Early retirees movement

Michael McGeoghan, CFP®, CFA

About Michael McGeoghan, CFP®, CFA

I founded my own company in 2021, after spending almost 10 years in financial services with major insurance companies. I identified an opportunity to provide clients with unbiased, objective, fee-only, independent, holistic financial planning, and knew it was time I did something about it.

I am independent, meaning I am not tied to an investment company, bank, or insurance company, and I am free of conflicts of interest, and am registered with the States of Massachusetts, Connecticut, and other jurisdictions where exempt as a Registered Investment Advisor (RIA). My focus is on fee-only financial planning and helping you construct a roadmap to meet your goals, dreams, and aspirations. You can choose to take that plan and implement it on your own, with someone else, or with professionals I recommend; the plan is completely portable. What I provide is a service, not a product, and we’ll have an ongoing relationship and commitment that does not stop with one or two meetings. I evaluate the effectiveness of your plan periodically and meet with you to make sure the plan is being followed and executed to your satisfaction. Periodic meetings are important because life changes. My focus is on listening to you, absorbing all your desires, and servicing them to my fullest abilities.

I’m Michael, a Certified Financial Plannerᵀᴹ Certificant, and Chartered Financial Analystᵀᴹ Charterholder. I am married to the hardest working woman I know, and have three beautiful children. We currently reside in Florence, MA along with our two dogs. My happy family is what I consider my greatest achievement, and it is for them that I started in financial services, and now I want to help others care for their families. Before, I had no financial plan and had to ask myself tough questions: What happens if I decease my wife and children prematurely? How will they be taken care of? What if I were to be sick or sustain an injury outside of work for a prolonged period? Am I saving enough money for their education, and my own retirement? It was these questions, among others, that brought me to where I am today. It is my job to work collaboratively with you and give sound financial advice to help maximize your financial goals.

It would be my pleasure to work with you on navigating your financial journey, so please, contact me today and let me set up a no-cost preliminary introduction and fact-finding meeting. I would love to get to know more about you and those you care about.

Thank you!

Andrew Dressel, CFP®, APMA®

About Andrew Dressel, CFP®, APMA®, CRPC®

Hi! I’m Andrew Dressel, and I’m a Financial Planner with Abundo Wealth. We do things very differently here at Abundo. Our motto is ‘minimize fees, maximize life.’ We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves.

We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively.

We charge a flat monthly subscription for our service and nothing more. After that, it’s our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice.

If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Jim Crider, CFP®

About Jim Crider, CFP®

I’m the founder of Intentional Living FP, a firm created to help families, like my own, achieve early financial independence. Our job is to help you live the life that you want, understanding that your money is simply a resource to help do this. Together, we navigate the decisions, opportunities, and obstacles that you will face so your money is used efficiently and effectively to serve its purpose in your life.

I am highly trained in financial planning and investment management having earned the Certified Financial Planner (CFP) designation in addition to years of experience as a financial planner at nationally recognized firms. I’ve worked with tens of thousands of families in aligning their financial decisions with their lives. If you’re looking for early financial independence and work optionality I am highly suited to help you and your family. Beyond the countless planning situations I’ve helped others navigate, my family and I are in a similar position. My wife, Kendra, and I are working toward early financial independence so we can have more time to spend with those we love and do more of the things we enjoy. This begins with becoming clear on what is important to you and your family then making intentional decisions to align your actions and your values.

I live in the once-small town of New Braunfels, Texas with my wife, Kendra, and our three sons, Atticus, Asher, and Arlo. When I’m not engaged in a conversation about life and money, I can be found playing dinosaurs or at the park with our kids, playing board games, or in the mountains on an adventure.

Trishul Patel, CFP®, MBA

About Trishul Patel, CFP®, MBA

My name is Trishul Patel, CFP®. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life.

Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University.

I have been investing for almost two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of South-East Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.

Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others.

These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.

Eddie Liang, CFP®

About Eddie Liang, CFP®

I’m a CERTIFIED FINANCIAL PLANNERTM and bring 17 years of experience in wealth management working with business owners and C-suite executives at Merrill Lynch and First Republic Bank. My experience and observations of industry practices led me to co-found Downshift Financial with my partner, Travis Hughes, to raise the bar on financial advice, to remove the bar on account balance requirements, and to keep a lid on fees.

I have a Bachelor’s degree in Economics with a minor in Russian from Pomona College. When I’m not with my wife, two kids and dog, I may be found improving my return of serve at the tennis courts, reading about personal finance, or playing board games with friends.

Cody Garrett, CFP®

About Cody Garrett, CFP®

Comprehensive financial planning for families on the path to financial independence as DIY investors.

The 3-month collaborative planning process includes a full analysis of your finances, detailed personal recommendations, and most importantly – a measurable action plan to help you achieve your financial objectives with clarity and confidence.

To maintain transparency and avoid conflicts of interest, I provide truly comprehensive financial advice for a simple flat fee, without managing your investments or selling any commissioned products.

