Shows / Financial Planner Search
Financial Planner Search
Finding a financial advisor is easy. Finding the right one is hard.Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them.That's what Financial Planner Search is for.Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work, and…
Episodes
- Financial Planner Search
Garden-Glove Service for Family Offices with Jack Dwyer | Financial Planner Search
In this episode of Financial Planner Search, Jack Dwyer, President of Sunpointe Investments, talks about why he left a giant consulting firm to build a…
- Financial Planner Search
Life Beyond the Retirement Number with Andy Schelitzche | Financial Planner Search
In this episode of Financial Planner Search, Andy Schelitzche, financial advisor at Manifest Planning, discusses his comprehensive, relationship-first approach…
- Financial Planner Search
Why Business and Personal Money Can't Stay Separate with Ryan Staton | Financial Planner Search
In this episode of Financial Planner Search, Ryan Staton, managing partner and co-founder of Staton Walsh, explains why the old advice to keep work and home…
- Financial Planner Search
The Tax Problem Retirees Can't Name with Michael Mezheritskiy | Financial Planner Search
In this episode of Financial Planner Search, Michael Mezheritskiy, President of Milestone Asset Management Group, discusses why his ideal clients often know…
- Financial Planner Search
Put Consumers in Charge of Finding Advisors with Brian Thorp | Financial Planner Search
In this episode of Financial Planner Search, Brian Thorp, founder of WealthTender, discusses why most people who never work with a financial advisor still…
- Financial Planner Search
Putting Your Neck Out for Clients with John Llodra | Financial Planner Search
In this episode of Financial Planner Search, John Llodra, CFP®, co-founder of New Harbor Financial Group in Worcester, Massachusetts, explains why he refuses…
- Financial Planner Search
Family Office for the Rest of Us with Mikey Manghum | Financial Planner Search
In this episode of Financial Planner Search, Mikey Manghum, Vice President and Financial Advisor at Regent Private Wealth in Tulsa, Oklahoma, discusses…
- Financial Planner Search
The Least Boring CPA with Steven Jarvis | Financial Planner Search
In this episode of Financial Planner Search, Steven Jarvis CPA and founder of Retirement Tax Services makes a case most accountants would find heretical: the…
- Financial Planner Search
From Fighter Pilot to Flat-Fee Advisor with Steve Ankerstar | Financial Planner Search
In this episode of Financial Planner Search, Steve Ankerstar, founder of Ankerstar Wealth and a retired Air Force fighter pilot, discusses how "getting angry"…
- Financial Planner Search
Institutional Portfolio Management with Michael Bellody | Financial Planner Search
In this episode of Financial Planner Search, Michael Bellody, founder and CEO of Imperia Wealth Management in Braintree, Massachusetts, discusses bringing…
- Financial Planner Search
Building a Life, Not a Portfolio with John Browning | Financial Planner Search
In this episode of Financial Planner Search, John Browning, founder of Guardian Rock Wealth, discusses his mission to turn "miserable rich people" into "happy…
- Financial Planner Search
Putting the Person in Front of the Numbers with Marcel V. Quiroga | Financial Planner Search
In this episode of Financial Planner Search, Marcel V. Quiroga, founder of TQM Wealth Partners, discusses adding a human element to financial planning and…
- Financial Planner Search
Saving Entrepreneurs a Billion in Tax with Pat Lonergan | Financial Planner Search
In this episode of Financial Planner Search, Pat Lonergan, founder of Vital Wealth, serves entrepreneurs taking home over a million dollars a year who are…
- Financial Planner Search
Building a Fence at the Top of the Cliff with R.J. Kelly | Financial Planner Search
In this episode of Financial Planner Search, R.J. Kelly, founder of Wealth Legacy Group, discusses his multidisciplinary approach to wealth management, tax…
- Financial Planner Search
People Over Portfolios with Brad Mendel | Financial Planner Search
In this episode of Financial Planner Search, Brad Mendel of Mendel Money discusses how a second-generation, family-built practice puts financial planning first…
- Financial Planner Search
Offense, Defense & Coach with Jeremy Self | Financial Planner Search
In this episode of Financial Planner Search, Jeremy Self of Cedarwood Financial Partners discusses his holistic approach to wealth management built around…
- Financial Planner Search
Generational Wealth & Collaborative Planning with Steven Rogé | Financial Planner Search
In this episode of Financial Planner Search, Steven Rogé, a financial advisor, discusses his firm’s multi-generational approach to comprehensive wealth…
- Financial Planner Search
Holistic Wealth & Exit Planning for Business Owners with Jason Priebe | Financial Planner Search
In this episode of Financial Planner Search, Jason Priebe of Magnetic North Advisors, discusses his comprehensive, all-in-one approach to wealth management…
- Financial Planner Search
Architectural Wealth Design and the "Henry" Client with Jason Sherr | Financial Planner Search
In this episode of Financial Planner Search, Jason Sherr, founder of Stratefi Wealth Management, explains how his background in architecture at UC Berkeley…
- Financial Planner Search
Building a Wealth Management "Scene" with Matt Zeigler | Financial Planner Search
In this episode of Financial Planner Search, we sit down with Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpoint Investments. Transitioning…
- Financial Planner Search
Main Street Wealth & The Life Strategic Plan with Donald Morgan | Financial Planner Search
In this episode of Financial Planner Search, Donald Morgan, lead financial planner and co-owner of Colmena, discusses his holistic approach to wealth…
- Financial Planner Search
