AAPIList
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Practitioners

Financial advisors

Wealth, planning, and investment advisors.

115 listed
Adeeb Chowdhury✓ VERIFIED
Adeeb Chowdhury
Financial Planner · S.E.E.D. Planning Group
📍 Binghamton, NY
Visibility Score67/100
Aditi Kapadia✓ VERIFIED
Aditi Kapadia
Founder & Financial Planner · Wealth IQ
📍 Chicago, IL
Visibility Score75/100
Ajay Kaisth✓ VERIFIED
Ajay Kaisth
CFP, CRPC · KAI Advisors
📍 Princeton Junction, NJ
Visibility Score67/100
Ajay Vadukul✓ VERIFIED
Ajay Vadukul
CFP, EA · Endeavor Advisors
📍 Torrance, CA
Visibility Score67/100
Allen Gibson✓ VERIFIED
Allen Gibson
CFP, ChFC, CRPC · Gibson Wealth Advisors LLC
📍 Allen, TX
Visibility Score33/100
Amir Noor✓ VERIFIED
Amir Noor
CFP, EA · N Financial Plans
📍 Huntington, NY
Visibility Score67/100
Amol Desai✓ VERIFIED
Amol Desai
Founder & Financial Advisor · Perceptive Wealth Advisors
📍 Houston, TX
Visibility Score75/100
Andrew Chan✓ VERIFIED
Andrew Chan
CFP, CIMA · Locker Financial Services
📍 Verona, NJ
Visibility Score59/100
Andy Liang✓ VERIFIED
Andy Liang
CFP · Sylo Planning
📍 Brooklyn, NY
Visibility Score67/100
Anh Tran✓ VERIFIED
Anh Tran
Managing Partner · SageMint Wealth
📍 CA
Visibility Score59/100
Avani Ramnani✓ VERIFIED
Avani Ramnani
CFP, CDFA, CPWA · Francis Financial
📍 New York, NY
Visibility Score67/100
Brian D. Nguyen✓ VERIFIED
Brian D. Nguyen
Private Wealth Advisor · Twin Peaks Wealth Advisors
📍 San Jose, CA
Visibility Score75/100
Charles Luong✓ VERIFIED
Charles Luong
Financial Advisor · Endeavor Advisors
📍 Phoenix, AZ
Visibility Score75/100
Daniel Masuda Lehrman✓ VERIFIED
Daniel Masuda Lehrman
Founder & Fee-Only Financial Advisor · Masuda Lehrman Wealth
📍 Honolulu, HI
Visibility Score83/100
Huyen Nguyen✓ VERIFIED
Huyen Nguyen
Financial Planner and Owner, CFP · Inclusive Wealth Financial Planning LLC
📍 PA
Visibility Score91/100
AG✓ VERIFIED
Amy Goan
CFP, MBA · Prism Financial Planning, LLC
📍 Issaquah, WA
Visibility Score67/100
AT✓ VERIFIED
Anh Thu Tran
CFP, MBA · Women's Wealth
📍 Tacoma, WA
Visibility Score75/100
BT✓ VERIFIED
Bill Tung
Head of Wealth Management · East West Bank
📍 CA
Visibility Score33/100
BT✓ VERIFIED
Brooke Trinh
PhD, CFP · trueNorth Wealth Advisors
📍 Seattle, WA
Visibility Score67/100
CY✓ VERIFIED
Caroline Young
CFP · Cultivating Wealth
📍 Brooklyn, NY
Visibility Score67/100
CZ✓ VERIFIED
Charles Zhang
Founder & CEO, CFP · Zhang Financial
📍 Portage, MI
Visibility Score67/100
CQ✓ VERIFIED
Christopher Quinley
Co-founder, CFP, CIMA, MS · Liang & Quinley Wealth Management
📍 Irvine, CA
Visibility Score75/100
DJ✓ VERIFIED
Danna Jacobs
CFP, ADPA, MBA · Lavish Financial Planning
📍 Jersey City, NJ
Visibility Score59/100
DL✓ VERIFIED
David Li
Managing Director · J.P. Morgan Wealth Management
📍 Boston, MA
Visibility Score33/100
DS✓ VERIFIED
Denise Sarkor
CEPA, CAP · Sarkor Financial Advisors
📍 Montclair, NJ
Visibility Score59/100
DP✓ VERIFIED
Deva Panambur
CFA, CFP, EA · Sarsi, LLC
📍 New York, NY
Visibility Score75/100
DC✓ VERIFIED
Didi Chen
CFP, CFA · Everleap Financial Planning
📍 Seattle, WA
Visibility Score59/100
DJ✓ VERIFIED
Dustin Javier
