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
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

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