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DIRECTORY OF FINANCIAL ADVISORS

Looking for a financial advisor?  Why not contact an advisor who is familiar with the issues that affect you and your colleagues? 

Below is a directory of financial advisors with experience dealing with the various financial planning issues common to real estate professionals:

Contact a Financial Advisor listed below by email.

Financial Advisors: Get more info on how to be listed below.

 
State

Metropolitan
Area

Advisor &
Firm Name

Telephone # &
E-Mail Address

Broker/Dealer Info

(securities offered through)

CA

Sacramento

Mark Sisto, CFP, CPA

Gonzales & Sisto, LLP

(916) 614-9009
Send Email

N/A
Registered Investment Advisor
Fee Only

FL

Southwest

Robert Chapman, CPA, PFS, CMA

Chapman & Co., P.C.

(585) 249-5060
Send Email

Genworth Financial Advisers Corp, an SEC Registered Investment Adviser
200 N Martingale Rd 7th floor
Schaumburg, IL 60173
(888) 528-2987

IL

Chicago

Richard Rosenbaum, CPA, MBA

Rx Financial Security

(847) 673-4010
Send Email

N/A
Registered Investment Advisor
Fee Based Only

MA

Boston

Susan Schwartz, CFP

Susan Schwartz Financial Planning, RIA

(781) 938-0045 x17
Send Email

N/A
Registered Investment Advisor
Fee Only

MA

Ipswich

Richard Cella III

Ipswich Bay Financial Resources

(888) 356-6554
Send Email

Investors Capital Corporation
Member, NASD/SIPC
230 Broadway
Lynnfield, MA 01940
(800) 949-1422

MD

DC, MD, VA

Sheila Woodard, CPA

Woodard & Associates WealthCare Services

(301) 476-9549
Send Email

1st Global Capital Corporation
Member, NASD/SIPC
8150 N Central Expressway Suite M-1000
Dallas, TX 75206
(800) 959-8400

NY

Long Island

Harry R. Wigler, CPA/PFS

(516) 677-5015
Send Email

N/A
Wealth Accumulation and Income Protection for Real Estate Professionals

NY

Rochester

Robert Chapman, CPA, PFS, CMA

Chapman & Co., P.C.

(585) 249-5060
Send Email

Genworth Financial Securities Corp
Member, NASD/SIPC
Genworth Financial Advisers Corp , an SEC Registered Investment Adviser
200 N Martingale Rd 7th floor
Schaumburg, IL 60173
(888) 528-2987

OR

Eugene

Ben Utley MS, CFP

Utley Financial Planning, Inc.

(888) 465-0899
Send Email

N/A
Registered Investment Advisor, Fee Only
Member NAPFA

OR

Portland

Russell D. Francis, CPA, CFP

(503) 684-6116
Send Email

N/A
Registered Investment Advisor, Fee Only
Member NAPFA

TN

Nashville

Melvin Spain, PFS

Spain Wealth Management Group, LLC

(615) 794-7792
Send Email

N/A
Registered Investment Advisor
Fee Only
 

 

 
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