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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: Divorced, Inherited Wealth, Retirement Planning
Quick Bio:
You’re smart. You have a good idea how much money you need. Failure is not an option.
You want somebody you can easily work with, somebody good with financial markets, who can build you real wealth, and get you to your goals.
View my Advisor Profile for details.
Client Specialties: Business Executives, Entrepreneurs, Family Financial Planning, Gen X
Quick Bio:
Michael G . Rivas is a NAPFA-Registered Financial Advisor and founder of Bienvenue Wealth, a fee-only Registered Investment Advisor (RIA) located in the heart of New Orleans, LA. I founded the firm to provide trusted, conflict-free financial guidance to my clients, serving as a consumer advocate to younger professionals—GenX investors in their 40s and 50s—who are committed to making better financial choices. I focus on building and maintaining your net worth so you can do what you do while you enjoy your family and life’s pleasures.
Client Specialties: Charitable Giving, Family Business, Intergenerational Families
Quick Bio:
We all have a unique set of gifts, talents, and possessions. It is our responsibility to steward them the best we can. I love partnering with purpose-driven families to execute their unique financial and legacy management system.
Client Specialties: Gen X, Government Employees, Investment Planning & Management, Public Service Employees
Quick Bio:
James Estep, CFP® is the second of two principals at Everest Financial Advisors in Cooper City. Mr. Estep specializes in financial planning for public sector employees. He holds his Series 3 and 65 licenses that are administered by FINRA. He also holds a BA from Barry University in Miami. James is active among the defined benefit community and holds the designation of Certified Public Pension Trustee.
Client Specialties: Coronavirus Relief, Entrepreneurs, Gen X, Medical Professionals, Parents, Pro Bono
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.
Client Specialties: Cash Flow/Budgeting, Financial Life Planning, Gen Y/Millennials, Technology Professionals
Quick Bio:
Hi! My name is Ian Bloom. I started my firm, Open World Financial Life Planning because I wanted to serve other nerds, not sell financial products. I focus on systematizing my clients’ financial lives to reduce their stress and worry, so that they can focus on their passions.
Client Specialties: Christian Faith Based, Coronavirus Relief, Gen Y/Millennials, Self-Employed Individuals, Tax Planning
Quick Bio:
Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.
Client Specialties: Business Planning, Entrepreneurs, Gen X, Real Estate Professionals
Quick Bio:
I help you be proactive and NOT get killed in taxes when:
– Selling Your Business
– Selling Real Estate
– Preparing to Retire
Client Specialties: Business Owners, Small Business, Widow/Widower
Quick Bio:
Bringing simplicity and transparency to the world of finance and numbers.
We’re not a good fit if you’re looking for big reports, spreadsheets, and stock tips.
However, if you want jargon-free advice on life’s money decisions and want to stop searching the web or social media for answers, I look forward to talking with you to see if we’re a good fit.
Client Specialties: Gen Y/Millennials, Holistic Financial Planning, Young Families
Quick Bio:
Hussmen Financial serves many types of clients. We use a holistic financial planning approach to look at all aspect of our clients life, and build a clear path towards financial success. We help young families/professionals navigate their finances, and take the stress out of it. We strive to provide clear direction, and education for our clients. No question or concern is too small for us to address. Get in touch!
Client Specialties: Family Financial Planning, Gen Y/Millennials, Retirement Planning, Young Professionals
Quick Bio:
Former United States Air Force Financial Officer, Shaun Carney, CFP® started Bolt Financial Group with a passion to service investors with integrity and transparency. Bolt Financial Group is a fee only, fiduciary advisory firm. Our evidence-based investment philosophy allows us to provide long-term value for clients through Nobel Laureate academic theory. From young professionals to investors nearing retirement, we provide incredible insight into client’s current financial picture and complete confidence in their future wealth outlook.
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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.
