Directory for financial advisors and representatives

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Showing 16 advisors and reps

Karim Bekkadja

CFP®, RICP®

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Expertise: Wealth Management, Financial Planning, Retirement Planning, Investment Strategies, Disability Income Planning, Long Term Care Planning, Life Insurance Planning

Languages: English

Location: RESTON VA, 20191

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Hillary FischerVisit my website

Expertise: Financial Planning, Life Insurance Planning, Estate Planning, Disability Income Planning, Retirement Planning, Education Funding

Languages: English

Location: Reston VA, 20191

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Kevin Hanley

CFP®

Kevin Hanley joined NM in 2004. He works with individuals/families to help maximize/simplify the 3 Key Stages of Financial Planning: Risk Management, Asset Accumulation & Retirement Distribution Strategies. He also works heavily with businesses to help them reduce expenses so they can increase revenue. Education: -Business: Tiffin Univ -Int'l Business: Regents Univ -Finance: Georgetown UnivVisit my website

Expertise: Financial Planning, Investment Strategies, Life Insurance Planning, Disability Income Planning, Retirement Planning, Retirement Income Planning, Estate Planning, Wealth Management, Employee and Executive Benefits Planning, Business Risk Management, Business Succession Planning, Special Needs Planning

Languages: English

Location: Reston VA, 20191

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Stephen KanodeVisit my website

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Reston VA, 20191

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Haig Kondayan

MBA, CFP®

As your Wealth Management Advisor, Haig Kondayan will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.Visit my website

Expertise: Financial Planning, Retirement Planning, Business Continuation Planning, Investment Strategies, Education Funding, Disability Income Planning, Life Insurance Planning, Long Term Care Planning

Languages: English

Location: Reston VA, 20191

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Mark Krieger

CLU®

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Expertise: Estate Planning, Retirement Planning

Languages: English

Location: Reston VA, 20191

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Danny Lee

CFP®, ChFC®

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Expertise: Wealth Management, Trust Services, Financial Planning, Retirement Planning, Retirement Income Planning, Education Funding, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Investment Strategies, Estate Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Employee and Executive Benefits Planning

Languages: English

Location: Reston VA, 20191

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Thomas Lorenz

CLU®, ChFC®, CFP®

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Expertise: Trust Services, Retirement Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Special Needs Planning, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning

Languages: English

Location: Reston VA, 20191

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Scott Marschall

CFP®, CPA, RICP®, CLU®

Scott's mission is to enrich the lives of everyone he touches by providing them with financial peace of mind. He does this by engaging them in a unique comprehensive financial planning experience that addresses their goals and objectives. He resides in Ashburn with his wife and two daughters and enjoys coaching youth sports. Scott is also on the board of the Ronald McDonald House Charities in DC.Visit my website

Expertise: Life Insurance Planning, Long Term Care Planning, Investment Strategies, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Retirement Planning, Disability Income Planning, Business Succession Planning, Wealth Management, Fee-Based Financial Planning

Languages: English

Location: RESTON VA, 20191

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Alexander Peterson

RICP®, ChFC®

Alex is committed to providing key strategic insight and advice to help his clients attain both financial security and prosperity. He and his team create personalized, dynamic, financial plans that help minimize the gap between each client's current lifestyle and their future personal, professional, and financial objectives.Visit my website

Expertise: Investment Strategies, Wealth Management, Retirement Income Planning, Financial Planning, Disability Income Planning, Life Insurance Planning

Languages: English

Location: Washington DC, 20006

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