MQ Partner Directory
This directory is reserved for financial advisors and other professionals who have invested in Money Quotient tools and training in order to better serve their clients’ needs and aspirations.
In addition to contact information provided for each advisor, you can click on “View Qualifications” for a snapshot of their MQ training, commitment, and participation.
Green stars indicate the individuals who have submitted an application for review and have qualified for an MQ Endorsement. This select group of advisors have demonstrated their commitment to consistently integrate MQ True Wealth™ tools and processes into their client meeting schedules and presentations.
Christina Kramlich CFP®, MBA
Chicory Wealth View Qualifications
Phone: 707-338-2041
Email: christinakramlich@chicorywealth.com
Website: https://chicorywealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
MQ Endorsement Level 3
Cicily Maton, CFP®
The Planning Center, Inc View Qualifications
Phone: 312.664.4090
Fax: 312.664.9709
Email: cicily@theplanningcenter.com
Website: http://www.theplanningcenter.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
First Step Cash Management System™
-
Veteran MQ Financial Life Planner
-
MQ Endorsement Level 3
-
In-Depth Data Gathering & Goal Setting
Dan Kirslis
Chicory Wealth View Qualifications
Phone: 404.294.5917
Email: dankirslis@chicorywealth.com
Website: https://chicorywealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
MQ Endorsement Level 3
David Harpool, AAMS
AVID Advisory and Investment Group View Qualifications
Phone: 7272473165
Email: david.harpool@avidplanning.com
Website: http://avidplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2019
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 3
-
Money Quotient Retreat 2020
David Yeske, CFP®
Yeske Buie, Inc. View Qualifications
Phone: 415.956.9686
Fax: 866.549.4990
Email: dave@yebu.com
Website: http://www.yebu.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 3
-
Complete True Wealth™ Planning Tool Kit
-
Money Quotient Retreat 2012
Emilie Goldman, CFA, CFP®
Tamarind Financial Planning View Qualifications
Phone: 650.378.1488
Fax: 650.362.2499
Email: emilie@tamarindfinancial.com
Website: http://www.tamarindfinancial.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 3
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
-
Veteran MQ Financial Life Planner
-
Money Quotient Retreat 2014
-
Money Quotient Gathering 2015
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2018
-
Money Quotient Retreat 2016
Georgia Lee Hussey, CFP®
President Modernist Financial View Qualifications
Phone: 971.544.7417
Fax: 503.966.7832
Email: team@modernistfinancial.com
Website: http://www.modernistfinancial.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
-
First Step Cash Management System™
-
Veteran MQ Financial Life Planner
-
Money Quotient Retreat 2014
-
MQ Endorsement Level 2
-
Money Quotient Gathering 2017
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2018
Jack Arnold
AVID Advisory and Investment Group View Qualifications
Phone: (727) 228-6840
Email: jack.arnold@avidplanning.com
Website: http://avidplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2019
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 3
Jacob Newcomer, CFP®
Chicory Wealth View Qualifications
Phone: 404.294.5917
Email: jacobnewcomer@chicorywealth.com
Website: https://chicorywealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
MQ Endorsement Level 3
-
Money Quotient Retreat 2020
Jason A. Smith, CFP®
Hausman Advisors View Qualifications
Phone: 503.922.3010
Email: jason@hausmanadvisors.com
Website: http://www.hausmanadvisors.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 2
-
In-Depth Data Gathering & Goal Setting
-
First Step Cash Management System™
-
Veteran MQ Financial Life Planner
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2018
-
Money Quotient Retreat 2020
Jeffrey Wheeler, JD
the wealth collaborative, Inc. View Qualifications
Phone: 818.577.1161
Fax: 818.444.7985
Email: jwheeler@thewealthcollaborative.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 3
-
Complete True Wealth™ Planning Tool Kit
-
Veteran MQ Financial Life Planner
-
Principles of Client Communication & Discovery
-
Money Quotient Retreat 2007
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2012
-
First Step Cash Management System™
-
Money Quotient Gathering 2015
Jennifer Luzzatto, CFA, CFP®
President Summit Financial Partners, Inc. View Qualifications
Phone: (804) 290-0162
Email: jennifer@summitrva.com
Website: https://www.summitfinancialpartnersrva.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
MQ Endorsement Level 2
Kevin Stevens, CFP®
AVID Advisory and Investment Group View Qualifications
Phone: (727) 228-6840
Email: kevin.stevens@avidplanning.com
Website: http://avidplanning.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 3
-
Money Quotient Retreat 2020
Kim Rosenberg, CFP®
Managing Principal Rosenbaum Financial, Inc. View Qualifications
Phone: 503.352.1001
Fax: 503.352.1301
Email: kim@rosenbaumfinancial.com
Website: http://www.rosenbaumfinancial.com
-
Fundamentals of True Wealth™ Planning
-
First Step Cash Management System™
-
MQ Endorsement Level 3
-
Completed Implementation Consultation Program
-
Money Quotient Retreat 2014
-
Veteran MQ Financial Life Planner
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2015
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2018
Kshitija
Director Gaining Ground Investment Services Pvt Ltd View Qualifications
Phone: 091-9845543130
Email: kshitija@ggindia.com
Website: http://ggindia.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 1
Lauren Stansell CFP®
Financial Planner Yeske Buie View Qualifications
Phone: 800.772.1887
Fax: 866.549.4990
Email: laurenS@yebu.com
Website: http://www.yebu.com
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
-
Money Quotient Retreat 2020
-
MQ Endorsement Level 3
Lexi Olian, CFP®
Director of Financial Planning Humphreys Group View Qualifications
Phone: (415) 928-0401
Email: lexi@humphreysgroup.com
Website: http://humphreysgroup.com/
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Complete True Wealth™ Planning Tool Kit
-
MQ Endorsement Level 3
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2018
-
Money Quotient Retreat 2020
Maggie Kulyk, CRPC®
Chicory Wealth View Qualifications
Phone: 404.294.5917
Email: maggiekulyk@chicorywealth.com
Website: https://chicorywealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
MQ Endorsement Level 3
Mark Silverman, CFP®
Managing Member/Founder/Wealth Manager Silverman + Associates View Qualifications
Phone: 520.512.8832
Fax: 520.512.8833
Email: mark@silverman-associates.com
Website: https://silverman-associates.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 3
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
Mary Shaltis
Chicory Wealth View Qualifications
Phone: 404.294.5917
Email: maryshaltis@chicorywealth.com
Website: https://chicorywealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
MQ Endorsement Level 3
Melinda Davis, CFP®, CRPC
Davis Wealth Advisors View Qualifications
Phone: (603) 475-7644
Email: melinda@daviswealthadvisors.net
Website: http://http://www.daviswealthadvisors.net/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 3
-
Money Quotient Retreat 2020
Michael Kay, CFP®
President Financial Life Focus, LLC View Qualifications
Phone: 973.533.0666
Fax: 973.533.6460
Email: mkay@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 3
-
Complete True Wealth™ Planning Tool Kit
-
Veteran MQ Financial Life Planner
-
Principles of Client Communication & Discovery
-
Empowering Change
-
Money Quotient Retreat 2006
-
Money Quotient Retreat 2007
-
Money Quotient Retreat 2008
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2012
-
Money Quotient Retreat 2014
-
Money Quotient Gathering 2015
-
Money Quotient Retreat 2018
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2020
Michelle Maton, CFP®, EA, RLP®
The Planning Center, Inc View Qualifications
Phone: 312.664.4090
Fax: 312.664.9709
Email: michelle@theplanningcenter.com
Website: http://www.theplanningcenter.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
First Step Cash Management System™
-
Veteran MQ Financial Life Planner
-
Money Quotient Retreat 2005
-
Money Quotient Retreat 2006
-
Money Quotient Retreat 2008
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2012
-
Money Quotient Retreat 2014
-
MQ Endorsement Level 3
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2015
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2020
Mike Sigmon, CFP®
