As a Catholic, you look at money differently: it’s not your own but rather a gift from God to be used with prudent discernment.
And you need a financial advisor who views it the same way.
At Drexel Day Financial, you’ll receive financial advice from a faith-based, non-judgemental perspective – because I share your same values and can help you chart a course towards God’s future.
AUTHENTICALLY CATHOLIC – As a Catholic financial advisor, my passion is helping other Catholics eliminate financial barriers to living out their vocations. That’s why all of the services are aligned with the USCCB’s guidelines for investing your money morally.
INTO THE DEEP – How much easier would it be to answer God’s call if your finances were aligned with your spiritual goals? God is the ultimate planner, and my job is to help you discern and put that plan into action through structures that enable you “put out into the deep” and trust His providence.
https://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.png00Rachel Plotzkyhttps://www.xyplanningnetwork.com/wp-content/uploads/2019/08/XYPN-banner-2019_1000x200-300x60.pngRachel Plotzky2022-04-29 13:51:552022-05-05 14:47:50Tyler Hackenberg, CFP®, EA
As a third-generation financial advisor, Grant has been surrounded with financial literacy his entire life. He is passionate about empowering professionals and families to discover and reach their life goals while building a stable financial future. Through industry fee-only experience and extensive education, Grant has created a unique skill set to add value to clients at any stage of their career.
After graduating from the College of Charleston in Charleston, SC, he proudly joined the ranks of 5.23% of all CFP® professionals under 30. Grant is now a member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, and a volunteer with the Foundation for Financial Planning. He focuses on socially responsible investments (SRI/ESG), college planning, equity compensation, family planning, and those who like the outdoors. In addition, he holds designations as an Accredited Wealth Management Advisor, registered Series 65, and Chartered Socially Responsible Investment Councilor. As the head of financial planning for Hampton Park Financial Planning, he has been referenced in Time, Financial Planning Magazine, Policy Genius, and NextAdvisor.
Grant enjoys rooting for his hometown Chicago teams and spending time outdoors in his free time. If he’s not furthering his financial knowledge, he is likely tying flies and preparing for the next fly fishing trip with his yellow lab Willow and girlfriend Caroline.
Brett founded Impact Financial after spending nearly a decade working at some of the largest Registered Investment Advisory firms in the country. Brett held a variety of investment, tax, financial planning and business consulting roles, which contributes to his comprehensive approach that he maintains today.
During this time, Brett saw that there was a need for services tailored to each individual/family, considering businesses/private assets and tax complexities as well as opportunity to add more meaning to investments through impact investing (aligning investments with values). Brett founded Impact Financial to offer this comprehensive approach and to help people make the impact they want, not only once they’ve accumulated savings, but before and while accumulating assets as well.
Brett earned an undergraduate and master’s degree in personal financial planning from University of Illinois and Texas Tech University, respectively. After graduation, Brett earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and his Certified Exit Planning Advisor designation (CEPA).
Brett is also the Chicago chapter president of the Exit Planning Institute which is an organization that educates and connects advisors on business succession planning.
In his free time, Brett loves to catch a Cubs game or great concert. Brett and his wife, Jenny, also love being outdoors on a bike ride, a run or trying to learn to sail. Brett and Jenny currently split their time between Boston and Chicago.
I get it. Finding a Financial Planner that is a good match for you is not easy. The alphabet soup of credentials and terms can be confusing. I have been fortunate to have already served clients from coast to coast and from Alaska on down while based in Fairfax, VA. Why?
Like most firms, at Your Best Path we provide comprehensive financial planning, retirement planning, and investment management to help our clients.
There are a few things about my practice are different from the great majority of planners.
– The focus is exclusively on families in their peak earning years.
– Your Best Path serves individuals and families from from all walks of life. Therefore, I have no minimums for planning or asset management.
– As of 1/1/2022 our average managed asset household had $4 million under our management because I do not push asset management unless your situation is too complex for you to manage yourself, or you prefer to delegate that activity.
