Find Your Perfect Financial Advisor

Sarah Johnson

Sarah Johnson

New York, NY

Wirehouse

Credentials

CFP
CFA

Education

Cornell University

Specializes In

RetirementReal EstateFinancial Planning

Interests

RunningYogaCooking
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Michael Chen

Michael Chen

San Francisco, CA

RIA

Credentials

CFP
ChFC

Education

Stanford University

Specializes In

CryptoPublic MarketsRetirement

Interests

Rock ClimbingPhotographyGaming
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Jessica Williams

Jessica Williams

Chicago, IL

Independent BD

Credentials

CFA
MBA

Education

University of Chicago

Specializes In

TaxRetirementEstate

Interests

HikingReadingTennis
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David Rodriguez

David Rodriguez

Miami, FL

Wirehouse

Credentials

CFP
EA

Education

University of Florida

Specializes In

Real EstatePrivate MarketsRetirement

Interests

SurfingSailingBeach Volleyball
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Emily Patel

Emily Patel

Austin, TX

RIA

Credentials

CFA
MBA

Education

University of Texas

Specializes In

CryptoPrivate MarketsPublic Markets

Interests

Music ProductionCyclingPainting
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Robert Kim

Robert Kim

Seattle, WA

Independent BD

Credentials

CFP
CPA

Education

University of Washington

Specializes In

TaxPublic MarketsBusiness Owners

Interests

HikingCoffee TastingBoard Games
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