Summit Financial Partners View Qualifications
Phone: 804-290-0162
Email: Mike@SummitRVA.com
Website: https://www.summitfinancialpartnersrva.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
MQ Endorsement Level 2
Paul Cordero CFP, EA
Attune Financial Planning View Qualifications
Phone: 415-259-6649
Email: paul@attunefp.com
Website: http://www.attunefp.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
-
MQ Endorsement Level 2
-
Money Quotient Retreat 2020
Stephen Hazel, CFP®, AIF®, ChFC®, RICP®
Founder Magnificent Life Financial Planning View Qualifications
Phone: (480) 219-6508
Fax: (480) 383-6436
Email: steve@magnificentlifefp.com
Website: https://magnificentlifefp.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
First Step Cash Management System™
-
MQ Endorsement Level 3
-
Money Quotient Retreat 2020
Tanya Steinhofer, CFA, CFP®
Principal Redwood Grove Wealth Management View Qualifications
Phone: 415-516-3380
Fax: N/A
Email: tanya@redwoodgrovewm.com
Website: http://www.redwoodgrovewm.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 1
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2019
Tejal Gandhi, M.Com. DSM, CFP®
CEO and Founder Money Matters, India View Qualifications
Phone: 91 98211 52591
Email: tejal.gandhi@moneymattersindia.com
Website: http://www.moneymattersindia.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
MQ Endorsement Level 1
Vishal Dhawan, CFP®, MBA
Plan Ahead Wealth Advisors Pvt Ltd View Qualifications
Phone: 91 900 468 7526
Email: vishal@planaheadindia.com
Website: http://www.planahead.in
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 1
-
In-Depth Data Gathering
William D. Pitney, MBA, CFP®,CeFT®
Financial Focus Engineer and Coach Focus YOU View Qualifications
Phone: 707- 282-3700
Fax: 877.410.0748
Email: info@focusyou.com
Website: http://www.focusyou.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
MQ Endorsement Level 1
-
First Step Cash Management System™
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Retreat 2020
Aaron Lieberman, CFP®
Managing Director Marathon Wealth Management, Inc. View Qualifications
Phone: 631.760.8385
Fax: 631.760.8391
Email: aaron@marathonwealth.net
Website: http://www.marathonwealth.net
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2018
Abby Morton, CFP®
Gather Financial Planning View Qualifications
Phone: 2077813500
Email: abby@gatherfp.com
Website: https://www.gatherfinancialplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Adam Lipton
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: a.lipton@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Retreat 2020
Adrienne Ross, CFP®, ChFC®, AFC®
Clear Insight Financial Planning, LLC View Qualifications
Phone: (509) 847-4079
Email: Adrienne@mycifp.com
Website: https://mycifp.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Alec Williamson, CFP®
Pacific Crest Financial Advisors, LLC View Qualifications
Phone: 425.609.3797
Fax: 425.609.2254
Email: alec@pacificcrestfa.com
Website: http://www.pacificcrestfa.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Alecia L Modahl, CFP®
Certified Financial Planner Modahl Collaborative, securities and advisory service offered through KMS Financial Services, Inc View Qualifications
Phone: 425.285.4411
Fax: 425.642.4973
Email: alecia@modahlc.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
-
Veteran MQ Financial Life Planner
-
Principles of Client Communication & Discovery
-
Empowering Change
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2012
-
Money Quotient Retreat 2014
-
Money Quotient Gathering 2015
-
Money Quotient Gathering 2017
-
Money Quotient Retreat 2018
Alexandra Demosthenes CPA/PFS, CFP®
Director of Financial Planning Investment Advisory Professionals, LLC View Qualifications
Phone: (561) 386-7475
Email: Alexandra@iapllc.com
Website: https://www.iapllc.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Alexandra Ollinger
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 513-792-6648
Email: a.ollinger@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Retreat 2020
Amber Miller, CFP®
The Planning Center Inc. View Qualifications
Phone: (763) 494-0095
Email: amber@theplanningcenter.com
Website: https://www.theplanningcenter.com/
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Andrew Baxley, CFP®
The Planning Center View Qualifications
Phone: (303) 591-7116
Email: andrewbaxley@theplanningcenter.com
Website: https://www.planningcenter.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Andrew Crone
Yahara Wealth Management, LLC View Qualifications
Phone: (608) 467-1010
Email: andrew@yaharawealth.com
Website: https://yaharawealth.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Andrew Mohrmann
Modern Dollar Planning View Qualifications
Phone: 314. 827.5852
Email: andrew@modern-dollar.com
Website: http://www.modern-dollar.com
-
First Step Cash Management System™
Andrew Sivertsen, CFP®, CeFT®, CAP®
Partner/Sr. Financial Planner The Planning Center Inc. View Qualifications
Phone: (309) 797-4030
Fax: (309) 797-4026
Email: Andrew@theplanningcenter.com
Website: http://www.theplanningcenter.com
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Retreat 2014
-
Veteran MQ Financial Life Planner
-
In-Depth Data Gathering & Goal Setting
Angela O'Neil
The Strebel Planning Group View Qualifications
Phone: 607.275.1275
Email: angela@strebelcpa.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering
Ann Garcia, CFP®
Independent Progressive Advisors View Qualifications
Phone: (503) 536-7351
Email: ann@ipawealthmanagement.com
Website: http://www.ipawealthmanagement.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Anne B. Johnston, CFP®, CIMA®, ChSNC®
Managing Director, Wealth Advisor Created Wealth Advisory View Qualifications
Phone: 310.424.4011
Email: aj@createdwealth.com
Website: http://www.createdwealth.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering
-
Money Quotient Retreat 2014
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2020
Annette Brinton, CFP®
Senior Wealth Manager Waypoint Wealth Partners View Qualifications
Phone: 877.768.4802
Fax: 415.530.2605
Email: annette@waypointwp.com
Website: http://www.waypointwp.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Annie Book, CLTC, ChFC
North Star Resource Group View Qualifications
Phone: 503.423.2737
Email: annie.book@northstarfinancial.com
Website: http://www.northstarfinancial.com
-
Fundamentals of True Wealth™ Planning
-
First Step Cash Management System™
-
Veteran MQ Financial Life Planner
-
In-Depth Data Gathering
-
Money Quotient Retreat 2016
Aries Jimenez, CFP®
San Diego Wealth View Qualifications
Phone: 858.270.7705
Fax: 858.777.9597
Email: aries@sandiegowealth.com
Website: https://www.sandiegowealth.com/
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Complete True Wealth™ Planning Tool Kit
Benjamin Gilbert, CFP®
Silver Oak Advisory Group View Qualifications
Phone: 503.242.1715
Email: ben@silveroak.net
Website: http://www.silveroak.net
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Beth McClelland, MBA, CDFA, CFP®
Principal Lamorinda Financial Planning View Qualifications
Phone: 925.876.7668
Email: beth@lamorindafinplan.com
Website: http://www.lamorindafinplan.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
Money Quotient Retreat 2014
Bill Connor, CFA, CFP
Managing Director, Partner BakerAvenue Wealth Management View Qualifications
Phone: (212) 202-3188
Email: bc@bakerave.com
Website: https://www.bakerave.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Bill Entwistle, CFP ®
MQ Consultant View Qualifications
Phone: (401) 741-0425
Email: bill@entwistleplanning.com
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Retreat 2020
Bill Toner, CFP®, AIF®
Plains Coastal View Qualifications
Phone: (805) 855-0292
Email: bill@plainscoastal.com
Website: https://www.plainscoastal.com/
-
First Step Cash Management System™
Blake Price
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: b.price@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Bob Franz, CRC®, MPAS®
Alexander Financial Planning, Inc View Qualifications
Phone: (614) 538-1600
Email: bfranz@afp-advisors.com
Website: https://www.alexanderfinancialplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Brad Michels CFP®,OPFC
Financial Architects, Inc View Qualifications
Phone: 502.589.1772
Email: bmichels@wealthcarecapital.com
Website: http://www.lifetimesolution.com
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
Bradley Allen, CFP®
Allison Spielman Advisors View Qualifications
Phone: 425.889.7848
Fax: 425.889.0828
Email: ballen@allisonspielman.com
