All advisors
Every canonical advisor record in the Wellspent graph. Each advisor is fee-only (verified), with cited credentials and disclosures. Ordering is alphabetical.
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Ayla Reyes, CFP
Flat-fee planning for founders and tech employees with concentrated equity and crypto positions.
11 yrs practicingVerified -
Ben Whitfield, CFP
Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.
9 yrs practicingVerified -
Claire Berg, CFP, AEP
Multi-generational estate and legacy planning for established households.
21 yrs practicingVerified -
Devon Okafor, CFP, CDFA
CDFA-credentialed divorce financial planning, working directly with family-law counsel.
12 yrs practicingVerified -
Ethan McRae, CFP
Drawdown strategy for retirees with concentrated single-stock positions.
19 yrs practicingVerified -
Jacob Owens, CFP, CFA
Retirement and late-career planning for physician households.
14 yrs practicingVerified -
Liam Frost, CFP
Flat-fee planning for tech-industry employees with equity-heavy compensation.
9 yrs practicingVerified -
Maya Chen, MD, CFP
Former internal-medicine physician turned CFP, focused on the financial arc from residency through early attending practice.
7 yrs practicingVerified -
Nora Hale, CFP
Pre-exit founder planning with deep concentrated-position and QSBS expertise.
18 yrs practicingVerified -
Priya Das, CFP
Cross-border estate and retirement planning for Canadian-US households.
16 yrs practicingVerified -
Rhea Kumar, CFP
Equity-comp and crypto-focused planning for early-career tech employees.
6 yrs practicingVerified -
Sam Park, CFP
Vancouver-based cross-border planning for Canadians working in the Pacific Northwest.
10 yrs practicingVerified