At Guide My Finances®, we understand that finding the right financial advisor is an important decision. Our team of experienced professionals is dedicated to helping you navigate your unique financial journey. Review our advisors' specialties below and schedule your initial consultation today.
Lily Fallah, ChSNC®
Dedicated to families with unique planning needs, Lily provides specialized guidance in these essential areas:
- Special needs financial planning
- Retirement accumulation and distribution planning
- Tax efficient retirement distribution
- Financial modeling for career transitions
- Investment management and portfolio design
- Stock compensation strategy
- Wealth accumulation strategy
- Education and College Planning
Chelsea Newell, CFP®, FBPS®
Drawing on her diverse experience, Chelsea provides specialized advice in:
- Retirement accumulation and distribution planning
- Real estate acquisition and management
- Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
- Tax mitigation strategies for business owners
- Investment management & portfolio construction
- Correcting negative behaviors and habits with money
- Business succession planning
- Wealth preservation and transfer
- Aligning philanthropic goals with financial planning objectives
Jacqueline D Adler, CFP®, CDFA®
Combining technical knowledge with empathy, Jackie helps clients navigate financial decisions in these key areas:
- Life transition planning for divorce and loss of spouse
- Tax-efficient retirement distribution planning
- Multi-generational wealth planning and family money conversations
- Financial modeling for career transitions
- Investment management and portfolio design
- Current and future real estate analysis
- Tax-efficient legacy planning and wealth transfer
- Retirement accumulation and distribution planning