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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Mid-Career Professionals Divorced

Advisors near 14615

Out of 400,000+ nationwide

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Mark P

CFP®, ChFC®, Series 63

Pittsford, NY

Mark Andrew Paganelli

General retirement planning
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Christopher C

Series 66

Rochester, NY

Fiduciary First Advising, LLC

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Andrew F

Series 65

Rochester, NY

Fama Fiduciary Wealth LLC

Wealth management Passive / index investing Attorney
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Ziad W

Series 66

Rochester, NY

Balfour Capital Management

Wealth management Concentrated stock management Options & derivatives strategies Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alan R

Series 65

Rochester, NY

Janal Capital Management LLC

Passive / index investing
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William R

Series 63, Series 65

Fairport, NY

Rothrock Financial Group

Medicare planning Cash flow / budgeting Attorney Founder/Business Owner
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Joseph P

Series 65

Penfield, NY

Forza Wealth Advisory Services LLC

Options & derivatives strategies Long-term care insurance Annuities
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Kathryn K

CFP®

Rochester, NY

About Time Financial Planning

At About Time, we believe that everyone deserves financial empowerment. We give people an affirming space to talk about money and the support they need to make empowered money decisions so they can reach financial freedom and live their fullest lives. I love helping independent, high-earning folks think through what’s best for your life and family – decoding our needlessly complex financial system into something you can actually understand. I am: --Flat Fee, Fee-Only: Transparent pricing with no commissions, no asset minimums. Fiduciary. --Values-Aligned & Impact Driven: We can help you explore socially conscious financial decisions that reflect your values and goals - including sustainable (SRI, ESG) and community impact investing, and values-aligned spending and giving. --Built for You: Everything we do is designed around the unique planning needs of physician families, small business owners, and LGBTQ+ couples - savvy tax-saving strategies, exploring a career pivot, student loan repayment options, self-employed retirement & insurance, budgeting for fertility costs and childcare, protecting your family, home buying vs. renting and more. --Relatable & Affirming: I focus on working with women, gender-expansive folk, and families like yours so I can share the collective wisdom gathered from all of us. I welcome you to bring your whole self. I will meet you where you are and provide financial clarity and peace of mind. --Clear & Efficient: I'll explain your financial options in jargon-free terms, encourage questions, and help you make informed, empowered decisions about your financial future. I'll take as much off your plate as possible and simplify the rest so you can spend time living your fullest life. Diversity, Equity, Inclusion and Justice Commitment: We foster a just and inclusive culture with a safe and affirming environment for all people. We welcome clients of all backgrounds, respect intersectional identities and use our privilege to amplify underrepresented voices and challenge inequitable systems. We acknowledge that racism and patriarchy have shaped the American financial system and strive to change the status quo through intentional action. We seek accountability for our actions and embrace mistakes as opportunities for repair and growth. We recognize that doing this important work is a continuous effort that we commit to pursue.

ESG / Sustainable investing Doctor or Medical Professional LGBTQIA Gen Y/Millennials (Born 1980-1995) Women Professionals
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Dana B

Series 65

Victor, NY

Bell Rock Asset Management LLC

Wealth management
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Miles S

Series 65

Pittsford, NY

Fawley Wealth International

Wealth management Tax-loss harvesting General retirement planning
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