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Found 274 advisers matching your query...

Adviser Company Phone City State/Region Training
Active Registered Life Planner®
Alexander, Carol Ringrose
CFP®, AIF®, CDFA
Registered Life Planner
Retirement Investment Advisors(405) 842-3443Oklahoma CityOKActive Registered Life Planner®
Appel, Elliott
CFP®, CLU, RLP®
Registered Life Planner
Kindness Financial Planning206-651-5097MadisonWIActive Registered Life Planner®
Ayers, Ally Jane
EA, CFP®®
Registered Life Planner
Brooklyn FI718-690-3600Brooklyn NYActive Registered Life Planner®
Babcock, Michael K.
CFP®
Registered Life Planner
Azure Sky Financial Life Planning, LLC737-204-2828BurlesonTXActive Registered Life Planner®
Baker, Tim
CFP®
Registered Life Planner
Your Financial Pharmacist6146185901New AlbanyOHActive Registered Life Planner®
Bartelt, Meg
CFP®
Registered Life Planner
Flow Financial Planning, LLC3606430788BellinghamWAActive Registered Life Planner®
Basel, Chip
CFP®®, AWMA, CRPC
Registered Life Planner
Stepping Stone Advisors440-241-8687AlexandriaVAActive Registered Life Planner®
Beaty, Adam
CFP®®, EA, RICP®
Registered Life Planner
Bullogic Wealth Management8325438890PearlandTXActive Registered Life Planner®
Behnke, Gretchen
CFP®
Registered Life Planner
Pearl Financial Planning LLC972-696-9733PlanoTXActive Registered Life Planner®
Bennett, Joseph Parker
CFP®®
Registered Life Planner
Beyond Wealth Financial Planning8039852447Rock HillSCActive Registered Life Planner®
Bergeson, Pamela Anne
CRPC
Registered Life Planner
Tailwind Financial Planning813-590-7244Madeira BeachFLActive Registered Life Planner®
Blackmon, Shannon
CFP®
Registered Life Planner
Thomas Doll(925) 280-5724Walnut CreekCAActive Registered Life Planner®
Bloom, Ian Hunter
CFP®
Registered Life Planner
Open World Financial Life Planning9196054174RaleighNCActive Registered Life Planner®
Boyce, Daniel

Registered Life Planner
2487623965SouthfieldMIActive Registered Life Planner®
Brandt, Eric A
CFP®®, RLP®®
Registered Life Planner
MetLife910-256-9196WilmingtonNCActive Registered Life Planner®
Brody, Stephen
CFP®®
Registered Life Planner
Greenville Financial Advisors252-321-0362GreenvilleNCActive Registered Life Planner®
Brown, Doyle

Registered Life Planner
Windrose Retirement Income Planners, Inc.775-829-9633RenoNVActive Registered Life Planner®
Brownn, Eleanor

Registered Life Planner
Brownn Consulting310.491.6165Los AngelesCAActive Registered Life Planner®
Bryant, Louise
CFP®, MBA, RLP®
Registered Life Planner
Financial Spyglass®914.921.6800RyeNYActive Registered Life Planner®
Burnett, Marjorie A
JD CPA CFP®® RLP®®
Registered Life Planner
MAB Financial Planning703-528-3205ArlingtonVAActive Registered Life Planner®
Burton, Madeleine Sarah
CFP®®
Registered Life Planner
8474043111TacomaWAActive Registered Life Planner®
Bussell, Margaret Amber

Registered Life Planner
Lifening(919) 810-8002WestervilleOHActive Registered Life Planner®
Bussell II, Donald William

Registered Life Planner
Lifening(770) 845-7795WestervilleOHActive Registered Life Planner®
Buzzini, Durell
CFP®, RICP, CDFA, RLP®
Registered Life Planner
UBS Financial Services207-745-4679BangorMEActive Registered Life Planner®
Byrd, Sarah C.

Registered Life Planner
Alpha Advisors804-754-8532RichmondVAActive Registered Life Planner®
Cain, Jeanne Odum
CPA
Registered Life Planner
Odum Life Planning, LLC CoppellTXActive Registered Life Planner®
Campbell, Sherrie P
CFP®
Registered Life Planner
Burney-Campbell Investments, LLC706-769-1539WatkinsvilleGAActive Registered Life Planner®
Chen, Chris
CFP®, CDFA
Registered Life Planner
Insight Financial Strategists781 489 3994NewtonMAActive Registered Life Planner®
Chung, Kevin K.
CFP®, CFA, CIMA
Registered Life Planner
Generative Family Office LLC(415) 915-0848San FranciscoCAActive Registered Life Planner®
Cole, Kay Dee
CFP®,CeFt
Registered Life Planner
Clarity Wealth Development5417531898CorvallisORActive Registered Life Planner®
Conner, Rebecca Jackson
CPA, CFP®, ADPA
Registered Life Planner
SeedSafe Financial LLC(360) 602-1274AustinTXActive Registered Life Planner®
Conry, Jaime Alison
CPA, CFP®
Registered Life Planner
Insight Strategic Wealth865-777-2325KnoxvilleTNActive Registered Life Planner®
Corrado, Frankie
CFP®, RLP®
Registered Life Planner
Robertson Stephens732-588-6447HolmdelNJActive Registered Life Planner®
Corrado, Frank J
CPA, CFP®, RLP®
Registered Life Planner
Robertson Stephens Wealth Management7325886443HolmdelNJActive Registered Life Planner®
Cortese, Sherise Marie
MS, RDN, LD
Registered Life Planner
Logbook Financial Planning, LLC888 651-2317RockportMEActive Registered Life Planner®
Cortese, Christopher
CFP®®
Registered Life Planner
Logbook Financial Planning888-651-2317RockportMEActive Registered Life Planner®
Cote, Kathleen
CFP®
Registered Life Planner
Red Clover Financial Planning, LLC(703) 677-4587TysonsVAActive Registered Life Planner®
Coughlin, John
CFP®
Registered Life Planner
Coughlin Financial Services, Inc.914 834-1234LarchmontNYActive Registered Life Planner®
Creekmore, David
CFP®, MBA
Registered Life Planner
Lifetime Financial LLC2023501515Takoma ParkMDActive Registered Life Planner®
Cumbie, Guy
CFP®®, CIMA
Registered Life Planner
Cumbie Advisory Services817-335-1181Fort WorthTXActive Registered Life Planner®
Del-Sette, Bill
CFP®®
Registered Life Planner
Del-Sette Capital Management5182326400SchenectadyNYActive Registered Life Planner®
Delaney, Joe

