Seeking Financial Planner with Hourly Rate
Hi, we are looking for recommendations for a financial professional to be a second set of eyes on our portfolio of about $8M. Looking for someone to have one or two meetings at an hourly rate. Can be in person local to the Bay Area or anywhere, via zoom. Thx!
Aug 2, 2023
Parent Replies
I highly recommend my financial planner Breanna Stott of Finwell. She's excellent, very experienced, and offers financial planning on a fee basis for various clients, from small families to high net worth individuals. Breanna conducts Zoom meetings and can be reached at (805) 415-7830 or Breanna.Stott [at] finwellbenefits.com (Breanna[dot]Stott[at]finwellbenefits[dot]com). Learn more at www.finwellbenefits.com. She's a fantastic choice for your financial planning needs!
I’ve posted and highly recommended in the past the financial advisors that my daughters and I use. To my knowledge I don’t believe they charge for a consultation.
Nicole Badovinac (760) 920-8251, nicole.badovinac [at] ceterainvestors.com
Joe Corner (831) 233-4053, joseph.corner [at] ceterainvestors.com