Website: http://www.allisonspielman.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Complete True Wealth™ Planning Tool Kit
-
Veteran MQ Financial Life Planner
-
Principles of Client Communication & Discovery
-
Money Quotient Retreat 2014
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2018
Brenna Jensen-Baucum, CFP®
The H Group, Inc. View Qualifications
Phone: (503) 371-3333
Email: brennab@thehgroup.com
Website: https://thehgroup.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2020
Brent Hunsberger, CFP®
Silver Oak Advisory Group View Qualifications
Phone: 503.242.1715
Fax: 503.242.1808
Email: brent@silveroak.net
Website: http://www.silveroak.net
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Brent Lince, CFP®
Phone: (971) 217-7537
Email: brent@lincefinancialplanning.com
Website: http://lincefinancialplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
Money Quotient Retreat 2020
Brian Kampbell, CFP®, ChFC®
President & Managing Partner FLS Financial Group, LLC View Qualifications
Phone: 253.252.2000
Fax: 253.926.0840
Email: brian@flsfinancialgroup.com
Website: http://www.flsfinancialgroup.com/
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
Brian Kennedy, AIF®, ChFC®, CRPC®, CMFC®,CLTC®, LUTCF®
Wealth Planning Advisor & President KCA Wealth Management, LLC View Qualifications
Phone: 717.774.7080
Fax: 717/920-7645
Email: bkennedy@kcwealth.com
Website: http://www.KCAWealth.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
Brian Bishop, CFP®, CPA/PFS
President & Wealth Advisor Bishop Financial Advisors View Qualifications
Phone: 330.342.4080
Fax: 330.342.4084
Email: brian@bishopfinancialadvisors.com
Website: http://www.bishopfinancialadvisors.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Caleb Brown
New Planner Recruiting View Qualifications
Phone: 888.666.1021
Fax: 888.666.1022
Email: cbrown@newplannerrecruiting.com
Website: http://www.newplannerrecruiting.com/
-
In-Depth Data Gathering
Candice McGarvey
Her Dollars Financial Coaching View Qualifications
Phone: 703.402.8610
Email: candice@herdollars.com
-
First Step Cash Management System™
Carolyn Larsen-Wieber, CPA, PFS
CLW Financial Planning LLC View Qualifications
Phone: 919.749.3368
Email: clarsen.wieber@gmail.com
Website: https://www.clarsenwiebercpapfs.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Completed Implementation Consultation Program
Cecilia Fleming
EVO Advisors View Qualifications
Phone: 804-794-1981
Email: cfleming@evoadvisers.com
Website: https://evoadvisers.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Chad Parmenter, CFP®, CLU, CHFC, CDFA, RICP, BFA
Member Mirus Planning, LLC View Qualifications
Phone: 425.250.0522 x 3
Email: cparmenter@mirusplanning.com
Website: http://www.mirusplanning.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Retreat 2016
Charlie Mattingly CFP®, MBA
Principal Leading Edge Financial Planning View Qualifications
Phone: (843) 847-7164
Email: charlie@leadingedgeplanning.com
Website: http://leadingedgeplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Chris Bradshaw
Zest Financial Solutions Pty, Ltd View Qualifications
Phone: (041) 425-1841
Email: chrisb@zestfinancial.com.au
Website: http://www.zestfinancial.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Christina Traurig CFP®, MBA
Cornerstone Financial Planning View Qualifications
Phone: (603) 431-1133
Email: christina@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Christine Carlton
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: c.carleton@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Christine Haviaris, CPA
Phone: (845) 640-1601
Email: chris@chrishaviaris.com
-
First Step Cash Management System™
Christopher Castles, CPA, CFP®, FAICD
Zest Financial Solutions Pty Ltd View Qualifications
Phone: 1800-283-895
Email: chrisc@zestfinancial.com.au
Website: http://www.zestfinancial.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Christopher Girbes-Pierce
Five Oceans Advisors View Qualifications
Phone: 310.975.7073
Email: chris.girbes@fiveoceansadvisors.com
Website: https://fiveoceansadvisors.com/
-
First Step Cash Management System™
Christopher Hamm
President/Wealth Advisor Bridgewater Financial Group, LLC View Qualifications
Phone: (330) 998-2519
Email: chamm@bridgewaterfg.com
Website: http://www.bridgewaterfinancialgroup.com/
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
Christopher Mastley, CFP®
JNBA Financial Advisors View Qualifications
Phone: 952-844-0995
Fax: 952-844-0996
Email: Chris.mastley@jnba.com
Website: https://jnba.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Christopher Urban
Wealth Advisor Burney Wealth Management View Qualifications
Phone: 703-281-3735
Email: curban@burney.com
Website: http://www.burneywealth.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Christy Pedersen MBA, CFA, CFP®
Whitnell View Qualifications
Phone: (630) 575-2300
Email: christy_pedersen@yahoo.com
Website: https://www.whitnell.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Cole Delucas, CFP®
Yeske Buie, Inc. View Qualifications
Phone: 415-956-9686
Email: Cole@YeBu.com
Website: https://yebu.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Corey Beal, CFP®
CEO & Director of Joy Empowering Finance View Qualifications
Phone: (541) 231-6034
Email: corey@empoweringfinance.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Courtney Weber
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: c.weber@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Craig Childress, CFP®, ChFC, CLU
Managing Partner Oswego Wealth Advisors View Qualifications
Phone: 503.342.2249
Fax: 503.741.2188
Email: craig@oswegowealthadvisors.com
Website: http://oswegowealthadvisors.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Retreat 2016
Dan Peters, CFP®
Prism Planning Partners, LLC View Qualifications
Phone: (847) 250-9870
Fax: (847) 250-9870
Email: dan@prismplanningpartners.com
Website: https://prismplanningpartners.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Danielle Howard, CFP®
Wealth By Design View Qualifications
Phone: 970.927.3909
Fax: 970.927.7643
Email: danielle@wbd4u.com
Website: http://www.WealthByDesign4U.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering
-
Veteran MQ Financial Life Planner
Dave O'Brien, MBA, CFP®
EVO Advisors View Qualifications
Phone: (804) 794-1981
Email: dobrien@evoadvisers.com
Website: https://evoadvisers.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
David Riback, CRC®
Managing Partner Oswego Wealth Management, Inc View Qualifications
Phone: 503-603-0872
Fax: 1-877-335-8767
Email: dave@oswegowealth.com
Website: http://www.oswegowealth.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2016
David Wargin
Liberty Financial Group, Inc. View Qualifications
Phone: 262.785.1377
Fax: 262.785.6655
Email: david@lfgwi.com
Website: http://www.lfgwi.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Money Quotient Retreat 2014
-
In-Depth Data Gathering & Goal Setting
Deanna Sicking
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: d.sicking@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Debbie Gallant, CFP®, RLP, ChFC, RICP
Principal and Lead Advisor Gallant Financial Planning, LLC View Qualifications
Phone: (301) 461-8492
Email: debra@gallantfp.com
Website: https://www.gallantfp.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Denise Tuemmler, CFP ®, MBA
Protected Investors of America View Qualifications
Phone: 925-746-0502
Email: dtuemmler@protectedinvestors.com
Website: https://www.protectedinvestorswc.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Retreat 2020
Dennis Clavin, CFP®
Dennis Clavin LLC View Qualifications
Phone: 206.241.6521
Fax: 206.241.5129
Email: dennis@dennisclavin.com
Website: http://www.dennisclavin.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering
Devon Klumb, CFP®, BFA
Truepoint Wealth Counsel, LLC View Qualifications
Phone: (513) 301-2871
Email: devon@rhinevest.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Retreat 2020
Drew Garner
Castleview Wealth Advisors View Qualifications
Phone: 405 705 2906
Email: drew@castleviewadvisors.com
Website: https://castleviewadvisors.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Elisa Ordona
Principal Evoke Financial Planning LLC View Qualifications
Phone: 5104003415
Email: elisa@evokefp.com
Website: http://www.vestnomics.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Elise Huston, CFP®
JNBA Financial Advisors View Qualifications
Phone: 2182490044
Email: elise.huston@jnba.com
Website: https://jnba.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Eric Johnson
