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Certified Financial Planner (CFP) in Leawood, Kansas

Mike

Mike "Cy" Cajthaml Sr. is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). He is a retirement planning specialist and has been helping people with their dreams of a safe and secure retirement since 1986. Social Security Income Planning is a popular feature of the services offered. ...

Timothy Walla, CFP, Financial Advisor from Leawood, Kansas

We are an independent advisory team providing comprehensive fee-based wealth management services in Kansas City with a focus on portfolio management, retirement planning, and tax minimization strategy...

Mitchell Fiser, CFP®, Financial Advisor from Leawood, Kansas

We are an Accounting and Financial planning firm located in Lenexa KS. We have been in business for over 15 years serving the Kansas City Area and surrounding communities. We work primarily with sma...

Bud Kasper, Financial Advisor from Leawood, Kansas

As a financial advisor with over thirty years of experience, Bud's name and financial commentaries have appeared in CNNfn, BusinessWeek, USA Today, Financial Planning Magazine, Investment News, Ingram...

Stephen Stricklin, Financial Advisor from Leawood, Kansas

At Wise Wealth, we believe that financial peace results from having a financial plan. Our goal is to educate and equip our clients with wisdom so that they can form healthy financial habits and make w...

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Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only