Alex Weinberger, CFP®, CDFA®

About Alex Weinberger, CFP®, CDFA®, MBA

Alex Weinberger is a Portfolio Manager at Weinberger Asset Management, and Director of Marriage Financial Solutions, an affiliated company providing financial planning services to family law practitioners and divorcing parties www.MarriageFinancialSolutions.com.

Alex’s comprehensive expertise comes from over a decade in investment analysis and company and security valuation. This includes managing assets for ultra-high net worth individuals and families which required complex portfolio strategies and investment solutions at Hall Capital Partners in San Francisco. While at Houlihan Lokey in Los Angeles, Alex performed extensive valuation analysis including fairness and solvency opinions and employee compensation plan valuations on companies spanning all industries and market capitalizations.

Alex earned a B.S.B.A from Washington University in Saint Louis, and an M.B.A. from the University of Southern California’s Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst™.

Sue Peck, CFP®, RLP®

About Sue Peck, CFP®, RLP®

I am Sue Peck, CFP®, RLP®. I founded Evolution Financial to provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and into the future.

I am also a fiduciary. A fiduciary is, as defined on Investopedia: a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.

Our lives can be filled with transitions, some of them involving the added complication of wealth movement. Life experiences, such as a divorce or the loss of a loved one, are filled with emotions and feelings of loss, grief, and overwhelm, and can leave one feeling unable to move forward. I’m here to listen and help sort out what next steps are needed to help you move through and forward into the life you want to live.

I graduated from the University of Wisconsin-Madison with a BS in psychology, and was also a proud member of the University of Wisconsin Marching Band (Trombone).

Community is important to me. I am a board member for the Northside Business Association, and also a member of OPEN (Out Professional Engagement Network).

My husband Nathan and I live on the north side of Madison with our two Border Collie mix dogs, Dracena (Puppers) and Harley Quinn, as well as our chickens. As a landscaper, Nathan has transformed our yard to be welcoming to pollinators such as bees and butterflies.

Ryan J. Weiser CFP®, CDFA®, ChFC®

About Ryan J. Weiser CFP®, CDFA®, ChFC® CLU®, CASL®

Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings.

We specialize in working with busy professionals, client’s in-or-near retirement, and people going through divorce. Our mission is to help connect people’s money with the things that are most important to them. We do this by helping you make wise financial decisions so you can live your life values and maximize your full life potential.

Hi I’m Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it’s important to help people connect their money with the things that are most important to them.

I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives.

One of my driving motivations in building a new financial planning business was to separate from the Wall Street firms, banks, and insurance companies where I am not handcuffed by proprietary products, sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of my clients. As an independent RIA we are completely free to focus on our clients and what’s in your best interest.

I like to say, “money without purpose is like eating cereal without milk, it might taste ok – it’s just not as satisfying.” At WFP we want you to live your life values and reach your full life potential. We will help you make wise financial decisions for today and tomorrow.

 

Matthew Ramos, CFP®

About Matthew Ramos, CFP®

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 in the financial advisory industry since 2001 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010. Over the course of my career I have developed a variety of skills as an advisor, analyst, portfolio manager, trader, and chief operating officer. I have worked with a wide range of clients and previously specialized in advising professional athletes.

I am compassionate, empathetic, and patient because I’ve struggled with many financial issues too. When I was in my early 20s I had credit cards cancelled because I could not even make the minimum payments and lived paycheck to paycheck. I let cash burn a hole in my pocket rather than save it, let alone invest it. But those bad decisions taught me great lessons about discipline, making smarter decisions, delaying gratification, saving money, planning, and investing for the future. I am confident you can benefit from the professional expertise and life experiences I have to offer.

Sara Stanich, CFP®, CDFA

About Sara Stanich, CFP®, CDFA, CEPA

I’m Sara Stanich, New York City-based CFP® and owner of The Stanich Group, a Fee-only Registered Investment Adviser.

We help our clients set financial goals, build and optimize their investment portfolios, develop strategies to help reduce taxes, and save for the future. A financial plan can help you make the right financial choices to support growing families, plan for retirement, grow a small business or regroup after a divorce or other life changing event.

I began my career in the financial industry after receiving my MBA from NYU and working in corporate marketing for 12 years. Drawn to do something more entrepreneurial, I became a financial planner to combine my interest and knowledge of personal finance, aptitude for numbers and desire to help people live their best life.

As a mom of three young children (including toddler twins!), I have first-hand knowledge of the costs and challenges of raising children in New York City. I also understand that the responsibilities of parenthood can motivate you to deal with issues such as insurance, college savings and estate planning that were previously put on the back burner.

We also specialize in helping people going through the divorce process evaluate their financial options and plan for the future.

The Stanich Group, LLC is a fee-only Registered Investment Advisor based in New York. We offer Financial Planning, Investment Management, and Divorce Financial Analysis Services. Please visit our websites at CultivatingWealth.com and PowerOverDivorce.com.

Scott Haley, CFP®, EA

About Scott Haley, CFP®, EA

My name is Scott Haley and I’m the founder of Prelude Financial, LLC. I help motivated individuals and families connect with their dreams to create a financial plan and show them how to live the life they love.

As a Certified Financial Planner™ (CFP®), it is my mission to help you create a financial plan as unique as yourself to help you accomplish your goals and dreams.Through personalized financial coaching and investment guidance, I help you organize your finances, set goals that matter to you, save and invest for your future, and take action.

I love teaching others how to use money as a tool. A strong financial foundation and personalized strategy for the future can provide you with a sense of freedom. Rather than simply viewing “more money” as the ultimate goal, I help you set up a plan so you can use your money to help you achieve whatever it is you want in life.

After working in the financial services industry for several years, I founded Prelude Financial to help hard working individuals and families navigate the personal finance landscape. It’s not about whether or not you have a million dollars to invest right now. You deserve professional advice to help you reach that milestone. My job is to provide you with the guidance you need to achieve your version of financial success.

I earned my undergraduate degree in finance with a minor study in economics from The University of Akron and strongly believe in educating younger generations about money and business. In my free time, I enjoy mentoring high school and early college students to help them understand what life is like once they are out of school working in their first professional position.

 

Kenneth Klabunde, MSFP, CFP®

About Kenneth Klabunde, MSFP, CFP®, CDFA®

I founded Precedent Financial Strategies to provide wealth optimization solutions to those seeking professional guidance. We will work together to build a financial plan to fulfill your vision and create clear, concise action plans, tax reduction strategies, investment and lifetime income solutions, and optimize every aspect of your personal finances. You will be advised by me personally, along with our team of dedicated professionals.

I have been serving clients as a financial advisor since 1997, and specialize in the uniquely complex needs of physicians and similar professional families, particularly those going through divorce and rebuilding thereafter. We serve clients throughout the United States, and those living in the Cincinnati and Indianapolis regions.

If you are seeking expertise in personal finance, investment and income solutions, tax strategies, and divorce finances, I invite you to schedule a time for you and I to talk about your situation.

Check Out Kenneth’s Blog Here: https://precedentstrategies.com/category/blog/