Registered Life Planner
Lifeguard Wealth LLC(415) 578-3160NovatoCAActive Registered Life Planner®
Dorgan, Vickie
CFA, CFP®, CIMA
Registered Life Planner
Barrett Wealth Connection3124042871ChicagoILActive Registered Life Planner®
Duncan, Amy Lynne
CFP®®
Registered Life Planner
Team Duncan Financial(303) 534-6600DenverCOActive Registered Life Planner®
Elkins, Debbie Sue

Registered Life Planner
Beyond Wealth Financial Planning8039852447Rock HillSCActive Registered Life Planner®
Falbo, Joseph F.
CFP®®, AIF®®, CRC
Registered Life Planner
Falbo Wealth9084901190New ProvidenceNJActive Registered Life Planner®
Fang, Danqin
CFP®, CFA
Registered Life Planner
Austin Asset5126379061AustinTXActive Registered Life Planner®
Feus, William Frederick
AAMS, CLTC, CCFS
Registered Life Planner
Gray Rock Financial Planning & Consulting8035477788Fort MillSCActive Registered Life Planner®
Firth, Ryan Robert
RLP®, CPA/PFS, CFP®, CCFC, GFP (USA)
Registered Life Planner
Mercer Street Personal Financial Services(346) 704-4690BellaireTXActive Registered Life Planner®
Fraasa, Reed
CFP®, RLP®, AIF®
Registered Life Planner
Highland Financial Advisors, LLC973-557-2933WayneNJActive Registered Life Planner®
Frank, Scott R
CFP®, CFA, RLP®
Registered Life Planner
Stone Steps Financial(760) 456-7147EncinitasCAActive Registered Life Planner®
Gallant, Debra
CFP®, ChFC
Registered Life Planner
Gallant Financial Planning LLC301-461-8492RockvilleMDActive Registered Life Planner®
Gardner, Randy
Attorney, CPA, CFP®
Registered Life Planner
Goals Gap Planning949-527-2279Laguna BeachCAActive Registered Life Planner®
Gardner, Davis
CFP®, CeFT
Registered Life Planner
Omega Wealth Management, LLC7033870919ArlingtonVAActive Registered Life Planner®
Gardner, Randy
Attorney, CPA, CFP®
Registered Life Planner
Goals Gap Planning816-916-8844Las Vegas NVActive Registered Life Planner®
Gass, Michelle Underwood
CFP®, CPA, RLP®
Registered Life Planner
Paradigm Advisors LLC214-756-6060DallasTXActive Registered Life Planner®
Gershman, Jay L
RLP®
Registered Life Planner
Retirement Visions LLC(860) 899-1280West HartfordCTActive Registered Life Planner®
Goff, Linda

Registered Life Planner
KelseyvilleCAActive Registered Life Planner®
Gordon, Matthew
CFP®
Registered Life Planner
Wealthstream Advisors212-971-9241New YorkNYActive Registered Life Planner®
Gray, Weili
MD, RLP®
Registered Life Planner
8028818157BartonVTActive Registered Life Planner®
Greenwald, Joel
MD, CFP®, RLP®
Registered Life Planner
Pinegrove Financial Group952-641-7595St. Louis ParkMNActive Registered Life Planner®
Gruber, Jeanette
CPA, CFP®®
Registered Life Planner
Gruber Financial Ltd309-682-1111Peoria HeightsILActive Registered Life Planner®
Guastaferri, Mark L

Registered Life Planner
Origin Wealth Advisers LLC(203) 704-0152MilfordCTActive Registered Life Planner®
Gurrieri, J.R.
CFP®, RLP®, MBA
Registered Life Planner
BlackBelt Wealth Advisory2015226010New YorkNYActive Registered Life Planner®
Hall, Kim Meyer
CFP®
Registered Life Planner
Clarity Wealth Development5417531898CorvallisORActive Registered Life Planner®
Hammes, Kade J
CFP®
Registered Life Planner
Storybook Financial319-220-3100CoralvilleIAActive Registered Life Planner®
Hazel, Stephen Jeffrey
CFP®, CeFT®, ChFC®, RICP®, EA
Registered Life Planner
Magnificent Life Financial Planning4802196508TempeAZActive Registered Life Planner®
Heintz, Edward 'Bud'
CFP®®
Registered Life Planner
Heintz Wealth Management6025057726SCOTTSDALEAZActive Registered Life Planner®
Henderson, Abbey L
CFP®
Registered Life Planner
Abaris Financial Group LLC978-371-9649ConcordMAActive Registered Life Planner®
Holmes, Miranda Elizabeth
CFP®, ChFC, CLU, CRPC
Registered Life Planner
First Republic415-262-8930San FranciscoCAActive Registered Life Planner®
Honohan, Victoria

