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Qualifications of Financial Advisor in Cumming

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Financial Advisors in Cumming, Georgia
Financial Advisor Office Location Phone Number
David Fountain, CFP®,
Fountain Financial Advisors
407 East Maple Street, Suite 303,
Cumming, GA  30040
(770) 627-2121
Roy Larsen CFP®, AAMS®,
Larsen Wealth Management
3550 Beaver Cove Rd,
Cumming, GA  30041
(678) 456-8138
Bruce Alden,
Financial Engines Advisors, LLC
869 North Main St.,
Alpharetta, GA  30004
(678) 691-8500
Sam Evans MBA, CFA,
Evans Wealth Management
6340 Sugarloaf Parkway,
Duluth, GA  30097
(770) 828-8303
Rose Niang,
Financial Engines Advisors, LLC
1680 Mall of Georgia Boulevard,
Buford, GA  30519
(678) 714-4900
Kevin Garrett, AWMA, CFS,
Integrated Financial Group
200 Ashford Center North,
Atlanta, GA  30338
(770) 353-6311
Widmark Cano,
Financial Engines Advisors, LLC
3355 Lenox Rd, Suite 950,
Atlanta, GA  30326
(404) 814-5267
Alan McKnight,
Kays Financial Advisory Corporation
200 Galleria Parkway SE, Suite 1150,
Atlanta, GA  30339
(770) 951-9001
Bruce Alden,
Financial Engines Advisors, LLC
3051 Akers Mill Rd,
Atlanta, GA  30339
(770) 419-8989
Widmark Cano,
Financial Engines Advisors, LLC
100 Hartsfield Centre Parkway,
Atlanta, GA  30354
(404) 814-5267

Information on Qualified Financial Advisors in Cumming

Qualifications CRD# 2367858
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 407 East Maple Street, Suite 303,
Cumming,
GA 
30040
Phone Number (770) 6272121

David brings more than 25 years of professional financial planning and investment management experience. He earned a Bachelors of Science degree from Palm Beach Atlantic University in Florida. In 2000, David earned the Certified Financial Planner (CFP®) designation from the College of Financial Planning in Colorado. He is also a firm believer of Dave Ramsey and his biblically based curriculum of managing your money, he is on of Dave Ramsey's SmartVestor Pro and is also a graduate of the The Legacy Journey by Dave Ramsey. In 2016 and 2013 David received the Five Star Wealth Manager Award from Five Star Professional, and more recently was voted 2018 Best Financial Planner and 2016 Best Investment Company of Forsyth County. David has quite a passion for his profession and continues his focus today in helping individuals and families realize their dreams. He is proactive and has a hands-on approach while creating tailored objective solutions for his clients. While not on the job, David really enjoys the outdoors and seeing the world that God has provided for us especially with his family! He has been married to Kim for 22 years, and has two beautiful teenage girls Ashley and Megan, and Samantha their furry Golden Retriever. Ashley is a Junior at Wake Forest University in North Carolina, and Megan is a Senior here at North Forsyth High School. David has enjoyed the Rotary club, Leadership Forsyth, Abba House, Mentor Me, Meals by Grace and his small group with Browns Bridge Church.

About Fountain Financial Advisors

Our mission is to provide value to your overall financial picture. Finances affect every aspect of our lives, so we work diligently to build a personal relationship with you and to understand your unique situation. With over 70 years combined experience, you can feel secure that our team will be able to provide you with unbiased guidance that adheres to the fiduciary standard. We walk you through our simplified, yet detailed, process to develop a customized plan to help you reach your financial goals. We believe our approach adds a broader perspective to all we do and provides you with peace of mind that comes from having a plan and an experienced team in your corner. Changing to a career you love? Retiring early? Not depending on your kids for support? Being outrageously generous to those in need? Financial Freedom is more than just being debt-free and able to cover your expenses. It?s about doing what you want to do. Let us help you develop a strategy to meet your goals. Having a plan and working with an advisor can help keep you accountable ? and take the emotion out of financial decision making. With a combined 70+ years of experience, we have seen market swings and helped clients through family crises. We would love to partner with you to help you leave a legacy.​



Qualifications CRD# 4241890
FirmCRD# 169482
Series 7, 24, 31, 63, 66

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 3550 Beaver Cove Rd,
Cumming,
GA 
30041
Phone Number (678) 4568138

