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Zeke Anders

Advisor at Planalto Financial

Updated today

Location

Huntsville, AL

Credentials

CFP®

Industry experience

5 years

About

I’m Zeke Anders, and I founded Planalto Financial to offer a higher level of planning. I’ve always been passionate about investing and personal finance, and I eventually left corporate America to become a financial planner. I am a CFP professional with over five years of formal experience, but I’m an avid learner and student of market history and current research. My goal is to provide evidence-based, objective advice to help clients find fulfillment through their wealth. Financial planning is often about more than just math, it is about utilizing the assets you spent a career accumulating to create meaning and purpose in retirement.

Planalto Financial is open to all, but my specialty is working with Brazilian-American families. While I am from Alabama, my wife is from Brazil originally, and we currently live in Brasilia, Brazil with our two daughters. We understand that cross-border families have specific opportunities and challenges such as owning assets in multiple countries, additional tax and reporting requirements, and higher travel and family support budgets. If this sounds like you, Planalto Financial is here to help. Pode contar comigo.

Planalto offers flat-fee hourly, planning-only, or comprehensive planning and investment management services. I chose flat-fee services to provide transparency and simplify, whereas assets-under-management fees can be complicated (is it beginning, end, or the average asset values? In advance or in arrears?). In addition, I do not receive commissions for any product sales.

Client services

Based on Planalto Financial

Financial planning Portfolio management

Expertise

Cross-border / expatriate tax planning Income planning

Occupation focus

Based on Planalto Financial

Founder/Business Owner Retired

Demographic focus

Based on Planalto Financial

Approaching retirement Retired

Fee options

Flat

$2,400

Hourly

$150

Location

Huntsville, AL

Most active in

Alabama

Work history

Planalto Financial, LLC

2025 - Present (1 year)

Hightower Securities LLC

2020 - 2026 (6 years)

Dish Network

2013 - 2020 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brian S

CFA®

Huntsville, AL

Capital Stewards, LLC

Brian Seay is a CFA® charterholder and founder of Capital Stewards, LLC, an independent advisory firm based in Huntsville, Alabama. He has four years of industry experience, including prior roles at Truist Bank and Accenture. Capital Stewards provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental analysis, quantitative methods, and modern portfolio theory to manage client portfolios with discretionary trading authority.

Options & derivatives strategies Private / alternative investments Annuities Concentrated stock management
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Paul L

Series 65

Huntsville, AL

Lamont Trading Advisors, Inc.

Paul Lamont is the sole advisor at Lamont Trading Advisors, Inc., an independent firm based in Huntsville, Alabama. He holds a Series 65 designation and has 19 years of industry experience. Prior to founding his firm, he spent eight years with Eureka Cattle Company, Inc. Lamont Trading Advisors, Inc. provides discretionary portfolio management and private financial consultation to individuals, corporations, trusts, and pension plans. The firm offers preservation-oriented accounts focused on short-term U.S. Treasury bills and actively managed Bear Market Strategies accounts using complex instruments, employing charting, cyclical, fundamental, and technical analysis to guide investment decisions.

Active portfolio management
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Bobby J

CFP®, ChFC®, Series 63, Series 65

Toney, AL

Junkin & Company, Inc.

Bobby Junkin is the principal of Junkin & Company, Inc., an independent firm based in Toney, Alabama. He holds the CFP® and ChFC® designations and has 19 years of industry experience. Since founding Junkin & Company in 2013, he has focused on providing financial planning and investment advisory services. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers clients advice on insurance products. Junkin & Company serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is based on the Efficient Market Hypothesis, Modern Portfolio Theory, and the Fama-French three-factor model, emphasizing global diversification and periodic rebalancing. Rather than managing portfolios directly, the firm typically recommends third-party money managers to implement long-term, passive strategies.

General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Kenneth C

ChFC®, Series 63

Huntsville, AL

KG Consulting Group, Inc.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

Retirement income strategy Annuities Wealth management
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Erik B

Series 65

Huntsville, AL

LifeFirst Wealth, LLC

Erik Buatte is a financial advisor at LifeFirst Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Astrion, Longview Financial Advisors, Inc., and ERC, Inc. Outside of his advisory role, he is involved in other employment that occupies a significant portion of his time. LifeFirst Wealth, LLC is an independent firm that provides fee-only financial planning and discretionary portfolio management primarily for individual clients. The firm combines modern portfolio theory with fundamental and technical analysis, using a mix of active and passive investment vehicles focused on asset allocation, tax efficiency, and ongoing monitoring.

Business sale tax planning Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Raymond S

CFP®, CFA®, Series 63

Huntsville, AL

Saliba Asset Management L.L.C.

Raymond Saliba is the principal of Saliba Asset Management L.L.C. in Huntsville, Alabama, holding CFP® and CFA® designations with 21 years of industry experience. He is also president of Pretium Capital Group, Inc., a separate business providing valuation services to private companies. Saliba has been involved with Saliba Asset Management since 1996 and founded Pretium Capital Group in 1999. Saliba Asset Management offers discretionary investment management and financial consulting to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs a diversified investment approach using equities, mutual funds, ETFs, and other securities, combining fundamental, technical, charting, and cyclical analysis in portfolio construction.

General tax planning Wealth management Concentrated stock management
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