George Kao

I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.

Hi, I'm Anthony – a CFP® and father of three who specializes in helping successful professionals turn scattered financial decisions into a coordinated wealth-building strategy. You're doing well, but between stock options, tax planning, debt payoff, and investment choices, there are too many moving pieces to navigate without the right financial partner. I started Dynamic Financial Planning because I watched too many successful professionals struggle with this. Traditional AUM models ignore you during your most critical wealth-building years, leaving you to figure it out alone when the stakes are highest. The Dynamic Approach is different: ✔ Human-first planning that meets you where you are – progress over perfection, always. Your financial house gets built with architecture designed for your real life, not some textbook scenario. ✔ Purpose-driven strategy that starts with your "why." When we're clear on what you're building toward, every decision becomes easier. We invest early and often because your dreams can't wait for perfect timing. ✔ Complete wealth architecture whether you're breaking free from debt to build serious assets or protecting substantial wealth for your family's future. ✔ True partnership that delivers what you really want: optimized returns, protected wealth, and the confidence to actually enjoy your success instead of constantly worrying about it. The result? You sleep better knowing your financial foundation is solid, and your family's future is secure. I'm easy going and enjoy working with people virtually or in-person at times that are convenient for them. At the end of the day, my goal is to earn your trust and build you the financial house that you deserve. Schedule: https://www.dynamic-fp.com/schedule Message: anthony@dynamic-fp.com Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale

My name is Alex and I provide fee-only ongoing-subscription and flat-fee project based financial planning and advisory services to mid-career professionals & retirement plan consulting services to business owners and plan sponsors. As your financial advocate, we help you navigate the increasing complexity of the financial markets and regulations with a customized strategy, tracking your progress and making adjustments as your needs and goals change. I have 21+ years of experience in the financial industry and held roles in trading, financial product distribution, private banking, and wealth management. I graduated with a business degree from the Eller College of Management at The University of Arizona and also am a CERTIFIED FINANCIAL PLANNER™ certificant and Certified Investment Management Analyst® designee. My office is located in downtown Phoenix, AZ and I work with clients in-person and remotely across the United States.

At Pro Path Financial, we live by one mantra: Goals, Plan, Assets – in that order. We begin by obtaining a complete understanding of your most cherished goals and move on through the process once we have a strong comprehension of what you want to achieve. We then build a plan that achieves those goals, which includes an estimate of how much capital you will need. Lastly, we manage and accumulate assets to support the plan that is intended to achieve your goals. Read Thatcher's blog here: https://www.propathfinancial.com/blog

Uncommon for most financial professionals, my background spans psychology, teaching, puzzles, and gymnastics. All of which has helped me become the woman and financial advisor I am today. Having started life in the state of Washington, I moved to Arizona for college. After several years, I found my understanding of individual behavior was well suited to helping people learn about finances. Once I saw first-hand how life changing the results of good financial planning can be for a person, it was like I was struck by lightning. There could be nothing else I would be satisfied doing professionally – being a financial advisor was my calling. As a CERTIFIED FINANCIAL PLANNER™ professional, my passion is helping couples and career-focused individuals who are building wealth and maintaining careers while balancing multiple goals to work toward financial success. I’m a strong advocate of empowering people about money; my mission is to help you overcome the unique challenges you may face to help you successfully achieve financial security and peace of mind so you can focus on what’s important to you. I received my undergraduate degree in Finance from Arizona State University W.P. Carey School of Business. Originally from Shoreline Washington, I’ve called the Valley of the Sun home since 2001.

I’m Steven Chau, owner of Know Your Worth Financial and a CERTIFIED FINANCIAL PLANNER™. Know Your Worth Financial was started to help immigrants and young minority professionals achieve financial independence in an increasingly complex financial environment. We help clients achieve this by simplifying personal finance and by offering a safe space for people to talk openly about money and get the tools necessary to build a thriving financial future. Growing up in Arizona as a second-generation Chinese-American, outside of being told just to “save more and spend less”, conversations around money didn’t get much more complex. It wasn’t until I started my career in finance that I learned how underprepared my generation was when it came to personal finance. During my decade in the financial services industry, I observed a woeful lack of attention paid towards millennials and minority communities. As I progressed in my career, traditionally firm prerequisites like net worth and investable made it more and more difficult to help the people I was closest to. I started Know Your Worth Financial to move away from that traditional structure and work with more people like you. I hope you enjoyed learning a little bit about me. I look forward to meeting you and learning about your journey!