Executive Comp & Flat-Fee Planning with Malcolm Etheridge | Financial Planner Search
In this episode of Financial Planner Search, Malcolm Etheridge, a Certified Financial Planner and Enrolled Agent at Capital Area Planning Groups, discusses his…
- Financial Planner Search
Quarterback Planning for High-Income Founders with Josh Davis | Financial Planner Search
In this episode of Financial Planner Search, Josh Davis, founder of Davis Private Wealth, explains his client-centric approach to wealth management and…
- Financial Planner Search
Work Optional Planning & SWAT Medic Calm with Nick Lager | Financial Planner Search
In this episode of Financial Planner Search, Nick Lager, founder of Tactical Wealth Planning, discusses his unique transition from serving as a 911 paramedic…
- Financial Planner Search
Tax-Focused Retirement and Entrepreneurial Strategy with David Brooks | Financial Planner Search
In this episode of Financial Planner Search, David Brooks, founder of Retire Smart, shares his unique journey from a college dropout managing the world's…
- Financial Planner Search
Empowering Business Owners through Comprehensive Planning with Sal Perez | Financial Planner Search
In this episode of Financial Planner Search, Sal Perez, founder of Totem Wealth Management, shares his journey from a low-income background in Kissimmee…
- Financial Planner Search
Tax-Efficient Wealth for High-Earning Professionals with Francisco Blanco | Financial Planner Search
In this episode of Financial Planner Search, Francisco Blanco, founder of Stonebrook Wealth Partners, discusses his journey from being a teller at Chase…
- Financial Planner Search
Collaborative Planning & Diverse Wealth with Marguerita Cheng | Financial Planner Search
In this episode of Financial Planner Search, Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, explains why her practice always leads with financial…
- Financial Planner Search
Exit Planning & Financial Autonomy for Entrepreneurs with Chris Clepp | Financial Planner Search
In this episode of Financial Planner Search, Chris Clepp, founder of Building Towards Wealth, shares his journey from entering the insurance industry on…
- Financial Planner Search
Comprehensive Planning & Legacy Building with Brandon Kennedy | Financial Planner Search
In this episode of Financial Planner Search, Brandon Kennedy, founder and president of Kennedy Financial Group, shares his heart for helping retirees and…
- Financial Planner Search
Remote Advising & Value-Driven Planning with Jonathan Bednar | Financial Planner Search
In this episode of Financial Planner Search, financial advisor Jonathan Bednar discusses the evolution of his practice and the art of building deep…
- Financial Planner Search
Transparency & Life Transitions with Diane Pearson | Financial Planner Search
In this episode of Financial Planner Search, Diane Pearson, a Certified Financial Planner, discusses her evolution in the financial industry and her advocacy…
- Financial Planner Search
Individual Impact & Long-Term Partnerships with Joseph Yoon | Financial Planner Search
In this episode of Financial Planner Search, Joseph Yoon shares his journey through the financial planning industry and his evolution toward a practice…
- Financial Planner Search
Navigating Federal Retirement & Holistic Planning with Josh Strange | Financial Planner Search
In this episode of Financial Planner Search, Josh Strange, a Certified Financial Planner, discusses his firm’s specialized focus on helping government…
- Financial Planner Search
Local Wealth Management & Strategic Legacy Planning with Matthew Benson | Financial Planner Search
In this episode of Financial Planner Search, Matthew Benson, owner of Sonmore Financial, joins us to discuss his unique approach to wealth management and the…
- Financial Planner Search
Comprehensive Planning & Client Partnership with Lyle & Andrew Rosman | Financial Planner Search
In this episode of Financial Planner Search, Lyle and Andrew Rosman of OnePoint BFG East Bay discuss their client-centric approach to comprehensive financial…
- Financial Planner Search
The Heart of Financial Advice with Travis & Liana Poodiack | Financial Planner Search
In this episode of Financial Planner Search, Travis and Liana Poodiack of Birch Financial Group share their unique perspective as a mother-son financial…
- Financial Planner Search
The Boutique Advantage: Managing Fear and Trust with Allen Harris | Financial Planner Search
In this episode of Financial Planner Search, Allen Harris, owner of Berkshire Money Management, discusses the vital role of empathy and psychology in wealth…
- Financial Planner Search
The Human Side of Finance & Judgment-Free Zones with William Pitney | Financial Planner Search
In this episode, William Pitney, founder of Focus You, shares his deeply personal journey from tragedy to becoming a financial professional who prioritizes the…
- Financial Planner Search
Behavioral Coaching & The Boutique Advantage with Ryan Wyatt | Financial Planner Search
In this episode of Financial Planner Search, Ryan Wyatt of Wyze Wealth Advisors, dives into his personal journey into the world of finance, a path inspired by…
- Financial Planner Search
Retirement Planning for Federal Law Enforcement with Anthony Bucci | Financial Planner Search
In this episode of Financial Planner Search, Anthony "Tony" Bucci, founder of Mission Point Plan, discusses his specialized approach to financial planning…
- Financial Planner Search
Personalized Planning & Special Needs Advocacy with Tom Belding | Financial Planner Search
In this episode of Financial Planner Search, Tom Belding discusses his adaptive and personalized approach to financial planning and investment management. He…
- Financial Planner Search
Wealth Management & Client Relationships with Derek Pantele | Financial Planner Search
In this episode of Financial Planner Search, Derek Pantele, a wealth advisor and CEO of Affinity Financial, discusses his approach to wealth management and…