Registered Life Planner
MassapequaNYActive Registered Life Planner®
Horst, Jonathan
CFP®®
Registered Life Planner
The Horst Group at Perigon Wealth4154304157DenverCOActive Registered Life Planner®
Horstman, Ariadne
CFP®
Registered Life Planner
Tamarind Financial Planning(650) 667-8691Palo AltoCAActive Registered Life Planner®
Hunter, Louise
MBA, CPA
Registered Life Planner
The Ten PerCent SolutionColorado SpringsCO Active Registered Life Planner®
Hurlburt, Abigail L
CFP®, RICP
Registered Life Planner
Summit Wealth Group, LLC(802) 295-5300White River JunctionVTActive Registered Life Planner®
Hussey, Sarah J.
CFP®, RLP®, CFE, CDFA, MAFF
Registered Life Planner
Black Cat Wealth4065875587BozemanMTActive Registered Life Planner®
Johnston, Anne
CFP®
Registered Life Planner
Created Wealth Advisory(310) 601-4262Los AngelesCAActive Registered Life Planner®
Jones, Beth
RLP®, AIF®, CeFT®
Registered Life Planner
Third Eye Associates, Ltd845-752-2216Red HookNYActive Registered Life Planner®
Jones, Jared
CFP®®, CIMA, CeFT®
Registered Life Planner
Omega Wealth Management, LLC703-387-0919ArlingtonVAActive Registered Life Planner®
Jones, Beth
RLP®, AIF®, CeFT®
Registered Life Planner
Third Eye Associates, Ltd(202) 667-2266WashingtonDCActive Registered Life Planner®
Jones, Annemarie
CFP®®
Registered Life Planner
Simmons Family Office4794279021Siloam SpringsARActive Registered Life Planner®
Jones, Beth
RLP®, AIF®, CeFT®
Registered Life Planner
Third Eye Associates, Ltd(212) 787-4292New YorkNYActive Registered Life Planner®
Joss, Daniel
CFP®
Registered Life Planner
Joss Brown Wealth Advisors757.903.2127WilliamsburgVAActive Registered Life Planner®
Kelly, Mike
CFP®
Registered Life Planner
Kelly Financial Planning513-379-2527CincinnatiOHActive Registered Life Planner®
King, Jody
CPA, JD, RLP®
Registered Life Planner
Fiduciary Trust Company617-574-3424BostonMAActive Registered Life Planner®
Kirchenbauer, Lisa A.K.
CFP®®, CeFT®
Registered Life Planner
Omega Wealth Management, LLC703-387-0919ArlingtonVAActive Registered Life Planner®
Kisner, Jeremy
CFP®, CPWA, CLU
Registered Life Planner
Surevest Private Wealth (480) 272-7116PhoenixAZActive Registered Life Planner®
Klingaman, Kelly
CFP®
Registered Life Planner
Kelly Klingaman Financial PlanningAustinTXActive Registered Life Planner®
Kopka, Megan
CFP®®
Registered Life Planner
Kopka Financial, LLC910-800-0095WilmingtonNCActive Registered Life Planner®
Kosakura, Ryan
CFP®®, CFA
Registered Life Planner
ZRC Wealth Management925-962-5603Walnut CreekCAActive Registered Life Planner®
Lasse, Brien J
CFP®®, CKA
Registered Life Planner
LifeGuide Financial Advisors(717) 796-1700MechanicsburgPAActive Registered Life Planner®
Leider, Eric
CFP®, RLP®, BFA™
Registered Life Planner
MVMT Life PlanningMcKinneyTXActive Registered Life Planner®
Leimberger, Mark
CFP®
Registered Life Planner
Alpha Advisors804-754-8532RichmondVAActive Registered Life Planner®
Livadary, Cristina
CFP®®
Registered Life Planner
Mana Financial Life Design, LLC310-795-4949Marina Del ReyCAActive Registered Life Planner®
Lohmar, Dan
RICP, CFP®
Registered Life Planner
United Wealth Management(217) 529-8230RochesterILActive Registered Life Planner®
Lommen, Jennipher
CFP®, EA
Registered Life Planner
Wildflower Financial831-854-7291Santa CruzCAActive Registered Life Planner®
Lubar, Kathy

Registered Life Planner
LittletonMAActive Registered Life Planner®
Luesink, Anja
CFP®
Registered Life Planner
Luesink Stenstrom Financial212-405-1609New YorkNYActive Registered Life Planner®
Lutz, David "Zak" Isaac
RLP®®, CFP®®
Registered Life Planner
LifeGuide Financial Advisors(717) 796-1700MechanicsburgPAActive Registered Life Planner®
Mackenzie, Christopher

Registered Life Planner
IPI Wealth Management2172284433QuincyILActive Registered Life Planner®
Malgari, Elizabeth
CFP®®
Registered Life Planner
Abaris Financial Group(978) 371-9649 ext 19ConcordMAActive Registered Life Planner®
Martinez, Maria E