Owner, CFP · Dean Johnson Advisory, LLC
📍 Downers Grove, IL
Visibility Score67/100
EC✓ VERIFIED
Earl Carr
Chief Global Strategist · Pivotal Advisors
Visibility Score67/100
EP✓ VERIFIED
Ekta Patel
CFP, MBA · Altfest Personal Wealth Management
📍 New York, NY
Visibility Score25/100
ES✓ VERIFIED
Elijah Souza
Investment Advisor Representative · Gerber Kawasaki
📍 Santa Monica, CA
Visibility Score75/100
FC✓ VERIFIED
Faith Counio
CFP, MBA · Chrysadia Financial
📍 Newark, CA
Visibility Score25/100
FX✓ VERIFIED
Feifei Xing
CFA, CFP, FRM · Altfest Personal Wealth Management
📍 New York, NY
Visibility Score67/100
GN✓ VERIFIED
Girish Navare
CFA · Eagle Harbor Advisors
📍 Boca Raton, FL
Visibility Score33/100
GY✓ VERIFIED
Grace Yung
Managing Director, CFP · Midtown Financial
Visibility Score67/100
HS✓ VERIFIED
Hazel Secco
Founder & Financial Advisor · Align Financial Solutions LLC
Visibility Score75/100
HN✓ VERIFIED
Helen Ngo
CFP®, Founder & CEO · Capital Benchmark Partners, LLC
📍 Atlanta, GA
Visibility Score67/100
IG✓ VERIFIED
Irene Giman
CFA, CFP, MBA · RTD Financial
📍 Cherry Hill, NJ
Visibility Score67/100
JL✓ VERIFIED
James Lee
Founder, CFP; 2023 FPA President · Lee Investment Management
Visibility Score67/100
JZ✓ VERIFIED
Janet Z. Wan
CFP, CPFA · Sierra Pacific Private Wealth
📍 Pleasanton, CA
Visibility Score75/100
JT✓ VERIFIED
Jared Tanimoto
Financial Advisor · Savvy Wealth (Sedai Wealth Partners)
📍 Irvine, CA
Visibility Score75/100
JC✓ VERIFIED
Jason Co
Founder & CFP · CoPlanning Financial
📍 Overland Park, KS
Visibility Score75/100
JL✓ VERIFIED
Jay Lee
CFA, CFP · Ballaster Financial
📍 Jersey City, NJ
Visibility Score67/100
JT✓ VERIFIED
Jeff Tomaneng
CFP
Visibility Score56/100
JK✓ VERIFIED
Jennifer Kang
Founder & CFP · JWK Financial
📍 New York, NY
Visibility Score75/100
JK✓ VERIFIED
Jennifer Kim
Principal Managing Partner, MS, CFP, CMFC, ChFC, CLU · Signature Estate & Investment Advisors (SEIA)
📍 Los Angeles, CA
Visibility Score75/100
JL✓ VERIFIED
Jimmy Lee
CEO · The Wealth Consulting Group
Visibility Score67/100
JE✓ VERIFIED
John Eing
Chief Strategy Officer & Partner, MBA CPA CFP · Quantum Financial Advisors
Visibility Score75/100
JZ✓ VERIFIED
Joyce Zhang
Financial Advisor · Seasons of Advice Wealth Management
📍 New York, NY
Visibility Score75/100
JC✓ VERIFIED
Julie Chan-O'Rourke
CFP, MBA · EP Wealth Advisors
📍 Redwood City, CA
Visibility Score59/100
KM✓ VERIFIED
Kapil Mathur
Managing Director, Financial Advisor & Branch Manager · The Math Group at Morgan Stanley
📍 Sugar Land, TX
Visibility Score67/100
KG✓ VERIFIED
Kaysian Gordon
MBA, CFP, CPA, CKA · Kaysi Gordon Financial Planning
📍 Valley Stream, NY
Visibility Score67/100
KL✓ VERIFIED
Kevin Lum
Founder, CFP · Foundry Financial
📍 Los Angeles, CA
Visibility Score67/100
KY✓ VERIFIED
Khu Yang
State Farm Agent / Owner · Khu Yang State Farm Agency
📍 Sacramento, CA
Visibility Score67/100
LD✓ VERIFIED
Lei Deng
Founder & Financial Planner · Savor Financial
📍 Clayton, MO
Visibility Score33/100
LY✓ VERIFIED
Lloyd Yamada
CFP · Aspire Planning Associates
📍 Cupertino, CA
Visibility Score67/100
LC✓ VERIFIED
Lynn Chen-Zhang
CFP · Zhang Financial
📍 Portage, MI
