Megan Brinsfield, CPA, CFP®

Megan Brinsfield

Director of Financial Planning

John Freemire, CFP®

John Freemire, CFP

Wealth Advisor

Sean F. Gates, CFP®, CLU, EA®

Sean F. Gates, CFP

Senior Wealth Advisor

Maxwell Hacker, CFP®

Maxwell Hacker, CFP

Wealth Advisor

Khwan Hathai, CFP®

Khwan Hathai, CFP

Wealth Advisor

Hali London, CFP®, ChFEBC

Hali London, CFP

Senior Wealth Advisor

Joe Perna, CFA, CFP®

Joe Perna

Senior Wealth Advisor

Michael Padilla

Michael Padilla

Wealth Consultant

Justin Rivera, CFA, CFP®

Justin Rivera, CFA, CFP

Wealth Advisor

Lydia Ruhlin, CFP®

Lydia Ruhlin, CFP

Wealth Advisor

Jennifer T. Goodwin

Jennifer T. Goodwin

Wealth Advisor

Cami Capasso

Cami Capasso

Client Experience Specialist

Emily Downie

Emily Downie

Client Experience Specialist

Trey Fernandez

Trey Fernandez

Client Experience Specialist

William Jenney

William Jenney

Client Experience Specialist

Michelle Leichtner

Michelle Leichtner

Client Experience Specialist

Cristina Munteanu

Cristina Munteanu

Client Experience Team Lead

Kevin Nguyen

Kevin Nguyen

Client Experience Specialist

Motley Fool Wealth Management’s most experienced financial planners talk about why they enjoy planning here. Each of them discuss a distinct financial planning topic, and how we help our clients in those areas. Sean, Joe, and Ross each work with a service team to serve their clients. Megan oversees the financial planning department and lends her expertise as needed.

Sean Gates, CFP®, CLU discusses Education Planning

 

Joe Perna, CFP®, CLU discusses Risk Management and Insurance

 

Megan Brinsfield, CPA, CFP® discusses Income Tax Planning

 

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