Advisors
Here is a partial list of advisors who have sign up for either the Amp or Retiremap software:
View BoulevardR Advisers in a larger map
- Joe Pitzl, CFP®
Mindful Asset Planning
FPA NexGen President - Aaron W. Smith, RFC
A. W. Smith Financial Group, Inc. - Eric Kies, CFP®
The Planning Center - Randy Gridley, CFP® MBA
Gridley and Associates - Ben G. Baldwin III, CFP®, ChFC
Responsive Financial Group - Harry Scheyer, CPA/PFS, CFP®
Pinnacle Financial Advisors, LLC - Ronald Myers, CPA/PFS, CFP®
Myers Financial Services, Inc. - Scott Boyles, CFP®
Brightscape Investment Centers, Inc. - Mike Branham, CFP®
Cornerstone Wealth Advisors
FPA Board member and former FPA NexGen President - Sonji Rollins Tucker, AIF®
A. W. Smith Financial Group, Inc. - Joseph Bert, CFP®, AIF®
Certified Financial Group, Inc. - Paul Baumbach, CFA, CFP®, ChFC
Mallard Advisors, LLC - Steve Coker, CPA
Manchester Financial - Steve Stanganelli, CFP®, CRPC®
Clear View Wealth Advisors, LLC - Peter Krull
Krull & Company - James Tissot, CFP®
Prism Planning, Inc. - LaToya Parker, CFP®
Infinity Financial, LLC - Todd Smith, CFP®
Advisers Investment Management, Inc. - Bryan Pepper
Cornerstone Investment Consulting - Alice King, J.D.
Wine Country Wealth Management, LLC - Eric Coffman, MBA, AIF®
PRLKW & Co. - Robert Burnette, RFC, MBA
Wellness Financial Advisers, LLC - Patrick J. Rice, Jr.
CB&H Wealth Management Services - Steven Gelber
Financial Network Investment Corp. - Edward Fulbright, CPA, PFS
Fulbright Financial Consulting, PA - Mark Burchell, RIA
Fraser Financial Group – MassMutual - Martin V. Higgins CFP, CLU, AEP
Family Wealth Management Advisory, L.L.C. - Kassi Hyde ChFC
TBCI
