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Alex Rezzo, CFP®, CFA
Andante Financial
Client Specialties: Charitable Giving, Consultants, Gen X, Tax Planning
Quick Bio:
When I work with a client, I take the responsibility of helping them protect and grow the fruits of their labor seriously; I earned my CFP®, CFA, and CPA marks to expand my knowledge and make the most of any opportunity I get to help a client succeed.
But my favorite part of this work is curating a network of clients that I truly enjoy working with and rooting for.
Client Specialties: Entrepreneurs, Established Professionals, Gen X, Young Professionals
Quick Bio:
Michelle Underwood Gass, CFP, CPA is a Dallas, TX and Fayetteville, AR fee-only financial advisor and investment manager. Paradigm Advisors, LLC specializes in financial planning, investment management, and retirement planning to help clients, mainly young professionals, work towards their financial goals at all stages of life. We help you maximize what stays in your pocket… after taxes and fees.
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.
Client Specialties: Engineering Professionals, Mid-Career Professionals, Scientific Professionals
Quick Bio:
New Heights Planning specializes in oil and gas professionals in their 30s and 40s.
Our Financial Independence Framework combines modern financial planning and investment management to help you reduce your taxes, invest smarter, and become financially independent.
As a CFP® professional and former Shell employee, I am uniquely positioned to best serve oil and gas professionals and their families.
Client Specialties: Couples/Partners, Established Professionals, Gen X, Investment Planning & Management, Personal Growth & Development
Quick Bio:
Eric Roberge is a fee-only financial planner located in Boston, MA serving clients locally and across the country through virtual meeting options. Beyond Your Hammock offers comprehensive financial planning and investment management to help high-achieving professionals maximize their financial power. BYH specializes in strategies that allow you to take advantage of your opportunities, eliminate uncertainty, and appropriately manage downside risk so you can grow your wealth to increase your freedom and flexibility.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Technology Professionals
Quick Bio:
I founded Tech Financial Planning specifically to help tech professionals manage their finances and navigate equity/stock compensation. I have particular expertise with stock options, RSUs, ESPPs, and IPO Planning. I believe that money is simply a tool we use to build a life that we can be excited about living.
Client Specialties: Income Planning, Retirement Planning, Tax Planning
Quick Bio:
For nearly a decade, I’ve helped clients achieve their financial goals through transparent advice and client education. Second generation financial advisor, I’ve witnessed the rewarding benefits of guiding individuals and their families through life’s financial journey, and have established my own firm as an opportunity to build the long-standing relationships not typically found from institutional affiliations.
Client Specialties: Business Owners, Gen X, Remote Professionals, Sales Professionals
Quick Bio:
Michael is a CERTIFIED FINANCIAL PLANNER™ and enrolled agent. Michael’s practice is focused on serving high net worth individuals, executives, and business owners with their financial planning, investment, and tax matters.
Client Specialties: Advice-Only, Couples/Partners, Gen Y/Millennials, Newlywed/Engaged
Quick Bio:
Hi, I’m Chandler! I serve as an expert resource and encouraging partner to empower you to make sound money decisions. Through a series of guided meetings over 12 weeks, you’ll receive personalized advice, money management instruction, and financial wellness education. We’ll put your plan into action together, so your financial success never sits on the backburner. I specialize in working with young professionals, couples combining finances, and 1st/2nd generation Americans.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), HENRY (High Earners, Not Rich Yet), Tax Planning
Quick Bio:
I founded APA to provide advice to Millennials and GenXers who are looking to build wealth by properly managing debt, saving / investing, reducing tax liability, and optimizing cash flow. We use the latest technology to help simplify our clients’ financial life and to keep up with their ever changing financial landscape. As a fiduciary advisor, we are fee-only (do not collect commissions) and have flat fee structures available to those who are new investors.
Client Specialties: Baby Boomers, Business Executives, Retirement Planning, Women in Transition
Quick Bio:
Gray Wealth Strategies is a virtual fiduciary, flat-fee only wealth management firm that delivers actionable retirement planning and investment solutions for pre-retirees and retirees.
Client Specialties: Baby Boomers, Women in Transition, Women Professionals, Women's Finance
Quick Bio:
At Clarity Financial Design, we seek to listen, understand, and thoughtfully consider your unique story in order to help you plan for the next step on your path. Our goal is to build life-long relationships with our clients as their trusted financial partner. Whether you are approaching retirement, experiencing a life transition, or just starting out on your journey as an entrepreneur, Clarity Financial Design is here to help you.
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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 clients 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.