Registered Life Planner
Maria Martinez562-405-4033TorranceCAActive Registered Life Planner®
Mascalo, Dana R
CFP®®, RLP®®, AAMS, C(k)P
Registered Life Planner
TrinityPoint Wealth(203) 693-8525MilfordCTActive Registered Life Planner®
Maton, Michelle
CFP®®
Registered Life Planner
The Planning Center312-664-4090ChicagoILActive Registered Life Planner®
Maurer, Tim
CFP®, RLP®
Registered Life Planner
SignatureFD410.913.3332Mount PleasantSCActive Registered Life Planner®
Mauro, Mark J
RLP®, CPA, PFS, CFF
Registered Life Planner
Mauro, CPA908-704-6915SomervilleNJActive Registered Life Planner®
Menard, Dana Joseph
CFP®, RLP®, CEPA
Registered Life Planner
Twin Cities Wealth Strategies, Inc.763-445-2772Maple GroveMNActive Registered Life Planner®
Mew-McRoberts, Sandra H.S.
CFP®, EA
Registered Life Planner
McRoberts & Associates808-261-5556KailuaHIActive Registered Life Planner®
Michael, Danny G
CFP®, AIF®, RLP®, MSBA
Registered Life Planner
Satori Wealth Management, Inc.(619) 305-0553San DiegoCAActive Registered Life Planner®
Milam, Erik C
CFP®®, RLP®®
Registered Life Planner
TrustCore Financial615-369-1423BrentwoodTNActive Registered Life Planner®
Millar, Andrea Richbourg
CPA/PFS
Registered Life Planner
Andrea Millar Life Planning919.699.4514RaleighNCActive Registered Life Planner®
Millares, Maria Romagosa
CPA, CFP®®
Registered Life Planner
Millares Asset Managment, LLC305-662-9649Coral GablesFLActive Registered Life Planner®
Molinar, Bryan G
CFP®®, CIMA, CDFA, RMA, BFA, AIF®®
Registered Life Planner
Wells Fargo AdvisorsLos Angeles CAActive Registered Life Planner®
Morton, Michael
CFP®, RLP®, ChFC
Registered Life Planner
Morton Financial Advice978-309-9663HarvardMAActive Registered Life Planner®
Myerchin-Tape, Greta

Registered Life Planner
Frontier Financial Planning6128887741FairbanksAlaskaActive Registered Life Planner®
Nauta, Nick
CFP®, CLU
Registered Life Planner
Shotwell Rutter Baer5179805193LansingMIActive Registered Life Planner®
North, Cady
CFP®, MBA
Registered Life Planner
North Financial Advisors9292663757San DiegoCAActive Registered Life Planner®
O'Brien, Jacqueline Michelle
CFP®® JD
Registered Life Planner
Creative Planning913-469-8228Overland Park KSActive Registered Life Planner®
Oliver, Barry
CPA, PFS
Registered Life Planner
Thomas Doll925-939-2500Walnut CreekCAActive Registered Life Planner®
Owen, Geoffrey Henry
CFP®, CDFA, RLP®
Registered Life Planner
Front Porch Financial Advisory(980) 428-2297CharlotteNCActive Registered Life Planner®
Padden, Sheila P
CPA/PFS, CFP®, RLP®
Registered Life Planner
Padden Financial Planning LLC773-718-3218ChicagoILActive Registered Life Planner®
Palfini, Damian
CFP®
Registered Life Planner
Cavalot Capital7202954143TruckeeCAActive Registered Life Planner®
Patterson, Ross L
CFP®
Registered Life Planner
Simaris Financial512-298-2085AustinTXActive Registered Life Planner®
Peck, Sue Elizabeth
CFP®
Registered Life Planner
Evolution Financial LLC608-229-1335MadisonWIActive Registered Life Planner®
Pedersen, Christy E
CFA, CFP®, CPWA, MBA
Registered Life Planner
Rockefeller Capital Management 6305752390Oak BrookILActive Registered Life Planner®
Peirce, Wes

Registered Life Planner
Peirce Capital Management, LLC(832) 877-7520The WoodlandsTXActive Registered Life Planner®
Pepper, Ethan
CFP®, EA
Registered Life Planner
Orchard City Wealth Management, LLC(669) 237-3006Los GatosCAActive Registered Life Planner®
Poole, Lori B
CFP®
Registered Life Planner
Bartlett Wealth Management513-345-6240CincinnatiOHActive Registered Life Planner®
Rasile, Donna
IMCA- Series 65
Registered Life Planner
FinTrust Capital Advisors704-519-8284CharlotteNCActive Registered Life Planner®
Reeves, Micky Chamberlain
CFP®, CKA, CLU, RLP®
Registered Life Planner
EverSource Wealth Advisors469-905-0504McKinneyTXActive Registered Life Planner®
Reichard, James N.
CPA, PFS
Registered Life Planner
Reichard Capital, LLC704-312-2318CharlotteNCActive Registered Life Planner®
Rhode, Alan
CFP®
Registered Life Planner
Modern Wealth LLC(888) 692-3897OrelandPAActive Registered Life Planner®
Rochard, Morgen B
CFA, CFP®, RLP®
Registered Life Planner
Origin Wealth Advisers LLC9174987493AustinTXActive Registered Life Planner®
Rosenbaum, Ken I
CPA
Registered Life Planner
Buckingham Strategic Wealth3147432257St. LouisMOActive Registered Life Planner®
Roth, Kathleen Marie
CFP®®, CeFT®
Registered Life Planner
Waterstone Financial Services585-586-5641PittsfordNYActive Registered Life Planner®
Rubin, Howard J
CFP® CLU RICP CDFA
Registered Life Planner
2134341982PerrisCAActive Registered Life Planner®
Sartain, Seth D
CFP®®
Registered Life Planner
North Texas Wealth Mngmt9728403764GarlandTXActive Registered Life Planner®
Schoonmaker, Robbie
CFP®, CPA
Registered Life Planner
Matterhorn Financial Planning208-417-8330InkomIDActive Registered Life Planner®
Scott, Alex
CFP®
Registered Life Planner
Alpha Advisors804-754-8532RichmondVAActive Registered Life Planner®
Seegers, Tara N

