Jantz
Hoffman
MBA, CSLP
Overview
CSLA Financial offers fee based financial planning. We're here to help all of our clients and their unique needs related to their personal and financial goals. No future is too big or too small for...
John
Ratchford
CFP, CSLP
Overview
I work with my clients to help them design a complete financial solution for their unique situation.
Fredrick
Waller
EA, CFP
Overview
John
Antrobus
CFP, CDFA, CSLP
Overview
Kevin
Stevens
CFP, CSLP
Overview
Benjamin
Lacomis
CSLP
Overview
Edge Wealth Strategies offers a friendly and modern approach to comprehensive financial planning for medical professionals, business owners, individuals and families.
Steven
Caplan
CSLP
Patricia
Hughes
CFP, CPA, MSA,CSLP
Overview
Patti Hughes is a Chicago Fee-Only Financial Planner, serving clients locally and nationwide through the Lake Life Wealth Advisory Group.
Arielle
Minicozzi
Jennifer
Edwards
CSLP
Overview
Our financial planning program includes financial literacy classes and one-on-one mentoring and is completely free for all qualifying participants.
Marcia
Lewis
CSLP
Overview
Meagan
Landress
CSLP
Overview
Meagan is a bonafide student loan nerd with her own practice, Financial Coach Meagan, specializing in working with individuals starting their financial planning journey with student loan.
Kerry
Jackson
CFP, CRPS, CSLP
Jennifer
Feller
CFP, AIF
Overview
Aubrey
Coleman
CFP, CSLP
Overview
Financial planning rocks! At Financial Consulting Group 360 we get to help people make good money decisions.
Garrett
Prom
CFP, CA, CRPC, CSLP
Chad
Chubb
CFP, CSLP
Overview
Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family.
Frank
Shields
CFP, CSLP, MBA
Overview
Justin
Rice
CFP, CSLP
Overview
We are independent financial advisors experienced specifically in working with Medical/Dental Professionals from residency all the way through retirement.
Simcha
Terwilliger
CSLP, FPQP
Overview
Ryan
Frailich
CFP, CSLP
Overview
I help people in their 20's, 30's and 40's bring clarity to their financial dreams and live life on purpose. From student loans to marriage to retirement and more, we talk about anything in your li...
Tony
Van Gelder
MBA, CSLP
Overview
Van Gelder Financial is an Atlanta based comprehensive financial services firm which was launched in 1988 with the objective to offer outstanding financial planning and advice to clients.
Brittany
Mollica
CFP, CSLP
Overview
Jerad
Alexander
CFP, CSLP
Shane
Mason
CFP, CPA, CSLP
David
Hessel
CLTC®, CSLP®
Overview
David Hessel is a Financial Planner and Certified Student Loan Professional, guiding student loan borrowers towards the right payment strategy that fits with their overall financial plan.
William
Nelson
CSLP
Overview
Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Retirement planning, Insurance.
Jared
Andreoli
CSLP
Overview
As a fee-only financial planner, I strive to make finances simple and easy to understand for young professionals and small business owners.
Michael
Stevens
CSLP, CFA
Overview
Jubilee Student Loan Education focuses on educating its clients on the philosophy,options and strategies on student loan debt.
Galen
Bearden
CSLP, EA
Overview
Conscious Money Solutions is a comprehensive, fee only financial planning firm located in Amarillo Texas.
Carli
Coyne
CSLP
Overview
Donovan
Sanchez
CSLP, ChFC, CLU
Overview
Skyview Financial Planning, LLC offers financial planning and investment management services to physicians who believe in independent advice for a fair price.
Heather
Townsend
CFP, CPA, CSLP
Overview
Townsend Financial is a fee-only financial planning firm that works virtually with young professionals and entrepreneurs across the country.
Leslie
Gaddis
CSLP
Connor
McDonald
CSLP
Nickolas
Wagner
CSLP, CFP
Overview
Reynolds & Reynolds is a comprehensive financial planning firm that has expanded its practice to provide guidance on student loans. We have found that approaching student loan repayment through the...
Logan
Allec
CPA, CFP, CSLP
Overview
Logan Allec is a practicing Certified Public Accountant, Certified Student Loan Professional, and the founder of personal finance blog Money Done Right.
Karen
Kelly
CSLP
Overview
You have to make financial decisions all the time. Our work is collaborative, comprehensive and holistic so that you can make the most of your finances.
Garret
Colao
CSLP, CFP
Overview
As a financial advisor based in North Star’s Minneapolis, MN office, Garret focuses on helping his clients develop and maintain a sound financial strategy, while also integrating the appropriate ri...
Benjamin
Martinek
CSLP, CFP, EA
Overview
Are you a young professional who’s overwhelmed with your student loan debt? Give Bona Fide Finance a call!
Michael
Meridith
CSLP, CFP, CIMA, CPWA
Kelly
Reddy-Heffner
MBA, CSLP
Overview
I help people build confidence with their money decisions. I believe all financial planning clients deserve the professional advice of a fiduciary financial expert.
