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Client Specialties: Investment Planning & Management, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), Young Professionals
Quick Bio:
Robert Persichitte, CPA, CFP®, CFE helps clients keep their money by avoiding ripoffs, mistakes, and taxes.
He is an accountant at heart and an award-winning analyst known for using data to make sound decisions. He wants to improve the world by helping clients avoid mistakes and scams.
His financial insights have been published in Kiplinger Magazine, Forbes, Bloomberg News, Yahoo! Finance, and The New York Times.
Client Specialties: Family Financial Planning, Gen Y/Millennials, Real Estate Professionals, Self-Employed Individuals
Quick Bio:
Financial planner assisting mid-career professionals, small business owners, and real-estate professionals/investors gain financial clarity in Greensboro NC and it’s surrounding areas. Passionate about helping others transition from a short-term savers mentality to a long-term investors mindset in a judgement free approach.
Client Specialties: Baby Boomers, Coronavirus Relief, Retirement Planning, Tax Planning
Quick Bio:
Aaron Parrish, CFP® is a Greensboro, NC fee-only financial planner. He helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. He meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients.
Client Specialties: Gen X, Investment Planning & Management, Tax Planning, Technology Professionals
Quick Bio:
I empower tech entrepreneurs and professionals as a financial coach and confidant, helping you grow your wealth.
Personal tax planning and stock compensation analysis are my forte. I love to share my knowledge with my clients and work with them to create a strategy they are excited to implement.
Client Specialties: Business Owners, Couples/Partners, Gen X, Retirement Planning
Quick Bio:
Paul J. Pfeiffer, MBA, CFP®, is Founder and Chief Compliance Officer of NorthPoint Financial Planning. Paul assists clients by:
♦ developing a strong relationship and nuanced understanding of each client’s goals and expectations
♦ doing the ‘legwork’ and research before recommendations are made
♦ providing specific recommendations based on experience and thorough analysis
♦ offering full transparency regarding compensation received for services
Client Specialties: Divorced, Family Financial Planning, Gen X, Minorities
Quick Bio:
MAR Financial Planning, LLC is led by Matthew A. Ramos, CFP®. I founded MAR FP with the mission to provide affordable and straightforward financial planning and investment management for everyone. I have been a CERTIFIED FINANCIAL PLANNER™ professional since 2010.
I am compassionate, empathetic, and patient because I’ve struggled with many financial issues too. I am confident you can benefit from the professional expertise and life experiences I have to offer.
Client Specialties: Advice-Only, Cryptocurrency, Gen Y/Millennials, Young Families
Quick Bio:
I’m an advice-only financial planner based in Rockville MD. I offer three services: 30-Minute Virtual Consultation (complimentary), The Clubhouse (on-going financial planning membership for Millennials) and Portfolio Scouting Report (one-time financial review for a fixed fee).
To learn more, visit www.nineinningfinance.com.
Client Specialties: Medical Professionals
Quick Bio:
Hi, I’m Andrew Musbach and I’m a co-founder of MD Wealth Management. Our firm helps physicians organize, optimize, and manage their financial lives so they can have peace of mind around their finances and more time to spend on the things they enjoy.
Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen X, Technology Professionals, Women Professionals
Quick Bio:
You’re a Superstar Woman in Tech. You’ve ascended to a mid-level or senior position at a public (or soon-to-be public) Bay Area company. Your stock options, RSUs, and/or ESPP have complicated your finances, and you’re seeking an ongoing relationship with a fee-only, tax-focused financial planner. Check out my Advisor Profile to learn more.
Client Specialties: Baby Boomers, Business Owners, Estate Planning, Medical Professionals
Quick Bio:
About Ryan Kaysen, CFP® Ryan Kaysen is a Blue Bell, PA fee-only financial planner. Integritas Financial provides estate planning, asset management, and other financial planning strategies. Ryan works with a network of attorneys, insurance brokers, CPA’s, and other professionals to bring you the solutions you need for a comprehensive financial plan. As a fiduciary, Ryan […]
Client Specialties: Christian Faith Based, Medical Professionals, Technology Professionals
Quick Bio:
Hi, I’m Mike!
My “Why”:
At my core, I am driven by a desire to enjoy and grow the good in our lives.
Experience:
14 years of experience serving executives in telecom and tech and also healthcare professionals
Education/Credentials:
Master of Science in Personal Financial Planning
CFP® professional
Registered Life Planner®
Technical Specialties:
Life Planning
Retirement Planning
Executive Compensation
Investment Management
Income/Cash Flow Management
Other:
Excellent fit for faith and service-oriented families.
Flat Fee
Client Specialties: Business Owners, Career Changers, Dual Income Family, Gen X
Quick Bio:
I help mid to late career professionals take control of their financial situation with clear, confident decisions. Whether you are looking for a way make more money or want less stress in your life finance is an important part that can impact both aspects – so I work closely with my clients developing personalized investment strategies based on what they need most at this stage in life
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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.
