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Lori Dietzler CFP®, EA

Zero Gravity Financial, LLC

Brooklyn, NY

Client Specialties: Business Owners, Equity Recipients (RS/RSU SOP ESPP), Self-Employed Individuals

Quick Bio:

I help families to make smart money decisions. I provide full-service financial planning and investment management services for an annual retainer fee. I enjoy working with clients in New York City as well as across the country.

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Margaret Smith, CFP®, PhD

Prosperity Liftoff

Claremont, CA

Client Specialties: Gen X, Investment Planning & Management, Personal Growth & Development, Women Professionals

Quick Bio:

Prosperity Liftoff caters to high-income women and couples aiming to play “catch up” in terms of wealth building. You find yourself at the top ten percent in income, but only at the top third in wealth. This puts you at a disadvantage. We help you to close this gap by leveraging your income to play “catch up.” Don’t let money limit and stress you. Turn money into a resource to live your fullest life.

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Ben Martinek, CFP®, EA

Bona Fide Finance LLC

Bismarck, ND

Client Specialties: Educators, Teachers, and Academics, Financial Independence Retire Early (FIRE), Gen Y/Millennials, Student Loan Debt

Quick Bio:

Through my firm Bona Fide Finance, I work on a fee-for-service basis, providing both a la carte and comprehensive advice pertaining specifically to young families and professionals who are seeking to secure their financial position, accumulate wealth, and optimize lifestyle design. Utilizing in an online format, I have the capacity to work with anyone–in my residential state of North Dakota and beyond–who seeks my services.

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Cameron Capriotti, CFP®, CPA

Legacy Chief Financial Office, LLC

The Woodlands, TX

Client Specialties: Baby Boomers, Engineering Professionals, Equity Recipients (RS/RSU SOP ESPP), Holistic Financial Planning

Quick Bio:

Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University. As a CPA and CFP® Professional, Cameron can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives. This fulfillment has led to the creation of Legacy Chief Financial Office, where Cameron can focus his efforts on providing the quality of client service, he is so passionate about.

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Luis Rosa, CFP®, EA

Build a Better Financial Future

Las Vegas, NV

Client Specialties: Coronavirus Relief, Gen X, HENRY, Hispanic, Latino

Quick Bio:

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch.

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Wes Shannon, CFP®

SJK Financial Planning, L.L.C.

Hurst, TX

Client Specialties: Baby Boomers, Business Owners, Coronavirus Relief, Financial Coaching

Quick Bio:

Wes Shannon is a fee-only financial planner and registered investment adviser. With a background in insurance and securities sales, Wes has over 30 years experience with the financial markets. Wes uses a goal based investment strategy focusing on client goals and not market reaction. Wes is a native of Fort Worth, TX and a graduate of The University of North Texas. He loves fishing, hiking, hunting, cooking, and reading. Wes continually reads 12 or more books per year.

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Doug Oosterhart, CFP®

LifePoint Planning

East Lansing, MI

Client Specialties: Baby Boomers, Business Executives, Engineering Professionals, Retirement Planning

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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Paul Fenner, CFP®, ChFC®

TAMMA Capital

Commerce Township, MI

Client Specialties: College Planning, Gen X, Holistic Financial Planning, Parents

Quick Bio:

We get you. We understand your challenges of raising strong, independent children, building a business or career, preparing for your future, balancing work and life. We have a devotion to planning finances and life transitions for families like you because we are you.

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Ryan J. Weiser CFP®, CDFA®, ChFC®

Weiser Financial Planning

Lewis Center, OH

Client Specialties: Divorce, Established Professionals, Gen X, Retirement Planning

Quick Bio:

We specialize in working with busy professionals, client’s in-or-near retirement, and people going through divorce by managing and simplifying the complex financial aspects of life. I believe that money is a tool and that it’s important to help people connect their money with the things that are most important to them. We help our clients save time, save money, and make money by making wise financial decisions so you can live your life values and maximize your full potential. https://weiseradvisor.com/schedule

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Devon Klumb, CFP®, BFA™

RhineVest

Cincinnati, OH

Client Specialties: Cash Flow/Budgeting, Family Financial Planning, Gen X, Retirement Planning

Quick Bio:

Born as a new, modern take on an old industry.
We’re breathing life into the financial industry by discarding the parts that are broken and bringing a fiduciary service model to everyone.

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Justin Arnold, CFP®, RICP®

WashPark Capital

Denver, CO

Client Specialties: Gen X

Quick Bio:

Hi, I’m Justin Arnold, CFP®. I’m a fee-only financial planner and Retirement Income Certified Professional® focused exclusively on retirement income planning and management. Creating a secure and sustainable income in retirement starts with a plan. My specialty is building and implementing plans that help clients plan for and transition into retirement.

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Liz Sylvan, CFP®, CDFA®

Cultivating Wealth

Brooklyn, NY

Client Specialties: Divorce, Home Buying, Parents

Quick Bio:

Liz works collaboratively with individuals and families to provide guidance in all areas of personal finance including tax planning, retirement planning, investments, estate planning, education funding, and preparing for the purchase of a home or investment property. In addition to general financial planning, as a Certified Divorce Financial Analyst, she helps divorcing individuals and couples make informed financial decisions.

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From the Blog

March 31, 2020

A Financial Advisor Looks at 50

6 MIN READ

At the beginning of Jimmy Buffett’s book, A Pirate Looks at Fifty, he summarizes his life in four paragraphs of approximately 400 words. A combination of love, work, failures, and success. It is powerful.

I encourage anyone reaching the half-century mark to take a quiet evening and pour yourself a drink. Find a comfortable chair and reflect on the past fifty years of your life. There will be pain, joy, and laughter.

After going through this exercise myself, I found that my first fifty years were remarkably similar to Jimmy’s. Minus the best-selling books, award-winning music, and entrepreneurial super-stardom. But I did win a recreational kickball championship in my forties, so I’ve got that going for me.

This article is not about the past, however. It’s about planning for the future. After the reminiscing, it’s time to look forward.

Read the full post →

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Find Your Ideal Financial Advisor

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Lori Dietzler CFP®, EA

Margaret Smith, CFP®, PhD

Ben Martinek, CFP®, EA

Cameron Capriotti, CFP®, CPA

Luis Rosa, CFP®, EA

Wes Shannon, CFP®

Doug Oosterhart, CFP®

Paul Fenner, CFP®, ChFC®

Ryan J. Weiser CFP®, CDFA®, ChFC®

Devon Klumb, CFP®, BFA™

Justin Arnold, CFP®, RICP®

Liz Sylvan, CFP®, CDFA®

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A Financial Advisor Looks at 50

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