Like most people, you have hopes and dreams and life goals for yourself and your family. Managing your finances is the key to achieving those dreams and goals, helping you navigate the financial barriers that inevitably arise in every stage of life.
Handling your personal finances is ultimately your responsibility, but you don’t have to do it alone. A qualified financial planner, such as a certified financial planner (CFP) licensee, can help you make decisions that make the most of your financial resources.
Our advice? Don’t skimp on the CFP designation. Those three letters indicate someone is qualified in financial and investment planning, and that they provide an honest fiduciary benefit to their clients. Not everyone who calls themselves a financial advisor can say that.
The Soirée team worked with the CFP association and internal research efforts to compile a list of financial planning firms in the city who have CFPs on staff. What follows is that list to the best of our abilities; this list may not be exhaustive, although every effort was taken to make it so.
Follow the links on this page to read paid profiles of firms and individuals who chose to participate in this section so that you might gain more knowledge of their abilities, philosophies, compensation structures and beyond.
Bob R. Chambers
Robin Elaine Gann
Carl M. Irico
Lester P. Matlock
Larry R. Root
Aptus Financial Services
Sarah Catherine Gutierrez
Barry M. Corkern & Co Inc.
Barry M. Corkern
CFP practitioners are licensed and regulated by the Certified Financial Planner Board of Standards Inc. By virtue of their CFP license, granted by the board, CFP professionals are held accountable to the board’s code of ethics for their financial planning activities.
Most CFP professionals are dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses. All CFP professionals have earned at least a four-year college degree and have completed a course of study in financial planning approved by the board. All CFPs are also required to have 30 hours of continuing education credit every two years, with at least two of those hours being an approved ethics course.
Carrus Financial Management
Ryan Michael Carrus
ClientFirst Wealth Management
Edward P. Mahaffy
CrossCurrent Wealth Management LLC
Roy W. Stephens
Financial Decisions Inc.
Karron E. Wages
Financial Legacy Management Inc.
John W. Kelley
Financial Management Inc.
John B. Robinson
Ifrah Financial Services Inc.
Stephen Henry DeSalvo
Ryan M. Fuchs
Frank M. Kelly
Douglas J. Spencer
Independent Financial Advisors
John M. Mueller
Joshua E. Danforth
Edmond T. (Toby) Burkett
William D. Gorman
Richard D. Greer
Trevor D. Holbert
Douglas W. Menz
Justin T. Mitchell
Pledger E. Monk III
Sylas B. Robinson
Chris W. Vincent
Kimberly D. Williams
Todd Christian Boswell
Nathan Daniel Kinard
Platinum Portfolio Investments LLC
Prime Capital Investment Advisors
Jason A. Gerber
Raymond James & Associates
Michael E. Kepesky
CFP: Certified Financial Planner
CPA: Certified Public Accountant
PFS: Personal Financial Specialist
AIF: Accredited Investment Fiduciary
CLU: Chartered Life Underwriter
ChFC: Chartered Financial Consultant
MBA: Master of Business Administration
CIMA: Chartered Institute of Management Accountants
CFA: Chartered Financial Analyst
C(k)P: Certified 401(k) Professional
CRPC: Chartered Retirement Planning Counselor
CPWA: Certified Private Wealth Advisor
CPFA: Certified Plan Fiduciary Advisor
CDFA: Certified Divorce Financial Analyst
Cory Denise Grummer
James R. Mitchell
UBS Financial Services Inc.
David H. Gutierrez
Hardy L. Winburn
Wells Fargo Advisors Financial Network
WM Lloyd Company
William K. Lloyd