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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...

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John
Ratchford

CFP, CSLP

Overview

I work with my clients to help them design a complete financial solution for their unique situation.

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Fredrick
Waller

EA, CFP

John
Antrobus

CFP, CDFA, CSLP

Kevin
Stevens

CFP, CSLP

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.

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Steven
Caplan

CSLP

Overview

COMING SOON

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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.

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Arielle
Minicozzi

Overview

coming soon

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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.

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Marcia
Lewis

CSLP

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.

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Kerry
Jackson

CFP, CRPS, CSLP

Overview

coming soon

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Jennifer
Feller

CFP, AIF

Aubrey
Coleman

CFP, CSLP

Overview

Financial planning rocks! At Financial Consulting Group 360 we get to help people make good money decisions.

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Garrett
Prom

CFP, CA, CRPC, CSLP

Overview

coming soon

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Chad
Chubb

CFP, CSLP

Overview

Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family.

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Frank
Shields

CFP, CSLP, MBA

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.

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Simcha
Terwilliger

CSLP, FPQP

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...

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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.

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Brittany
Mollica

CFP, CSLP

Jerad
Alexander

CFP, CSLP

Overview

Coming Soon

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Shane
Mason

CFP, CPA, CSLP

Overview

Brooklyn FI can help you get to where you want to be.

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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.

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William
Nelson

CSLP

Overview

Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Retirement planning, Insurance.

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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.

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Michael
Stevens

CSLP, CFA

Overview

Jubilee Student Loan Education focuses on educating its clients on the philosophy,options and strategies on student loan debt.

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Galen
Bearden

CSLP, EA

Overview

Conscious Money Solutions is a comprehensive, fee only financial planning firm located in Amarillo Texas.

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Carli
Coyne

CSLP

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.

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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.

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Leslie
Gaddis

CSLP

Overview

coming soon

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Connor
McDonald

CSLP

Overview

coming soon

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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...

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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.

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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.

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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...

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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!

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Michael
Meridith

CSLP, CFP, CIMA, CPWA

Overview

coming soon

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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.

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Christopher
Robinson

CSLP

Overview

coming soon

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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.

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Ciara
Price

CFP, CSLP

Overview

Legacy Solutions specializes in comprehensive financial planning for young professionals, pre-retirees, and retirees.

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Charles
Mertz, III

CSLP, RIA

Overview

coming soon

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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...

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Joseph
Hogan

CFP, CSLP

Overview

At WealthFD, we offer an rare depth of experience and expertise into the financial needs of dentists.

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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...

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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...

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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.

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William
Koster

CFP, CSLP

Overview

Holistic Financial Planning

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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...

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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.

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Robert
Wolfe

CFP, CSLP

Overview

coming soon

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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.

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Timothy
Hamilton

CFP, CIMA, CSLP

Overview

coming soon

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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.

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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.

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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 ...

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Jonathan
Archer

CFP, CLU, ChFC, CSLP

Overview

Coming soon

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Steven
Witter

CFP, CSLP

Overview

I love helping teachers and health care professionals remove the stress of student loans.

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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.

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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...

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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.

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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.

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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.

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Derek
Delaney

CFP, ChFC, EA, CSLP

Overview

Profinium Inc. is a full service financial solutions center.

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Patricia
Kollath

CFP, CSLP

Overview

Inspired Financial Planners, LLC is virtual, fee-only, and fiduciary financial planning firm serving young professionals and retirees.

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Rafael
Melendez

CFP, CSLP

Overview

Rafael Melendez is a Financial Planning Coordinator at The Wealth Consulting Group.

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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...

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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...

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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...

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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.

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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.

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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.

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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...

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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.

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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.

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Diane
Watson

CSLP

Overview

Diane Watson concentrates on Student Loan Repayment planning, financial planning, and investment advising.

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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...

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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...

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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...

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Adam
Wilkins

CSLP

Overview

We specialize in comprehensive financial planning for dentists and other medical professionals.

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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...

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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.

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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...

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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.

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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...

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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...

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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.

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Logan
Varella

CSLP

Overview

Comprehensive financial planning and wealth management firm with a focus on physicians and business owners.

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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.

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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.

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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.

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David
Gourley

CSLP

Overview

A former teacher helping other teachers come up with a plan for their money.

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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.

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Devon
Pilney

Overview

I help physicians decrease financial stress by empowering them with actionable advice & education that's fun & easy.

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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...

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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...

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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.

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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.

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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...

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