Endorsed Professional Financial Planners
These planners share some common denominators which we believe make them qualified to help clients on their interior journeys.
They include but are not limited to the following:
- They are are all CFP's and members of the Financial Planner's Association.
They are Registered Investment Advisors who work in your best interest.
They have been in practice for five or more years.
They have read Conscious Finance.
They have addressed their own money issues and continue to do so.
They employ the tools of interior awareness for themselves.
They support the integration of therapy and financial planning.
They will give you client references to call.
They are fee-based or fee-only.
They will give you an initial free consultation to explain their practices.
Some will accept clients anywhere in the United States and Canada.
You can view any endorsed financial planner's disclosure document (their ADV, Part II), as filed with the SEC, by clicking here.
Find a Financial Planner
Rick Kahler, MS, CFP Rapid City, SD (605) 343-1400 rick@rickkahler.com
Gayle Knight-Colman, CFP Carlisle, MA 978-371-2015 gayle@colmanknight.com
Melissa Hammel, CFP Brentwood, TN (615) 371-5222 melissa@hammelfinancial.com
Kathleen S. Parks, CFP, CRPS Knoxville, Tennessee 865-588-0698 kparks@grnbr.com
Cicily Carson Maton, CFP Chicago, Illinois 312-664-4090 cicily@aequuswealth.com http://www.Aequuswealth.com
Paul Murk, CFP Walnut Creek, CA (925) 941-1380 pmurk@pacbell.net
Holly Hunter, CFP Portsmouth, NH (603) 431-1300 holly@hunteradvisorLLC.com
Holly Gillian-Kindel, CFP San Francisco, CA (415) 788-1952 holly@mosaicfp.com
Bob Bolen, CFP, CFA Franklin, TN 615-242-3808 Bob@bolendodson.com
Marcee Yager, CFP Los Gatos, CA (408) 395-2207 marceey@fvwest.com
Elizabeth Jetton, CFP Atlanta, GA 800-893-4725 Elizjet@yahoo.com
Troy Jones, CFP Oklahoma City, OK (888) 942-3933 troy@afradvice.com
Michael Smith, CFP Atlanta, GA (800) 246-1534 msmith@financialvisionadv.com
Jonathan T. Guyton, CFP Edina, SD (952) 920-3900 jon@cornerstonewealthadvisors.com
Harv Ames, CFP Petersborough, NH 603-924-9939, 800-258-9939 harv@amesplanning.com
Elissa Buie, CFP Falls Church, VA 703-538-2116 ebfp@aol.com
Michael Haubrich, CFP Racine, WI (262)_554-4500 mikdeh@toyourwealth.com
Bobbie D. Munroe, CFP Atlanta, GA 404-351-6976 bdmunroe@fraserfin.com
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