Registered Life Planner
RBC Wealth Management - Blonkvist Investment Group432-687-8959PuebloCOActive Registered Life Planner®
Shackelford, Susan Lynn

Registered Life Planner
KEB Asset Management3148809309St. LouisMOActive Registered Life Planner®
Sharp, Joan L
CFP®, CeFT, CAP
Registered Life Planner
River Family Advisors, LLC(302) 383-9678Salt Lake CityUTActive Registered Life Planner®
Steelman, Thomas F

Registered Life Planner
The Helmstar Group2084290800BoiseIDActive Registered Life Planner®
Stovesand, Kirk
CPWA, CFP®, CPA/PFS
Registered Life Planner
Walpole Financial Advisors, LLC(805) 845-6587 x118GoletaCAActive Registered Life Planner®
Strachan, Dawn
CDFA, RICP, RLP®
Registered Life Planner
Dawn Strachan310-543-9123TorranceCAActive Registered Life Planner®
Swad, Kevin "Zack" Zachariah
CFP®®, CWS, AWMA, AAMS, BFA
Registered Life Planner
Swad Wealth Management, LLC707-899-1010Santa RosaCAActive Registered Life Planner®
Tafoya, Bradley A
CPA, CFP®, RLP®
Registered Life Planner
Tafoya Barrett and Associates, PC(970) 259-8000DurangoCOActive Registered Life Planner®
Taylor, Patricia
CPA/PFS
Registered Life Planner
CTM Financial, LLC865-777-2325KnoxvilleTNActive Registered Life Planner®
Terpeluk, Violetta Sit
CFP®, MBA, CPWA, BFA
Registered Life Planner
Ameriprise Financial916-787-9988RosevilleCAActive Registered Life Planner®
Tomren, Michael
MS, CFP®, AIF®, ChFC®
Registered Life Planner
Tomren Wealth Management925-830-1700San RamonCAActive Registered Life Planner®
Townsend, Heather
CFP®, CPA, CSLP
Registered Life Planner
Townsend Financial425-505-5064ScottsdaleAZActive Registered Life Planner®
Tucker, Michelle Heidi
CFP®, CPA/PFS, JD
Registered Life Planner
Hawaii Partners 3D Wealth Advisors8087911444HonoluluHIActive Registered Life Planner®
Uible, Woodrow H
CFA
Registered Life Planner
Bartlett Wealth Management5136464079CincinnatiOHActive Registered Life Planner®
Waddell, Danika
CFP®, CSLP
Registered Life Planner
Xena Financial Planning5036640183SeattleWAActive Registered Life Planner®
Watson, Philip Martin
CFP®, RLP®, RSSA®, M.S.
Registered Life Planner
The Financial Planning Services of Philip M. Watson(615) 850-9009FranklinTNActive Registered Life Planner®
Weiss, Philip H
CFA, CPA
Registered Life Planner
Apprise Wealth Management4436905240PhoenixMDActive Registered Life Planner®
Whiteley, Miriam McKenna
CFP®, CeFT, RLP®
Registered Life Planner
LifeCraft Financial Planning, LLC949-287-1621EugeneORActive Registered Life Planner®
Witten, Gary
CFP®®, ChFC®
Registered Life Planner
Voya Financial Advisors716-626-3926WilliamsvilleNYActive Registered Life Planner®
Wolniewicz, Jeffrey
MBA, RLP®, CFP®, RICP, AEP
Registered Life Planner
Under Par Planning716-912-5696BuffaloNYActive Registered Life Planner®
Woodward, Lora
ACC, CPC, ELI-MP
Registered Life Planner
Coach Outdoors(978) 925-7709PepperellMAActive Registered Life Planner®
Yáñez, Diana G.
CFP®
Registered Life Planner
All the ColorsSanfordNCActive Registered Life Planner®
Yang, Mai
CFP®, RLP®
Registered Life Planner
FPA of MNMinneapolisMNActive Registered Life Planner®
Yonak, Matthew Joseph
CFP®®
Registered Life Planner
Capital Group Private Client Services4046854205AtlantaGAActive Registered Life Planner®
Zimmer, Patrick
CFP®®
Registered Life Planner
Heritage Financial Services402-200-5551OmahaNEActive Registered Life Planner®
Zimmerman, Mary
CFP®®
Registered Life Planner
PATH Financial Strategies, LLC480-664-6008ChandlerAZActive Registered Life Planner®
Registered Life Planner®
Akright, Carol
CFP®®
Registered Life Planner
Funding Your Dreams505-897-1970CorralesNMRegistered Life Planner®
Aloia, Gregory
CFP®®
Registered Life Planner
Abacus Wealth Management, Inc.215-656-4280PhiladelphiaPARegistered Life Planner®
Annello, Larry

