FIVE STAR Wealth Managers

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List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: AC=Accounting; BK=Banking; BP=Business Planning; CG=Charitable Giving; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; LC=Long-term Care; TS=Trust Services; TX=Taxation; WP=Will Preparation

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FINANCIAL PLANNING

Joseph D. Anderson
Pure Financial Advisors
EP; IV; TX

Timothy Anderson
Ameriprise Financial Services
BP; IN; IV

Louis Arathoon
Genworth Wealth Managers
IN; IV; LC

Gilbert Armour
AIG Financial Advisors
IN; IV; TX

Jason Barney
Crosswind Strategies
BP; IN; IV

Robert Beck
Oak Harbor Financial
IN; IV; LC

Dale Beed
Morgan Stanley
CG; IV

Michael Benjamin
Benjamin Financial Services
IN; IV; LC

Jon Beyrer
Blankinship & Foster
BP; IV

Jim Biddle
The Securities Center
BP; EP; IV

Bruce S. Birke
Creative Capital Solutions
EP; IN; IV

Marti Blair
Blair Financial
EP; IV; LC

Shelley Lee Boyce
Financial Planning Solutions
BP; IN; IV

Jeanne Bradford-Odorico
LPL Financial/Bradford Wealth Manangement
EP; IN; IV

Michael W. Bradshaw
Merrill Lynch
IV

Scott E. Broberg
Securities America
IN; IV; LC

Ted Buchan
Ted Buchan and Company
IV

Steven Burns
Burns Financial
IV

Tim Callan
Callan Capital
CG; IN; IV

Steven Carter
Carter Financial

John Cartmill
LPL Financial
EP; IN; IV

Robert Chapman
Chapman, Roger & Breslin
IV

Julia Cheng
Julia Cheng Pinnacle Financial Services
BP; EP; IV

Jeff Christie
Ken Stern & Associates
IN; IV

Joseph Cohen
HoyleCohen
CG; EP; IV

Timothy Considine
Considine & Considine
AC; EP; IV

Ken Corlett
Millennium Wealth Management
IV

Kathleen Covey
Covey & Covey Brecek & Young Advisors
IN; IV; LC

Ari Crandall
GD Financial Services
IV; LC; TX

Elisabeth Cullington
HoyleCohen
EP; IV

David Daubenspeck
LPL Financial
IN; IV

Troy Daum
Wealth Analytics
IV

Rene de Charon
Harrison-deCharon
IV; TX

Mary Dean
Dean Consulting & Associates
IV

Francis Derby
20/20 Financial
Advisers of San Diego
IN; IV; LC

Raymond Dexter
LPL Financial
EP; IN; IV

Scott Dickerson
Dickerson Financial Services
EP; IN; IV

Michael K. Donohue
Donohue Wealth Management
EP; IN; IV

G. Michael Dorvillier
LPL Financial
EP; IN; IV

Daniel Dubois
Retirement Strategies Group
BP; CG; IV

Bob Eddy
Creative Capital Management
BP; EP; IV

Peg Eddy
Creative Capital Management
BP; EP; IV

David Epstein
David M. Epstein Insurance Services
CG; EP; IV

Michael Eyer
Merrill Lynch

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