Advisors at this firm
Naima B
CFP®, ChFC®, Series 66
Falls Church, VA
Fruitful
Naima Bush is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Fruitful. She has previously worked at firms including Ellevest, Cambridge Investment Research, Capital Investment Advisors, Capital Asset Management Group, and Motley Fool Wealth Management. Outside of her advisory work, she owns a knitting and crochet business. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. through a web-based platform and designated guides. The firm employs a diversified, low-cost investment approach focused on passive ETFs and index funds and offers advisory services via a subscription model rather than a traditional percentage-of-assets fee.
Allison H
CFP®
Philidelphia, PA
Fruitful
Allison Hershey is a CFP® professional with six years of experience in financial advising. She currently works at Fruitful and has held prior roles at Ellevest, ChroniFI, Zenith Solutions, and The Marshall Financial Group. Outside of advising, she provides financial coaching and consulting through her business, Money Conscious, focusing on the emotional aspects of financial decision making and helping companies develop service models for younger generations. Fruitful Advisory delivers financial planning and discretionary investment management to individual members through a subscription-based model. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, with planning grounded in CFP® principles and ongoing client collaboration.
Angela M
CFP®, Series 66
Orlando, FL
Fruitful
Angela Moore is a CFP® professional with 13 years of industry experience. She currently serves as a financial advisor at Fruitful and previously worked at Charles Schwab and operated Modern Money Education LLC. Fruitful Advisory provides financial planning and discretionary investment management to members of Fruitful, Inc. through a subscription-based, web-enabled platform. The firm emphasizes diversified, low-cost portfolios primarily constructed with passive ETFs and index funds, combined with dynamic financial planning aligned with CFP® principles.
Andrea E
CFP®, Series 66
Portland, OR
Fruitful
Andrea Easterling is a CFP®-certified financial advisor with eight years of industry experience. She currently works at Fruitful, Inc., joining in 2024, and has previously held roles at several firms including Pattern Advisors LLC and Mercer Global Advisors Inc. Fruitful Advisory offers financial planning and discretionary investment management to individual members through a subscription-based model, utilizing diversified, low-cost portfolios primarily composed of passive ETFs and index funds. The firm provides services via a web-based platform and client portal, with financial planning grounded in CFP® principles.
Brianna S
CFP®, Series 66
Pittsburgh, PA
Fruitful
Brianna Sullivan is a CFP® professional with six years of experience in the financial services industry. She currently works at Fruitful, Inc., having previously held roles at Bank of America, Merrill Lynch Pierce Fenner & Smith, UBS, and Pershing. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm uses a subscription-based model and focuses on diversified, low-cost portfolios primarily constructed with passive ETFs and index funds.
Andrew R
CFP®, Series 63, Series 66
Apex, NC
Fruitful
Andrew Rotz is a CFP® professional with seven years of industry experience, currently serving as an advisor at Fruitful since 2022. His prior roles include positions at Fidelity Investments and Simplicity Financial Marketing. He is the founder and CEO of Tide & Tempest Financial Planning, LLC, and serves as an officer in the U.S. Navy Reserves. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm emphasizes diversified, low-cost portfolios primarily composed of passive ETFs and index funds, delivering services through a web-based platform and client collaboration with designated Fruitful Guides.
Waris R
CFP®, ChFC®, Series 63
Sewell, NJ
Fruitful
Waris Rahemtulla is a CFP® and ChFC® with 11 years of industry experience. He is currently an advisor at Fruitful, having joined in 2024. His prior roles include positions at Citizens Securities, Inc. and Fidelity Investments. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm employs a subscription-based model and focuses on diversified, low-cost portfolios primarily using passive ETFs and index funds, with an emphasis on client-tailored allocation and dynamic financial planning.
Naomi P
CFP®, Series 66
Upper Marlboro, MD
Fruitful
Naomi Parham is a CFP® and holds a Series 66 license, with six years of industry experience. She has worked at firms including Fidelity Brokerage Services, Lazard Asset Management, and JP Morgan Chase. Since 2024, she has been with Fruitful Advisory. Fruitful Advisory provides financial planning and discretionary investment management to individual clients through a subscription-based model tied to Fruitful, Inc. membership. The firm emphasizes diversified, low-cost portfolios primarily composed of passive ETFs and index funds, with financial planning based on CFP® principles.
