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Top 30 financial advisors of 1,881 near 23113
Out of 400,000+ nationwide
Shawn P
CFP®
Richmond, VA
Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
Jonathan H
CFP®
Midlothian, VA
Hussmen Financial
Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients' financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!
Lauren Z
CFP®, CIMA®
Richmond, VA
Spark Financial Advisors
Hi, I’m Lauren Zangardi Haynes, CFP®, CIMA® and founder of Spark Financial Advisors. At Spark Financial Advisors we are focused on helping high earning women, dual-career couples & business owners put an effective strategy in place to build wealth, manage taxes, and spend more time doing what they love. Our clients gain peace of mind knowing their finances are outsourced to a highly qualified team with expertise in building wealth and transitioning into retirement. I got my start in the financial services industry in 2005 with Bank of America. While working for U.S. Trust Bank of America Private Wealth Management I attained my CFP® designation and became a Certified Investment Management Analyst (CIMA®). I transitioned to a smaller Fee-Only financial planning firm to get broader experience beyond investment management and haven’t looked back. I have been quoted in the New York Times, Wall Street Journal, Forbes, USA Today, U.S. News and World Report among others, and have written for Richmond Family Magazine. I previously served on the South Region Board for the National Association of Personal Financial Advisors (NAPFA) the leading organization for fiduciary, Fee-Only financial planners. When I’m not geeking out on financial planning I like to spend time with my husband and 3 kids, read, watch stand-up comedy, and (attempt to) garden.
Brian W
CFP®, Series 66
Richmond, VA
Edward Jones
Lynne J
Series 63, Series 66
Powhatan, VA
Fidelity
Lynne Jennings serves as a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on providing customized services to sophisticated clients, aiming to support their long-term financial well-being through tailored, high-touch relationships. Her professional experience spans over three decades in the financial industry, including positions such as Vice President and Branch Leader at Fidelity Investments from 2016 to 2022, Senior Relationship Manager at Fidelity Investments from 2010 to 2016, and various trading and account management roles at firms including Wachovia Securities First Clearing Corp, GE Financial Capital Brokerage, Wheat First Union Capital Markets, and Branch Cabell and Co. No information regarding her education, credentials, personal interests, or community involvement has been provided.
Mark M
CFP®, Series 63, Series 65
Midlothian, VA
Edward Jones
Christian V
Series 63, Series 65
Glen Allen, VA
Fidelity
Christian Vanhoose is an Investment Consultant currently working at Fidelity Investments since 2024. He meets clients where they are in their financial journey and provides them with education and recommendations to help them work toward their financial goals. Christian's professional experience includes roles as an Individual Financial Consultant at TIAA from 2023 to 2024 and as a Financial Services Consultant at TIAA from 2021 to 2023. He holds a California Insurance License. Outside of his professional career, Christian has personal interests that include spending time at the beach, enjoying food, movies, music, and caring for pets.
Joseph T
Series 63, Series 65
Richmond, VA
Merrill
Joseph Torrice is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph earned his Bachelor's Degree from the University of Virginia. His credentials reflect his focus on retirement planning and fiduciary advising within the wealth management sector.
Megan S
CFP®, Series 66
Mechanicsville, VA
Edward Jones
Casey W
Series 66
Richmond, VA
Merrill
Casey Warcewicz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He takes a consultative and objective approach to wealth management, focusing on understanding each client's complete financial position to deliver appropriate investment planning recommendations. His work emphasizes aligning client goals and objectives with asset allocation, risk tolerance, and tax and estate-planning considerations through carefully prepared and thoroughly analyzed wealth management plans. Casey’s areas of expertise include executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s Degree from the University of New Hampshire and a Master’s Degree from Northeastern University. Outside of his professional work, Casey’s personal interests include cooking, football, golfing, reading, and traveling.
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Top 30 financial advisors of 1,881 near 23113
Out of 400,000+ nationwide