Paul Monax, CFP®

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About Paul Monax, CFP®

Agile Wealth is the culmination of a number of aspects of my life all coming together to help you Software Engineers & Techies plan for all the financial aspects of your lives from Today thru the Future.

★ Equity Comp & Stock Options
★ Lifestyle & Cash flow management – Give every $ a Job
★ Career & Side Hustle (Freelancing/Consulting/Startup) Integration
★ College Planning & Funding Beyond a 529 Plan
★ Legacy & Estate Planning
★ Tax Strategies
★ How All the Pieces Fit & Work Together

My backstory: I was a software engineer for 20+ years and moved into consulting work after the first couple of years of my career. That initially looked like working for a couple of small boutique consulting firms for a half dozen years and then I started my own solo consulting company.
At that point, I knew I was no longer going to have a company retirement plan, so I did the research to figure out what options were available for me in my own company and which one of the many plans was going to be best for my family.
While out doing software projects I would talk with my peers, other independent contractors & consultants, about what I had done with my company and retirement accounts, and they would have no idea any of that was even possible.
Fast forward 10 years and I was looking for a change and those conversations bubbled back to the surface. I decided to make that change be into the world of personal finance.
After gaining experience for seven years and seeing how the industry works, it was time to again head out on my own and launch my own financial planning firm and get further education to become a CERTIFIED FINANCIAL PLANNER™ professional.
Because of my personal experiences and the fact that I know the language and thinking processes of software engineers, I have focused my practice on helping software geeks & techies build your own financial lives and bridge the transition from Today into the Future.

Read Paul’s blog here: https://www.agilewealth.com/finagile-blog

Mike Hunsberger, CFP®, ChFC

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About Mike Hunsberger, CFP®, ChFC

I’m Mike Hunsberger, the founder and owner of Next Mission Financial Planning. I loved my 25-years in the Air Force but wanted to do something different when I retired. I’ve always enjoyed financial planning for myself as well as for friends and family. I help clients build the life they want by balancing living today with building wealth for the future. Gradually increasing savings rates and staying invested over the long term is the best way I found to do that.

I’m a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant.

I primarily work with senior military, veterans, and military retirees preparing for their ultimate retirement. I also specialize in college funding plans for families who want to send their children to college without jeopardizing the future.

Libby McKay, CFP®

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About Libby McKay, CFP®

A researcher at heart, Libby serves clients well when there are complex issues at hand that require the digging into details. The uniqueness of each client’s situation and story is what keeps the job so invigorating to Libby. She enjoys getting to know her clients one-on-one as she works with them through the financial planning process. Whether it’s with young folks just getting started or career veterans nearing retirement, there is nothing more rewarding to Libby than hearing from clients that her work has improved their outlook on their future.

Joseph Schmidt, CFP®, CSLP®

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About Joseph Schmidt, CFP®, CSLP®, CKA®

Sunrise Personal Finance follows three core principles to serve you well:

1. No Asset Minimum: I do not require any minimum net worth, because I want to make quality financial advice available to people in the “building” stage of their lives.

2. Dedicated Attention: I only accept a maximum of three new ongoing clients per month, because I want to make sure you receive the dedicated attention you deserve.

3. Fee-Only: This means I do not accept any commissions, because I want my interests to align with yours.

I hold the CERTIFIED FINANCIAL PLANNER TM designation and the Certified Student Loan Professional TM certification.

I specialize in helping people eliminate student loans and build strong financial foundations for their futures.

I provide hourly, advice-only, and wealth management services, depending on your needs.

Shoot me a message today. I would love to hear your story.

Brian Rood, CFP®, CCFC

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About Brian Rood, CFP®, CCFC

I am the founder of Artisan Financial Planning and a fee-only financial planner working virtually across the country with professional musicians to achieve their financial goals.

Brian Rood is a CERTIFIED FINANCIAL PLANNER™ professional and a CCFC practitioner, a member of the XY Planning Network, National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association.

I hold a Bachelor of Music Degree from the University of Michigan and completed the CFP® Certification Professional Education Program from the College for Financial Planning.

