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Financial Advisors
Melissa Tosetti of The Savvy Life teams with Financial Advisors offering day-to-day financial education and counseling to their clients.  The following is a directory of advisors that currently work with Melissa.


Alexey Bulankov, CFP®, ChFC®, CLU®, EA PDF Print E-mail
McCarthy Asset Management, Inc.
3 Lagoon Drive, Suite 155
Redwood Shores, CA 94065
(650) 610-9540
 
McCarthy Asset Management, Inc. is a full service, CPA-based investment advisory firm providing portfolio management and financial planning services”.
 
Thomas W. Drouin, CFP® PDF Print E-mail
Ameriprise Financial
818 Stewart Street,Suite 1220
Seattle, WA 98101
(206) 926-5344
 
Thomas Drouin’s areas of focus are Women’s Financial Strategies, Retirement and Estate Planning Strategies.
 
Sean Fair, CRPC®, AAMS®, Partner, Private Wealth Advisor PDF Print E-mail
Waymark Wealth Management LLC
Westboro Executive Park
110 Turnpike Rd., Ste. 114
Westborough, MA 01581
(508) 621-5621(508) 621-5621(508) 621-5621
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
 
Waymark Wealth Management is a Values Driven Company. Our team’s core values are: Integrity, Helping Others, Excellence, Innovation, Loyalty. 
 
Bob Jamieson PDF Print E-mail
Ameriprise Financial
818 Stewart Street, Suite 1220
Seattle, WA 98101
(206) 281-7250
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Bob Jamieson’s areas of focus are Retirement Planning Strategies, Investments, Wealth Preservation Strategies and Retirement Plan Distribution.
 
Margaret A. Kulyk, CRPC® PDF Print E-mail
Maggie Kulyk and Associates
A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
2786 N. Decatur Road, Suite 260
Decatur, GA 30033
(404) 294-8280(404) 294-8280
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Steve McCarthy, CPA, CFP PDF Print E-mail
McCarthy Asset Management, Inc.
3 Lagoon Drive
Suite 155
Redwood Shores, CA 94065
(650) 610-9540

 
McCarthy Asset Management, Inc. is a full service, CPA-based investment advisory firm providing portfolio management and financial planning services.
 
Timothy B. Rohlfing, CFP® PDF Print E-mail
Rohlfing & Associates, An Ameriprise Platinum Financial Services® practice
Ameriprise Financial Services, Inc.
1710 Jet Stream Drive, Suite 205
Colorado Springs, CO 80921
(719) 599-7431(719) 599-7431
 
Timothy Rohlfing's areas of focus are Charitable Giving, Saving for Education, Tax Planning Strategies, Investments, Retirement Planning Strategies, Retirement Income Strategies and Estate Planning Strategies.
 
 
Greg Rupert, CFP® PDF Print E-mail
Ameriprise Financial
818 Stewart Street, Suite 1220
Seattle, WA 98101
(206) 528-2613
 
Greg Rupert’s areas of focus are Retirement Income Strategies, Investments, Education Planning, Retirement Planning Strategies, Retirement Plan Distribution and Saving for Education.  
 
Michael Scott, CRPC®, Managing Partner, Private Wealth Advisor PDF Print E-mail
Waymark Wealth Management LLC
Westboro Executive Park
110 Turnpike Rd., Ste. 114
Westborough, MA 01581
(508) 621-5621(508) 621-5621(508) 621-5621
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
 
Waymark Wealth Management is a Values Driven Company. Our team’s core values are: Integrity, Helping Others, Excellence, Innovation, Loyalty.
 
Brendan D. Sheehan, MSFP, CFP®, Partner, Private Wealth Advisor PDF Print E-mail
Waymark Wealth Management LLC
Westboro Executive Park
110 Turnpike Rd., Ste. 114
Westborough, MA 01581
(508) 621-5621(508) 621-5621
 
Waymark Wealth Management is a Values Driven Company. Our team’s core values are:Integrity, Helping Others, Excellence, Innovation, Loyalty.
 
Sandra Wales, MBA, CMA, CFP® PDF Print E-mail
Wales Investments
2055 Junction Avenue,  Ste. 100
San Jose, CA  95131
(408) 944-9176

Wales Investments is a comprehensive Wealth Management Company.  We offer financial planning, investment management and tax preparation.  We specialize in Corporate retirement, executive stock options, retirement in general and divorce planning. 

 


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