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Virginia Financial Planners

Kenneth Antonio Rubio, CFP®
UBS Financial Services
8045 Leesburg Pike
Ste 700
Vienna, VA 22182-2737
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(703) 734-8485

Compensation Method: None Provided
Minimum Investable Assets: $100,000
Languages: Portuguese, Spanish, English

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, LGBT Individuals and Couples
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Lonnie J. Broussard, CFP®
Financial Designs of VA
5041 Corporate Woods Dr
Ste 240
Virginia Beach, VA 23462-4375
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(757) 473-9022

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

Specialties: Divorce Issues
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Stacy L. Long, CFP®
NTrust Wealth Management
780 Lynnhaven Pkwy
Ste 190
Virginia Beach, VA 23452-7351
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(757) 301-8520

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
[divider]
Donna M. Wood, CFP®
Wood Smith Advisors LLC
3841 Clifton Manor Pl
Haymarket, VA 20169-2439
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(703) 753-8222

Compensation Method: Fee Only
Minimum Investable Assets: $150,000
Languages: English

Specialties: Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning
[divider]
Michael J. Hayes Jr., CFP®
AXA Advisors, LLC
107 Amelia St
Fredericksburg, VA 22401-3801
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(540) 604-5690

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Employee and Employer Plan Benefits, Estate Planning
[divider]
Anthony James Tenorio, CFP®
Edward Jones
10619 Jones St Ste 201A
Fairfax, VA 22030-7509
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(703) 273-2390

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: Arabic, English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
[divider]
C. Mark Gurley, CFP®
Ameriprise Financial
3201 Jermantown Rd Ste 575
Fairfax, VA 22030-2874
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(703) 273-2937

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

Specialties: Comprehensive Financial Planning, Divorce Issues, Retirement Income Management, Retirement Planning, Wealth Management
[divider]
Brock T. Jolly, CFP®
Capitol Financial Partners
8000 Towers Crescent Drive
Suite 1070
Vienna, VA 22182
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(703) 424-2401

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
[divider]
David Lee Zimmer, CFP®
David L Zimmer CPA PC
One Columbus Ctr
Ste 600
Virginia Beach, VA 23462-6760
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(757) 490-7824

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

Specialties: Charitable Giving, Cross-Border Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
[divider]
Cheryl A. Witman, CFP®
Culler Witman Finl Advisors
3911 Old Lee Hwy
Ste 43B
Fairfax, VA 22030-2434
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(703) 219-2552

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, General Financial Planning, Retirement Planning, Tax Planning
[divider]
Jeffrey S Geraci, CFP®
Intervest International, Inc
1120 Lamorelle Court
Virginia Beach, VA 23452
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(757) 349-6765

Compensation Method: Commission and Fee
Minimum Investable Assets: $150,000
Languages: English

Specialties: Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, General Financial Planning, Government and Military, Insurance Planning
[divider]
Lee F. Brooks, CFP®
Ameriprise Financial Services
1017 2nd St SW
Roanoke, VA 24016-4436
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(540) 981-0657

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
[divider]
Janet M. Hroncich, CFP®
Morgan Stanley Smith Barney
1650 Tysons Blvd Ste 1000
McLean, VA 22102-4857
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Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Government and Military
[divider]
Michael R. Anliker, CFP®
Anliker Financial Management, LLC
5348 Twin Hickory Rd
Glen Allen, VA 23059-5682
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(804) 237-6044

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

Specialties: Asset Allocation, Divorce Issues, Investment Management, Investment Planning, Long-Term Care, Retirement Planning, Tax Preparation
[divider]
Michael R. Jones, CFP®
JSW Financial
1995 South Main St
Suite 903
Blacksburg, VA 24060-6637
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(540) 961-6706

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits
[divider]
Jeffrey W. Schenkel, CFP®
Northwestern Mutual Financial
10306 Eaton Pl Ste 420
Fairfax, VA 22030-2224
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(703) 622-3000

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning
[divider]
Richard A. Levy, CFP®
Levy & Associates, PC
3930 Walnut Stree
Suite 210
Fairfax, VA 22030-7506
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(703) 218-4100

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

Specialties: Accounting, Comprehensive Financial Planning, Divorce Issues, Education Planning, General Financial Planning, Government and Military, Retirement Planning
[divider]
Robert M. Salter, CFP®
SALTER & ASSOCIATES, P.C.
222 Central Park Ave Ste 1040
Virginia Beach, VA 23462-3028
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(757) 962-3666

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

Specialties: Accounting, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
[divider]
John T Orlando, CFP®
Financial Security Advisory, Inc.
575 Lynnhaven Parkway
Suite 310
Virginia Beach, VA 23452-7350
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(757) 431-1414

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
[divider]
Mark O. Flaherty, CFP®
Virginia Asset Mangement
Virginia Asset Management, LLC
150 Boush Street, Suite 202
Norfolk, VA 23510-1626
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(757) 955-8492

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Comprehensive Financial Planning, Divorce Issues, Government and Military, Investment Planning, Life Transitions, Retirement Planning

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