Best Consultants Portsmouth Near You

Renee Amochaev

Skills

• Credit
• Loans
• Insurance
• Mutual Funds
• Bonds
• Cash Management
• Wealth Management
• Series 63
• Strategic Financial Planning
• Asset Management
• ETFs
• Series 7

• Position: Registered Investment Advisor Representative
• Current company: Portsmouth Financial Services; R.A. Wealth Management, Inc.
• Languages: German

Full service, independent advisory portfolio management: stocks, bonds, ETF's, mutual funds, cash management, financial planning (hourly consultation available), legal/insurance and tax planning referral services. Series 7, 63 and 65 licensed with over 20 years experience on Wall Street from Main Street. Dynamic public speaker and guest lecturer: Available for higher education, civic, non profit financial and women's empowerment events. Topics include: SHEconomics & The Power of the Purse, Financial Empowerment for Women; Overcoming Sexism, Unequal Pay, Gender Discrimination and Sexual Harrassment on Wall Street and other topics including Stock Market Basics and Budgeting 101.

Successfully negotiated in 2008 a high profile national class action gender dicrimination/unequal pay $33 million settlement on behalf of 2000 women working on Wall Street at Smith Barney/Citigroup-Amochaev v. Citigroup Global Markets. Frequently quoted in the business press: The New Yorker Magazine, Vanity Fair Magazine, Barron’s, The NY Times, The Washington Post, The Financial Times, live appearance on CNBC Street Signs for being an outspoken advocate for women on Wall Street and leader of the "underground" movement for equal pay.

Our office is conveniently located in downtown Santa Rosa, California
R.A. Wealth Management, Inc (DBA)
701 4th Street, Suite 205 Santa Rosa, CA 94504
(707) 387-9300 office
(707) 292-2018 cellular
By appointment

Opinions and comments expressed by linked in members are those of the persons submitting them and do not necessarily represent the view of the creator of this profile or their firm.

This information is intended for use only by residents of CA, HI, NV, OR, PA, TX.

Daniel Thompson

Skills

• Position: Financial Advisor
• Current company: UBS
• Languages: English

Financial Advisor serving high net worth individuals, executives, business owners, and corporate 401(k) plans.
/*********/
**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Joseph C. Gallant, CFP®, CRPC®

Skills

• Position: Wealth Management Advisor
• Current company: Cetera Advisor Networks LLC

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Cetera Advisor Network, LLC. (member SIPC).

Dan Wyand

Skills

• Position: Partner
• Current company: Peloton Advisory LLC

We work with excellent privately-held businesses to help address ownership succession challenges. Peloton is a partnership comprised of professionals with distinct unique competencies that best serve entrepreneurs as they lead up to and through a majority ownership transaction.

Paul Barry

Skills

• Investments
• Financial Advisory

• Position: Registered Investment Advisor
• Current company: One Day In July, LLC, Portsmouth, NH

Doug Nelson

Skills

• Strategic Planning
• Marketing
• Small Business
• Philanthropy
• Social Media Marketing
• Financial Analysis
• Retirement Planning
• Retirement Income Planning
• Estate Planning Strategies
• Multi-generational Planning
• Wealth Preservation Planning
• College Funding Strategies
• Wealth Accumulation Strategies

• Position: Managing Director, Family Wealth Advisor
• Current company: Sunpointe Investments
• Languages: French

This information is intended for by residents of NC, SC, CO, FL, HI, MA, ME, NH, NY, OR, VA, KY, MO

"Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.”

Andre LaPlante, MBA

Skills

• Position: Co-Founder
• Current company: Capital Design Private Wealth LLC.

We’re Excited to Share:

Hilton Kelly and I have been in the financial industry for more than two decades, and after a great deal of thought and planning we have resigned from our careers at Roger A. Auger & Associates. We are now honored and eager to announce that Andre LaPlante and Hilton Kelly have co-founded Capital Design Private Wealth LLC. as a registered investment advisory practice in Portsmouth, NH.

Andre and I are both serving as financial advisors, with a team of professionals and business consultants supporting our practice with the sole focus of providing the best outcomes for our clients. With a lot of hard work, we’ve built and refined a process to help our clients identify untapped financial opportunities and overlooked vulnerabilities. We call it our “CAP 3” process, which will help us fulfill our commitment to observe, track, and advise our clients strategically when life and money intersect.

With the use of technology and our team’s intellectual capital, we’re now able to give our clients better access to their advisor, quicker communications, and better ways to manage their money. Please contact our office to learn more today.

Justin Finn

Skills

• Series 6
• Series 65
• Series 63
• Licensed Life Insurance Agent
• Life Insurance
• Investment Advisory
• Retirement Planning
• IRAs
• Uniform Combined State Law
• Mutual Funds
• 401k Rollovers
• Retirement
• Wealth Management Services
• Wealth Accumulation
• ETFs
• Securities
• FINRA
• Public Speaking
• Customer Service
• Investments

• Position: Investment Advisor
• Current company: Investments