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Financial Advisors specializing in

College Planning

Sort: Alphabetical Video Views Score
Why these advisors?
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CFP®
Rothermel Financial Services, LLC
Portland, OR

Plan first, invest second.

Introduction - Damian Rothermel
Introduction - Damian Rothermel
The Importance of Planning First and Investing Second – Damian Rothermel
The Importance of Planning First and Investing Second – Damian Rothermel
Accumulation vs Distribution: Why to Address It Now – Damian Rothermel
Accumulation vs Distribution: Why to Address It Now – Damian Rothermel

3 videos
52 views

Score:
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CFP®
Pathway Financial, LLC
Novi, MI

We help mid-career professionals gain total control of their money and build wealth smarter.

Introduction - Greg Brown
Introduction - Greg Brown
Our Services - Greg Brown
Our Services - Greg Brown
How to Build Wealth Smarter, 10 Ways Backed by Science - Greg Brown
How to Build Wealth Smarter, 10 Ways Backed by Science - Greg Brown
A Step by Step Guide to Master Your 401(k) - Greg Brown
A Step by Step Guide to Master Your 401(k) - Greg Brown
Do You Know How Much Risk is in Your Investment Portfolio? - Greg Brown
Do You Know How Much Risk is in Your Investment Portfolio? - Greg Brown
The Single Most Important Money Lesson - Greg Brown
The Single Most Important Money Lesson - Greg Brown
How to Build Wealth in 17 Simple Ways - Greg Brown
How to Build Wealth in 17 Simple Ways - Greg Brown
9 Reasons Why Investors Use Vanguard and Dimensional Funds - Greg Brown
9 Reasons Why Investors Use Vanguard and Dimensional Funds - Greg Brown

8 videos
152 views

Score:
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MBA
Berkshire Money Management
Dalton, MA

Investment gains are important, but so is protection. Our job isn’t to just grow your portfolio in the goods times, but to protect it in the bad times.

Intro to Berkshire Money Management - Bill Schmick
Intro to Berkshire Money Management - Bill Schmick

1 video
8 views


DC Strategies, Integrated Wealth Mgt.
Eatontown, NJ

Know Your Options

Introduction - Dan Chen
Introduction - Dan Chen
Investment Philosophy - Dan Chen
Investment Philosophy - Dan Chen
Our Process and Client Experience - Dan Chen
Our Process and Client Experience - Dan Chen

3 videos
433 views

CFP®, CLU®, FPA
PSG Clarity
Fulton, MD

Respectful & Thorough Financial Planning

My Philosophy - Brian Kuhn
My Philosophy - Brian Kuhn
Federal Benefits - Brian Kuhn
Federal Benefits - Brian Kuhn
Working with Young Families - Brian Kuhn
Working with Young Families - Brian Kuhn
Human Nature of Retirement - Brian Kuhn
Human Nature of Retirement - Brian Kuhn
Long Term Care - Brian Kuhn
Long Term Care - Brian Kuhn
Bio - Brian Kuhn
Bio - Brian Kuhn

6 videos
392 views

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