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Last
revision:8/28/08
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Below are a list of
financial advisors who have chosen to be part of our Find An Advisor
program.
Please feel free to contact them directly. Please be sure to read out Terms
of Use.
If you would like to be listed on our Find An Advisor
page, please contact admin@prideplanners.org.
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| Alabama |
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| Arizona |
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| Melissa A. Myers, CFP® |
Commonwealth Financial
Network
Camelback Retirement
Planners |
| Financial Planner |
2720 E. Camelback Rd.,
Suite 200
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Phoenix, AZ 85016
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602-424-7503 |
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mmyers@camelbackrp.com |
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| Mimi Stansbury, CFP®,
CDFA |
Satya Artha Financial
Advisor |
| Financial Planner
& Divorce Financial Analyst |
2415 E. Camelback Road,
Suite 700
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Phoenix, AZ 85016 |
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202-386-6224 |
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az@satya-artha.com |
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www.satya-artha.com |
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| California |
| Chris Cooper, MSFS, CFP® |
Chris Cooper &
Company, Inc.
|
Financial Planner
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2720 Fifth Ave.
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San Diego, CA 92104
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619-602-2029
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chris@accesstoledo.com |
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www.chriscooper.com |
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| Carol A. Grosvenor,
CFP® |
CG Financial
Services |
| Financial Advisor |
P.O.
Box 32189 |
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Los
Angeles, CA 90032 |
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323-222-4622 |
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Carol@CarolGrosvenor.com |
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www.CarolGrosvenor.com |
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| Jill Hollander, CFP®,
CLTC |
Financial Connections
Group, Inc.
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| Financial Planner |
2608 Ninth St. #302
Berkeley, CA 94710
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790 Mission
Ave. San
Rafael, CA 94901
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510-849-4667, 415-456-9600
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JDHollander@FinancialConnections.com |
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www.FinancialConnections.com |
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P |
| Jeff Lambert, CFP® |
Lighthouse Financial
Planning, LLC |
| Financial Planner |
101 Parkshore Drive,
Suite 100 |
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Folsom, CA 95630 |
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916-932-7200 |
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jeff.lambert@lighhouseplanning.com |
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www.LighthouseFinancialPlanning.net |
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| Cynthia L. Leitman,
CFP® |
Cynthia L. Leitman,
CFP® |
| Financial Planner |
235 Somerset Rd |
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Oakland, CA 94611 |
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510-601-1219 |
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cynthia.leitman@lpl.com |
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| Derek Lenington, CFP® |
The Financial Planning
Place |
Financial Planner
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1055 E. Colorado Blvd.,
5th Floor Pasadena, CA 91106
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Pasadena, CA 91106
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g
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800-451-4629 |
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derek@thefinancialplanningplace.com |
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www.thefinancialplanningplace.com |
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| Arlene K. Mose, CPA |
367 Civic Drive #10 |
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Pleasant Hill, CA 94523 |
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925-680-0110 |
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taxcrazy@earthlink.net |
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| Daniel J. Neumann, CFA |
Neumann Capital Management |
| Wealth Manager |
520 S. El Camino Real,
Suite 710 |
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San Mateo, CA 94402-1747 |
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650-548-9200 |
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dan@neumanncapital.com |
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www.neumanncapital.com |
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P |
| Julie Schatz,
CFP® |
Investor's Capital
Management, LLC
|
| Financial Planner |
240 Menlo Oaks Drive |
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Menlo Park, CA 94025 |
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650-323-4705 |
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julies@feesonly.com |
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www.feesonly.com |
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| Colorado |
| Sally Jo Button, MS,
CFP® |
Button Financial
|
| Financial Planner |
97 South Brentwood Street
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Lakewood, CO 80226
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303-861-5290
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http://www.buttonfinancial.net/ |
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| Rosemary Y. Reed, CFA,
CFP® |
Delta Financial Group,
Ltd. |
| Financial Planner |
PO Box 639
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Fraser, CO 80442
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970-626-2242 |
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877-563-1299 |
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RYR81432@yahoo.com |
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| Myra Salzer, CFP® |
The Wealth Conservancy,
Inc. |
| Financial Planner |
1525 Spruce Street, Suite
300
|
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Boulder, CO 80302 |
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303-444-1919 |
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myra@thewealthconservancy.com |
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www.thewealthconservancy.com |
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| Connecticut |
P. Louise Halloran
|
Citi Smith Barney
|
| Financial Advisor |
50 Locust Avenue, 2nd
Floor
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New Canaan, CT 06840
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203-972-2026 or
800-238-4415
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paula.l.halloran@smithbarney.com
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www.fc.smithbarney.com/halloran |
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| Delaware |
| Christine G. Falvello, M.S., CFP® |
Navigate Financial
Advisors
|
Financial
Planner, Investment Advisor
|
412 Rebecca Road
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South Bethany, DE
19930
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302-537-2207 or
888-537-2207
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cfalvello@navigatefp.com
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www.navigatefp.com |
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| Alexander Yearley, CFP® |
Community Pride Financial
Advisors |
| Financial Planner |
P.O. Box 437 |
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Rehoboth Beach, DE
19971-0437 |
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302-227-2939 |
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cpfa1@verizon.net |
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www.communitypridefinancial.com |
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P |
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| District of Columbia |
Woody Derricks
|
Partnership Wealth
Management, LLC |
| Financial Advisor |
2835 O’Donnell Street, Suite
303 |
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Baltimore,
MD 21224 |
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410-732-2633 or 877- 807-2633 |
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ellwood.derricks@lpl.com |
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www.partnershipwealthmanagement.com |
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| Jeffrey Earl, CFP®, JD |
AXA Advisors, LLC
|
| Financial
Planner |
3141 Fairview Park Dr.,
Suite 250 |
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Falls Church, VA 22042 |
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703-205-0402 |
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jeffrey.earl@axa-advisors.com |
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www.jeffreyearl.com |
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| Conway Halsall, CFP®,
CLU®* |
Ameriprise Financial
Services, Inc.
