Financial Planners – Advice from Experts

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Financial Planners

San Diego, CA

$500.0/min 5.0 2 $8.33/min

Welcome! I'm a CERTIFIED FINANCIAL PLANNER™ Professional and Founder of Define Financial - a fee-only financial planning firm in San Diego, CA. Since launching Define Financial, I have been recognized as a "Top 40 Advisor Under 40" by InvestmentNews and a "Young Advisor to Watch" by Financial Advisor Magazine. I'm a regular contributor to Kiplinger and my commentary is regularly featured in a number of publications such as The Wall Street Journal, CNBC, Forbes, Bloomberg, and the San Diego Business Journal. I’m also the host of a financial advisor marketing podcast called "Experiments in Advisor Marketing" and retirement podcast called “Stay Wealthy." When I’m not perfecting financial plans, you can find me traveling with my wife and two sons, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.

Maria Marsala

Poulsbo, WA

$300.0/min N/A 0 $5/min

CEO of Elevating Your Business, Financial Advisor Coach, Consultant, Former Wall Street Trader, Geek, Marketing Author, Speaker and Trusted Advisor.

Justin Goodbread

Knoxville, TN

$1000.0/min N/A 0 $16.67/min

Winner of the Investopedia Top 100 Advisor Award and Exit Planner Leader of the Year. Nationally recognized financial planner, author, speaker, Vlogger, blogger, and entrepreneur. I have started and sold 3 businesses for a profit to date and currently own 2 operating companies.

Stephen Alred

Atlanta, GA

$200.0/min N/A 0 $3.33/min

Led Advisor Success team at XY Planning Network while we helped over 200 financial planners launch their RIAs.

Rebecca Spour

Toronto, Canada Area

$100.0/min N/A 2 $1.67/min

Financial Advice for business owners, entrepreneurs, musicians and artists