Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 1,024 near 06492
Out of 400,000+ nationwide
Michael K
CFP®, CFA®
Madison, CT
Reach Strategic Wealth LLC
You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals. We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals. Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.
David O
Series 63, Series 66
Madison, CT
Edward Jones
David L
CFP®, Series 66
Branford, CT
Edward Jones
Allen B
Series 66
Branford, CT
Edward Jones
Michael G
Series 63, Series 66
Guilford, CT
Edward Jones
Nikola S
Series 66
New Haven, CT
Edward Jones
Robert S
Series 63, Series 66
New Haven, CT
Edward Jones
Charles C
CFP®, Series 63, Series 65, Series 66
North Haven, CT
Edward Jones
Larry E
Series 66
Wallingford, CT
Edward Jones
Bosmat C
CFP®, Series 66
Cheshire, CT
Edward Jones
Finding advisors...
Top 30 financial advisors of 1,024 near 06492
Out of 400,000+ nationwide