Registered Life Planner
SAGE Broadview(860) 606-3580FarmingtonCTRegistered Life Planner®
Arata, Ray

Registered Life Planner
Better Man Conf650-691-0440San FranciscoCARegistered Life Planner®
Astrinos, Mark
CFP®®
Registered Life Planner
Libra Wealth(408) 721-1633San JoseCARegistered Life Planner®
Astrinos, Alyssa

Registered Life Planner
Libra Wealth(408) 721-1633San JoseCARegistered Life Planner®
Barberi, Eva
CFP®®
Registered Life Planner
Eva Barberi Financial Planning8054555954Santa BarbaraCARegistered Life Planner®
Birmingham Weigel, Katie
CFP®
Registered Life Planner
Thomas Partners(888) 431-1430BostonMARegistered Life Planner®
Bogue, Jeffrey N.
CFP®
Registered Life Planner
Bogue Asset Management LLC2073374340WellsMERegistered Life Planner®
Brickman, Guy
CFP®
Registered Life Planner
Brickman Insurance & Financial Services, Inc.305-822-6921MiamiFLRegistered Life Planner®
Brickman, Elizabeth
CFP®
Registered Life Planner
The Trusted Author(954) 424-6104MiamiFLRegistered Life Planner®
Callahan, William Alan
CFA, CFP®®
Registered Life Planner
Callahan Financial Planning Company(415) 795-8350San RafaelCARegistered Life Planner®
Callahan, William Alan
CFA, CFP®®
Registered Life Planner
Callahan Financial Planning Company(303) 222-7100CentennialCORegistered Life Planner®
Callahan, William Alan
CFA, CFP®®
Registered Life Planner
Callahan Financial Planning Company402-341-2000OmahaNERegistered Life Planner®
Callahan, William Alan
CFA, CFP®®
Registered Life Planner
Callahan Financial Planning Company(415) 795-8600San FranciscoCARegistered Life Planner®
Carroll-Cronin, Joan
RLP®, MSW, LICSW
Registered Life Planner
Optimal Performance Coaching(978) 869-4941ConcordMARegistered Life Planner®
Chambers, Richard
CFP®®, RLP®®
Registered Life Planner
Sirius Wealth Management Strategies, LLC(650) 276-7967Menlo ParkCARegistered Life Planner®
Chicotel, Nikki

Registered Life Planner
EP Wealth Advisors(650) 712-1000San MateoCARegistered Life Planner®
Cilley, Charllotte

Registered Life Planner
Charlotte Cilley, Financial Life Planner & Coach203-798-1580DanburyCTRegistered Life Planner®
Clark, Douglas

Registered Life Planner
Madison Wealth Advisors, L L C816-501-5115Lees SummitMORegistered Life Planner®
Cole, Louise

Registered Life Planner
The Heritage Group of North America(732) 557-5550Toms RiverNJRegistered Life Planner®
Cuthbert, Helga
CFP®
Registered Life Planner
Cuthbert Financial Guidance, Inc.404-633-6420DecaturGARegistered Life Planner®
Cuthbertson, William
MBA, EA, CSPG, CFP®, RLP®
Registered Life Planner
Fiscalis Advisory, Inc.949-429-5995AnacortesWARegistered Life Planner®
Davis, Heidi
CFP®
Registered Life Planner
Columbia Financial Planning, LLC425-943-0001BellevueWARegistered Life Planner®
Denlinger, Douglas K
RLP®®, CKA, ACBC
Registered Life Planner
LifeGuide Financial Advisors(717) 796-1700MechanicsburgPARegistered Life Planner®
Divine, Sidney
CFP®®, ChFC®, RLP®®, RICP®
Registered Life Planner
Divine Wealth Strategies 404-937-7459Atlanta GARegistered Life Planner®
Dobrzynski, Jason
CFP®, CMFC
Registered Life Planner
Corsalus at Waddell & Reed630-9320-5055Oak BrookILRegistered Life Planner®
Donnelly, Richard

Registered Life Planner
EP Wealth Advisors858-622-9009San DiegoCARegistered Life Planner®
Dowley, Chris
CFP®
Registered Life Planner
Fieldstone Financial Management Group800-888-5164 ext 101MarbleheadMARegistered Life Planner®
Downey, Peg
CFP®
Registered Life Planner
Directions for Women301-589-4250Silver SpringMDRegistered Life Planner®
Drake, Colin
CFP®
Registered Life Planner
Marin Financial Advisors(415) 925-1212LarkspurCARegistered Life Planner®
Dyer, Phillip
CFP®®
Registered Life Planner
Dyer Financial Advisory410-692-9000TowsonMDRegistered Life Planner®
Entwistle III, William

Registered Life Planner
Entwistle Financial Life Planning401-782-6166WakefieldRIRegistered Life Planner®
Ferger, Steve

Registered Life Planner
Financial Planner310-487-2795Palm SpringsCARegistered Life Planner®
Frank, David

