Meet Our Bloggers

Lee Baker, CFP®
President
Apex Financial Services
Tucker, GA

 

 

David Bergmann, CFP®, EA, CLU, ChFC
Managing Principal
The David Bergmann Group
Marina Del Ray, CA

 

 

Dave Caruso, CFP®
Certified Financial Planner™
Coastal Capital Group
Danvers, MA

 

 

Andrew B. Chou, CFP®
Senior Portfolio Manager
Westmount Asset Management, LLC
Los Angeles, CA

 

 

John Comer, CFP®
Consultant
Comer Consulting, LLC
Plymouth, MN

 

 

Saundra Davis
President & CEO
Sage Financial Solutions
San Francisco, CA

 

 

Edward Gjertsen II, CFP®
Vice President
Mack Investment Securities, Inc.
Glenview, IL

 

 

Joe Pitzl, CFP®
Director of Financial Planning
Intelligent Financial Strategies, LLC
Edina, MN

 

 

Pamela Sandy, CFP®
Founder
CONFIANCE, LLC, Financial & Investment Advisors
Cleveland, OH

 

 

Robert Schmansky, CFP®
Financial Advisor
Clear Financial Advisors, LLC
Royal Oak, MI

 

 

Karin Maloney Stifler, CFP®, AIF®
President
True Wealth Advisors
Hudson, OH

 

 

Francis St. Onge, CFP®
President
Total Financial Planning, LLC
Brighton, MI

 

 

Ara Oghoorian, CFP®, CFA
Founder and President
ACap Asset Management
Los Angeles, CA

 

 

Mary Beth Storjohann, CFP®, CDFA
Senior Financial Planner
HoyleCohen
San Diego, CA

 

 

Chip Workman, CFP®, MBA
Lead Advisor
The Asset Advisory Group
Cincinnati, OH