Recently updated
A rolling view of the records and artifacts that have been verified, added, or updated recently.
Recently verified advisors
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Nora Hale, CFP
Pre-exit founder planning with deep concentrated-position and QSBS expertise.
Verified 2026-03-10 -
Ethan McRae, CFP
Drawdown strategy for retirees with concentrated single-stock positions.
Verified 2026-03-10 -
Priya Das, CFP
Cross-border estate and retirement planning for Canadian-US households.
Verified 2026-03-02 -
Sam Park, CFP
Vancouver-based cross-border planning for Canadians working in the Pacific Northwest.
Verified 2026-03-02 -
Maya Chen, MD, CFP
Former internal-medicine physician turned CFP, focused on the financial arc from residency through early attending practice.
Verified 2026-02-27 -
Jacob Owens, CFP, CFA
Retirement and late-career planning for physician households.
Verified 2026-02-27 -
Liam Frost, CFP
Flat-fee planning for tech-industry employees with equity-heavy compensation.
Verified 2026-02-21 -
Rhea Kumar, CFP
Equity-comp and crypto-focused planning for early-career tech employees.
Verified 2026-02-21 -
Ayla Reyes, CFP
Flat-fee planning for founders and tech employees with concentrated equity and crypto positions.
Verified 2026-02-18 -
Ben Whitfield, CFP
Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.
Verified 2026-02-18
Recently updated guides
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How to choose a fee-only financial advisor
A practical guide to evaluating fee-only advisors — what to verify, what to ask, and how to tell a specialty claim from a marketing claim.
2026-03-20 -
What 'crypto expertise' should actually mean in a financial advisor
Most advisors now reference crypto somewhere on their site. Very few have working depth. Here's what to look for — and what to discount.
2026-03-05 -
Cross-border advisor discovery: how it differs between Canada and the US
Finding a cross-border advisor looks different on either side of the border. A short guide to what's actually different and what to look for.
2026-02-28