Anthony Syracuse, CFP®

About Anthony Syracuse, CFP®

Dynamic FP delivers better advice and service for the Next Generation. We guide you on the path to building and preserving wealth and you enjoy the freedom that follows.

Whether you are a Millennial with an inheritance and want to learn, a HENRY (high earner not rich yet) and want the roadmap, or an individual or young family that wants to preserve wealth, we partner with you.

I was born and raised in Arizona and graduated from the University of Arizona with a Bachelor of Science degree from the Eller College of Management business school and the McGuire Entrepreneurship Program.

I earned the CERTIFIED FINANCIAL PLANNER™ designation and spent almost a decade working for the wealthiest families at Northern Trust in Chicago and Los Angeles and at a premiere family office in Beverly Hills.

I deeply valued the relationships with my clients, but I was missing important moments with my family. I finally decided to take a break to spend more time with my wife and care for my newborn daughter at home.

This time away helped me bring clarity to my vision. Create balance in my life by building a better fee-only firm for me and my NextGen clients. Deliver advice that allows them to enjoy life and give them back their time to do more of what matters most.

I currently reside in Scottsdale, Arizona with my wife and two young children, but Dynamic FP will reach you wherever you are.

The difference at Dynamic FP is that we not only build your financial plan with you and manage your investments smarter, but we actually care about your vision. Most importantly, our process can help you make it a reality.

Let’s make a plan and start to build your legacy together today.

Valerie Rivera, CFP®

About Valerie Rivera, CFP®

Hi! I’m Valerie. Thanks for checking out my profile! A little bit about me:

I am a First in my family. The first to go to college. The first to break barriers at work. The first to make more money than my parents ever did. I did not grow up reading the Wall Street Journal on my dad’s lap. There was no financial safety net. I built my own. I entered financial services nearly 15 years ago and fell in love with empowering people to build financial confidence.

What I noticed throughout my career was that generally, no one looked like me, both on the advisor side AND the client side. Despite money being such a critical part of our livelihood, we don’t learn about this stuff in school and quality advice is generally only provided to those who have already achieved financial success.

I’m on a mission to provide financial planning to all the Firsts and act as a catalyst for people to feel secure about their own financial success. I have a huge focus on providing education and meeting people where they are in life with no shame, no judgment financial advice.

I founded FirstGen Wealth to normalize quality, fiduciary, fee-only financial advice for people who are the first to build wealth in their families. We guide people in all areas where money touches your life. Spoiler: It’s A LOT of areas.

We do our best work for early to mid-career individuals and families who are the First to grow wealth in their world. Do you want a collaborative financial guide and sounding board as you build your most abundant life?

Then, you belong here.

Join the wealth-building revolution and change the trajectory of your life and generations to come.

For all the Firsts. From a First.

Allan Moskowitz, CFP®, AIF

About Allan Moskowitz, CFP®, AIF

Transformative Wealth Management, LLC (TWML) is a Bay Area Fee-Only Fiduciary and ESG/SRI values impact focused Registered Investment Advisory (RIA) firm with the State of CA that is employee owned since 2016. Allan Moskowitz, CFP, AIF the principal of TWML has served social justice and environmentally sustainable investors for over 30 years. We offer free initial consultations and enjoy helping clients live better less stressful lives with meaning and freedom to pursue what makes them feel happy and to promote worthwhile causes that you feel are important to you with comprehensive financial planning and strategic and intelligent investment management with your values in mind.

James Blue II, CFP®

About James Blue II, CFP®

I founded Blue Advisors to work with a select number of families to help them achieve and maintain financial independence. I’ll serve as your chief financial officer to navigate the many complex facets of wealth management, from planning to coordination to execution. My focus allows me to adequately arrange for your family goals, estate plans, income tax preparations, insurance needs, investments and other financial-related issues.

Please call me at 724-914-1414 or email me at wvz@woyhrnqivfbef.pbz to schedule an introductory call today.

Trent Porter, CFP®, CPA

About Trent Porter, CFP®, CPA

After seeing how numerous family and friends were being exploited by so-called “financial advisors,” Trent Porter wanted to offer trust worthy financial services that truly focused on clients’ needs. With this goal in mind, he founded Priority Financial Partners.

Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients’ financial futures, enabling them to focus on what’s really important in life.

Previously as a director and CCO of nationally recognized Veritat Advisors, Trent worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform that erased commission-based bias and put clients’ interests first, an effort that was praised by the Wall Street Journal.

From regular features in the Wall Street Journal to guest hosting the “Your Money” show on SiruisXM radio, media outlets frequently reach out to Trent for his extensive industry insight and expertise in personal finance.

 

Ben Smith, CFP®, CSRIC™

About Ben Smith, CFP®, CSRIC™ (Chartered SRI Counselor™)

The Work Stuff–

My name is Ben Smith, and I am the Founder of Cove Financial Planning. I believe that everyone, regardless of age, occupation, net worth, and investment experience, deserves a customized financial plan and the peace of mind that comes with it.

Before starting Cove, I worked for several investment companies, and saw just how boring, complex and off-putting investing can be for many people. Traditional advisors also have a reputation for specifically catering to high-net-worth individuals with a singular focus on account size.

My mission is to provide access to high-quality advice to a broader range of people who want to take control of their financial lives (and maybe have some fun in the process!) I also passionately believe in helping people blend Socially Responsible Investing into their long-term financial plans. I’m here to prove that you can Do Well While Doing Good!