Registered Life Planner
Registered Life Planner®
Frye, Peggy
CFP®
Registered Life Planner
540-229-1957MadisonVARegistered Life Planner®
Gensler, Daniel
MS, CFP®®
Registered Life Planner
The Gensler Group(619) 554-1300CoronadoCARegistered Life Planner®
Giordano, Jesse
CFP®®
Registered Life Planner
Opal Wealth Advisors516-388-7980JerichoNYRegistered Life Planner®
Glass, David
CFP®
Registered Life Planner
Bank of Southside Virginia804-520-5612Colonial HeightsVARegistered Life Planner®
Gluck, Joel

Registered Life Planner
617-484-2982SomervilleMARegistered Life Planner®
Gunther, Carmen

Registered Life Planner
Lynch Financial Advisors(916) 772-3103RosevilleCARegistered Life Planner®
Hall, Spencer
CFP®®, MBA, MDiv., CKA
Registered Life Planner
Retirement Planning Services(865) 220-9311KnoxvilleTNRegistered Life Planner®
Hamilton, Monica
CPA
Registered Life Planner
Greer Walker, LLP704-353-8272CharlotteNCRegistered Life Planner®
Handley, Rainee

Registered Life Planner
Los AngelesCARegistered Life Planner®
Hanlon, Robert
CFP®, RLP®, MSFS
Registered Life Planner
Living CenterlineNaplesFLRegistered Life Planner®
Hansen, Jill

Registered Life Planner
Hansen Financial MV508-693-6693Vineyard HavenMARegistered Life Planner®
Hastings, Jason
CFP®®
Registered Life Planner
Lexington Wealth Management781 860 7745LexingtonMARegistered Life Planner®
Ho, Laurine
CFP®, CDFA®
Registered Life Planner
Laruine Ho and Associates, LLC808-532-0640HonoluluHIRegistered Life Planner®
Hoffman, Peter
CFP®, MBA, RLP®
Registered Life Planner
Orion Wealth Advisors781.862.2349LexingtonMARegistered Life Planner®
Hooper, Benjamin Scott
CFP®®, ChFC®, CLU, RICP®
Registered Life Planner
Comal Wealth Management830-500-5100New BraunfelsTXRegistered Life Planner®
Hunter, Holly
CFP®
Registered Life Planner
Hunter Advisor603-431-1300PortsmouthNHRegistered Life Planner®
Johnson, Ben
CFP®®, AEP, MS
Registered Life Planner
Gap Financial Services5125768610AustinTXRegistered Life Planner®
Keefe, Jeffrey W.
AIF®
Registered Life Planner
Whole Wealth Management LLC603-766-8705PortsmouthNHRegistered Life Planner®
Kinder, Tom

Registered Life Planner
802-333-4070Thetford CenterVTRegistered Life Planner®
Kippins, Anthony Christopher
AIF®®A, CFFS
Registered Life Planner
Retirement Plan Advisors Ltd.(513) 834-9383CincinnatiOHRegistered Life Planner®
Kirk, John

Registered Life Planner
Ashland RIA424-247-9378TorranceCARegistered Life Planner®
Knight, Michael

Registered Life Planner
Knight Investment Planning847-367-5191LibertyvilleILRegistered Life Planner®
Lekas, Kerry

Registered Life Planner
(603) 434-2889LondonderryNHRegistered Life Planner®
Lenington, Derek
CFP®®
Registered Life Planner
Lenington Financial, LLC800-451-8629Paso RoblesCARegistered Life Planner®
LePhew, Marsha
CFP®, CHFC
Registered Life Planner
Carroll Financial(803) 329-5125CharlotteNCRegistered Life Planner®
Luria, Kerry

Registered Life Planner
Lexington Wealth Management781-860-7745LexingtonMARegistered Life Planner®
Macdonald, Christine A
RLP®
Registered Life Planner
RM Davis Private Wealth Management(207) 774-0022PortlandMERegistered Life Planner®
Maples, Jason
CFP®®, CLU, ChFC®
Registered Life Planner
Lockton Companies(303) 414-6000DenverCORegistered Life Planner®
Martin, Steve
CFP®, RLP®, MBA
Registered Life Planner
Purposeful Financial Planning(970) 443-1873Fort CollinsCORegistered Life Planner®
Mazur, Mark Dale
RLP®®
Registered Life Planner
San Diego Wealth(858) 270-7705San DiegoCARegistered Life Planner®
McGirr, Kevin
CFP®®
Registered Life Planner
McGirr Financial Services312-266-1559ChicagoILRegistered Life Planner®
McLeod, Scott

Registered Life Planner
Brown Financial Advisory251-928-9498FairhopeALRegistered Life Planner®
Miko, Leighann
CFP®®, FPA, NAPFA, XYPN
Registered Life Planner
Equalis Financial(323)363-6841Los AngelesCARegistered Life Planner®
Muth, Maria J
RLP®, CPA, CFF, CLTC, PFS
Registered Life Planner
Mauro, CPA908-704-6915SomervilleNJRegistered Life Planner®
Napolitano, John
CFP®, CPA, PFS, MST
Registered Life Planner
U.S. Wealth Management LLC(888) 684-1771BraintreeMARegistered Life Planner®
Nelson, Linda Colleen
CFP®
Registered Life Planner
Freya Financial Services781-756-9992LexingtonMARegistered Life Planner®
Nichols, Laurie

Registered Life Planner
Laurie Nichols Coaching and CounselingSeattleWARegistered Life Planner®
Nobari, Kian

