Hi, I’m Charlie! Here is more about my firm Focused Up Financial
I traveled a unique path to the financial ...
Find Qualified Catholic Financial Advisors
As Catholics, we have an obligation to be good stewards of our financial lives. Areas like debt, prudent use of income, investing, and even choosing your path to wealth, are all areas that should be viewed from a Catholic perspective.
Our world is constantly changing. Financial planning from a Catholic worldview requires study and some thought-leadership from serious Catholics in the finance profession.
This advisor network was created to help you connect with those Catholic financial professionals.
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Simple Wealth was born out of the question, how should younger men invest and build a financial foundation? My ...
As a wealth advisor, my mission is to lead my clients to financial freedom in a way that is consistent with their ...
I am a Certified Financial Planner® and owner of Wentworth-Baer Wealth Management, a fee only Registered ...
In June 2015, James joined the Griggers Wealth Management team part-time as a Client Services Representative. ...
I can help you invest in companies that align with Catholic social teaching. It is possible to grow your wealth ...
Ben Martinek founded Bona Fide Finance, Latin for “in good faith.” He and his team promise to prepare each client ...
For nearly 30 years, Don has dedicated his career to building financial solutions that reflect the values, ...
Practicing in financial services since 2014, I focus on working with business owners, retirees, public safety ...
Bob is President and Founder of Knode Wealth Management and has over two decades of experience. Bob graduated from ...
Howdy,
I help families and individuals gain clarity and peace with their finances through holistic, fiduciary ...
Joe Petry, Ph.D., CFP®, CRPC®
Passionate hooper, hiker, and dog lover who founded Mayfair Financial.
• Ph.D. ...
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