Financial Planner Search

In this episode of Financial Planner Search, Marcel V. Quiroga, founder of TQM Wealth Partners, discusses adding a human element to financial planning and acting as her clients' personal CFO. TQM stands for Total Quality Management a business philosophy of quality at every level but, as Marcel explains, it also echoes "te quiero mucho" ("I love you very much"), reflecting her belief that the best...

In this episode of Financial Planner Search, Pat Lonergan, founder of Vital Wealth, serves entrepreneurs taking home over a million dollars a year who are frustrated by their tax bill. Pat runs what he calls a fractional family office - pulling cash flow, tax, investment, legal, and insurance planning into one coordinated framework for business owners whose complexity only grows as their income do...

In this episode of Financial Planner Search, R.J. Kelly, founder of Wealth Legacy Group, discusses his multidisciplinary approach to wealth management, tax mitigation, and legacy planning for accredited investors and business owners. R.J.'s practice was forged in personal loss. At 18, he learned his father a visionary who had built a multi, multi-million-dollar company had died without the plannin...

In this episode of Financial Planner Search, Brad Mendel of Mendel Money discusses how a second-generation, family-built practice puts financial planning first and lets that plan drive investment decisions. Brad shares his path from IT consulting and actuarial work into the firm his father started in 1989, and how they transformed a stock-picking business into full-service wealth management with a...

In this episode of Financial Planner Search, Jeremy Self of Cedarwood Financial Partners discusses his holistic approach to wealth management built around offense, defense, and coach. Jeremy explains how investment consulting drives growth toward a work-optional lifestyle, while advanced planning and protection strategies guard against the risks that can derail it. He also shares how Cedarwood coo...

In this episode of Financial Planner Search , Steven Rogé, a financial advisor, discusses his firm’s multi-generational approach to comprehensive wealth management. Steven explores how his firm (R.W. Rogé & Company) provides a collaborative team environment, focusing on personalized solutions for young savers, pre-retirees, and post-retiree "do-it-yourselfers." He shares insights into the firm...

In this episode of Financial Planner Search, Jason Priebe of Magnetic North Advisors, discusses his comprehensive, all-in-one approach to wealth management, tax, and insurance. Drawing from his unique legal background, Jason shares how his firm helps successful but overwhelmed small business owners find clarity, optimize their cash flow, and navigate complex business transitions. Jason breaks down...

In this episode of Financial Planner Search , Jason Sherr, founder of Stratefi Wealth Management , explains how his background in architecture at UC Berkeley shaped his unique approach to "designing" financial plans. Jason views himself as the "quarterback" or Financial Director for his clients, ensuring that every piece of their financial life, from tax strategy to risk management, is coordinated...

In this episode of Financial Planner Search, we sit down with Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpoint Investments. Transitioning from a career in the music industry to wealth management after the digital collapse of the mid-2000s , Matt brings a uniquely creative, systems-thinking approach to managing money. He challenges traditional corporate wirehouses which he des...

In this episode of Financial Planner Search, Donald Morgan, lead financial planner and co-owner of Colmena, discusses his holistic approach to wealth management for Main Street business owners. Donald shares his deeply moving journey from a thwarted childhood dream of becoming a space shuttle pilot to finding his true calling in the people-first world of financial planning. He details Colmena’s un...

In this episode of Financial Planner Search, Malcolm Etheridge, a Certified Financial Planner and Enrolled Agent at Capital Area Planning Groups, discusses his specialized approach to untangling complex executive compensation issues for senior leaders at publicly traded companies. He highlights how his firm operates as a stripped-down multifamily office tailored for high-net-worth families and "re...

In this episode of Financial Planner Search, Josh Davis, founder of Davis Private Wealth, explains his client-centric approach to wealth management and strategic tax reduction for high-income business owners. Celebrating nine years of building his practice from the ground up, Josh operates as a dedicated "financial quarterback". He specializes in harmonizing disconnected asset pools, insurance pol...