Visibility Score59/100
MD✓ VERIFIED
Manish Dave
SVP, Business Development · Ameriprise
Visibility Score41/100
MK✓ VERIFIED
Manish Khatta
President · Potomac Fund Management
Visibility Score59/100
MC✓ VERIFIED
Marguerita Cheng
CEO, CFP · Blue Ocean Global Wealth
Visibility Score75/100
MR✓ VERIFIED
Marjorie Rand
CPA, CFP, RICP · Rand Financial Planning, LLC
📍 Flemington, NJ
Visibility Score67/100
ML✓ VERIFIED
Michael Liang
Co-founder, CFP, CPWA, CRPC · Liang & Quinley Wealth Management
📍 Irvine, CA
Visibility Score75/100
MS✓ VERIFIED
Michelle Sonu
CFP®, Financial Advisor & Insurance Agency Owner · North Star Resource Group
📍 Duluth, GA
Visibility Score75/100
MU✓ VERIFIED
Michelle U. Gass
CPA/PFS, CFP, RLP · Paradigm Advisors
📍 Dallas, TX
Visibility Score67/100
MB✓ VERIFIED
Mike Bard
CFP, CWS · The Sum
📍 The Woodlands, TX
Visibility Score67/100
ML✓ VERIFIED
MK Lee
CFP · SEAMFI LLC
📍 Tacoma, WA
Visibility Score67/100
ND✓ VERIFIED
Nandita Das
Founder; Financial Planning Director & Professor · Das Financial Health / Delaware State University
📍 DE
Visibility Score75/100
NY✓ VERIFIED
Narumi Yoshida
CPA/PFS, CFP, EA · Yoshida Wealth Management, Inc.
📍 White Plains, NY
Visibility Score67/100
NK✓ VERIFIED
Neil Krishnaswamy
CFP®, RICP, EA, Founder · Krishna Wealth Planning LLC
📍 McKinney, TX
Visibility Score67/100
NT✓ VERIFIED
Nguyen Tran
Founder & Financial Planner · Win Wealth Solutions
📍 Los Angeles, CA
Visibility Score59/100
PL✓ VERIFIED
P.Q. Le
Managing Partner · Providential Legacy Group
📍 Atlanta, GA
Visibility Score67/100
PC✓ VERIFIED
Pai-Yen Chung
CFP®, Financial Advisor · Transamerica Financial Advisors, Inc.
📍 Edison, NJ
Visibility Score75/100
PI✓ VERIFIED
Palash Islam
Founder · Synergy Financial Group
Visibility Score67/100
PC✓ VERIFIED
Patrick Chu
CPA/PFS, CFP · Marrick Wealth
📍 Irvine, CA
Visibility Score67/100
PQ✓ VERIFIED
Phuc Quang Le
Managing Partner · Providential Legacy Group
📍 Atlanta, GA
Visibility Score67/100
PK✓ VERIFIED
Praveen Krishnamurthy
Financial Advisor · Empower Financial
📍 Sunnyvale, CA
Visibility Score67/100
PG✓ VERIFIED
Prem G. Hira
MBA · Investry, LLC
📍 Scarsdale, NY
Visibility Score33/100
PZ✓ VERIFIED
Prudence Zhu
Founder & Financial Planner · Enso Financial
📍 Phoenix, AZ
Visibility Score88/100
RT✓ VERIFIED
Rahimul Taher
CFP, EA · Taher Financial Planning
📍 Brooklyn, NY
Visibility Score67/100
RP✓ VERIFIED
Raj Prashad
CFP, CLU, ChFC, EA · Eagle Tax Planning & Advisory Group LLC
📍 North Baldwin, NY
Visibility Score75/100
RS✓ VERIFIED
Raman Singh
CFP · Singh PWM
📍 Phoenix, AZ
Visibility Score59/100
RP✓ VERIFIED
Roshani Pandey
Founder & Financial Advisor · True Root Financial
📍 San Francisco, CA
Visibility Score67/100
SM✓ VERIFIED
Sachin Maheshwari
Wealth Advisor · EP Wealth Advisors
📍 Torrance, CA
Visibility Score67/100
SV✓ VERIFIED
Sahil Vakil
CFA, CFP, MBA · MYRA
📍 New York, NY
Visibility Score67/100
SC✓ VERIFIED
Sandra Cho
CEO · Pointwealth Capital Management
📍 Encino, CA
Visibility Score67/100
SC✓ VERIFIED
Sathya Chey
Managing Partner · Arise Private Wealth
Visibility Score67/100
SS✓ VERIFIED
Sean Sun
President & Managing Partner · Maridea Wealth Management
