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Top 30 financial advisors of 853 near 43062
Out of 400,000+ nationwide
Tim B
CFP®, RICP®
New Albany, OH
YFP Wealth
Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stressors. In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNERâ„¢ (YFP COO...that's me!), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads. In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).
Randy H
CFP®, Series 66
Pickerington, OH
Edward Jones
Max W
Series 63, Series 65
Westerville, OH
Fidelity
Max Weston is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2021. He brings over a decade of experience in financial services, having held several roles including Officer and Preferred Relationship Manager at Fifth Third Bank from 2019 to 2021. Prior to that, he worked as a Licensed Banker II and Personal Banker II at Fifth Third Bank between 2016 and 2019, and as a Branch Financial Consultant at PNC Bank from 2014 to 2016. Max holds an Arkansas Insurance License, which complements his expertise in providing comprehensive financial planning. He emphasizes collaborative planning with individuals and families to reduce financial stress and create clear financial direction. Outside of his professional life, Max spends time with his wife and two young sons, engaging in activities such as outdoor adventures, attending sporting events in Columbus, and socializing with friends. His personal interests include family activities, golf, snowboarding, and soccer.
Kevin O
Series 66
Gahanna, OH
Edward Jones
Thomas C
Series 63, Series 66
Westerville, OH
Fidelity
Thomas Cox is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity for over a decade, beginning his career there in 2011 and progressing through various positions including Investment Consultant, Workplace Planning Consultant, High Net Worth Associate, and Financial Service Representative. He holds a Certified Financial Planning certificate, an MBA from the University of Cincinnati, and Life and Health Insurance licenses. These credentials support his ability to provide appropriate financial solutions tailored to clients' unique goals. Thomas collaborates with clients to develop strategies that align with their individual financial objectives. Outside of his professional work, Thomas is a father of two and has been married for seven years. His personal interests include fitness, football, hiking, parenthood, running, and soccer.
Alexis P
Series 66
Westerville, OH
Edward Jones
Andrew L
Series 66
Westerville, OH
Edward Jones
Shawn W
Series 66
Pataskala, OH
Edward Jones
Adam G
Series 66
Granville, OH
Edward Jones
Dan J
Series 63
Westerville, OH
Edward Jones
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Finding advisors...
Top 30 financial advisors of 853 near 43062
Out of 400,000+ nationwide