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NAPFA Fee-Only Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
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CFA®, CFP®
J.K. Financial, Inc
Dallas, TX

A Total Wealth Practice

I'm not a Broker - John Kvale
I'm not a Broker - John Kvale
3 questions Clients Ask - John Kvale
3 questions Clients Ask - John Kvale
Your Life on 1 Page - John Kvale
Your Life on 1 Page - John Kvale
No Hidden Fees - John Kvale
No Hidden Fees - John Kvale

4 videos
490 views

Score:
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CDFA™, CFA®, CFP®
Sincerus Advisory
New York, NY

Advises and coaches business owners and professionals on a spectrum of financial matters as they make progress towards their goals and dreams.

Introduction - David Flores Wilson
Introduction - David Flores Wilson
Our Focus - David Flores Wilson
Our Focus - David Flores Wilson
Handling Major Life Events - Dave Flores Wilson
Handling Major Life Events - Dave Flores Wilson

3 videos
127 views

Score:
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CFP®, FPA, MBA
Trinity Financial Advisors, LLC
Chicago, IL

Stay tuned for videos from this advisor!

Score:
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AIF®, CFP®, CRPS®
RETIRE SMART Consulting, LLC.
Princeton, NJ

Working with Business Owners and Corporate executives over 20 years.

Introduction - Shikha Mittra
Introduction - Shikha Mittra
Rolling Over a 401K - Shikha Mittra
Rolling Over a 401K - Shikha Mittra
Investment Philosophy - Shikha Mittra
Investment Philosophy - Shikha Mittra
Fee Only Advisor - Shikha Mittra
Fee Only Advisor - Shikha Mittra

4 videos
212 views

CFP®, ChFC®, CLU®
rebel Financial
Columbus, OH

Lets Look Forward - W. Phil Ratcliff
Lets Look Forward - W. Phil Ratcliff
rebel Financial - W. Phil Ratcliff
rebel Financial - W. Phil Ratcliff
What Makes Us Different - W. Phil Ratcliff
What Makes Us Different - W. Phil Ratcliff
Creative Planning - W. Phil Ratcliff
Creative Planning - W. Phil Ratcliff
How To Choose An Advisor - W. Phil Ratcliff
How To Choose An Advisor - W. Phil Ratcliff
Why Have An Advisor - W. Phil Ratcliff
Why Have An Advisor - W. Phil Ratcliff

6 videos
263 views

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