Work History:
Board Member, The Financial Planning Association (FPA) of Wisconsin
Wealth Advisor, Strategic Wealth Partners
Associate Regional Director, Russell Investments
Regional Sales Manager, Ameriprise Financial
Financial Advisor, Ameriprise Financial

I am a member of the following professional organizations:
The National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)
Fee-Only Network
XY Planning Network
CFP® Professional

The Fun Stuff–

My wife Kotryna and I met in Minneapolis, MN, and we now live in Whitefish Bay, WI, a suburb of Milwaukee. She works in investment banking, and while we aren’t at the office, you can find us debating nerdy investment topics over a Blue Apron meal and a glass of wine.

We are big believers in learning new things and staying active. Currently, she’s teaching me how to salsa dance (not going well) and speak Lithuanian (where she’s from), while I prepare her for the new golf season. We’re both proud owners of Apple Watches for the sole purpose of beating each other’s daily fitness activity (feel free to join the competition!)

We also travel as often as we can, and we’re always looking for suggestions on places to check out in Europe when visiting her family. Above all else, we both believe that life is about balance. I hope that I can help you find your balance with money, and maybe make the world a little better place in the process.

Visit www.coveplanning.com to learn more and get in touch!

Robinson Crawford, CFP®

About Robinson Crawford, CFP®

I started in the advice business in 2012 as an intern at First Allied Securities. Lucky for me, I got to see the inside of a lot of classic wealth management firms – how the sausage was made.

Fast forward to 2016, I’ve worked a few years in the industry, but I’m not happy with my trajectory; I want to write my own story. A couple of industry guys create a platform called XY Planning Network, seemingly tailor-made for me & my dreams. I want to serve the next generation of clients in a fair & transparent way, and I’d like to do it on my own terms. XYPN’s little push, their “Yes, you can do this” at the September 2016 conference in San Diego, was the catalyst for launching my firm, Montebello Avenue Limited Company, which went live in February 2017.

Today, my firm serves 50+ clients locally & throughout the country. I couldn’t be more proud of our clientele or more hopeful about the future of the firm.

Some more personal quick-hits:

BS, Computational Mathematical Sciences, Arizona State University
CERTIFIED FINANCIAL PLANNER™
Published in the New York Times, Wall Street Journal, Barron’s, and the Alpha Architect blog
Mississippi native
Youngest of 4 siblings
I love basketball, baseball, sushi, and my dog’s underbite
Married on 10/10/2020 to the love of my life

Eaton Miller, CFP®

About Eaton Miller, CFP®

Hello, I am the founding member of PlanWell Financial Guidance and a CERTIFIED FINANCIAL PLANNER™ practitioner providing Fee-Only personal financial planning and investment advice.

I enjoy helping motivated people plan their retirement and preparing people for that stage and transition along with bringing comfort and clarity around the multitude of financial decisions before and during retirement. I’ve also found fulfillment in helping the widowed or single retirees live with confidence around their finances by being the impartial professional that sits on their side of the table as they make unfamiliar or independent decisions. Helping newlyweds launch their financial lives together is a role that also brings joy.

Personal finance has been my focus my entire career with it being my emphasis in the Finance program at Minnesota State University since graduating in 2003.

My mission: Live a purposeful life through professionally providing valuable and unbiased personal financial planning and investment advice to retirees, individuals in transition, and the newlywed so that wise and efficient decisions regarding their wealth or resources are made, goals are attained, and financial concerns are mitigated for years to come.

Trent Porter, CFP®, CPA

About Trent Porter, CFP®, CPA

After seeing how numerous family and friends were being exploited by so-called “financial advisors,” Trent Porter wanted to offer trust worthy financial services that truly focused on clients’ needs. With this goal in mind, he founded Priority Financial Partners.

Trent is uniquely qualified as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) and a certified life coach, he combines all three to manage his clients’ financial futures, enabling them to focus on what’s really important in life.

Previously as a director and CCO of nationally recognized Veritat Advisors, Trent worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform that erased commission-based bias and put clients’ interests first, an effort that was praised by the Wall Street Journal.

From regular features in the Wall Street Journal to guest hosting the “Your Money” show on SiruisXM radio, media outlets frequently reach out to Trent for his extensive industry insight and expertise in personal finance.

 

Raquel Hinman, CFP®

About Raquel Hinman, CFP®

I strive to help people committed to creating a better financial life for themselves. From my firm in Erie, Colorado, I provide individually tailored advice and realistic, implementable solutions for busy individuals.

Twenty-plus years working for national and regional firms focused on wealthy clients in Denver and Boulder taught me how to provide highly personalized advice and coaching with simplicity and clarity. Today I am especially passionate about helping people like me: Gen X professionals trying to navigate the myriad challenges of saving for retirement, kids, aging parents and busy households.

What sets Hinman Financial Planning apart, though, is the ability to connect the art and science of financial planning. I run the numbers but also spend time exploring your values (your “Why?”) because your values and beliefs around money drive your actions. While you shouldn’t expect each meeting to turn into a session on a counselor’s couch, we do circle back from time-to-time to ensure our work together truly reflects your values and goals.

A Colorado native, I earned a B.S. in Finance from CU-Boulder and am a member of several professional organizations. I also serve as Treasurer and Board Member for Mental Health Partners. When away from work, I enjoy quiet evenings at home with my husband. With two teenage boys, though, my evenings and weekends are frequently spent suffering through homework, chores and, soon, teaching my older son to drive. We are avid basketball fans (Go Buffs!) and enjoy many of the outdoor activities Colorado has to offer.