– I am a leader in the field of Sustainable, Responsible, and Impact Investing (SRI), having received the CSRIC designation – the first-ever certification for study in the investing with while considering Environmental, Social, and Governance
– I also have expertise developed over years working with clients from many branches of the Federal Government so I understand the intricacies of their various benefit programs.
Robert Persichitte, MPAcc, CPA, CFP®, started as an accountant, but his love of data analysis and communicating plans led him to finance. He believes money should never get in the way of life’s priorities. That’s why he focuses on investments that align with his beliefs specializing in Environmental, Social, and Governance (ESG) stocks and investing within his Catholic values.
Tax planning, setting goals, evaluating risk, and measuring the suitability of investments are all tools in service for caring for the whole person. To be a fiduciary, he believes it is essential to understand his clients and put their beliefs, goals, and values first.
He worked as a consultant for a big-4 accounting firm, served as director of the Volunteer Income Tax Assistance (VITA) Program at Metropolitan State University of Denver, and served as a public servant leading the data analytics team in the City and County of Denver Auditor’s Office.
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.
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.
Jonathan spent over a decade working on time machines for Rolex Watch, USA before entering the financial services industry in 2015. Serving as Rolex’s technical instructor allowed him to develop analytical skills, an eye for detail and a passion to educate: all skills he now enjoys applying to his clients’ financial plans.
After several years working at a fee-only, RIA, Jonathan founded EVENKIEHL, LLC to specialize in tax-efficient planning and investing through a personalized approach aimed at providing peace of mind and clarity.
As a CERTIFIED FINANCIAL PLANNER™, Jonathan is dedicated to maintaining a high standard of education. In addition to being a CFP®, he received his Bachelor of Science in Business Administration from Elizabethtown College and his MBA in Personal Financial Planning from Indiana Wesleyan University.
Jonathan met his wife Katelyn as a result of a self-supported bicycle “bikepacking” trip across the United States. They now use their home in Lancaster, PA as a launch pad for their next adventures and enjoy sharing their love of the outdoors, food and travel with their three energetic boys, Talbott, Pierson and William.
Hi, I’m Ethan. I became a financial planner and CERTIFIED FINANCIAL PLANNER™ professional because I saw how too many of my peers were simply unprepared for the complex financial decisions that come with living under capitalism. These decisions can have deep, lasting impacts, and I am passionate about working with clients to help set and reach financial goals without falling in one of many potential pitfalls that we all face every year.
My background as a union organizer shapes a lot of my work as a financial planner. I have a deep understanding of the fundamentally unfair structures that govern our financial lives, and in addition to working with clients to plan for and implement long-term financial plans, I continue to be involved in local and national efforts to create a more just economic system.
My clients typically share my concerns about the systemic problems in our economy, and many spend their working lives to change our economic and political systems for the better. I understand the values and priorities of public service and social justice professionals, and as your guide, I want to help you make the most of your finances and tackle topics such as saving, investing, paying off student loans, retirement planning, saving for your children’s education, buying a home, and much more.
By working together, you can be confident in your financial decisions and trust that you are building a sustainable financial future.
Hi there. I’m Carey, a partner and financial advisor at Livelihood, LLC. We started our firm because so many of our friends and colleagues were seeking sound and simple financial advice for an affordable price. We specialize in helping people who may not be a good fit for the traditional financial sector – creatives, idealists, non-profit workers, academics, and others who value relationships, experiences, education, and financial security over material wealth. I really enjoy working with people who have dedicated their lives to making their world a better place through service, art, education, and philanthropy. These are all areas I know well. I started my career managing bands and helping musicians sort out their money. The personal finance bug bit me and I joined a huge investment firm to learn that side of things. While the big corporate life wasn’t the best fit for me, I also became really interested in how our everyday spending and investment choices can really impact the community. So, I changed gears to the nonprofit sector, leading a hunger nonprofit, launching a citywide financial counseling program, and directing a private foundation focused on economic empowerment for women. One of the things I get most excited about is the potential for change through ethical investing. In my humble opinion, doing good and doing well are not mutually exclusive.
