
Vested Partners - Robyn Smith Ellis & David Ellis Lawyer
fill those positions. David W. Ellis is a Certified Financial Planner (TM) who performs financial planning and investment

Brooklyn Plans
could everyone else go to work with a certified financial planner? Just imagine what the world would be

HarborLight Investments
We are a fee-only Certified Financial Planner™ specializing in retirement planning and investment management. We

Kroeger Financial
Orion Kroeger, Certified Financial Planner. Fee-only financial planning. Same-sex and domestic partnership planning. No-load investment advice. Insurance needs analysis. Risk management.

Cerda Munoz Advisors
Total financial advice. We are a firm of Certified Financial Planners (CFP®) helping families and business owners with investment management (401k, Ira, Roth IRA, Ira rollovers), financial advice, and tax preparation. We pride ourselves on being fiduciaries serving the Downey and Whittier areas.

Guterman Organization
companies, venture capital and private equity funds, ESOPs. Certified Financial Planner (R), Trust and Estate Practitioner(R). Expert

David Rae, CFP
financial topics. If you are looking for a Certified Financial Planner(TM) to help you develop a comprehensive

Chris Covert CPA, CFP
for their unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. the decision making process, a benefit most financial planners cannot provide. I motivate clients to make those recently named as a Five Star Wealth Manager for the Phoenix 2013 inaugural list,

JH Advisers
software solutions. Additionally, our financial advisors are a certified Financial Planner. We understand that people have different needs

Sharkey, Howes & Javer
We are a team of nine Certified Financial Planners that have dedicated our lives to helping our

Ten Talents Financial Planning
Insider personal finance news articles. He is a Certified Financial Planner™ (CFP®) Professional from Parker, Colorado who specializes

Pass The Bar Event Services
certified bartenders are equipped with all the necessary tools to craft signature drinks, while our experienced event planners

Party Plus Events
and delivery if necessary, complimentary event measures and certified event planners. Contact them today to learn more! If

Define Financial
to be done alone, so our team of certified financial planners are here to help you every step

Law Office of Howard J. Stevens, APC
of injured workers. As a certified specialist in workers' comp, he brings a wealth of knowledge to the

Amay Custom Weddings
sure your special day is perfect. Our Certified Professional Wedding Planner, Gown Designer, and Bridal Gown Teacher have

MomentUs Occasion
couple. Our team of experienced destination brides, certified destination wedding planners, and travel agents are here to provide

McGowan Group Asset Management
funds. The team of professionals includes certified investment management analysts and private wealth advisors, offering an array of

Visions to Excellence
businesses turn their vision into reality. Our certified professionals have a wealth of knowledge and experience in business

Flournoy Wealth Management
is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing that will ensure a secure financial future. Flournoy Wealth Management has been providing wealth management services for