Chief Executive Officer Personal Benefit Services Wealth Management View Qualifications
Phone: 303.424.100
Fax: 3034208082
Email: eric.johnson@pbswm.com
Website: http://www.pbswm.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
Eric Kies, CFP®, AIFA, CRPS
The Planning Center View Qualifications
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: eric@theplanningcenter.com
Website: http://www.theplanningcenter.com
-
Fundamentals of True Wealth™ Planning
-
First Step Cash Management System™
-
In-Depth Data Gathering & Goal Setting
Erik C. Milam CFP®, RLP®
Partner, Financial Planner TrustCore, LLC View Qualifications
Phone: 615-369-1423
Fax: 615-850-8109
Email: erik.milam@trustcore.com
Website: https://www.trustcore.com
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Retreat 2020
Evan Shorten, CFP®
President and Founder Paragon Financial Partners View Qualifications
Phone: 310.557.1515
Email: evan@paragonfinancialpartners.com
Website: http://www.paragonfinancialpartners.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Veteran MQ Financial Life Planner
-
Principles of Client Communication & Discovery
-
Money Quotient Retreat 2007
-
Money Quotient Retreat 2008
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2012
-
Money Quotient Gathering 2015
Frank Pare
PF Wealth Management Group, LLC View Qualifications
Phone: 510.986.0598
Email: frank@pfwealthgroup.com
-
First Step Cash Management System™
Fritz Brauner
President The Brauner Company View Qualifications
Phone: 650.574.0800
Fax: 650.574.7282
Email: fritz@braunercompany.com
Website: http://www.braunercompany.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Retreat 2014
Gary Dean
CEO Trustcore View Qualifications
Phone: (615) 369-1411
Email: gary.dean@trustcore.com
Website: https://www.trustcore.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Gerald Craig, CFP®, CLU®, CHFC®
Carolina Planning Consultants, LLC View Qualifications
Phone: (704) 786-4857
Email: gerald.craig@cpcllp.com
Website: https://cpcllp.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Gregg Clarke, CFP®
Meritas Wealth Management, LLC View Qualifications
Phone: 415.300.4560
Fax: 415.461.4022
Email: gregg@meritaswealth.com
Website: http://www.meritaswealth.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Retreat 2016
Guy Clanton
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: g.clanton@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Hans Manseth, CFP®
Investment adviser Representative Equity Services, Inc. View Qualifications
Phone: 503.227.4817 xt3033
Fax: 503.227.0971
Email: hans@hjamfinancial.com
Website: http://www.equity-services.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Harry Scheyer, CPA/PFS, CFP, CExP
Phone: 856) 304-9267
Email: hscheyer@gmail.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Heather Spencer
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: h.spencer@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Hugues Rivard, CFP®
Financial Life Focus View Qualifications
Phone: 973.533.0666
Fax: 973.533.6460
Email: hrivard@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Veteran MQ Financial Life Planner
-
Principles of Client Communication & Discovery
-
Empowering Change
-
Money Quotient Retreat 2006
-
Money Quotient Retreat 2007
-
Money Quotient Retreat 2008
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2012
-
Money Quotient Retreat 2014
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2018
-
In-Depth Data Gathering
-
Money Quotient Retreat 2020
Ingrid Strauss, CFP®
Financial Planner Cordis Financial View Qualifications
Phone: (612) 268-2620
Email: Ingrid@cordisfinancial.com
Website: http://www.cordisfinancial.com/
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
Veteran MQ Financial Life Planner
-
Money Quotient Retreat 2020
Iris Nguyen
Wealth Architects View Qualifications
Phone: 6503259044
Fax: 6503259044
Email: iris@wealtharchitects.com
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
J.J. Sessions
The Planning Center, Inc View Qualifications
Phone: 763.494.0095
Fax: 763.374-8874
Email: JJ@theplanningcenter.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Retreat 2016
Jacob Rothman, CFPⓇ, CPA, CFA
Portfolio Manager Rothman Investment Management View Qualifications
Phone: (805) 286-6378
Email: jake@rothmaninvest.com
Website: http://www.rothmaninvest.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2020
Jake Weatherford
Castle View Wealth Advisors View Qualifications
Phone: 405-657-9001
Email: jake@castleviewadvisors.com
Website: https://castleviewadvisors.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
James Hindes
Enow Financial View Qualifications
Phone: (503) 714-7357
Email: james@enowfp.com
Website: https://enowfp.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Janel Carroll, CPA, CFP®, CDFA
Wealth Advisor & Principal Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: j.carroll@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
Jayden Swarbrick
Zest Financial Solutions Pty, Ltd View Qualifications
Phone: 0407 483 779
Email: jaydens@zestfinancial.com.au
Website: http://www.zestfinancial.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Jeanna Fifer, CFP®, CPWA®
Cordis Financial View Qualifications
Phone: 6122682620
Email: jeanna@cordisfinancial.com
Website: http://www.cordisfinancial.com/
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Retreat 2020
Jeff Ashford, CFP®
Access Financial Resources, Inc. View Qualifications
Phone: 405.848.9826 ext. 312
Email: jeff@afradvice.com
Website: http://www.afradvice.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
Money Quotient Retreat 2014
-
Money Quotient Retreat 2016
Jeff Petrie, AFP
HPH Solutions View Qualifications
Phone: 0892003123
Email: jpetrie@hphsolutions.com.au
Website: https://www.hphsolutions.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Jeremy Levinn, CFP®
Financial Life Focus View Qualifications
Phone: 973.533.0666
Fax: 973.533.6460
Email: jlevinn@financial-lifefocus.com
Website: http://www.financial-lifefocus.com
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Retreat 2014
-
Money Quotient Gathering 2015
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2018
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Retreat 2020
Jerry Sutton, PLC
Sutton Advisors View Qualifications
Phone: 517.487.5555
Email: jerry@suttonadvisors.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
Jessica Kirwin, MBA
Allison Spielman View Qualifications
Phone: (425) 889-7848
Email: jkirwin@allisonspielman.com
Website: http://www.allisonspielman.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2018
Jessica M. Howe, CFP®
Silver Oak Advisory Group View Qualifications
Phone: 503.242.1715
Email: jessi@silveroak.net
Website: http://www.silveroak.net
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
Money Quotient Gathering 2015
Jill Boynton, CFP®
Cornerstone Financial Planning View Qualifications
Phone: 603.431.1133
Email: jill@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Joan Gilles, CRPC, CLU, ChFC
Financial Advisor & Coach Financial Planning Partners, LLC View Qualifications
Phone: 612.436.3733
Fax: 612 313-7474
Email: jgilles@financialplanpartners.com
Website: http://www.financialplanpartners.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
First Step Cash Management System™
Joel Greenwald, MD, CFP®
Financial Advisor Greenwald Wealth Management View Qualifications
Phone: (952) 641-7616
Email: joel@gwm.life
Website: http://www.gwm.life
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2020
John Clair, CFP®
EVOadvisers View Qualifications
Phone: 804-794-1981
Email: jclair@evoadvisers.com
Website: https://evoadvisers.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
John Evans CPA/PFS, CFP®
Truepoint Wealth Counsel, LLC View Qualifications
Phone: (513) 792-6648
Email: j.evans@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
John S. Longstaff, CFP®
Sr. Planner / Principal The Planning Center, Inc View Qualifications
Phone: 559.320.8200
Fax: 559.320.8278
Email: john@theplanningcenter.com
Website: http://www.theplanningcenter.com
-
Fundamentals of True Wealth™ Planning
-
First Step Cash Management System™
-
Money Quotient Retreat 2012
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2018
John Simkins
Stewardship Advisors, LLC View Qualifications
Phone: 717-492-4787
Email: jsimkins@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Jonathan Kiehl, CFP®
Stewardship Advisors, LLC View Qualifications
Phone: 717-492-4787
Email: jkiehl@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Jonathan Smith, CFP®
Pathway Advisors View Qualifications