My family and I live in Overland Park, KS where I was a member of the Kansas City Symphony for 27 years. Equally at home serving others off-stage, I chaired each Musicians’ negotiation committee from 1997-2020 and also served as the first chair of the KCS 403(b) Retirement Committee. I was a long-time member of the KCS Board of Trustees and Finance Committee as well as co-chair of the 1998 Strategic Plan Task Force, which created collaborative and cooperative governance structures that remain today and are unique within the orchestra industry.

In 2015 I was honored to receive the title of president emeritus from the International Conference of Symphony and Opera Musicians. I spent 17 years on the ICSOM Media Committee, the last three as its chair and 17 years as an AFM Symphony-Opera Orchestra Strike Fund trustee.

I continue to serve as a trustee of the American Federation of Musicians and Employers’ Pension Fund and am presently a co-chair of the Investment Committee.

In my spare time I enjoy sailing and spending time with my family.

Eric Figueroa, CFP®

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About Eric Figueroa, CFP®

Hi! I founded Hesperian Wealth to democratize access to great financial advice. No matter what stage of life you’re in or how much you have to invest, I can empower you to take control of your financial destiny. And through SRI/ESG investing, you can save toward your financial goals while supporting the issues important to you—in ways that can bring about real change.

My commitment to making an impact goes beyond the portfolio. I offer free financial planning each year to members of my community who can’t afford it. And I extend my clients’ reach by donating 10% of my investment management fees to organizations working tirelessly toward a better world.

A little about me: In my spare time, I enjoy life with my beautiful wife and young daughter, playing guitar, and in normal times, traveling the world. We especially love to visit the Pacific Northwest given my wife’s fascination with killer whales. My firm is based in Folsom, CA, but I call California’s Gold Country my home and love being close to the wine country and beautiful vistas of the Sierra Foothills.

CREDENTIALS

I am a CERTIFIED FINANCIAL PLANNER™, or CFP®, a designation that certifies I have met rigorous education, experience, and examination requirements and have made a commitment to CFP Board’s code of ethics.

EXPERIENCE

Before starting Hesperian, I was a vice president at a worldwide asset management network and large wealth management firm. I helped manage their professionals-only research service, guiding other financial advisors as a research consultant. Advisors both inside the firm and across the country relied on me as a trusted resource on sustainable investing, investment selection, portfolio management, and client communication. Now I apply my expertise in the service of my own clients.

EDUCATION

Executive Certificate in Financial Planning—Santa Clara University (2018)

Masters in International Business—Université de Nice-Sophia Antipolis (2013)

Masters in Business Administration—San Francisco State University (2012)

Graduate Degree in Business Administration—Université de Nice-Sophia Antipolis (2011)

Bachelor of Arts in Cinema—San Francisco State University (2008)

AFFILIATIONS

I am a member of the XY Planning Network, an association of independent investment advisors, and the Northern California Chapter of the Financial Planning Association, a nationwide professional organization for financial planners. I am also a member of NAPFA, the leading association of fee-only financial advisors. NAPFA-affiliated advisors take an oath to maintain the highest level of competency and place their clients’ interests first.

Read Eric’s blog here: https://hesperianwealth.com/the-impactful-blog/

Spenser Liszt, CFP®, CCFC

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About Spenser Liszt, CFP®, CCFC

I find true fulfillment in advising and educating others toward financial freedom. Before joining Paradigm Advisors in 2019, I enjoyed a successful music career. My strength is utilizing a creative approach to solving a wide range of client needs.

Born and raised in Dallas, I graduated from The University of North Texas with a Master’s in Jazz Studies. I became a Certified College Financial Consultant (CCFC) in 2020 and a CERTIFIED FINANCIAL PLANNER™ Professional in 2021.

In my free time I enjoy woodworking and spending quality time with my wife.

 

Mike Johnson, CFP®

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About Mike Johnson, CFP®

Hello, I’m Mike. I founded Teacher Wealth to raise the standard of financial advice to educators. As a former teacher, I understand the challenges that educators face with their finances; as well as the unique opportunities. Unfortunately, in many ways, the financial services community has ignored the profession.

