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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Michael Homans (CRD# 6374881) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johns Creek, GA and has over 9 years of experience in the finance industry.
Micky Kim-Cowger (CRD# 6709757) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Johns Creek, GA and has over 4 years of experience in the finance industry.
Jugalkishor Malpani (CRD# 7274157) is an Investment Advisor Representative working at Chanakya Business Ventures LLC in Johns Creek, GA and has over 2 years of experience in the finance industry.
Jackson Metzger (CRD# 7381680) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 2 years of experience in the finance industry.
Keir Pienaar (CRD# 7092142) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 2 years of experience in the finance industry.
Anupama Singh (CRD# 7295852) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Johns Creek, GA and has over 3 years of experience in the finance industry.
Daniel is a Managing Partner at BlackPoint Capital Partners. He specializes in comprehensive financial planning, investment management, and retirement strategies for individuals and businesses. He takes pride in helping clients navigate complex financial landscapes, empowering them to make informed decisions for long-term success. As a CFP® professional, he upholds the highest ethical standards while serving as a fiduciary for his clients. Daniel holds a Bachelor of Arts degree in Chinese and Government from Hamilton College, as well as a Certificate in Financial Planning from NYU.
At BlackPoint...
Robert E. Schultz III (Robby) (CRD# 5338514) is a Principal and Financial Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and a Certified Private Wealth Advisor® (CPWA®) professional. He evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry, including retirement plan administration, pensions, and taxation....
Riley Stephenson (CRD# 5822473) is an Investment Advisor Representative working with the Decision Point Wealth Consulting team at UBS Financial Services Inc. in Wilmington, NC and has over 8 years of experience in the finance industry.
Ashley Abate (CRD# 6506817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 7 years of experience in the finance industry.