|
| Financial Planner |
380 Maple Ave. West,
Suite 202 |
| |
Vienna, VA 22180-5681 |
John C. Schaefer III,
CFP®
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703-255-7091
|
Associate Financial
Advisor with Conway Halsall
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conway.a.halsall@ampf.com |
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john.c.schaefer@ampf.com |
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*Advisor
is licensed/registered to do business with U.S. residents only in the
states of Virginia, Maryland, District of Columbia, Florida,
Georgia, and North Carolina |
| |
|
JT Hatfield-Smith,
CFP®, ChFC
|
SPC Financial, Inc. |
| Financial Advisor |
3202 Tower Oaks
Boulevard, Suite 400 |
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Rockville, MD 20852-4216 |
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301-770-6800 |
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jhatfieldsmith@spcfinancial.com |
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www.spcfinancial.com |
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| Beth Jones, , RLP® |
Third Eye Associates, Ltd
|
Registered Life Planner,
Financial Consultant
|
1629 K Street NW, Suite
300
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Washington, DC 20006
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202-667-2266
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bjones@thirdeyeassoc.com |
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www.thirdeyeassoc.com
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| Mimi Stansbury, CFP®,
CDFA |
Satya Artha Financial
Advisor |
| Financial Planner,
Divorce Financial Analyst |
2001 S Street NW, Suite
300 |
| |
Washington, DC 20009 |
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202-386-6224 |
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dc@satya-artha.com |
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www.satya-artha.com |
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| Florida |
| David W. Dube, CPA, MST |
Peak Securities
Corporation |
| Broker Dealer
Executive , Investment Advisor |
10225 Ulmerton Road,
Suite 3D |
|
Largo, FL 33771 |
|
727-536-7100 |
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d.dube@peakcapitalcorp.com |
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| William Edy, JD,
CFP® |
Law Office of William Edy |
| Attorney |
PO Box 150760
|
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Cape Coral, FL 33915 |
|
239-641-2455 |
|
billedy@aol.com |
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| Peggy Garvin |
AIG Financial Advisors
|
Financial Advisor
|
16910 South US Hwy 441,
Suite 203
|
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Summerfield, FL 34491
|
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888-417-9400 |
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pgarvin@aigfinancialadvisor.com |
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www.afa-fla.com |
|
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| Thomas J. Geraghty,
CPA, CFP® |
Stonegate Wealth
Management
|
Investment Advisor,
Financial Planner
|
3405 Sheehan Dirve
|
| |
Land O'Lakes, FL 34639
|
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201-791-0085 or
908-347-3032
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tomg@stonegatewealth.com |
|
www.stonegatewealth.com |
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|
| Johanna McMichael,
CFP® |
Fusco Financial Services,
Inc. |
| Financial Planner |
117 N.E. 3rd Street |
| |
Ft. Lauderdale, FL
33301 |
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954-524-0900 |
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johanna1@fusco-finl.com |
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www.fusco-finl.com |
| d |
|
William Neubauer, MBA,
CFP®
|
Comprehensive Money
Management Services LLC |
| Investment Advisor, Financial Planner |
535 Vilabella Avenue |
| |
Coral Gables, FL
33146-1717 |
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305-662-7757
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bill@comprehensivemoney.com |
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www.comprehensivemoney.com |
|
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| Raymond Schutzman,
CFP® |
Allegheny Financial
Group, Ltd. |
| Financial Planner |
Stone
Quarry Crossing |
| |
811 Camp
Horne Road, Suite 100 |
| |
Pittsburgh, PA 15237 |
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412-536-8018 or
800-899-3880 |
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rschutzman@alleghenyfinancial.com |
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www.alleghenyfinancial.com |
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|
Annie B. Smith, MFP
|
Skylight Financial Group
|
| Financial Planner |
1660 West
2nd Street, Suite 850
|
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Cleveland,
OH 44113
|
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216-592-7323
or 800-680-0429
|
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anniesmith@finsvcs.com |
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www.skylightfinancialgroup.com |
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| Georgia |
| Sandra Porter, CFP®,
CRPC |
|
| Fee-Only Financial
Planner |
10 Cancler Drove Drive |
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Decatur, GA 30030 |
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404-377-4577
|
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porter.sandy@gmail.com |
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| Idaho |
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| Illinois |
Kevin Paulsen, CFP®, RPA
|
GreenLight Fee Only
Advisors, LLC
|
Investment
Advisor
|
2521 Gross Point Rd
|
| |
Evanston, IL 60201
|
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877-333-1197 |
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kevinp@glfoa.com |
| |
www.glfoa.com |
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to top |
| Indiana |
| |
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| Iowa |
| Rick Davis, CFP® |
Waddell & Reed |
| Financial Advisor |
6200 Aurora Ave. Suite
506 W |
| |
Des Moines, Iowa 50322 |
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515-278-2347 ext 101 |
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rldavis@wradvisors.com |
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www.rldavis.wradvisors.com |
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| Kansas |
Leo Walters
|
Ameriprise Financial
Advisors, Inc.
|
| Financial Advisor |
6363 College Boulevard,
Suite 600
|
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Overland Park, KS
66211
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(913) 451-2811
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