Directory Category: Financial Planner/investment Manager

Financial Planner/investment Manager

Bocinsky, James
Title(s):
Vice President
Company Name:
Bernstein Private Wealth
Houston, Lori
Title(s):
Senior Vice President
Company Name:
Whittier Trust Company
Kang, Hoon
Title(s):
Financial Advisor
Company Name:
Cultivant LLC.
Business Email:
Credentials, Professional Designations:
CPA, CFP®, ChFC, CLU
Waclawik, Chris
Title(s):
Wealth Advisor
Company Name:
Merriman, LLC
Business Email:
Credentials, Professional Designations:
CFP®, AFC®
Whitaker, Dan
Title(s):
Principal
Company Name:
Dan Whitaker Consulting
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