Phone: (802) 660-7086
Email: jonathan@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2020
Joseph Kuo
Founder Abundance Wealth Planning, LLC View Qualifications
Phone: (650) 235-5847
Email: joseph@abundancewp.com
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Retreat 2020
-
In-Depth Data Gathering & Goal Setting
Josh Ackerman, CFP®
Context Financial, LLC View Qualifications
Phone: 859.514.1999
Email: josh@contextfinancial.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Retreat 2020
Joshua Medvidofsky
CFP®, MBA, AIF® MG Financial Advisors View Qualifications
Phone:
Email: josh@mgfinancialadvisors.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Retreat 2020
Jude Boudreaux, CFP®
The Planning Center Inc. View Qualifications
Phone: (504) 610-5833
Email: jude@theplanningcenter.com
Website: https://www.theplanningcenter.com/
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Justin Berry CLTC®, RICP®
Associate Partner North Star Resource Group View Qualifications
Phone: (503) 423-2736
Email: justin.berry@northstarfinancial.com
Website: https://www.northstarfinancial.com/find_an_advisor/justin-berry
-
First Step Cash Management System™
Justin D. Krane, CFP®, CIMA®
President Krane Financial Solutions View Qualifications
Phone: 310-989-0934
Fax: 888.556.8537
Email: justin@kranefinancialsolutions.com
Website: http://www.kranefinancialsolutions.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Veteran MQ Financial Life Planner
-
Money Quotient Retreat 2007
-
Money Quotient Retreat 2008
-
Money Quotient Retreat 2014
Justin Moilanen, CFP®, RICP®
Financial Service Group, Inc. View Qualifications
Phone: 2625544500
Email: justin@toyourwealth.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Justus Morgan, CFP®, EA, RICP®
Financial Service Group, Inc View Qualifications
Phone: 262.554.4500
Fax: 262.554.1907
Email: justus@toyourwealth.com
Website: http://www.toyourwealth.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Kacy Gott
Meritas Wealth Management, LLC View Qualifications
Phone: 415-300-4560
Fax: 415-461-4022
Email: kacy@meritaswealth.com
Website: http://www.meritaswealth.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Karen OBrien, CPA, CFP®
trueNorth Wealth Advisors View Qualifications
Phone: 206.652.4314
Fax: 206.652.4316
Email: kobrien@truenorthwa.com
Website: http://www.truenorthwa.com
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
Karl Furno
Mosaic Wealth Management Group View Qualifications
Phone: 407.622.7526
Email: kfurno@mosaic-wealth.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
First Step Cash Management System™
-
In-Depth Data Gathering & Goal Setting
Kate Brownstein
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: k.brownstein@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Kathy Longo, CFP®, CAP, CDFA
Flourish Wealth Management View Qualifications
Phone: (952) 392-4474
Email: klongo@flourishwm.com
Website: http://flourishwealthmanagement.com/
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
Kendall King CFP®
Castle View Wealth Advisors View Qualifications
Phone: (405) 657-9001
Email: kendall@castleviewadvisors.com
Website: https://castleviewadvisors.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Kevin Gormley CFP®, CPA, PFS
Leading Edge Financial Planning View Qualifications
Phone: 8438477164
Email: kevin@leadingedgeplanning.com
Website: http://leadingedgeplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Kevin J. Gardenier, CFP®, CDFA®, CMFC®
Founder Purposeful Wealth Strategies View Qualifications
Phone: (616) 855-8649
Fax: 616-956-7135
Email: kgardenier@wradvisors.com
Website: https://www.purposefulwealthstrategies.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Completed Implementation Consultation Program
-
Money Quotient Gathering 2019
Kevin Mason
Owner Mason Advisory Group View Qualifications
Phone: 800.542.4732
Fax: 813.288.9549
Email: kevin.mason@lpl.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Kevin Reincastle
Zest Financial Solutions Pty, Ltd View Qualifications
Phone: 1800-283-895
Email: kevinr@zestfinancial.com.au
Website: http://www.zestfinancial.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Larry Harvey, ChFC
HFG Wealth Management, LLC View Qualifications
Phone: 832.585.0110
Fax: 832.585.0109
Email: larry@hfgwm.com
Website: http://www.hfgwm.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Laura Barry
Senior Vice President Wealthspire Advisors View Qualifications
Phone: 4143244917
Email: laura.barry@wealthspire.com
Website: https://www.wealthspire.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Laura Rotter, CFA, MBA, CFP®
True Abundance Advisors View Qualifications
Phone: 914-222-0832
Email: Laura@TrueAbundanceAdvisors.com
-
Fundamentals of True Wealth™ Planning
-
First Step Cash Management System™
-
In-Depth Data Gathering & Goal Setting
-
Completed Implementation Consultation Program
Leanne Fee, FPQP
Stewardship Advisors, LLC View Qualifications
Phone: 717-492-4787
Email: lfee@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Lee Shertzer, CFP®
Stewardship Advisors, LLC View Qualifications
Phone: 717-492-4787
Email: lshertzer@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Leonard Barry MS, CFP®
Founder & President Yahara Wealth Management View Qualifications
Phone: (608) 467-1010
Email: leonard@yaharawealth.com
Website: https://yaharawealth.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Leslie Ransom, CFP®
Indie Financial Planning, LLC View Qualifications
Phone: (847) 868-2252
Email: leslier@indiefinancialplanning.com
Website: http://www.indiefinancialplanning.com/
-
First Step Cash Management System™
Lev Mandel
Protected Investors of America View Qualifications
Phone: 9256896103
Email: lmandel@protectedinvestors.com
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2020
Linda Sutton
Sutton Advisors, PLC View Qualifications
Phone: 517.487.5555
Email: linda@suttonadvisors.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
Liz Charron
Reservoir Financial, LLC View Qualifications
Phone: 860.423.2845
Email: liz.charron@resfinancial.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
Liz deSousa, CFP®, CDFA®
Senior Client Advisor Running Point Capital Advisors View Qualifications
Phone: (424) 502-3509
Email: liz@runningpointcapital.com
Website: https://runningpointcapital.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Liz Niehaus
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: l.niehaus@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Lloyd Yamada
CEO Aspire Planning Associates, Inc. View Qualifications
Phone: 925.588.7092
Fax: 925.938.3780
Email: Lloyd@aspire-planning.com
Website: http://www.aspire.biz/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Lori Lustberg CFP®, CDFA, JD
Pathway Financial Advisors, LLC View Qualifications
Phone: (802) 233-9848
Email: Lori@pathwayadvisors.com
Website: http://www.pathwayadvisors.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Lucas Traxler, CFP®
JNBA Financial Advisors View Qualifications
Phone: 9528440995
Email: lucas.traxler@jnba.com
Website: https://jnba.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Mackenzie Arsenault, CFP®
Cornerstone Financial Planning View Qualifications
Phone: 207.772.8133
Email: mackenzie@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Mackenzie Martin
Medical Professionals Financial Group View Qualifications
Phone: 971.204.1200
Email: mmartin@medicalpfg.com
Website: http://www.medicalpfg.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Complete True Wealth™ Planning Tool Kit
Mariame Pierce, CFP®
EVO Advisors View Qualifications
Phone: 804-794-1981
Email: mpierce@evoadvisers.com
Website: https://evoadvisers.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Marian White, CFP®, MBA, AIF®
Birchfield Partners, LLC View Qualifications
Phone: 914.468.8902
Email: mwhite@birchfieldllc.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
Marjorie A. Burnett, JD, CPA, CFP®, RLP®
NAPFA-Registered Financial Advisor MAB Financial Planning View Qualifications
Phone: 703.528.3205
Email: mq@mabfinancial.com
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
Mark Brinser, CFP®
Stewardship Advisors, LLC View Qualifications
Phone: (717) 492-4787
Email: mbrinser@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Mark Cross, AIF®
Managing Partner Highland Trust Partners View Qualifications
Phone: (706) 850-4965
Email: mark.cross@highlandtrustpartners.com
Website: http://www.highlandtrustpartners.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Mark Dale Mazur
San Diego Wealth Management View Qualifications