Christopher
Robinson
CSLP
Danika
Waddell
CFP, CSLP
Overview
My focus is on women (and their partners) in the early to middle stages of their careers. Specifically, I absolutely love helping clients who receive equity compensation as part of their income.
Ciara
Price
CFP, CSLP
Overview
Legacy Solutions specializes in comprehensive financial planning for young professionals, pre-retirees, and retirees.
Charles
Mertz, III
CSLP, RIA
Courtney
Barnes
CSLP
Overview
Gallant Financial Planning provides a range of services and options to help you organize your financial life, take advantage of your opportunities, mitigate your risks, and ensure your wealth is wo...
Joseph
Hogan
CFP, CSLP
Overview
At WealthFD, we offer an rare depth of experience and expertise into the financial needs of dentists.
Vicki
Arndt
ChFC, CSLP
Overview
EAFA is a team dedicated to the goal of improving the lives of others. Money is the means to an end--it is not the end. Quality of life is the most important metric of happiness and money is only o...
Jake
Northrup
CFP, CFA, CSLP
Overview
We help travel-loving young families who don’t buy into the “9-5, work-until-you’re-65” concept find the responsible balance between paying down debt, investing for the future, but also experiencin...
Justin
Berry
CFP, RICP, CSLP
Overview
Justin is an independent financial planner who specializes in helping physician families. He believes in building relationships based on financial education and blunt honesty.
William
Koster
CFP, CSLP
Stephen
Boatman
CFP, CSLP
Overview
Your passion is our priority. Knowing that each client’s wealth management needs are unique, we provide customized solutions built around a deep understanding of your current situation and future g...
Kevin
Burkle
CFP, CSLP
Overview
HCP Wealth Planning is an independent financial planning firm that is dedicated to helping ALL healthcare professionals achieve financial wellness through comprehensive planning.
Robert
Wolfe
CFP, CSLP
Cameron
Church
CSLP
Overview
North Star Resource Group is a financial services firm committed to helping steer our clients on the path to financial security.
Timothy
Hamilton
CFP, CIMA, CSLP
Robert
Dowd
CFP, MSTFP, CSLP
Overview
We work with our clients to help them utilize their finances as a tool to achieve their personal goals.
Lauren
Huntsman
CSLP
Overview
Wealthnest aims to provide opportunities for people to use what they have to get where they most want to go—and tap not just their potential for wealth, but their potential for living.
James
Sheridan
CSLP
Overview
At MassMutual Greater Philadelphia, we take great pride in knowing that we have helped our neighbors, friends, families and business owners make good decisions about being financially prepared for ...
Jonathan
Archer
CFP, CLU, ChFC, CSLP
Steven
Witter
CFP, CSLP
Overview
I love helping teachers and health care professionals remove the stress of student loans.
Reid
Matsushima
CFP®, CLU®, ChFC®, CSLP®
Overview
Reid Matsushima, CFP is a Wealth Management Advisor at Northwestern Mutual. Reid has run his own practice for over 16 years and has specialized in working with physicians.
Matt
Elliott
CFP, CSLP
Overview
At Pulse Financial Planning, we have taken an oath to put the interest of clients ahead of our own and receive compensation only directly from clients. You deserve to know who’s paying us. We’re he...
Joshua
Konoff
CFP, CSLP
Overview
Good Life strongly believes that everybody deserves the opportunity to succeed. We use our natural talents for student loan forgiveness to help you achieve financial freedom.
Ally Jane
Ayers
CFP, EA, CSLP, CEP
Overview
The F.I. in Brooklyn FI stands for Financial Independence. The central idea at the core of our planning practice is that money is just a tool to live your best life.
Erica
Blake
CFA, CFP®, CFA, CSLP®
Overview
Mountain Flower Investments is woman founded and operated. Our vision statement is to change lives and make true financial wellness a reality for everyone.
Derek
Delaney
CFP, ChFC, EA, CSLP
Patricia
Kollath
CFP, CSLP
Overview
Inspired Financial Planners, LLC is virtual, fee-only, and fiduciary financial planning firm serving young professionals and retirees.
Rafael
Melendez
CFP, CSLP
Overview
Rafael Melendez is a Financial Planning Coordinator at The Wealth Consulting Group.
Dan
Rooker
CFP, CSLP
Overview
Here at Private Vista, our goal is to help you not only achieve your financial goals, but also your life goals. Your financial decisions should not be made in a vacuum, and we work side by side wit...
Landon
Warmund
CSLP
Overview
Our company specializes in working with school district employees throughout the midwest. Since our start, we've made it a priority to meeting the needs of these employees through comprehensive pla...
Luke
McCord
CFP®, CSLP®
Overview
Fee-Only CERTIFIED FINANCIAL PLANNER™ and Certified Student Loan Advisor®. Student loans are a MASSIVE (and sadly necessary) headache for thousands of Americans and are probably the largest debt m...
Lauryn
Williams
CFP®, CSLP®
Overview
Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to earn a medal in both the Summer and Winter Olympic Games.
