Directory for financial advisors and representatives

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Showing 28 advisors and reps

Clark Bixler

CFP®, ChFC®

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Expertise: Private Client Services, Life Insurance Planning, Investment Strategies, Financial Planning, Retirement Income Planning, Education Funding, Special Needs Planning, Trust Services, Wealth Management

Languages: English

Location: Mc Lean VA, 22102

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Eric BrownleeVisit my website

Expertise: Life Insurance Planning, Disability Income Planning, Financial Planning, Retirement Planning

Languages: English

Location: Mc Lean VA, 22102

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Keith Capp

CFP®, MBA, MSF

Keith Capp is a proud Chicagoan and now resides in Reston, VA with his family. Prior to joining Northwestern Mutual, Keith spent a decade working in accounting and corporate finance. During this time, he earned a MBA and M.Fin from the University of Maryland. His practice focuses on working with families, tech professional, federal employees, and entrepreneurs.Visit my website

Expertise: Financial Planning, Special Needs Planning, Life Insurance Planning, Education Funding, Business Risk Management, Retirement Planning, Wealth Management, Business Continuation Planning

Languages: English

Location: Mc Lean VA, 22102

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Bryce Coffee

CFP®, ChFC®, RICP®, CLU®, CLF®

Bryce is based in Mclean, Va. His team works to help cut through the financial noise that individuals, families and business are faced with on a daily basis. His team provides clarity and direction for clients to achieve their ultimate goals and dreams.Visit my website

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

Languages: English

Location: Mc Lean VA, 22102

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Courtney Cuppernull

M.Ed.

Courtney is a former math teacher turned financial professional with a passion for empowering her clients. With a deep belief in the transformative power of knowledge, Courtney uses her teaching background to make financial literacy accessible and actionable. She aims to create a safe, inclusive space for her clients to feel heard and empowered to take charge of their financial futures today.Visit my website

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

Languages: English

Location: Mc Lean VA, 22102

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Max FlisiMax is based in McLean, VA. He understands that while life can be complicated, planning ought to be simplified. Based on your priorities and goals, he and his team will help navigate those decisions that best position you, your family or your business for financial security.Visit my website

Expertise: Financial Planning

Languages: English, Italian, French

Location: Mc Lean VA, 22102

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Genevra Guagliano

CLU®, RICP®

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

Languages: English

Location: Mc Lean VA, 22102

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Sep Harandi

CLTC®, MLS

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Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Estate Planning, Education Funding, Employee and Executive Benefits Planning, Long Term Care Planning

Languages: English, Farsi

Location: McLean VA, 22102

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Bernard JonesVisit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Business Risk Management, Employee and Executive Benefits Planning

Languages: English

Location: Mc Lean VA, 22102

FINRA BrokerCheck

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