feel excited, secure, and in control of their finances.
Client Specialties: Business Owners, Coronavirus Relief, Cross-border Planning, Expatriates, Gen X, Pro Bono
Quick Bio:
I am personally passionate about effective and collaborative financial planning. After my wife and I saved for and ultimately took a 21-month trip around the world, I realized that financial planning was my calling. When it comes down to it, my career today is about helping others realize their own goals—retirement, travel, education, lifestyle, etc.—and that’s just what I do every day at Passport Wealth Management.
From the Blog
March 24, 2023 
Good Financial Reads: When to and How To Reduce Capital Gains Taxes
When to Suck it Up and Pay Capital Gains
by Britton Gregory, Seaborn Financial, LLC
By now, hopefully you know that the top priorities for investing are (a) invest early, (b) invest often, and (c) build an asset allocation that matches your risk tolerance and risk capacity. (I've linked to that article an order of magnitude more than any other, so you better!)
And that's relatively easy to do when all your assets are in a 401k. You just log in, build the portfolio, assign percentages, and click "go", and the 401k administrator handles everything, generally with no transaction fees. But what if you've got a bunch of assets in a taxable account -- assets that have done well, and thus would incur significant capital gains tax if you touched them?
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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.
