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19 advisers

Matching “Financial Planning”

DARREN JAMES

DARREN JAMES

Investment Adviser

SMITHFIELD · hybrid

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I deliver strategic, research-driven investment solutions across alternative assets and global markets, focused on diversification, risk management, and long-term wealth creation.

Alternative Investments Commodities Cryptocurrency & Digital Assets Forex/FX Investment Research & Analysis Wealth Management
14 yrs 0 projects
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ROBERT RAYMOND ROBERTI

ROBERT RAYMOND ROBERTI

Investment Adviser

TX · hybrid

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I specialize in alternative investments and global markets, combining expert research, strategic portfolio management, and wealth-building solutions across commodities, digital assets, and equities.

Alternative Investments Commodities Cryptocurrency & Digital Assets Equities & Stock Markets Investment Research & Analysis Portfolio Management
31 yrs 0 projects
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Sophie Amelia

Sophie Amelia

Investment Adviser

New York · hybrid

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I specialize in strategic investment and wealth management, combining expertise in commodities, alternative investments, portfolio management, fixed income, and financial planning to help clients preserve capi…

Commodities Alternative Investments Wealth Management Bonds & Fixed Income Financial Planning
3 yrs 0 projects
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Stephen Gaylord Halley

Stephen Gaylord Halley

Investment Adviser

ATLANTA · hybrid

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I provide disciplined, research-driven investment strategies across derivatives, financial planning, ESG investing, ETFs, and risk management, focused on sustainable growth and capital protection.

Options & Derivatives Financial Planning ESG & Sustainable Investing ETFs & Funds Risk Management
26 yrs 0 projects
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Jennifer Christine Schuster

Jennifer Christine Schuster

Investment Adviser

Magnolia · hybrid

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I provide research driven investment strategies across equities, ESG investing, ETFs, derivatives, and financial planning, with disciplined risk management focused on sustainable growth and long-term financial…

Equities & Stock Markets ESG & Sustainable Investing ETFs & Funds Investment Research & Analysis Options & Derivatives Financial Planning
24 yrs 0 projects
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CHRISTOPHER ADDISON

CHRISTOPHER ADDISON

Investment Adviser

NEW YORK · hybrid

0.0 (0)

I help clients build, protect, and grow their wealth through strategic investment solutions across Commodities, Alternative Investments, Cryptocurrency & Digital Assets, Wealth Management, Forex/FX, and Portfo…

Commodities Alternative Investments Cryptocurrency & Digital Assets Wealth Management Forex/FX Portfolio Management
12 yrs 0 projects
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Jennifer Carkner

Jennifer Carkner

Investment Adviser

ELLENSBURG, WA · hybrid

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I’m Jennifer Carkner, an Investment Adviser specializing in Financial Planning, Commodities, Alternative Investments, Cryptocurrency & Digital Assets, and Wealth Management, helping clients make informed inves…

Commodities Alternative Investments Cryptocurrency & Digital Assets Equities & Stock Markets Financial Planning
6 yrs 0 projects
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ALLYSON R PECARRO

ALLYSON R PECARRO

Investment Adviser

CHARLOTTE, NC · hybrid

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I’m ALLYSON R PECARRO, a dedicated Investment Adviser specializing in Commodities, Alternative Investments, Cryptocurrency & Digital Assets, Equities & Stock Markets, and Financial Planning.

Commodities Alternative Investments Cryptocurrency & Digital Assets Wealth Management Forex/FX Financial Planning
25 yrs 0 projects
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