Phone: (858) 270-7705
Email: mark@sandiegowealth.com
Website: https://www.sandiegowealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
Mark T. Johnsen, CEO
Chief Wealth Architect Wealth Architects, LLC View Qualifications
Phone: 650.325.9044
Fax: 650.325.9047
Email: mark@wealtharchitects.com
Website: http://www.wealtharchitects.com
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
Martin Kurtz, CFP®
The Planning Center View Qualifications
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: marty@theplanningcenter.com
Website: http://www.theplanningcenter.com
-
Fundamentals of True Wealth™ Planning
-
First Step Cash Management System™
-
Veteran MQ Financial Life Planner
-
Empowering Change
-
Money Quotient Retreat 2007
-
Money Quotient Retreat 2008
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2012
-
Money Quotient Retreat 2014
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2015
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2018
-
Money Quotient Retreat 2020
Matt Knoll, CFP®
The Planning Center Inc. View Qualifications
Phone: 309-797-4030
Email: mattk@theplanningcenter.com
Website: https://www.theplanningcenter.com/
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Gathering 2019
Matthew Hannum, CFP®
Sterling Financial Group View Qualifications
Phone: 973.729.1234
Fax: 973.729.8079
Email: mhannum@sterlingadvice.com
Website: http://www.sterlingadvice.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Matthew Sivertsen, CFP®
The Planning Center View Qualifications
Phone: 309.797.4030/888.333.6986
Fax: 309.797.4026
Email: matt@theplanningcenter.com
Website: http://www.theplanningcenter.com
-
Fundamentals of True Wealth™ Planning
-
First Step Cash Management System™
-
Empowering Change
-
Money Quotient Retreat 2007
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2012
-
In-Depth Data Gathering & Goal Setting
-
Money Quotient Retreat 2016
Melissa Ballard, CFP®
PYA Waltman Capital, LLC View Qualifications
Phone: 865.693.6301
Fax: 865.693.6302
Email: mballard@pyawaltman.com
Website: http://www.pyawaltman.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Michael A. Branham, CFP®
Financial Planner The Planning Center, Inc View Qualifications
Phone: 763.494.8791
Fax: 763.374.8874
Email: mike@theplanningcenter.com
Website: http://www.theplanningcenter.com
-
Fundamentals of True Wealth™ Planning
-
First Step Cash Management System™
-
In-Depth Data Gathering & Goal Setting
Michael A. Branham, CFP®
Financial Planner The Planning Center, Inc. View Qualifications
Phone: 763.494.8791
Fax: 763.374.8874
Email: mike2@theplanningcenter.com
Website: http://www.theplanningcenter.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
First Step Cash Management System™
Michael Carmody CFP®
Director & Founder Viva Wealth View Qualifications
Phone: (086) 381-0112
Email: michaelc@vivawealth.com.au
Website: http://www.vivawealth.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Michael D. Rutter
Senior Financial Advisor & Partner North Star Resource Group View Qualifications
Phone: 612.617.6101
Fax: 612.256.3101
Email: mike.rutter@northstarfinancial.com
Website: http://www.northstarfinancial.com
-
First Step Cash Management System™
Michael Donahoe, MBA, CFP®
Firm Principal Harvest Asset Group View Qualifications
Phone: (207) 775-1151
Email: donahoe@harvestassetgroup.com
Website: https://harvestassetgroup.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Michael Frie, CFP®
Personal Benefit Services Wealth Management View Qualifications
Phone: 303.424.2100
Email: Michael.frie@pbswm.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
Michael Goldman
Gather Financial Planning View Qualifications
Phone: (207) 781-3500
Email: support@gatherfp.com
Website: https://www.gatherfinancialplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Michael Mustian, CFP®, CKA®
Founder & Financial Planner WiseWay Advisors View Qualifications
Phone: (704) 464-4745
Email: michael@wisewayadvisors.com
Website: https://www.wisewayadvisors.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Michael Pyne, CFP®
HPH Solutions View Qualifications
Phone: +61892003123
Email: mpyne@hphsolutions.com.au
Website: https://www.hphsolutions.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Michael Whitehead CFA, CFP®
Principal Hutchison Whitehead Wealth Management, LLC View Qualifications
Phone: 724.873.8755
Fax: 412.774.1644
Email: mwhitehead@hwwealth.com
Website: http://www.hwwealth.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Mindy F. Davis, CFP ® CDFA ®
Cornerstone Wealth Planning View Qualifications
Phone: 207-376-3160
Email: mindydavis@cornerstonewp.com
Website: https://www.cornerstonewp.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Mira M. Ma, CFP®
Aspire Planning Associates View Qualifications
Phone: 650.918.6472
Fax: 925.938.3780
Email: mira@aspire-planning.com
Website: http://www.aspire-planning.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Natalie Wagner, CFRC
Money Wellness Coach Vital Financials LLC View Qualifications
Phone: 303.507.9250
Fax: 303.733.2364
Email: nataliep.wagner@vitalfinancials.com
Website: http://www.vitalfinancials.com
-
First Step Cash Management System™
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2018
Neal Van Zutphen, M.S., CFP®, FBS®
President/Owner Intrinsic Wealth Counsel, Inc. View Qualifications
Phone: 480.924.5613
Fax: 480.924.8062
Email: neal@intrinsicwc.com
Website: http://www.intrinsicwealthcounsel.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Complete True Wealth™ Planning Tool Kit
-
Principles of Client Communication & Discovery
-
Empowering Change
-
Money Quotient Retreat 2012
-
Money Quotient Retreat 2014
Nestor Vargas
CEO & Lead Planner Green Mountain Planning View Qualifications
Phone: 9706208688
Email: nestor@greenmountainplanning.com
Website: https://www.greenmountainplanning.com
-
First Step Cash Management System™
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Nicholas A. Nicolette, CFP®
Sterling Financial Group View Qualifications
Phone: 973.729.1234
Fax: 973.729.8079
Email: nnicolette@sterlingadvice.com
Website: http://www.sterlingadvice.com
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
-
Principles of Client Communication & Discovery
-
Money Quotient Retreat 2014
Nick Nauta
Shotwell Rutter Baer View Qualifications
Phone: 517-321-4832
Email: nnauta@srbadvisors.com
Website: https://www.srbadvisors.com
-
Fundamentals of True Wealth™ Planning
-
First Step Cash Management System™
Nicole Robinson, CFP®
Zest Financial Solutions Pty Ltd View Qualifications
Phone: (041) 275-2451
Email: nicoler@zestfinancial.com.au
Website: http://www.zestfinancial.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Nicole Sullivan
Financial Planner Prism Planning Partners View Qualifications
Phone: 8472506192
Email: nicole@prismplanningpartners.com
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
Norman Smith, CPA, PFS, CFP
NRSmith and Associates, PS View Qualifications
Phone: 360.754.9475
Fax: 360.786.8174
Email: nsmith@nrsmith.com
Website: http://www.nrsmith.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
First Step Cash Management System™
-
Money Quotient Gathering 2017
Oscar Alvarez CFP®
Owner Pathway Financial Planning, Inc View Qualifications
Phone: (757) 595-4588
Email: oscar@pathwayfp.net
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Pat Phillips, CFP®
Wealth Architects View Qualifications
Phone: 650.325.9044
Fax: 650.325.9047
Email: pat@wealtharchitects.com
Website: http://www.wealtharchitects.com/
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
Paul Burton, CFP
HPH Solutions View Qualifications
Phone: 0892003123
Email: pburton@hphsolutions.com.au
Website: https://www.hphsolutions.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Paul Fain, CFP®
President Asset Planning Corporation View Qualifications
Phone: 865.690.1231
Fax: 865.690.5224
Email: pkf@assetplanningcorp.com
Website: http://www.assetplanningcorp.com/
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
Paul Strebel
The Strebel Planning Group View Qualifications
Phone: 607.275.1275
Email: paul@strebelcpa.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering
Paul Sydlansky
Lake Road Advisors View Qualifications
Phone: (607) 821-1033
Email: paul@lakeroadadvisors.com
Website: https://www.lakeroadadvisors.com/
-
First Step Cash Management System™
Peggy Kessinger, MBA, CFP
Principal Cedar Financial Advisors, LLC View Qualifications
Phone: 503-512-5890
Email: peg@cedaradvisors.com
Website: https://www.cedaradvisors.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Peter W. Johnson, Jr.