Registered Life Planner
Integrous415-200-0900San RafaelCARegistered Life Planner®
Nusbaum, Kathryn
CFP®®
Registered Life Planner
Baird Private Wealth Management(704) 571-7405CharlotteNCRegistered Life Planner®
Olsen, Christopher
CFP®®, RICP®
Registered Life Planner
Bridge Pointe Financial Group209-367-8700LodiCARegistered Life Planner®
Oransky, David
CPA/PFS, RLP®
Registered Life Planner
Laminar Wealth LLC800-929-6530ChesterfieldMORegistered Life Planner®
Oransky, Mary
CFP®
Registered Life Planner
Laminar Wealth, LLC636-590-6975ChesterfieldMORegistered Life Planner®
Owen, Brad
CFP®, RLP®, RMA
Registered Life Planner
EP Wealth Advisors(858) 356-5451San DiegoCARegistered Life Planner®
Parrott, Jeri
CFP®
Registered Life Planner
Red Oak Asset Management(608) 240-1616MadisonWIRegistered Life Planner®
Platt, Clayton

Registered Life Planner
CP EnterprisesPhiladelphiaPARegistered Life Planner®
Pomrehn, Martin Glenn
CPA, CFP®, RLP®
Registered Life Planner
MP360 Financial Services+1 630 6206200Oak BrookILRegistered Life Planner®
Ranstrom, Morgan
CFA, CFP®
Registered Life Planner
Trailhead Planners(503) 773-9682MinneapolisMNRegistered Life Planner®
Savarese, Ron

Registered Life Planner
Lakeview Capital Partners404-841-2224AtlantaGARegistered Life Planner®
Schaal, Samuel

Registered Life Planner
(214) 985-3737DallasTXRegistered Life Planner®
Shagrin, Steven

Registered Life Planner
Planning for Life925-949-3938Walnut CreekCARegistered Life Planner®
Shake, Roger A.
CFP®®, RLP®®, CeFT®
Registered Life Planner
Legacy Consulting Group972-599-4750PlanoTXRegistered Life Planner®
Siesta, Martin
CFP®®
Registered Life Planner
Compass Wealth Management973-763-0766MaplewoodNJRegistered Life Planner®
Silveira, Marcio
RLP®®, CFA, CFP®®
Registered Life Planner
Toler Financial Group (301) 825-8705Silver SpringMDRegistered Life Planner®
Smith, Jeanne
CFP®
Registered Life Planner
Marca Life Planning205-408-3000BirminghamALRegistered Life Planner®
Smith, Robert
CFA, CFP®
Registered Life Planner
Robert Smith Financial(905) 471-6600MarkhamOntarioRegistered Life Planner®
Spitzmiller, Jeff J
CFA
Registered Life Planner
Ohana Wealth & Life Planning5137299740CincinnatiOHRegistered Life Planner®
Stadler, Bill
CFP®
Registered Life Planner
Next Act Financial Planning LLC203-816-0711TrumbullCTRegistered Life Planner®
Staffiere, Maria

Registered Life Planner
Morgan Stanley(617) 570-2988BostonMARegistered Life Planner®
Stempel, Mark
CFP®, EA
Registered Life Planner
Encore Wealth Advisors, LLC5202356985FairfaxCARegistered Life Planner®
Sterling, Cindy
ChFC, RLP®
Registered Life Planner
Sterling Financial Planning(212) 405-1616New YorkNYRegistered Life Planner®
Stinson, Sheila

Registered Life Planner
GenSpring Family Offices240.482.1412Chevy ChaseMDRegistered Life Planner®
Sutherland, Ken

Registered Life Planner
LifePlan Group919-858-6119RaleighNCRegistered Life Planner®
Tharp, Derek

Registered Life Planner
Mote Wealth Management319-393-4020Cedar RapidsIARegistered Life Planner®
Thompson, Brian Elliott
JD, CFP®®
Registered Life Planner
Brian Thompson Financial LLC3126248320ChicagoILRegistered Life Planner®
Thompson, Taiya
CFP®
Registered Life Planner
Gentry Wealth Management, Gentry Asset Advisory LLC702.408.1771Las VegasNVRegistered Life Planner®
Tibbetts, Aletta
EA
Registered Life Planner
Eos Financial Planning LLC6174202007ArlingtonMARegistered Life Planner®
Turner, Johanna
CFP®
Registered Life Planner
Milestones Financial Planning, LLC270-247-0555MayfieldKYRegistered Life Planner®
Valente, Marty

Registered Life Planner
Pathfinder Life Planning510-923-9543OaklandCARegistered Life Planner®
Wanner, Kurt
CFP®
Registered Life Planner
Crosswind Advisors, LLC425-349-2527EverettWARegistered Life Planner®
Weiss, James Alan
RLP®®, AAMS
Registered Life Planner
Savor CoachingPomfret CenterCTRegistered Life Planner®
Wiggin, Debbie
CFP®®
Registered Life Planner
Wiggin Services954-390-6191Fort LauderdaleFLRegistered Life Planner®
Wimbiscus, John
CFP®, RLP®, CKA
Registered Life Planner
The Mather Group312.883.2975ChicagoILRegistered Life Planner®
Wright, Mary Kay

Registered Life Planner
Ameriprise Financial Services, Inc.925-952-9810Walnut CreekCARegistered Life Planner®
Young, Robin
CFP®
Registered Life Planner
Northstar Financial Planning, Inc603.458.2776WindhamNHRegistered Life Planner®