E-MAIL THIS PAGE PRINT THIS PAGE
News Sources
 
Risk Tolerance/Capacity
Arkansas
Fredrick E. Adkins
The Arkansas Financial Group I
1001 N University Ave
Suite 200
Little Rock, AR 72207-6368
501-376-9051
California
David W. Bennett
Total Financial Concepts
4695 Macarthur Ct
Ste 1000
Newport Beach, CA 92660-1865
949-225-9314
Percy Ermon Bolton
Percy E Bolton Associates Inc.
1127 E Green St
Pasadena, CA 91106-2505
626-737-7140 (3)
Troy B. Daum
Wealth Analytics
12520 High Bluff Dr
Ste 385
San Diego, CA 92130-3013
858-794-2100
Nancy Langdon Jones
103 Cornell Avenue
Claremont, CA 91711-4602
909-985-5550
John S. Longstaff
Beechwood Wealth Advisors, LLC
215 W. Fallbrook Ave
Suite 121
Fresno, CA 93711-5881
559-320-8200 ()
Richard P. Moran
Moran, Kimura & Heising, LLC
21250 Hawthorne blvd #560
Torrance, CA 90503-5507
310-406-3080 (304)
Florida
Harold R. Evensky
Evensky & Katz Wealth Management
241 Sevilla Ave
Ste 902
Coral Gables, FL 33134-6619
305-448-8882
Harold R. Evensky
Evensky & Katz Wealth Management
2333 Ponce De Leon Blvd
Penthouse
Coral Gables, FL 33134-5407
305-448-8882
Deena B. Katz
Texas Tech University
2333 Ponce De Leon Blvd
Ste 1100
Coral Gables, FL 33134-5434
806-742-5050 (237)
Daniel B. Moisand
Moisand Fitzgerald Tamayo, LLC
6767 N Wickham Rd
Ste 400
Melbourne, FL 32940-2025
321-253-5400
Conrad  Santiago
Ameriprise Financial Services,
719 Peachtree Rd
Suite 100
Orlando, FL 32804-6821
407-206-7477
Massachusetts
Gayle H. Buff
Buff Capital Management
111 Hyde St
Newton, MA 02461-1237
617-641-2377
Spring B. Leonard
SBL Financial Enterprises
57 Main St
Norfolk, MA 02056-1416
508-520-1144
Michigan
Marilyn Capelli Dimitroff
Capelli Financial Services Inc
40950 Woodward Ave
Ste 140
Bloomfield Hills, MI 48304-5124
248-594-9282
Donald Ray Haas
Haas Financial Services Inc
1323 Fairway Dr
Birmingham, MI 48009-1807
248-645-1638
Missouri
M. Eileen Dorsey
Money Consultants Inc
7420 Williamsburg Colonial Ln
Saint Louis, MO 63119-4444
314-963-9813
New York
Anne C. Chernish
Anchor Capital Management, LLC
315 Taughannock Blvd
Ithaca, NY 14850-3230
607-272-0004 (12)
Oregon
Deborah L. Thomas
Silver Oak Advisory Group
1130 SW Morrison St
Ste 610
Portland, OR 97205-2217
503-242-1715
Rhode Island
Michael T. Ryan
Professional Planning Group
Professional Planning Group
9 Granite St.
Westerly, RI 02891-2207
401-596-2800
Texas
Bryan  Lee
Strategic Financial Planning, Inc.
6513 Preston Rd.
Ste. 100
Plano, TX 75024-2692
972-403-1234 (1)
W. Ryan Poindexter
M.D. Financial Services
4600 Post Oak Place
Suite 108
Houston, TX 77027
713-966-3930
Viktor  Szucs
Quest Capital Management Inc
8235 Douglas Ave
Ste 500
Dallas, TX 75225-6005
214-691-6090
Virginia
Patricia P. Houlihan
Houlihan Financial Resource Gr
11911 Freedom Dr
Ste 580
Reston, VA 20190-5629
703-796-0800
Go back to subject list.

< back to top
  Copyright © 2009, Certified Financial Planner Board of Standards Inc.
All rights reserved. Copyright, Collection and Dissemination of Information Policy and Legal Information.