-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
Christopher Caro (CRD# 6762174) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vauxhall, NJ and has over 6 years of experience in the finance industry.
Hi, I'm David Fowler - the founder of High Mountain Financial Coaching, a virtual fee-only financial planning & investment management firm. HMFC is a Registered Investment Advisory Firm located near Bergen County, New Jersey in the borough of Hawthorne, and with modern technology able to serve clients across the entire United States.
With over 15 years of experience in financial services, I started HMFC with the goal of making fee-only advice from a fiduciary financial advisor available to everyone – regardless of how much or how little they may have accumulated (so far).
ABOUT HMFC
High Mountain Financial Coaching exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow.
Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning.
WHO I SERVE
As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges of owing a business. With that in mind, I work with:
- Outdoor Industry Professionals
- Outdoor Enthusiasts
- Solopreneurs
If you love the outdoors, work outdoors, or work for yourself - let's have a conversation.
HOW I HELP
- I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom
- I help you identify and eliminate any gambling or speculating that may be occurring with your investments
- As your financial planner and coach - I simplify the planning process – breaking your planning to actionable attainable steps
CERTIFICATIONS & QUALIFICATIONS
- I am a CERTIFIED FINANCIAL PLANNER™
- I have earned the Chartered Financial Consultant® (ChFC®) designation
- I am currently pursuing the Certified Kingdom Advisor® (CKA®) designation
- I am independent
- I am a Fee-Only financial planner
- I am a Fiduciary
NEXT STEPS
- Learn more on the HMFC website - https://www.highmountainfinancial.com/
- Book a 30 minute conversation on my calendar - Free Consultation
- send me an email - [email protected]
Sarsi, LLC is a registered investment adviser.We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere
We offer investment and financial planning services to individuals- typically successful professionals and business owners. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and...
Cole Aaronson (CRD# 6381165) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 9 years of experience in the finance industry. Cole Aaronson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Angela Abate (CRD# 2963357) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in New York, NY and has over 18 years of experience in the finance industry.
Crystal Abbe (CRD# 5729536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 14 years of experience in the finance industry.
Jules Abbosh (CRD# 5784181) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 13 years of experience in the finance industry.
Christine Abbott (CRD# 5241462) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 17 years of experience in the finance industry. Christine Abbott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.