In this episode of Financial Planner Search, Nick Lager, founder of Tactical Wealth Planning, discusses his unique transition from serving as a 911 paramedic and SWAT medic to guiding individuals through major financial crossroads. Nick introduces his specialized "Work Optional" framework, a methodology developed from his first-responder background to give burned-out, late-career professionals a p...

In this episode of Financial Planner Search , David Brooks, founder of Retire Smart , shares his unique journey from a college dropout managing the world's top-performing pizza franchise to becoming a millionaire in his 20s and, eventually, a seasoned wealth advisor. After a massive, unexpected tax bill from the sale of his businesses changed his life, David dedicated his career to proactive tax p...

In this episode of Financial Planner Search, Sal Perez, founder of Totem Wealth Management, shares his journey from a low-income background in Kissimmee, Florida, to building a national wealth management firm. Sal discusses how his Hispanic background, where money was often considered a taboo subject, inspired his "calling" to improve financial literacy and help others reach their goals. His pract...

In this episode of Financial Planner Search, Francisco Blanco, founder of Stonebrook Wealth Partners, discusses his journey from being a teller at Chase Manhattan Bank to building an independent wealth practice in South Florida. Francisco specializes in providing tactical tax strategies for doctors, attorneys, and business owners, professionals who are often "too busy" to manage their own complex...

In this episode of Financial Planner Search , Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth , explains why her practice always leads with financial planning before discussing asset management. Based in Gaithersburg, Maryland, Rita specializes in helping overwhelmed executives, CFOs, and diverse families navigate complex life transitions with a collaborative and supportive approach. She...

In this episode of Financial Planner Search, Chris Clepp, founder of Building Towards Wealth , shares his journey from entering the insurance industry on September 11, 2001, to managing a specialized wealth practice for Gen X and Gen Y business owners. Chris focuses on helping high-speed entrepreneurs decrease their "mental load" so they can focus on their highest and best use being a great parent...

In this episode of Financial Planner Search, Brandon Kennedy, founder and president of Kennedy Financial Group, shares his heart for helping retirees and pre-retirees transition into their next chapter with purpose and comfort. Drawing from his roots just outside Detroit, Brandon discusses his specialized work with the "Millionaire Next Door" humble, hardworking individuals in the automotive indus...

In this episode of Financial Planner Search, financial advisor Jonathan Bednar discusses the evolution of his practice and the art of building deep, trust-based relationships in a digital-first world. Jonathan shares his insights on scaling a remote financial practice while ensuring that core values and client "dreams" remain at the center of every conversation. He outlines a transparent financial...

In this episode of Financial Planner Search, Diane Pearson, a Certified Financial Planner, discusses her evolution in the financial industry and her advocacy for the flat-fee planning model. She emphasizes the vital role of client education and fiduciary responsibility, moving beyond traditional management to provide authentic support during major life transitions. Diane’s approach is rooted in un...

In this episode of Financial Planner Search, Joseph Yoon shares his journey through the financial planning industry and his evolution toward a practice centered on individual impact. Joseph discusses his philosophy of building deep, long-term relationships that go beyond simple asset management to become true financial partnerships. He offers a specialized look into mid-career financial planning,...

In this episode of Financial Planner Search, Josh Strange, a Certified Financial Planner, discusses his firm’s specialized focus on helping government employees, retirees, and contractors navigate the complexities of their unique benefits. Josh emphasizes that true wealth management is holistic, requiring a deep understanding of a client's values and a significant mindset shift when transitioning...

In this episode of Financial Planner Search, Matthew Benson, owner of Sonmore Financial, joins us to discuss his unique approach to wealth management and the value of a localized, boutique experience. Matt shares insights into the specific struggles modern clients face—including the psychological shift from saving to spending in retirement. The conversation dives deep into the "behind-the-scenes"...

In this episode of Financial Planner Search, Lyle and Andrew Rosman of OnePoint BFG East Bay discuss their client-centric approach to comprehensive financial planning. They emphasize the importance of building a true partnership with clients, moving beyond simple asset management to provide a holistic experience that integrates tax management, investment strategies, and estate planning. Lyle and A...