Find a Financial Professional
in Virginia

Tanina Frouge Linden

Financial Advisor

Futurity Capital LLC

Tanina Frouge Linden, CFP®, has worked in the financial industry for over twenty years. She began her career at Hambrecht & Quist LLC, first as a research analyst covering Specialty Pharmaceuticals, and then co-founded the healthcare investment-banking department with two colleagues. She has worked at two publically traded companies, one as the CFO. She was a Vice President & Senior Investment Officer at Princeton Capital Management for many years. Linden earned an AB in Economics from Middlebury College and a MBA in Finance from Northeastern University. She is a CFP® certificant and holds a Series 65 license. She is an avid equestrian and competes in the sport of Eventing.

Gordon E. Parker Jr.

Financial Advisor

Heritage Business Strategies

I grew up in a four-generation family business that didn't survive to my generation. Good planning, bad planning, divergent technologies, and independent pieces of legislation, are a number of things that drove the family business out. Because of this, I have spent the last 30 years working with business owners helping them make sure what happened to my family's business doesn't happen to them. As an Investment Adviser Representative for Eagle Strategies LLC, a Registered Investment Adviser, and as a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, I work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate. I also assist in insurance risk management, portfolio management, and most importantly having meaningful relationships with people that love their family, their community, and like to have fun.

Charles Roberts

Financial Planner

Financial Freedom Planners

How your passion for financial planning begin? After beginning my career with a major firm in financial services, it was apparent to me the industry was more interested in itself and sales rather than the client's well being. Over time I developed a solutions-based approach that was both better for the client with much better outcomes. In addition I began coursework at the College for Financial Planning to better my knowledge and skills. It gives me great joy to help clients create a framework to enable them to achieve their goals in life. What is your involvement and experience in the financial services industry? As an early CFP recipient, financial planning has been my compass in my long career as a practitioner and leader in financial services. In addition I have served on various regulatory bodies, such as what is now FINRA. What makes you different and unique as a financial planner compared to others? I was inspired by Sheryl Garrett, one of the pioneers in providing hourly or project-based services in financial planning. I joined the Garrett Planning Network coincidently with founding Financial Freedom Planners, and have never looked back. We are a mission-based firm dedicated to providing much-needed financial and investment planning services. Our unique business model was recently recognized by Forbes magazine, and we are one of 115 in the country of like-minded hourly professionals looking to make a positive difference in our client’s lives.

George Reilly

Financial Advisor

Safe Harbor Financial Advisors

George Reilly is among fewer than 5% of all Certified Financial Planners in the U.S. who also have a law degree. In addition to his J.D., he earned a Masters in Law degree from George Washington University School of Law with a specialization in income taxation and estate planning.Unlike many financial advisors who focus on investment management, George has a tax-focused practice, working with primarily pre-retirees and retirees. The financial planning needs of clients in this stage of life are more complex than those who are in the saving for retirement years. Planning for retirement income and financial independence must factor in tax issues and legal readiness. In addition to his tax background, George's estate planning experience gives Safe Harbor clients a truly unique holistic approach to their planning needs.

George Kamel

Financial Planner

Prudential

My focus is to help, advise and educate my clients to get where they want to be financially over their working and retirement years. Planning, retirement income, investments, protection, college savings and small business benefits are some of my areas of focus.

John Reed

Financial Advisor

New York Life

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.(757)-775-7333 999 Waterside Dr. Norfolk, VA 23510Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Colin Page

Oakleigh Wealth Services

We offer holistic financial planning and investment management service for a flat fee with no asset minimums. Like a good family doctor, we pride ourselves on being generalists when it comes to knowing a lot about a wide range of planning opportunities, but we become the specialist on you and your situation. We have expertise in tax planning, investment management, retirement planning (traditional or non-traditional), insurance needs, and estate planning. We serve primarily professionals and business owners, from young families through the retirement years.

David Marotta

Marotta Wealth Management, Inc.

A graduate of Stanford University, David John Marotta writes a weekly financial column and has been published or quoted on financial matters in many major publications including The Washington Post, The LA Times, The Miami Herald, Money Magazine, Dow Jones Newswire, Dow Jones MarketWatch, Financial Planning Magazine, and Investment Advisor Magazine.

Kelly is a Principal in the Virginia office. She excels at building strong client relationships and is responsible for actively managing client portfolios, developing investment strategy decisions, and supervising Associates in the Virginia office. Prior to joining Cerity Partners, Kelly served a...

Joe Montgomery is a Managing Director - Investments with Wells Fargo Advisors and is a CERTIFIED FINANCIAL PLANNER® practitioner. As an Accredited Investment Fiduciary® and a PIM® Portfolio Manager, he heads up The Optimal Service Group of Wells Fargo Advisors at the firm’s Williamsburg, Virginia of... One thing I want my clients to know about me is: Enjoy stand-up paddle boarding in the ocean and being with the dolphins.

I’m Rusty Vernon, Founder and Lead Wealth Advisor at Vernon Management Group. With nearly 30 years of experience in financial planning and investment management, I founded VMG in 1996 with a steadfast commitment to putting my clients’ interests above all else. As a fee-only fiduciary advisor based i... One thing I want my clients to know about me is: As a fee-only fiduciary, my legal and ethical obligation is always to put your best interests first. We don't sell products, work on commissions, or answer to sales quotas—our only priority is helping you protect and grow your wealth. When you work with VMG, you aren't handed off to junior associates; you are working directly with a family-owned firm that is genuinely invested in your family's long-term success.

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... One thing I want my clients to know about me is: I love helping others and take great pride in working with multiple generations within the same family

Joe is a fee-only financial advisor at Bay Capital Advisors, LLC, located in Virginia Beach, VA. He is a Navy veteran who served throughout the United States and overseas. His assignments were aboard submarines and on staffs that took him around the world where he was exposed to a wide variety of ... One thing I want my clients to know about me is... I'm a terrible golfer and everytime I play I question my judgement!

Trusworthy, knowledageable, and reliable. Our team, Calliott, Demeter & Harrell Investment Advisors, provides custom tailored investment guidance, retirement planning, and comprehensive wealth management for individuals, families, and institutions across the United States. Our team of six has more ...

A dedicated financial planning professional focused on helping individuals and families make confident, informed financial decisions. He works closely with clients to simplify complex financial matters and build personalized strategies designed to protect, grow, and efficiently transfer wealth. Jac... [One thing I want my clients to know about me is:] I treat their financial life with the same care and responsibility as I would my own family's. My goal isn't just to manage money—it's to help clients make confident decisions and build long-term financial security.

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective ... One thing I want my clients to know about me is... I adopt a creative, outside-the-box approach when assisting my clients

I have spent over 30 years helping business owners and corporate executives navigate the complexities of wealth concentration. I have attained the experience, and a level of education required to help clients implement their monetization strategies. As a Certified Exit Planning Advisor and Managing... One thing I want my clients to know about me is... I'm fortunate to work alongside a team of specialists, each bringing expertise to deliver comprehensive, tailored solutions for our clients.

I’m a seasoned financial industry professional with a deep passion for my colleagues and the people I serve. As a devoted father of four incredible children—a daughter and three sons—I reside and actively contribute to the vibrant community of Abingdon, Virginia. Beyond my professional life, I’m d... One thing I want my clients to know about me is... I believe that financial advice is personal; I’m here to listen first, then guide you based on what truly matters to you. Always available when clients need me - your financial success is my primary focus