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7 top influential financial advisors

A financial advisor is an investment expert who primarily aims to provide financial guidance to clients. Such experts create and implement a tailored plan for one to pursue financial goals right from college until retirement. They also provide a host of financial services, including, but not limited to, income tax preparation, investment management, and estate planning. For more reliable guidance and advice, one can approach the country’s most influential and top-ranked advisors.

7 top influential financial advisors

Josh Brown, CEO, Ritholtz Wealth Management

He is a helping hand for people for investing and managing portfolios. He created TheReformed Broker blog which was ranked as the number one financial person to follow on social media by Barron’s, the Wall Street Journal and the TIME Magazine. Moreover he is a contributor on CNBC’s “The Halftime Report” and a columnist at Fortune Magazine. He wrote the books Backstage WallStreet, and Clash of the Financial Pundits. In addition to the post of CEO of Ritholtz Wealth Management, he is on the advisory boards of Riskalyze and Brightscope as well, which are two of the leading financial technology startups, to bring transparency and analytics to the investment business.

Michael Kitces, Partner, Director of Wealth Management, Pinnacle Advisory Group and Co-Founder

He started as a life insurance agent, and his first job helped him discover this thing called financial planning. He completed his master’s degree along with his CFP and a slew of other degrees. Curiosity about the subject led him to the launch of my advanced educational newsletter forfinancial planners called “The Kitces Report”, and the launch of this blog the Nerd’s Eye View.

Marguerita Cheng, CEO, Blue Ocean Global Wealth

Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. In the past, she worked as a spokesperson for the AARP Financial Freedom Campaign and a columnist for Kiplinger. The mission of Blue Ocean Global Wealth is to allow families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. Marguerita’s personal mantra is, “So many people pay out their health to attain wealth, and then have to spend their wealth to regain their health” (by A.J. Reb Materi), which has catapulted her to the list of top financial advisors.

Ted Jenkin, Co-CEO and “social media ninja”, oXYGen Financial

He dreamt of providing financial advice to X and Y generation, so he gave life to it by giving oxygen to it and thus oXYgen financial was born. oXYGen Financial helps the clients breathe easier about life’s concerns, and is the cost affordable modern-day family financial office for people in the X and Y Generation – hence the name oXYGen Financial. Ted also runs on the Your Smart Money Moves blog, Giggle Insurance, and is a section of the Shrimp Tank podcast.

Jeff Rose, CEO and Founder, Alliance Wealth Management

He is a certified financial planner and founder, and the CEO of Alliance Wealth Management. An Iraqi combat veteran, Rose served in the Army National Guard for nine years. He is the founder of GoodFinancialCents.com, recognized by Kiplinger’s as one of the “10 Top Money and Finance Blogs You Should Read in 2014”, and writer of “Soldier of Finance,” a book that combines his military background with his master financial-planning knowledge. He is also editor of LifeInsurancebyJeff.com. Jeff’s mission is to be the cause of you to take charge of your money and make ‘cents’ of your financial destiny.

Brittney Castro, CEO and Founder, Financially Wise Women

Brittney Castro is the founder and CEO of Financially Wise Women, a Los Angeles-based financial planning firm which has mission to teach women and couples in their 30s and 40s the art of organizing their money in the fun and easy way. Brittney works with hectic professional and the creative women and couples who are willing to make their finances work towards them and use their money to live the lives of their beautiful dreams. Brittney trust in making money management fun and enjoyable, and she’s famous for her innovative, non-judgmental and compassionate approach to financial planning. Her mission is to be with women to plan and to create the lives of their dreams, free from anxiety about cash.

Kirk Chisholm, Wealth Manager and Principal, Innovative Advisory Group Series 65

Since 1999, he has been providing wealth management favor to individuals, executives, entrepreneurs, and their families, as well as businesses and firms. He planned to develop long relationships with all of his clients. The benefits of working with him are patience and his ability to provide clear, easy way of explanations of all financial options. Innovative Advisory Group strives to reshape the wealth management occupation through revolution. This innovation provides a wide range of investment processes using both traditional and alternative investments, and is built ona strong base of risk management and due diligence. The firm has a top-down value-based approach to investing, which includes the investment experience with the extensive resources.

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