TOP 30 Certified financial planner in Alaska

13 results found

Located at 3601 C Street in Anchorage, Alaska, Merrill Lynch Financial Advisor Will Marshall is a trusted institution in the finance industry. With over a decade of experience, Will focuses on developing personalized strategies for individuals, families, and businesses to help them achieve their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation, demonstrating his expertise in wealth management. Will takes a comprehensive approach to financial planning, addressing topics such as retirement, education financing, and tax minimization. He also offers services such as Social Security maximization and legacy planning. At Merrill Lynch Wealth Management, Will and his team are dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's unique goals and priorities, and developing a tailored financial approach to help them achieve those goals. From retirement planning to wealth preservation, Will and his team provide the guidance and support needed to navigate the complexities of the financial markets and life changes.

Merrill Lynch Financial Advisor Amrita McSharry, located at 3601 C Street in Anchorage, Alaska, is dedicated to providing personalized financial strategies and advice for individuals, families, and businesses. With over a decade of experience in the financial services industry, Amrita focuses on understanding her clients' short and long-term financial goals to develop tailored plans. She holds the Chartered Retirement Plans Specialist℠ designation and is a Certified Plan Fiduciary Advisor professional. As a lifelong Alaskan, Amrita values community involvement and is a member of Rotary, believing strongly in giving back. She graduated from the University of Denver with a bachelor’s degree in business administration, majoring in finance and marketing. Amrita's approach is centered on building and documenting personalized plans with a focus on her clients' goals and aspirations.

Cameron Parr - Financial Advisor, Ameriprise Financial Services, LLC is a reputable institution located at 3601 Minnesota Drive, Anchorage, Alaska, United States. Specializing in finance, Cameron Parr holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Cameron Parr is committed to providing high-quality financial advice to clients.

Edward Jones - Financial Advisor: Nick Harman, CFP® is a reputable financial institution located at 4341 B Street in Anchorage, Alaska, United States. As a Certified Financial Planner, Nick Harman provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Edward Jones offers a wide range of financial services tailored to individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Nick Harman and his team are dedicated to helping you secure your financial future.

Edward Jones - Financial Advisor: Logan Larson, AAMS™ is a reputable financial institution located at 1400 West Benson Boulevard in Anchorage, Alaska. Logan Larson, an Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized investment strategies and exceptional customer service, Edward Jones is dedicated to providing clients with the guidance and support needed to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the long term, Logan Larson and the team at Edward Jones are committed to helping you make informed decisions and build a strong financial foundation.

Edward Jones - Financial Advisor: Sam E Tikka, ChFC® is a prestigious financial institution located at 615 East 82nd Avenue in Anchorage, Alaska, United States. As a Certified Financial Consultant, Sam E Tikka offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones is a trusted partner in navigating the complexities of the financial world. Visit us today to see how we can help secure your financial future.

Edward Jones - Financial Advisor: Wayne A Helms, CFP®|AAMS™ is a finance institution located at 12350 Industry Way in Anchorage, Alaska, United States. Wayne A Helms, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and a commitment to integrity, Edward Jones is dedicated to providing top-notch financial planning and investment solutions for individuals and families in the Anchorage area.

Edward Jones - Financial Advisor: Al Biss, CFP®|ChFC®|CPWA®|AAMS™ is a reputable finance institution located at 9170 Jewel Lake Road in Anchorage, Alaska, United States. Al Biss is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Private Wealth Advisor (CPWA®), and Accredited Asset Management Specialist (AAMS™) who offers expert financial advice and services to individuals and businesses. With a focus on personalized financial planning and wealth management, Edward Jones provides tailored solutions to help clients achieve their financial goals and secure their financial future. Trustworthy and dedicated, Al Biss and his team at Edward Jones are committed to providing top-notch financial guidance and support to their clients.

Edward Jones - Financial Advisor: Ian L Johannes, CFP® is a reputable financial institution located in Anchorage, Alaska. Specializing in providing personalized financial planning and investment services, Ian L Johannes, a Certified Financial Planner, offers expert advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families navigate the complexities of financial planning. Visit their office at 7731 East Northern Lights Boulevard to start planning for a secure financial future today.

Located at 3601 C Street, Anchorage, Alaska, United States, Merrill Lynch Financial Advisor John E Peterson offers personalized financial services tailored to your needs. With over 25 years of experience as a Merrill Financial Advisor, John focuses on retirement planning and investment portfolio strategies for high net worth individuals and business owners. He believes in understanding each client's specific needs, concerns, and priorities to create a personalized plan centered on their goals. John is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He holds a BS from the United States Air Force Academy (USAFA) and an MBA from Chapman University. John's commitment to the community is evident through his volunteer work with various organizations in Anchorage.

Edward Jones - Financial Advisor: David P Eller, CFP®|CPWA®|AAMS™ is a reputable finance institution located at 701 East Parks Highway in Wasilla, Alaska. Specializing in financial planning, David P Eller is a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Accredited Asset Management Specialist (AAMS™) dedicated to providing personalized and comprehensive financial advice to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones - Financial Advisor: David P Eller, CFP®|CPWA®|AAMS™ is a trusted partner in navigating the complexities of personal finance.

Cameron Parr is a Financial Advisor at Ameriprise Financial Services, LLC located at 1174 North Leatherleaf Loop in Wasilla, Alaska, United States. Cameron holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Cameron's expertise in asset management, retirement planning, estate planning, investment analysis, and financial planning for various client needs. Cameron is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning services.

The Planning Center, located at 310 K Street in Anchorage, Alaska, is a fee-only financial planning institution that specializes in integrated tax planning and personalized guidance. With a team of Certified Financial Planner Practitioners and Certified Public Accountants, they offer a safe space for clients to discuss their financial goals and life transitions. As fiduciary planners, they prioritize their clients' interests and provide expert guidance for individuals at all stages of their financial journey. Whether you're just starting out in your career or nearing retirement, The Planning Center is dedicated to helping you navigate your unique financial path with confidence and peace of mind. With additional locations in Moline, Chicago, New Orleans, and the Twin Cities, they offer their expertise to clients across the United States. Contact them for a free 15-minute consultation to see if their services are the right fit for your needs.