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Savingforcollege.com maintains this directory of financial advisors and other professionals for readers who are considering turning to a professional advisor for college savings guidance. Financial advisors can help you determine which 529 plan or other investment vehicle is best for your needs, and recommend investment allocations to reach your goals. The professionals listed here help clients with education planning needs as part of their regular practices. Those who have a "529 Pro" badge on their profile have passed Savingforcollege.com's 25 question exam covering various college planning and funding topics.
PLATINUM Financial Professional
Patrick Larkin III
CERTIFIED FINANCIAL PLANNER
Wealth Advisor
Oak Hill Wealth Advisors
13.3 miles
Contact Info:
19415 Deerfield AVE, STE 203
Lansdowne, VA 20176
Patrick Larkin III is licensed/registered in Virginia.
See other states where Patrick Larkin III is licensed or registered.
GOLD Financial Professional
Shawn Williamson
CFP®
Weatlh Manager
Allegiance Financial Group LLC
13.9 miles
Contact Info:
374 Maple Ave E Suite 204
Vienna, VA 22180
Shawn Williamson is licensed/registered in Virginia.
See other states where Shawn Williamson is licensed or registered.
Feel free to contact one of our managing partners, Shawn Williamson CFP®, or Assaf Pinchas, CFP®.
Securities are offered through The Strategic Financial Alliance, member FINRA/SIPC. Investment advisory services are offered through Acorn Financial Advisory Services an SEC Registered Investment Adviser. Allegiance Financial Group, SFA, and AFAS are unaffiliated.
GOLD Financial Professional
Mike Nie
CPA CFP CFA EA
Owner
Mike Nie
13.3 miles
Contact Info:
152 Kendrick Pl
Gaithersburg, MD 20878
Mike Nie is licensed/registered in Virginia.
See other states where Mike Nie is licensed or registered.
A subject matter expert in tax planning, specializing in Christian-based, family-centered strategies, college education financing, and real estate tax...Read More
Do not advise on buying or selling stocks, cryptos or other securities.
help@smart1040.us
Smart1040.us
GOLD Financial Professional
Stephen Kutlenios
Certified College Funding Specialist, Certified Financial Planner, Chartered Financial Analyst®
Financial Advisor
Allegheny Financial Group
173.2 miles
Contact Info:
811 Camp Horne Road
Pittsburgh, PA 15237
Stephen Kutlenios is licensed/registered in Virginia.
See other states where Stephen Kutlenios is licensed or registered.
Steve Kutlenios is a CERTIFIED FINANCIAL PLANNER practitioner, Chartered Financial Analyst and Certified College Planning Specialist®, who has bee...Read More
Securities offered through Allegheny Investments, LTD, a registered broker/dealer. Member FINRA/SIPC.
GOLD Financial Professional
Chief Financial Consultant
New Century Investor Services
180 miles
Contact Info:
1249 South River Road
Cranbury, NJ 08512
Robert W Johnson is licensed/registered in Virginia.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with New Century Investor Services or any other entity listed herein. Kestra IS and Kestra AS do not provide tax or legal advice. Investor disclosures: https://bit.ly/KF-Disclosures
GOLD Financial Professional
Financial Advisor
RICH Planning Group
199.4 miles
Contact Info:
90 Woodbridge Center Drive
Woodbridge, NJ 07095
Daniel Williams is licensed/registered in Virginia.
See other states where Daniel Williams is licensed or registered.
NOTE -- All InMail, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Equitable Advisors and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.
Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer -- M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures:
GOLD Financial Professional
Karl M Anderson
CFP®, CPM®
Senior Portfolio Manager, Vice President, Financial Advisor
Morgan Stanley Wealth Management
262.2 miles
Contact Info:
90 Grove Street, Suite 204
Ridgefield, CT 06877
Karl M Anderson is licensed/registered in Virginia.
See other states where Karl M Anderson is licensed or registered.
Morgan Stanley Smith Barney LLC, Member FINRA, SIPC.
GOLD Financial Professional
Garry Kohn
CFP(R)
President
Kohn Wealth Management Advisors, LLC
372.5 miles
Contact Info:
9078 Union Centre Blvd Suite 350
West Chester, OH 45069
Garry Kohn is licensed/registered in Virginia.
See other states where Garry Kohn is licensed or registered.
Securities and Investment Advisory Services offered through LM Kohn & Company, a Registered Broker/Dealer, MEMBER FINRA/SIPC/MSRB
10151 Carver Road Suite 100
Cincinnati, OH 45242
GOLD Financial Professional
Financial Advisor
Edward Jones
426.4 miles
Contact Info:
8905 Linksvue Dr
Knoxville, TN 37922
Debbie Hall-Fisher is licensed/registered in Virginia.
See other states where Debbie Hall-Fisher is licensed or registered.
GOLD Financial Professional
Karl M Anderson
CFP®, CPM®
Senior Portfolio Manager, Vice President, Financial Advisor
Morgan Stanley Wealth Management
611 miles
Contact Info:
411 E Wisconsin Ave, Suite 2200
Milwaukee, WI 53202
Karl M Anderson is licensed/registered in Virginia.
See other states where Karl M Anderson is licensed or registered.
Morgan Stanley Smith Barney LLC, Member FINRA, SIPC.
GOLD Financial Professional
Craig Adamson
CRC, CRPS
Owner
TrueWealth Stewardship
770.8 miles
Contact Info:
888 10th Street, Suite 101, PO Box 885
Marion, IA 52302
Craig Adamson is licensed/registered in Virginia.
See other states where Craig Adamson is licensed or registered.
For any parent, envisioning your child's educational aspirations and abilities can be exciting and a bit overwhelming. But it's an important componen...Read More
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Financial planning offered through TrueWealth Stewardship LLC, a Registered Investment Advisor and a separate entity from LPL Financial
GOLD Financial Professional
Harold Harris
RICP
Financial Consultant
LPL
779.8 miles
Contact Info:
700 23rd Av
Meridian, MS 39301
Harold Harris is licensed/registered in Virginia.
See other states where Harold Harris is licensed or registered.
GOLD Financial Professional
Richard Grodin
CFA, CAIA
Financial Advisor
Morgan Stanley
889.5 miles
Contact Info:
591 S Federal Highway
Boca Raton, FL 33432
Richard Grodin is licensed/registered in Virginia.
See other states where Richard Grodin is licensed or registered.
GOLD Financial Professional
Gregory P. Fong
CFP®, ChFC®
Owner/Principal
Planned Wealth Consultants
2284.5 miles
Contact Info:
3655 Torrance Blvd., Suite 400
Torrance, CA 90503
Gregory P. Fong is licensed/registered in Virginia.
See other states where Gregory P. Fong is licensed or registered.
Registered Principal offering securities through SagePoint Financial, Inc., Member FINRA & SIPC. Investment advisory services offered through Planned Wealth Consultants, a registered investment advisor not affiliated with SagePoint Financial, Inc. Fixed and/or Traditional Insurance Services offered through GPF Insurance Services (GPFIS). GPFIS is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. CA Insurance Lic. 0829133.
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