Find the Right Pro for You

We’ve hand-picked the best financial professionals in the country to answer your questions.

Carlos Dias Jr.
CLTC, RFC
Excel Tax & Wealth Group
Lake Mary, FL
10 years experience
98
Jeff Rossi
CFP
Peak Wealth Advisors, LLC
Holmdel, NJ
25 years experience
98
Peter J. Creedon
CFP, ChFC, CLU
Crystal Brook Advisors
New York, NY
18 years experience
96
Timothy Baker
CFP
WealthShape LLC
Manchester, CT
11 years experience
90
Paul Gelormini
Series 6, 7, 63 & 65, RIA Associate
Gelormini Financial
Los Altos, CA
26 years experience
87
Harlan Freeman
CFP, CPA
Envisage Wealth Planners
Chicago, IL
13 years experience
84
Elizabeth Saghi
CFP
InAlliance Financial Planning
Santa Barbara, CA
25 years experience
83
Emilie Goldman
CFA, CFP
Tamarind Financial Planning
San Mateo, CA
23 years experience
82
JD Gardner
CFA, CMT
Aptus Capital Advisors
Fairhope, AL
7 years experience
82
John Pak
CFP, RICP
Affluencer Financial
Los Angeles, CA
17 years experience
81
Brian Lowrance
CFP
Softwealth
San Diego, CA
10 years experience
79
Rachel Grimes
AFC
Leigh Money Financial
Lewisville, TX
7 years experience
77
Brett Tushingham
CFP
Tushingham Wealth Strategies
Wilmington, NC
13 years experience
75
Susan Easthope
CFP
Celaya Wealth Management
Miami, FL
18 years experience
75
Stacey Mishler
CRPC
Ridgeline Wealth Advisors, LLC
Port Angeles, WA
7 years experience
74