Roy Larsen founded Larsen Wealth Management, LLC in late 2005 with a very clear vision of the kind of firm he wanted to create. After years at a typical Wall Street firm which stressed selling products and shareholder value, Roy first wanted to take the emphasis off of selling products; and second off of the multiple interests of the public company. Thus, Larsen Wealth Management was born offering fee-only arrangements which focus on the client only and their very specific issues and needs. Roy graduated from Temple University and received his BS in Business Administration. He has concentrated his post-secondary education on the issues and needs of retirees earning designations from the Certified Financial Planner Board of Standards as a Certified Financial Planner ™ and the College for Financial Planning as an Accredited Asset Management Specialist (AAMS). A resident of Cumming, Georgia for 19 years, Roy is active in his community. He is past chairman of the Forsyth County Chamber of Commerce Ambassador program and a past member of the Board of Directors for Leadership Forsyth. Roy also served the Citizens Review Panel for the Forsyth County Juvenile Court. Currently he volunteers for the Atlanta Food Bank each month. Roy also is on the Board of Temple University Georgia. In his free time Roy enjoys being a great Dad to his two lovely daughters, plays adult baseball and acts occasionally in feature films.

About Larsen Wealth Management

What if you could get a premium service and tools without the premium price? This is one of the many advantages of working with Larsen Wealth Management. We specialize in what we call "Irreplaceable Capital". The typical client profile at Larsen Wealth Management is someone around the age of 50 or older who has accumulated, received or will be receiving a lump sum through retirement, inheritance, a business sale or a divorce. Our clients value a holistic approach to financial planning for all of life's chapter 2 issues such as wealth preservation, growth, harvesting and income strategies, social security optimization, budgeting, healthcare, tax minimization along with trust and estate planning. We seek to exceed expectations through superior service, value added complimentary tools, communication and education. Roy Larsen, CFP®, AAMS® is an independent acknowledged fiduciary and a Certified Financial Planner™ practitioner. Larsen Wealth offers customized, unbiased disciplined investment solutions and financial plans.



Qualifications CRD# 1728886
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 869 North Main St.,
Suite 202,
Alpharetta,
GA 
30004
Phone Number (678) 6918500

"Joined Financial Engines in 2016. Began his career in the financial services industry in 1995. Successfully completed the Series 3, 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Married to Linda. They have four children: Lauren, Kirsten, Nate, and Nick. Bruce enjoys golfing, hunting, shooting, and camping."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5715560
FirmCRD# 151640

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 6340 Sugarloaf Parkway,
Suite 200,
Duluth,
GA 
30097
Phone Number (770) 8288303

After experiences with several different advisors for his own finances, Sam Evans noticed the need for a different type of approach—one that allows advisors to serve clients rather than corporate interests. In response to this, Sam established Evans Wealth Management, a fee-only financial advisory firm that does something simple yet astonishingly rare: treats people the way he wanted to be treated. This involves listening, staying attuned to the needs and objectives of clients, and being proactive to ensure meeting them in time. By definition, this helps clients steer clear of the regret of succumbing to sales tactics used daily by other advisors to peddle unnecessary products. Instead, Sam spends the time to understand his clients, which enables personalized guidance to navigate the maze of financial options, without sacrificing freedom of choice or ambition. Sam knew he wouldn’t be able to place a client’s interests above the corporation’s at a large firm. At Evans Wealth Management, he’s found a way to deliver high-quality financial guidance with a personalized touch, while staying loyal to those he serves. Looking for an experienced, trustworthy financial advisor that works in your family’s best interest, without exception? Get in touch with Evans Wealth Management today.

About Evans Wealth Management

Driven solely by client goals, Evans Wealth Management keeps you on track toward your success—no hype, no sales pitches, no pressure. You may have a laundry list of questions about your money, and how to handle it moving forward. As an independent, relationship-driven, fee-only advisory firm, Evans Wealth Management knows that the answers to these questions don’t lie in high-cost products with overly optimistic growth projections. Through objective financial guidance and proactive wealth management, we help you leverage your finances as the tool they’re intended to be: for happiness, success, peace of mind, and a confident future. You Point, We’ll Drive Your long-term success is the destination, your money the vehicle. At Evans Wealth Management, we approach our relationship differently. By understanding your story, aspirations, and preferences, we identify opportunities you may not see for yourself, agree on a way forward, and keep you on track, making changes when necessary along the way. Acting in your family’s best interests, we empower you to pursue your short- and long-term financial goals on your own terms. We’re not just another financial advisory firm. We’re a new breed—one whose service will never leave you wondering if your account is a priority. No pressure, no obligation. Call us today at (770) 828-8303 for a free consultation, and experience the Evans difference for yourself.



