Planners
If you are using our financial planner version of the program, you can create your profile in My ESPlanner. Users must sign in to this website in order to see the full profiles listed below.
| User Name (click to view full profile) | Company | ||
|---|---|---|---|
| Mary Almonte |
Living Well Financial Services |
Fircrest | Washington |
| Tom Formhals |
Patriot Financial Group, LLC |
Fairfax | Virginia |
| Jacque Flindall |
Jacque Flindall, CFP® |
Phoenix | Arizona |
| Sorouch.Haddad |
Haddad Financial Services, Inc. |
Overland Park | Kansas |
| teddyp |
Parrish Capital |
Kennesaw | Georgia |
| traines |
Patrick & Robinson, LLC |
Jacksonville | Florida |
| jtrubow |
Sensible Financial Planning |
Waltham | Massachusetts |
| Michael Taxman |
Michael D. Taxman Investment Management |
Hanover | New Hampshire |
| fnapolitano@sen... |
Frank Napolitano, J.D., CFP® |
Waltham | Massachusetts |
| cfpjoel | Albuquerque | New Mexico | |
| pfmaven |
Gary T. Daniels, CPA, CFP®, MBA |
Payson | Arizona |
| dwpeterson |
David W. Peterson, CFP® Integrated Retirement Strategies |
Oregon City | Oregon |
| morrillfinancia... |
Wayne Morrill, CFP® |
Scituate | Massachusetts |
| rick.fine@sensi... | rick.fine@sensiblefinancial.com | Massachusetts | |
| dfuhrman@nwmllc.com |
David Fuhrman, CFA, CFP® |
Roseland | New Jersey |
| brucegalvin@rev... |
Bruce Galvin, MBA, CFP® |
Seattle | Washington |
| jmconnassc@comc... |
James M. Connor, CPA, LLC |
Arlington | Massachusetts |
| scott@dsneal.com |
D. Scott Neal, Inc. |
Lexington | Kentucky |
| spillane01 |
Richard W. Spillane, CPA®, CFP® |
North Reading | Massachusetts |