Michael
Acosta
CFP®, CSLP®
Overview
With over 50 years of combined experience in the financial services arena, the team is well equipped to provide ideas and strategies to implement a plan to achieve your long term financial success.
Carl
Dimailig
CSLP
Overview
College Loan Angel® partners with licensed financial professionals nationwide to help you maximize federal student loan repayment programs while preparing for the potential for income tax.
Riley
Poppy
CFP, CSLP, BFA, CTS
Overview
Ignite Financial Planning is an independent financial planning firm headquartered in Seattle, WA. We specialize in providing financial planning and investment management services to young professio...
Dennis
McNamara
CFP, AIF, CSLP
Overview
wHealth Advisors is an independent financial planning firm. As fee-only fiduciaries since day one, we hold ourselves to the highest ethical and technical standards in the industry.
Megan
Kielsel
CFP, CSLP
Overview
I really enjoy helping couples and families make long-term financial plans that create joy and harmony in their lives.
Diane
Watson
CSLP
Overview
Diane Watson concentrates on Student Loan Repayment planning, financial planning, and investment advising.
Eric
McGinley
CSLP
Overview
We are here to minimize your payment and maximize you loan forgiveness by ensuring that you are in the optimum repayment plan. We do this through research, education and being hands-on with your lo...
Milich
Zecevic
AIF®, CFP®, CSLP®
Overview
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our re...
Jeffrey
Stewart
CFP, CRPC, CSLP
Overview
Comprehensive planning and investment management with emphasis on sustainability and social responsibility. Our fiduciary practice is built to support your demanding lifestyle, combining innovative...
Adam
Wilkins
CSLP
Overview
We specialize in comprehensive financial planning for dentists and other medical professionals.
Angela
Payne
CSLP
Overview
"Professional experience I am a Certified Student Loan Professional®; helping borrowers manage their student loan debt. I also offer personalized sales and customer service of insurance benefits t...
Elizabeth
Lundstrom
CSLP, RICP
Overview
Park View Advisory Group provides comprehensive financial planning. For clients who are motivated to make the most of their finances to live with purpose and joy, we help piece your goals together.
Judyann
Williamson
CSLP
Overview
CAPTRUST specializes in providing investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-wor...
Patrick
Michaud
CSLP, Registered Representative
Overview
The Bauer Group of Horace Mann partners with school districts,individual educators and their families to plan for retirement, student loan debt forgiveness,wealth management, and insurance solutions.
Michael
DeLucia
CPA, CFP®,CSLP®
Overview
We focus on helping business owners take a comprehensive view of their finances. We do this by coordinating your business accounting, cash flow, & taxes with your personal finances including studen...
Jeff
Wilhelms
MBA, CSLP
Overview
With over 50 years of industry leadership and specialized experience in investment strategies, the Lincoln Investment Companies, as Broker-Dealer and Registered Investment Adviser, along with Cap...
Steve
Underriter
MBA, CSLP
Overview
Our company is focused on assisting military personnel transition to civilian life. We focus on employee benefits, investment, college planning, and business start-ups.
Logan
Varella
CSLP
Overview
Comprehensive financial planning and wealth management firm with a focus on physicians and business owners.
Carlos
Ruiz
CFP
Overview
We are FEE ONLY FINANCIAL ADVISORS. No commissions, no product sales. We think that means fewer conflicts of interest and advice you can trust.
Patrick
Logue
CFP, CSLP
Overview
Patrick Logue CFP(R),CSLP(R) is a fee-only financial planner who specializes in student loan planning. He works with young professionals who want to pay off debt and start saving for their future.
Carlos
Ruiz
CFP, CSLP
Overview
We are FEE ONLY FINANCIAL ADVISORS. No commissions, no product sales. We think that means fewer conflicts of interest and advice you can trust.
David
Gourley
CSLP
Overview
A former teacher helping other teachers come up with a plan for their money.
J. Belle
Osvath
CFP, AIF, CSLP
Overview
The Advisors at VLP Financial Advisors believe in a holistic approach to financial management, aligning your investment and financial decisions with your values.
Devon
Pilney
Overview
I help physicians decrease financial stress by empowering them with actionable advice & education that's fun & easy.
Tim
Fitch
CSLP
Overview
Commerce Bank will be the preferred provider of targeted financial service in our communities based on strong customer relationships. We will strengthen these relationships by providing the right s...
Rosario
Chacon
Overview
Wealth-Source Financial is an Independent Fee-Only advisory. When you work with Wealth-Source, you partner with a professional who applies her coaching skills and professional expertise to help yo...
Keith
Spencer
CFP, CSLP
Overview
Spencer Financial Planning, LLC provides comprehensive financial planning, investment management, and project-based financial analysis to empower clients through financial health.
Melissa
Visbal
CFP, CSLP
Overview
Relationship-based portfolio management, proactive service, and an emphasis on education are foundational to our vision for clients and Narwhal.
Alexander
Cavaliere
CSLP
Overview
Diamond State Financial Group is an independent, comprehensive financial planning firm based out of Newark, DE. We have three separate teams of specialists who serve physicians, attorneys, and smal...