Principal PWJohnson Wealth and Legacy, LLC View Qualifications
Phone: 408.747.1222
Fax: 408.747.1364
Email: peter.johnson@pwjohnson.com
Website: http://www.pwjohnson.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
Money Quotient Gathering 2015
-
Money Quotient Retreat 2016
Rebecca Walsh, CFP®
Pathway Financial Advisors, LLC View Qualifications
Phone: (802) 660-7086
Email: rwalsh@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Richard Jackson, CFP®
Jackson & Associates, Inc. View Qualifications
Phone: 505-944-8404
Fax: 505-369-1925
Email: richard@jacksonrfw.com
Website: http://www.JacksonRFW.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Richard Taborda, CFP®, CIMA®, RICP®
President LBT Wealth Management, LLC View Qualifications
Phone: 732.479.1730
Fax: 732.479.1734
Email: rtaborda@lbtwealth.com
Website: http://www.lbtwealth.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Completed Implementation Consultation Program
-
First Step Cash Management System™
Rick Helbing CFP®, ChFC®
Financial Life Advisor Suncoast Advisory Group View Qualifications
Phone: 9413205532
Email: rick@suncoastadvisorygroup.com
Website: http://www.suncoastadvisorygroup.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
Rick Kahler, MSFP, ChFC
Kahler Financial Group View Qualifications
Phone: 605.343.1400
Fax: 605.721.0194
Email: rick@kahlerfinancial.com
Website: http://www.kahlerfinancial.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering
-
First Step Cash Management System™
-
Money Quotient Retreat 2008
-
Money Quotient Retreat 2010
Rick Schultenover
Phone: 612-747-9420
Email: rschultenover@gmail.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering
Robb Severdia
Financial Planner Cross Financial Management View Qualifications
Phone: 503.789.9411
Email: robb.severdia@lpl.com
Website: http://www.gotorobb.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
First Step Cash Management System™
-
Money Quotient Retreat 2014
Robert Baltzell CFE
RLB Financial, LLC View Qualifications
Phone: (213) 260-5348
Email: robert@rlbfinancial.com
Website: https://www.rlbfinancial.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Robert Healy CPA, PFS, CFP®
CEO R J Healy & Company, Inc. View Qualifications
Phone: (925) 284-8409
Email: rob@rjhealyco.com
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2020
Robert Rahaim, CFP®
DeSeranno Wealth Planning View Qualifications
Phone: 313.885.0114
Fax: 313.885.4959
Email: rrahaim@deseranno.com
Website: http://www.deseranno.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
Roger A. Shake, CFP®, RLP®
Legacy Consulting Group View Qualifications
Phone: 972.599.4750
Fax: 972.599.4751
Email: rshake@legacyconsultinggroup.com
Website: http://www.LegacyConsultingGroup.com
-
Fundamentals of True Wealth™ Planning
-
First Step Cash Management System™
-
Principles of Client Communication & Discovery
-
In-Depth Data Gathering
Ron Wilkinson, CFP®
Security First Advisors View Qualifications
Phone: 800.898.4224
Fax: 503.221.4483
Email: ron@sfainc.us
Website: http://www.sfainc.us
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
-
Veteran MQ Financial Life Planner
-
Money Quotient Retreat 2007
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2016
Ronald Bernstein CFP®, CIMA®, CWS®
Financial Planner Prism Planning Partners, LLC View Qualifications
Phone: 847. 250.6192
Email: ron@prismplanningpartners.com
Website: https://prismplanningpartners.com/
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
Ross Weiner, PhD, CFP®
Sterling Financial Group View Qualifications
Phone: 973.729.1234
Fax: 973.729.8079
Email: rweiner@sterlingadvice.com
Website: http://www.sterlingadvice.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Russell Kroeger, CFP®, EA
Founder Paradigm Wealth Architects View Qualifications
Phone: (650) 758-7549
Email: russell@paradigmwealth.org
Website: http://paradigmwealth.org
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
-
Money Quotient Gathering 2017
-
Money Quotient Retreat 2018
Ryan Keshemberg
Keshemberg Advisory, Ltd View Qualifications
Phone: 920.205.4381
Email: ryan@keshemberg.com
-
First Step Cash Management System™
Ryan Klekar
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: r.klekar@truepointwealth.com
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Ryan Klemm, CFP®
Financial Planner Yeske Buie, Inc. View Qualifications
Phone: 415-956-9686
Email: Ryan@Yebu.com
Website: https://yebu.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Sabrina Lowell, CFP®, CPCC
Advisor & Partner Private Ocean View Qualifications
Phone: 415.788.1952
Fax: 415.788.7105
Email: Sabrina.lowell@privateocean.com
Website: http://www.PrivateOcean.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Scott Barbee
Principal & Wealth Advisor Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: s.barbee@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
Scott Beaudin, CFP®, CPA/PFS
Pathway Financial Advisors, LLC View Qualifications
Phone: (802) 660-7086
Email: sbeaudin@pathwayadvisors.com
Website: https://www.pathwayadvisors.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Scott Emblen, CFP®, CDFA®
Independent Progressive Advisors View Qualifications
Phone: 5035367351
Email: scott@ipawealthmanagement.com
Website: http://www.ipawealthmanagement.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Sean Gerlin, CFP®, ChFC®, CLU®
Envision Wealth Planners View Qualifications
Phone: (407) 720-6535
Email: sean.gerlin@envisionplanners.com
Website: http://www.envisionplanners.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Shannon Nook, FPQP™
Liberty Financial Group, Inc. View Qualifications
Phone: 262.785.1377
Fax: 262.785.6655
Email: Shannon@lfgwi.com
Website: http://www.lfgwi.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Completed Implementation Consultation Program
-
Money Quotient Gathering 2015
Sheila Rabaut CFP®
BakerAvenue Wealth Management View Qualifications
Phone: (415) 236-4792
Email: sr@bakerave.com
Website: http://www.bakerave.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Shelby Stahr RP®, FPQP™
Mosaic Financial Partners, Inc View Qualifications
Phone:
Email: shelby@mosaicfp.com
Website: http://www.mosaicfp.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Sonja Borda, CFP® , CDFA
Wealth Advisory Associate BakerAvenue Wealth Management View Qualifications
Phone: (214) 306-9849
Email: sborda@bakerave.com
Website: https://www.bakerave.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Stacie Nemetz, CFP® AIF®
Financial Advisor NR Smith & Associates View Qualifications
Phone: (360) 754-9475
Fax: (360) 786-8174
Email: snemetz@nrsmith.com
Website: http://www.nrsmith.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Stacy Friedges, CFP®
JNBA Financial Advisors
Phone: 9528440995
Email: Stacy.Friedges@jnba.com
Website: https://jnba.com/
Stephanie Betz
RBC Wealth Management View Qualifications
Phone: (952) 838-7011
Email: stephanie.betz@rbc.com
Website: https://www.rbc.com/about-rbc.html
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Steve Branton, CFP®
Lead Advisor Private Ocean View Qualifications
Phone: 415.788.1952
Fax: 415.788.7105
Email: steve.branton@privateocean.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Steven M. Singer
Retirement Solutions View Qualifications
Phone: 310.526.3210
Fax: 310.444.0687
Email: steve@retirementsolutions.net
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Complete True Wealth™ Planning Tool Kit
-
Principles of Client Communication & Discovery
-
Money Quotient Retreat 2007
-
Money Quotient Retreat 2008
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2012
-
Money Quotient Retreat 2014
-
Money Quotient Gathering 2015
-
Money Quotient Gathering 2017
-
Money Quotient Retreat 2016
Susan Veligor, CFP®
Cornerstone Financial Planning View Qualifications
Phone: 207.772.8133
Fax: 207.772.8139
Email: susan@cornerstoneplanning.com
Website: http://www.cornerstoneplanning.com
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
Suzanne Burrell, CFP®