Jack C
CFP®, Series 65
Melissa, TX
Fruitful
Jack Clemans is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Fruitful since 2025 and previously held positions at Clemans Financial LLC and Ernst & Young Investment Advisers LLP. Clemans also has a background including roles at Baylor University and Credent Wealth Management. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm uses a subscription-based model and focuses on diversified, low-cost portfolios built primarily with passive ETFs and index funds.
Colin B
CFP®, Series 66
Columbus, OH
Fruitful
Colin Bishop is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Fruitful and has previous experience at Barrett Wealth Planning LLC (D.B.A. Lamplighter Wealth Planning) and SWS Partners, LLC. Fruitful Advisory provides financial planning and discretionary investment management to individual clients who hold an active Fruitful, Inc. membership, delivering services through a web-based platform and a secure client portal. The firm’s investment approach focuses on diversified, low-cost core allocations primarily using passive ETFs and index funds, with financial planning presented as a dynamic “Roadmap” grounded in CFP® principles.
Rebecca P
CFP®, Series 66
Mc Lean, VA
Fruitful
Rebecca Palmer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Fruitful since 2022. Her prior roles include positions at Ellevest, Inc. and First Republic Investment Management. Outside of her advisory work, she owns a small clothing brand sold on Amazon. Fruitful Advisory provides financial planning and discretionary investment management to individual clients through a subscription-based model, focusing on diversified, low-cost portfolios built primarily with passive ETFs and index funds. Services are delivered via a web-based platform and client portal, with an emphasis on collaborative allocation decisions.
Raquel T
CFP®
Laurel, MD
Fruitful
Raquel Tennant is a CFP® professional with three years of industry experience, currently serving at Fruitful. Her prior experience includes roles at 2050 Wealth Partners, FAI Wealth Management, and Wells Fargo Bank. Fruitful Advisory provides financial planning and discretionary investment management to individual clients through a subscription-based model, utilizing a web-based platform and designated Fruitful Guides. The firm focuses on diversified, low-cost portfolios primarily composed of passive ETFs and index funds, with financial planning grounded in CFP® principles.
Matthew B
CFP®, Series 65
New York, NY
Fruitful
Matthew Becker is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Fruitful since 2024. He is also the owner and operator of Mom and Dad Money, a registered investment adviser in Florida, and offers educational courses and books through his website. Becker is in the process of winding down Mom and Dad Money while maintaining his role at Fruitful. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm emphasizes diversified, low-cost portfolios primarily using passive ETFs and index funds, delivering advice through a subscription model rather than traditional asset-based fees.
Paige C
CFP®, Series 66
Bend, OR
Fruitful
Paige Clausen is a CFP® and holds a Series 66 license, with 11 years of industry experience. She has worked at Robert W. Baird & Co. and several other financial firms before joining Fruitful Inc., where she has been an advisor since 2024. Fruitful Advisory provides financial planning and discretionary investment management exclusively to members of Fruitful, Inc. The firm uses a subscription model and focuses on diversified, low-cost portfolios primarily made up of passive ETFs and index funds, with financial planning grounded in CFP® principles.
Durriya P
CFP®, Series 63, Series 65
Greensboro, NC
Fruitful
Durriya Pierce is a CFP® professional with seven years of experience in financial services. She is currently with Fruitful, Inc., where she has worked since 2023. Her prior roles include positions at Albert Corporation, Bank of America, Merrill, and Ernst & Young. Outside of finance, she has worked as an independent contractor driver for Uber Technologies, Inc. Fruitful Advisory provides financial planning and discretionary investment management to individual clients who hold an active Fruitful membership. The firm emphasizes diversified, low-cost portfolios primarily composed of passive ETFs and index funds, delivering services through a subscription model rather than traditional asset-based fees.