Find a free Financial Planning Days event in your area
 
E-MAIL THIS PAGE
News Sources
 
History/Future of Financial Planning

Arkansas
Fredrick E. Adkins
The Arkansas Financial Group I
1001 N University Ave
Suite 200
Little Rock, AR 72207-6368
501-376-9051
Arizona
Gene  Baynes
1821 E. Pollack St
Phoenix, AZ 85042-6859
602-740-5347
California
John T. Blankinship
Blankinship & Foster, LLC
420 Stevens Ave
Suite 250
Solana Beach, CA 92075-2079
858-755-5166
Troy B. Daum
Wealth Analytics
12651 High Bluff Dr
Ste 350
San Diego, CA 92130-2024
858-794-2100
Nancy Langdon Jones
103 Cornell Avenue
Claremont, CA 91711-4602
909-985-5550
S. Timothy Kochis
Aspiriant
101 2nd St
Ste 1400
San Francisco, CA 94105-3655
415-371-7860
Laura Ann Tarbox
The Tarbox Group, Inc.
500 Newport Center Dr
Ste 500
Newport Beach, CA 92660-7005
949-721-2330
Colorado
James E. Dobbs
Dobbs Wealth Management Group, LLC
711 Summerwood Drive
Golden, CO 80401-9277
720-224-1530
Connecticut
Vern C. Hayden
Hayden Financial Group
830 Post Rd E
Suite 102
Westport, CT 06880-5222
203-454-3377
Florida
Ronald W. Allen
Bull & Bear Capital Advisors, Inc
6817 Southpoint Parkway
Suite 1003
Jacksonville, FL 32216-6294
904-363-3600 (262)
Harold R. Evensky
Evensky & Katz Wealth Management
241 Sevilla Ave
Ste 902
Coral Gables, FL 33134-6619
305-448-8882 (235)
Harold R. Evensky
Evensky & Katz Wealth Management
2333 Ponce De Leon Blvd
Penthouse
Coral Gables, FL 33134-5407
305-448-8882 (235)
Barry M. Freedman
Freedman Financial
8541 Fairway Bend Dr
Fort Myers, FL 33912-5515
978-531-8108
Benjamin A. Tobias
Tobias Financial Advisors
1000 S Pine Island Rd Ste 250
Royal Palm Plaza
Plantation, FL 33324-3910
954-424-1660
Louisiana
William R. Pomeroy
The Shobe Financial Group
8280 Ymca Plaza Dr Bldg 4
One Oak Square
Baton Rouge, LA 70810-0927
225-763-7010
Massachusetts
Daniel J. Candura
PennyTree Advisers LLC
PO Box 850343
Braintree, MA 02185-0343
781-626-0888
Barry M. Freedman
Freedman Financial
8 Essex Center Drive
Peabody, MA 01960-2959
978-531-8108
Robert J. Glovsky
Mintz Levin Financial Advisors
1 Financial Ctr
Boston, MA 02111-2621
617-348-1802
Raymond C. Julian
Winslow, Evans & Crocker
175 Federal St
Boston, MA 02110-2210
617-896-3565
Raymond C. Julian
Winslow, Evans & Crocker
1 Batterymarch Park
Ste 305
Quincy, MA 02169-7454
617-896-3565
North Carolina
Michael K. McMahan
IPS Financial Services Corp d/
1209 E Garrison Blvd
Gastonia, NC 28054-5115
704-865-2900 (106)
Gerald A. Townsend
Townsend Asset Management
5120 Bur Oak Cir
Raleigh, NC 27612-3101
919-782-9689
New York
Andrew M. Rich
Rich Advisory Corp
130 Northern Pkwy W
Plainview, NY 11803-1900
516-433-0828
Ohio
Peter Haas Calfee
Calfee Financial Advisors, Inc
1188 Bell Rd
Ste 201
Chagrin Falls, OH 44022-6101
440-557-5203
Pennsylvania
Jeanne A. Robinson
Marshall Financial Group
33 W Court St
Doylestown, PA 18901-4210
215-348-9393
Rhode Island
Daniel Gerard Corrigan
Corrigan Financial Inc
747 Aquidneck Ave
Middletown, RI 02842-7265
401-849-9313
Texas
Bill E. Carter
Carter Financial Management
12222 Merit Dr
Ste 1800
Dallas, TX 75251-3296
214-363-4200
David H. Diesslin
Diesslin & Associates
303 Main St
Second Floor
Fort Worth, TX 76102-4067
817-332-6122 (216)
Alan  Goldfarb
Weaver Tidwell Wealth Management
12221 Merit Dr
Ste 1400
Dallas, TX 75251-2280
972-448-6971
Bryan  Lee
Strategic Financial Planning, Inc.
6513 Preston Rd.
Ste. 100
Plano, TX 75024-2692
972-403-1234 (1)
John H. McDonald
Austin Asset Management
7200 N. Mopac Expy.
Ste 315
Austin, TX 78731-3267
512-453-6622
Matthew T. Reading
MTR Consulting
1411 West Ave
Ste 100
Austin, TX 78701-1537
512-474-6288
Utah
Bruce R. Brittain
6225 Apollo Way
Highland, UT 84003-3647
801-830-9004
Virginia
Patricia P. Houlihan
Houlihan Financial Resource Gr
11911 Freedom Dr
Ste 580
Reston, VA 20190-5629
703-796-0800
Go back to subject list.

< back to top