Qualifications CRD# 5273712
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1680 Mall of Georgia Boulevard,
Suite 1735,
Buford,
GA 
30519
Phone Number (678) 7144900

Joined Financial Engines in 2013. Began her career in the financial services industry in 2009. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Master's degree in Human Resource Management and Bachelor's degree in Finance from Rutgers Business School. Married to Abdoulaye. They have two children: Bocar and Sidy. Rose enjoys cooking, yoga, and Pilates.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5215443
Series 7, 31, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 200 Ashford Center North,
Suite 400,
Atlanta,
GA 
30338
Phone Number (770) 3536311

After 20 years in numerous leadership positions in both public and private companies, I decided to use my experience and desire to positively impact people's lives in a more personal way. It started with the birth of my first child, which drove home the importance of planning for the future. That key life event, along with watching one of my family members struggling due to poor financial decisions, made me realize how important financial planning is and how it can affect people's lives both positively and negatively. I saw a real need to provide unbiased client-first advice in a world full of self-serving sales people offering products and services that were not always in the client's best interest. I specialize in assisting executives and business owners, with an emphasis on the unique needs and challenges that women and professional athletes face in today's world. Prior to joining Integrated Financial Group, I was a Partner, COO and Head of the Financial Planning Department at another Atlanta-based firm. I also worked at Morgan Stanley Wealth Management Services as a Financial Advisor. On the personal front, I've been blessed to have the ability to visit the world. Seeing how other societies live provides me important perspective around the concept of not just living to work but rather to use work and the income it creates to live the life that we want. I am not working with my clients, I spend time as a partner, mentor and father.

About Integrated Financial Group

As a national media recognized LPL Financial Advisor and Partner in one of the largest financial planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies around pursuing his clients' goals and dreams for themselves and their families before and during retirement. He specializes in assisting people who find themselves in a life event that is financially impacting their lives such as divorce, death of a spouse, pending retirement, inheritance, stock option grants and employment contracts. We work often with women who are dealing with challenges in their lives, as well as the unique needs of sports and entertainment professionals. Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive Compensation, Risk Management



Qualifications CRD# 2430270
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 3355 Lenox Rd, Suite 950,
Atlanta,
GA 
30326
Phone Number (404) 8145267

Joined Financial Engines in 2015. Began his career in the financial services industry in 1994. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Bachelor's degree in Hospitality Management from Florida International University. Married to Jenny. They have three children: Rafael, Cheyenne, and Kendal. Widmark enjoys movies, exercising, concerts, and traveling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 105873
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 200 Galleria Parkway SE, Suite 1150,
Atlanta,
GA 
30339
Phone Number (770) 9519001

* Alan is Vice President and Principal in charge of Client Relations working in the areas of Retirement Planning, Investment Planning, Insurance Panning, Tax Planning and Estate Planning. * He is CERTIFIED FINANCIAL PLANNER Practitioner and has an earned MBA in Finance. He is currently pursuing a Doctor of Business Administration in Finance from the University of Florida and is doing research in Securities Analysis, Investments and Investor Behavior. * He is also an adjunct faculty member teaching Personal Financial Planning, Securities Analysis, Corporate Finance, Managerial Finance, Mergers and Acquisitions, Derivatives as well as Banking and Management of Financial Institution.

About Kays Financial Advisory Corporation

Kays Financial Advisory Corporation (KFAC) is a fee-only wealth management firm located in North Atlanta, Georgia, at the Cobb Galleria Center. Founded in 1985, the firm provides full-time money management and comprehensive financial planning services to individuals and families. We have designed our services to grow, protect, and conserve clients' wealth by delivering a high level of personalized service and expertise. We exist to help our clients make smart decisions about their money to achieve their financial goals. Our firm offers: Highly educated, credentialed and experienced advisors A big picture approach to personal finances A system of client review meetings A team approach to working with clients A transparent and fair fee structure Tax planning advice Integration of estate plans with your financial plan Expertise in retirement distribution and long term care planning Ongoing client communication through meetings, e-mails, client seminars and our weekly radio show Smart Money



Qualifications CRD# 1728886
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 3051 Akers Mill Rd,
Suite 110,
Atlanta,
GA 
30339
Phone Number (770) 4198989

"Joined Financial Engines in 2016. Began his career in the financial services industry in 1995. Successfully completed the Series 3, 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Married to Linda. They have four children: Lauren, Kirsten, Nate, and Nick. Bruce enjoys golfing, hunting, shooting, and camping."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2430270
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 100 Hartsfield Centre Parkway,
Suite 500,
Atlanta,
GA 
30354
Phone Number (404) 8145267

Joined Financial Engines in 2015. Began his career in the financial services industry in 1994. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Hospitality Management from Florida International University. Married to Jenny. They have three children: Rafael, Cheyenne, and Kendal. Widmark enjoys movies, exercising, concerts, and traveling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Cumming, Georgia
One Source Advisory Services Atlanta, GA
Holland Financial Services, Inc Athens, GA