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NAPFA Fee-Only Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
CFP®, FPA, MBA
Farrell Financial Inc.
Thousand Oaks, CA

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Introduction - Kevin Farrell

1 video
84 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.

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

8 videos
130 views

AIF®, CFP®, FPA
Client 1st Advisory Group
Hattiesburg, Mississippi

Plan Wisely - Invest Confidently - Enjoy Life

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Introduction - Michelle Mabry
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Financial Planning vs Investment Management - Michelle Mabry
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Being a Fiduciary - Michelle Mabry

3 videos
329 views

Score:
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CFP®
ABW Advisors, LLC
South Jordan, UT

Invest in a better world, improve return on life. Emphasis on serving special needs families.

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Introduction - Neil Mahoney
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Special Needs Financial Planning - Neil Mahoney
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Return on Life - Neil Mahoney

3 videos
16 views

Score:
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CFA®, CFP®
Trailhead Planners
Minneapolis, MN

Tax-Focused & Life-Centered Financial Planning

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Introduction - Morgan Ranstrom
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Tax Efficient Charitable Giving - Morgan Ranstrom
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Why Fee-Only, Comprehensive Financial Planning? - Morgan Ranstrom

3 videos
33 views

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