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Advisors near 22031

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Kevin L

CFP®, Series 65

Reston, VA

Oakton Financial, LLC

Cash flow / budgeting Debt management Retirement withdrawal strategies General estate planning guidance Charitable giving & philanthropy Approaching retirement
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Alexander L

CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
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Christopher R

CFP®, Series 63

Chevy Chase, MD

Green View Advisors LLC

Divorce financial planning College savings (529s, UTMA, etc.)
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Harry G

CFP®, Series 63, Series 65

Alexandria, VA

G, G, & M Financial Goals

Cash flow / budgeting Income planning College savings (529s, UTMA, etc.) Retired
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Garo P

Series 66

Alexandria, VA

Potomac Wealth Strategies, LLC

Wealth management Annuities
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Kartik P

Series 65

Brambleton, VA

Simplify Investments

Active portfolio management Concentrated stock management
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David H

CFP®, Series 63

Fairfax, VA

David N. Hainsworth, C.P.A., P.C.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Samir B

Series 63, Series 65

Washington, DC

SHB Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management
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Justin Z

Series 65

Vienna, VA

Solution Factory, LLC

General tax planning Cash flow / budgeting
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Eric M

Series 66

Falls Church, VA

POV Wealth LLC

College savings (529s, UTMA, etc.) Student loan debt Annuities
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