Financial Planning

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. Amanda, 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.

Amanda Kish, CFA, CFP® discusses Investment Planning


Sean Gates, CFP®, CLU discusses Education Planning


Ross Anderson, CFP® discusses Retirement Planning


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


Megan Brinsfield, CPA, CFP® discusses Income Tax Planning


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