Capital Square, LLC View Qualifications
Phone: (423) 877-6708, ext 1
Fax: (423) 877-3881
Email: suzanneburrell@capitalsquare.biz
Website: https://capitalsquare.biz/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Tanya Welch
Managing Director BakerAvenue Wealth Management View Qualifications
Phone: 4159861110
Email: TW@bakerave.com
Website: https://www.bakerave.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Teri Alexander, CFP®, MSFP, CeFT ®, AIF®
Alexander Financial Planning, Inc View Qualifications
Phone: (614) 538-1600
Email: talexander@afp-advisors.com
Website: https://www.alexanderfinancialplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Therese Govern, MBA, CPA, CFP®
Therese Govern Financial Advisors LLC View Qualifications
Phone: 206.357.8538
Fax: 206.299.9944
Email: tgovern@governadvisors.com
Website: http://www.governadvisors.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
Veteran MQ Financial Life Planner
Thomas Allison, CFP®
Allison Spielman Advisors View Qualifications
Phone: 425.889.7848
Fax: 425.889.0828
Email: tallison@allisonspielman.com
Website: http://www.allisonspielman.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Complete True Wealth™ Planning Tool Kit
-
Veteran MQ Financial Life Planner
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2014
-
Money Quotient Gathering 2015
-
Money Quotient Gathering 2017
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2018
-
Money Quotient Retreat 2020
Thomas J. Duffy, CFP®, MBA
Principal Jersey Shore Financial Advisors, LLC View Qualifications
Phone: 732.229.7489
Email: tduffy@myfamilyfiduciary.com
Website: http://www.myfamilyfiduciary.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Thomas M. O'Shea MBA, CPA, CFP ©
Claddagh, LLC View Qualifications
Phone: 203.254.8344
Fax: 888.533.6332
Email: tomoshea@claddaghllc.com
Website: http://www.claddaghllc.com/
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
Thomas Sweeny
HPH Solutions View Qualifications
Phone: 0892003123
Email: tsweeny@hphsolutions.com.au
Website: https://www.hphsolutions.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Thomas Talbott, CFP®
Partner, Financial Advisor Stewardship Advisors, LLC View Qualifications
Phone: 717-492-4787
Email: ttalbott@mystewardshipadvisor.com
Website: https://mystewardshipadvisor.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Tim Kober, CFP®
Cedar Financial Advisors, LLC View Qualifications
Phone: (503) 512-5890
Email: tim@cedaradvisors.com
Website: https://www.cedaradvisors.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Todd Woodard
Mosaic Wealth Management Group View Qualifications
Phone: 407.622.7526
Email: twoodard@mosaic-wealth.com
Website: http://www.mosaic-wealth.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
-
First Step Cash Management System™
-
Money Quotient Gathering 2015
-
Money Quotient Gathering 2017
-
Money Quotient Retreat 2016
Tom Deichert, CFP®
Wealth Solutions...by design, PLLC View Qualifications
Phone: 360.779.9005
Fax: 360.779.9006
Email: tom@wealthsolutionsbydesign.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering
Tom Piro CFP®, AWMA
BakerAvenue Wealth Management View Qualifications
Phone: 4152364792
Email: tpiro@bakerave.com
Website: http://www.bakerave.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
Tom Thalman, CRPC®, CFP®
Turning Point Retirement Associates View Qualifications
Phone: (919) 609-4617
Email: tom.thalman@turningpointra.net
Website: https://www.turningpointra.net/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Tyler Elliott, JD, CFP®
Owner & Principal Watershed Wealth Planning LLC View Qualifications
Phone: (503) 862-9064
Fax: (855) 788-6826
Email: tyler@wwplanning.com
Website: https://www.watershedwealthplanning.com/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
-
First Step Cash Management System™
Tyler Scott
Wealth Architects View Qualifications
Phone: 650-325-9044
Email: tyler@wealtharchitects.com
Website: http://www.wealtharchitects.com/
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
Virginia T. Harriett, CFP®, AIF®
Financial Advisor Harriett Financial Group View Qualifications
Phone: 856.596.4830 x 2538
Fax: 856.988.8410
Email: vharriett@lincolninvestment.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
In-Depth Data Gathering & Goal Setting
-
Veteran MQ Financial Life Planner
-
Principles of Client Communication & Discovery
-
Money Quotient Retreat 2008
-
Money Quotient Retreat 2010
-
Money Quotient Gathering 2017
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2020
Wayne Lippert
Truepoint Wealth Counsel, LLC View Qualifications
Phone: 5137926648
Email: w.lippert@truepointwealth.com
Website: https://truepointwealth.com/
-
Complete True Wealth™ Planning Tool Kit
-
Fundamentals of True Wealth™ Planning
William T. Morrissey, CFP®
Sound Financial Planning View Qualifications
Phone: 360.336.6527
Fax: 360.336.6528
Email: wtmorrissey@soundfinancialplanning.net
Website: http://www.soundfinancialplanning.net
-
Fundamentals of True Wealth™ Planning
-
Complete True Wealth™ Planning Tool Kit
-
First Step Cash Management System™
-
Veteran MQ Financial Life Planner
-
Money Quotient Retreat 2007
-
Money Quotient Retreat 2008
-
Money Quotient Retreat 2010
-
Money Quotient Retreat 2012
-
Money Quotient Retreat 2014
-
Money Quotient Gathering 2019
-
Money Quotient Retreat 2016
-
Money Quotient Retreat 2018
Yusuf Abugideiri, CFP®
Yeske Buie, Inc. View Qualifications
Phone: 703.538.2116
Fax: 866.549.4990
Email: yusuf@yebu.com
Website: http://www.yebu.com
-
Fundamentals of True Wealth™ Planning
-
Completed Implementation Consultation Program
-
Complete True Wealth™ Planning Tool Kit
Zacary Leeson CFP®
HPH Solutions View Qualifications
Phone: 0892003123
Email: zleeson@hphsolutions.com.au
Website: https://www.hphsolutions.com.au/
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering & Goal Setting
Zaneilia Harris, CFP®
Harris and Harris Wealth Management View Qualifications
Phone: 301.218.0885
Fax: 301.218.8139
Email: zaneilia.harris@hhwealth.com
Website: http://www.hhwealth.com
-
Fundamentals of True Wealth™ Planning
-
In-Depth Data Gathering
A complete suite of client tools and educational materials
3-day training course, a required course
Implemented a MQ approved True Wealth™ Planning client meeting process that includes level of tools indicated
Individualized coaching and self-study following completion of Fundamentals of True Wealth™ Planning
Experienced MQ Licensee invited to co-facilitate Fundamentals of True Wealth Planning training course
Facilitated group discussions and exercises that foster creative thinking and harness the collective wisdom of the participants.
Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community
Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community
Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community
Facilitated group discussions and exercises that foster creative thinking and harness the collective wisdom of the participants.
Facilitated group discussions and exercises that foster creative thinking and harness the collective wisdom of the participants.
Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community
Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community
Implemented a MQ approved True Wealth™ Planning client meeting process that includes level of tools indicated
A 2-day advanced training course, Fundamentals of True Wealth™ Planning is a prerequisite to attend
Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community
Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community
Implemented a MQ approved True Wealth™ Planning client meeting process that includes level of tools indicated
A 2-day advanced training course, Fundamentals of True Wealth™ Planning is a prerequisite to attend
Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community
Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community
Multiday conference designed to increase True Wealth™ Planning skills and knowledge and strengthen the MQ Community