Financial planning with Measure Twice Financial is most appropriate for families who would like to go ‘beyond the basics’ and receive professional guidance and education when making financial decisions, but prefer to implement those decisions themselves.

Michael Powers, CFP®, CPA

About Michael Powers, CFP®, CPA, PFS

We help you retire by providing comprehensive retirement planning, investment management and tax planning for a flat fee.

Preparing to retire can be both exciting and nerve-racking at the same time. At Manuka Financial, we help answer your questions and provide guidance on how to make your retirement transition successful. So you can focus on all of the experiences you’ve been waiting years to enjoy.

Interested in personal finance and saving from a young age, I had never considered advising others as a career until taking finance courses late in college. I was immediately hooked. After graduation, I began my career with a large national public accounting firm and noticed my colleagues would often ask me for financial advice.

Determined to truly make a difference in people’s lives, I transitioned from public accounting to become a financial planner and have never looked back. Over the last decade, I’ve been fortunate enough to help hundreds of families save for college, invest wisely, plan for retirement, retire with confidence and make sound financial decisions.

Prior to founding Manuka Financial, I left a successful career as Vice President of a prestigious financial planning firm where I helped manage over $900 million for families because I wanted to dedicate my life to my two passions: my family and my clients. Having two young children and seeing how quickly they grow up, I didn’t want to miss out on precious moments with them because I was always at the office. And I didn’t want to serve so many clients that I couldn’t be proactive with each and every one of them. Thus, the idea of Manuka Financial was born to serve as a trusted advisor to a select group of individuals and families while still having time to spend with my own young family.

Read Michael’s blog here: https://manukafinancial.com/our-blog/

George Galat, CFP®, MSFP/MTAX

About George Galat, CFP®, MSFP/MTAX

With a decade of experience in the financial industry at companies both big (Vanguard, UBS) and small (Mosaic Financial Partners, Grove, Facet Wealth), George has a unique perspective on not just where the financial services industry has been, but where it’s going. He spent the bulk of his professional career in San Francisco serving clients working in Silicon Valley and across the Bay Area, experience that has cultivated a passion for helping early and mid-career individuals and couples demystify the complexity surrounding their equity compensation and building a clear strategy of how it fits into their larger financial goals.

Wealth Foundry is an amalgamation of what he’s learned along the way. We leverage a time-tested investment approach, engaging our clients in a tech-forward manner by utilizing the innovating thinking, disruptive software and flexibility the startup community is known for. We’re here to serve you – whether it’s providing ongoing advice as you navigate a complex financial challenge, answering your top-of-mind questions as you begin your investment journey, and everything in between.

Jorge Soriano, CFP®, EA

About Jorge Soriano, CFP®, EA

Jorge Soriano is the founder and CEO of Financial Optimist, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets. Jorge loves all things strategy, optimization, personal finance, travel rewards—and a good deal—all while recognizing that relationships are top priority in everything he does.

After spending the first decade of his career working for financial firms in Tampa Bay, he knew it was time to launch his own company. He founded Financial Planning For Good to guide motivated professionals and mission-driven couples to build solid relationships with their money and create financial planning strategies that are designed to grow wealth. He became a CERTIFIED FINANCIAL PLANNER™ and an IRS Enrolled Agent professional to help others pursue their goals, with a commitment to keeping things simple, with no fancy financial jargon or complex investment terms. He is passionate about your personal vision and goals, and how he can help you on your way to financial success. One of the most important things to know about him, is that he cares, and he cares a lot.

When asked what defines success, Jorge replies, “A healthy, balanced lifestyle; enjoying quality family time; and providing the best advice for my clients to better themselves in life, all while making a difference in the community. If you do what you love, you will never work a day in your life. I’m passionate about helping others live a life they’re proud of.” With the heart and passion of a teacher, he was destined to help others in one form or another.

Outside the office, Soriano has been an advocate for the University of South Florida and nationally recognized financial literacy organizations such as Junior Achievement, Foundation For Financial Planning, and Family Reach. When not helping clients, volunteering, or supporting the local arts, you can find him playing board games or enjoying outdoor activities in sunny St. Pete.

Blake Bowman, CFP®

About Blake Bowman, CFP®

I care deeply about my clients’ success and view all clients as friends. I’m nostalgic about the future, in part because of my enduring belief in the power of good people.

I’ve had the privilege of conducting thousands of financial planning appointments and serving hundreds of good people as an empathetic guide on their journeys to financial peace. I’m a CERTIFIED FINANCIAL PLANNER, having spent countless hours mastering key comprehensive financial planning topics.

After spending nearly 6 years at a large financial institution, I founded Wave Wealth Planning, LLC with the goal of always putting my clients first.

WWP is a Nashville-based financial planning and investment management firm serving clients throughout the US. Our boutique firm is designed with you in mind. We seek to provide the highest level of service, maximizing your likelihood of long-term success and peace of mind. Money can be complicated, but we believe in making it simple so you can focus on living!

WWP is an independent, fee-only, Registered Investment Advisor. We believe in putting our clients first at all times.