I am trying to change that. Teachers deserve better!

Many families just need someone to walk with them as they make important decisions. To really get to know them. To ask them the right questions. To challenge them. To offer them accountability. I am honored to be this person for my clients.

At Teacher Wealth clients get holistic, life-centered financial planning advice. We like to say that “it’s not just about the money.” Instead, the focus is on how the money can best create clarity, security, and fulfillment in our lives.

Professionally, I’m a board member of the Financial Planning Association of Iowa and the Iowa Jump$tart Coalition.

On the personal side, I’ve been married to my best friend Tisa for over 15 years. We live in chaos most of the time in our Des Moines, Iowa home as we raise our four awesome kids. We do our best to prioritize our marriage over everything else except our faith. We are active members of Holy Trinity Catholic Church in Des Moines.

David Erlandson, CFP®, AIF®

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About David Erlandson, CFP®, AIF®

Dave is a Certified Financial Planner™ (CFP) and a registered Accredited Investment Fiduciary (AIF®).

He is registered as a fee-only advisor with The National Association of Personal Financial Advisors (NAPFA). Erlandson Wealth Management, LLC is a Registered Investment Adviser (RIA) firm.

Dave has a B.A. degree in Mandarin Chinese from the University of Oregon, and he has been serving clients at Erlandson Wealth since 2011. Preceding this, he was a franchise owner and financial advisor at Ameriprise Financial for 17 years.

Dave also spent 10 years working in trade with Asia and Southeast Asia, which included residing with his family in China for one year and Singapore for three.

Louise Bryant, CFP®

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About Louise Bryant, CFP®

Successful professionals, who work with Louise Bryant, a Fee-Only Certified Financial Planner (CFP®), and founder of Financial Spyglass®, experience top-notch personal comprehensive financial planning services that ensure your entire financial house is in order, so you know you are making smart financial decisions.

Louise brings over three decades of finance experience to Financial Spyglass®. Previously, Louise worked with JPMorgan and predecessor banks. Her personal experience during an estate settlement process inspired her to start her own comprehensive financial planning firm in 2005 to deliver a level of service that she believes her clients deserve. She lives the advice she routinely gives to clients to maintain a balanced and high quality of life, in order to spend more time with her family, friends, and in her community.

Louise enjoys helping people make smart choices about their money for the reasons that are important to you. This not only identifies long-range goals but assists you in exploring the values upon which the choices are based. Her clients appreciate the clarity and simplicity that come from working with a trusted advisor who serves as the head coach of their team of professionals, orchestrating the individual expertise of each subject matter expert for your benefit. You will also appreciate the coaching and accountability culture Louise brings with regard to the implementation of the recommendations of the entire team.

Louise draws on her professional experience, as well as her education from Middlebury College in VT, NYU’s Stern School of Business in Manhattan, and welcomes the continuing education opportunities required to maintain her CFP® designation and XY Planning Network of fee-only advisors. Louise possesses the skill for what she believes is essential in today’s financial climate: Having the ability to coordinate and orchestrate the necessary members of the client’s Deliverables Team. Developing, implementing and coordinating the overall financial plan is Louise’s specialty. She is a member of the National Association of Personal Financial Planners (NAPFA), the Rye Chamber of Commerce, collaborates with community partners to promote Financial Literacy, and quietly supports other pro-bono and philanthropic efforts.

Louise met her husband, G.B. racing International One Designs on Long Island Sound. They married and settled in Rye in 1994. They have a son, Hutch pursuing a degree in computer science at the New York Institute of Technology and daughter, Brakeley, Boston University’s Questrom School of Business, Class of 2019. Hutch and Brakeley both started rowing at Greenwich Water Club and have each represented their teams at the Head of the Charles and Youth Nationals. The family lives in Rye with their springer spaniel, Skip. The entire family enjoys all that Rye has to offer, spending time in Rhode Island, and in Telluride, Colorado. Happy times for Louise include celebrating with clients, family and friends, as often as possible; and dancing with GB.