📍 Brooklyn, NY
Visibility Score75/100
SM✓ VERIFIED
Shalina Martos
CFP, CIMA, CDFA · Martos Wealth Management LLC
📍 Bellevue, WA
Visibility Score59/100
SM✓ VERIFIED
Shikha Mittra
CFP, MBA · Retire Smart Consulting, LLC
📍 Princeton, NJ
Visibility Score75/100
ST✓ VERIFIED
Sivaparvati Thagirisa
MBA, Financial Advisor · Map to Your Wealth LLC
📍 Glen Oaks, NY
Visibility Score67/100
ST✓ VERIFIED
Sonya Thadhani Mughal
CEO · Bailard
Visibility Score59/100
SH✓ VERIFIED
Stanley Himeno-Okamoto
Founder & Financial Planner · DRS Financial Partners
📍 San Francisco, CA
Visibility Score75/100
SH✓ VERIFIED
Stephanie Huynh
CFP, CPA · Firebrand Wealth Management
📍 Short Hills, NJ
Visibility Score59/100
SK✓ VERIFIED
Sung Ko
Financial Planner · Prudential Advisors
📍 Atlanta, GA
Visibility Score75/100
SB✓ VERIFIED
Sweta Bhargav
CFP, CFA, CEPA · Adviso Wealth
📍 Princeton, NJ
Visibility Score67/100
TP✓ VERIFIED
Tan Phan
Founder & CEO, CFP · TAN Wealth Management
📍 San Francisco, CA
Visibility Score75/100
TU✓ VERIFIED
Terry Uyenthy Nguyen
Insurance & Financial Services Agent · TWFG Insurance
📍 Houston, TX
Visibility Score67/100
TT✓ VERIFIED
Thao Truong
Founder & Wealth Advisor · Anora Wealth
📍 San Marcos, CA
Visibility Score75/100
TH✓ VERIFIED
Timothy Huynh
CFP · Firebrand Wealth Management
📍 New York, NY
Visibility Score67/100
TW✓ VERIFIED
Ting Wang
CFP, MBA · Altfest Personal Wealth Management
📍 New York, NY
Visibility Score25/100
TW✓ VERIFIED
Tipiwa Walker
MBA, CFP · Lucre Advisory
📍 Brooklyn, NY
Visibility Score59/100
TT✓ VERIFIED
Tracy Tran
Farmers Insurance Agency Owner · Tracy Tran Farmers Insurance Agency
📍 Sacramento, CA
Visibility Score67/100
TN✓ VERIFIED
Tu Nguyen
CFP, EA · Sierra Pacific Private Wealth
📍 Pleasanton, CA
Visibility Score75/100
TK✓ VERIFIED
Tushar Kumar
Wealth Advisor · Twin Peaks Wealth Advisors
📍 Manhattan Beach, CA
Visibility Score67/100
VK✓ VERIFIED
Varun K. Marneni
CFP®, CEPA, President & CEO · CPC Advisors
📍 Atlanta, GA
Visibility Score75/100
VS✓ VERIFIED
Vicki Schultz
CFP, MBA · Schultz Financial Group, Inc.
📍 Orange County, CA
Visibility Score59/100
VP✓ VERIFIED
Vid Ponnapalli
MS, CFP, EA · Unique Financial Advisors
📍 New York, NY
Visibility Score67/100
VK✓ VERIFIED
Vishal Kumar
Wealth Advisor · Twin Peaks Wealth Advisors
📍 San Francisco, CA
Visibility Score67/100
VS✓ VERIFIED
Vrishin Subramaniam
Founder & Financial Planner · CapitalWe
📍 Arlington, VA
Visibility Score67/100
W"✓ VERIFIED
Wei "Rena" Wang
MBA, MS, Financial Advisor · Abacus Financial Strategies
📍 Houston, TX
Visibility Score67/100
WW✓ VERIFIED
Wei Wei
MBA, CFA®, Associate Financial Advisor · Abacus Financial Strategies
📍 Houston, TX
Visibility Score67/100
WK✓ VERIFIED
William Kan
CFP, CFA · Candent Capital, LLC
📍 San Francisco, CA
Visibility Score67/100
WS✓ VERIFIED
Winnie Sun
Managing Director & Founding Partner · Sun Group Wealth Partners
📍 Irvine, CA
Visibility Score59/100
XW✓ VERIFIED
Xin Wang
PhD, CFP®, AEP®, Founder & Financial Advisor · Abacus Financial Strategies
📍 Houston, TX
Visibility Score67/100
ZL✓ VERIFIED
Zhi Li
CFP · Twelve Two Capital
📍 Brooklyn, NY
Visibility Score75/100