Expert Financial Planning Consultants

You don’t have a money problem. You have a relationship problem. If you are already a high-earning woman, you don’t need more money to fix your anxiety, you need a better relationship with the money you have. My mission is to empower high-achieving women towards financial and emotional intelligence through money mindset shift, behavioral financial planning, and somatic breathwork healing. It's time for a new approach. By refining your communication and relationship with your money, you can truly enjoy the freedom you've earned. #financialtherapy #financialplanning #moneymindset #wealthbuilding #financialcoach

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

My name is Marcel Santos and I am a CERTIFIED FINANCIAL PLANNER professional and Wealth Advisor at Cetera Investors in the Metro DC area. My team and I work with individuals and businesses developing financial plans, for a planning fee, that include: -Asset Management-Investment Strategies -Retirement Accumulation-Retirement Distribution plans -Tax-efficient strategies-Legacy Planning and Wealth Transfer strategies 240-485-1505 ext. 221Marcel.Santos@ceterainvestors.comwww.marcelsantoswealth.comCetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

Matt Jude is a CERTIFIED FINANCIAL PLANNER practitioner and Equity Compensation Associate at Rebalance, a fee-only SEC-Registered Investment Adviser (RIA) that provides in investment management and comprehensive financial planning services.Areas of service: Financial Planning, Investment Management, Retirement Planning, Cash Flow Planning, Equity Compensation Planning, Tax Planning, Estate Planning, Education Funding, Insurance PlanningCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

My formal education includes an MBA at Arizona State University's W.P. Carey School of Business, a bachelor degree in Finance from the Ohio State University, and I'm a graduate of the Defense Language Institute in Monterey, California. I currently hold active CERTIFIED FINANCIAL PLANNER (TM) practitioner, Chartered Life Underwriter , and Chartered Financial Consultant designations. The alphabet soup of designations was garnered through accredited advanced education programs at the American College, College for Financial Planning, Cannon Financial Institute. I served for seven years as a non-commissioned officer in the Army Reserve. I served as a Psychological Operations team chief (Airborne), including one year deployment in Iraq from April 2003-March 2004. Awards include: Bronze Star Medal, Purple Heart, Army Commendation Medal, and Combat Action Badge.

As the Lead Financial Planner at Lively Financial, I help clients achieve their financial goals in a fiduciary and fee-only capacity. I have a strong background in investment management, financial services, and financial advisory, with multiple certifications from FINRA and the Department of Insurance for the State of Kentucky. I am passionate about providing personalized and comprehensive financial planning solutions that align with the clients' needs, values, and preferences. I would love to hear from you and discuss how I can serve you. Reach out with any questions or to setup an initial consultation.

Flavio merges his in-depth knowledge of trading, portfolio analysis and investments to deliver truly holistic Financial Planning rooted in a long-term approach. In addition, he applies his diverse professional experience and his time living abroad to guide clients through the nuances of both domestic and international markets, helping high-net-worth individuals and millennials address everything from portfolio rebalances, Retirement Planning, estate planning to generational wealth transfer. A graduate of Florida International University, Flavio holds a bachelor’s degree in economics and a minor in international relations. He also holds an MBA from Nova Southeastern University, as well as his CERTIFIED FINANCIAL PLANNERTM certification from Bryant University, Certified Investment Management AnalystSM designation from the Yale School of Management, and Series 7 and 66 securities licenses.

Skilled Multi-lingual/ Multi-Cultural Head of marketing, with strong strategic thinking, functional expertise, analytical skills, leadership and people skills. Experience encompasses definition of global strategies, designing national/ regional integrated marketing plans - implementation/ measurement of execution in the US, Canada, UK, Dominican Republic, Haiti, Jamaica, El Salvador, Brazil, France, Guyana, Trinidad, OECS / in different languages and targeting different cultures. Respected leader of creative teams, multimedia divisions and corporate communications departments. Conceptualize and orchestrate marketing campaigns that effectively reinforce and build brand images. Expert in the technical, conceptual and content development of sales-driving collateral. Proven ability to drive high marketing campaign response rates and execute successful product launches.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​