Mary E. Zimmerman, CFP®, RLP®
PATH Financial Strategies, LLC
1421 N. Butte Ave.
Chandler, AZ 85226
Phone: 480/664-6008
Fax: 480/664-6009
maryz1@cox.net

Raymond J Arata III,RLP®, Business Coach
Shirlaws (USA), Inc.
1797 Union Street
San Francisco, CA 94123
Phone: 415-346-6650
RArata@shirlaws.biz

Edna Burr, CFP®, RLP®
Sterling Financial 1111 1111 Civic Dr., Suite 330 
Walnut Creek, CA 94596
Ph: 925-932-7733 eburr@royalaa.com

Rich ChambersCFP®, RLP®
240 Menlo Oaks Drive
Menlo Park, CA 94025
Phone: 650-323-4706
Training: 5-Day
richc@feesonly.com
www.feesonly.com
Member: NAPFA

William Cuthbertson, MBA, CFP®, RLP®
The Fiscalis Group, Inc. 
30320 Rancho Viejo Road, Suite 100 
San Juan Capistrano, CA 92675 
Phone: 949.429.5995 
Fax: 949.429.5996 
William@TheFiscalisGroup.com
Member: NAPFA

Daniel Gensler MS, CFP®, RLP®
The Gensler Group
830 I. Avenue
Coronado, CA 92118
Phone: 619-554-1300
Fax: 619-554-1399
dan@genslergroup.com
www.genslergroup.com

Christopher J. Olsen CFP®, RLP®
Olsen and Associates
431 S. Ham Lane, Suite A
Lodi, CA 95242
Phone: 209-367-8700
christopher.j.olsen@ampf.com

Steven Shagrin JD, CFP®, RLP®
Planning For Life
1141 Roxie Lane
Walnut Creek, CA 94597-1806
Phone: 925-949-3938
shags@planningforlife.info
www.PlanningForLife.info

Marty Valente MS, MBA. RLP®
Pathfinder Life Planning
4120 Lusk Street
Oakland, CA 94608
Phone: 510-923-9543
martyjvalente@yahoo.com

Mary Kay Wright, RLP®
Ameriprise, Inc. 
2233 Olympic Blvd
Walnut Creek, CA 94595 
Phone: 925-952-9810 
Fax: 925-952-9806 
mary.k.wright@@ampf.com

Jason Maples CLU, CHFC, CFP®, RLP®
Strategic Financial Partners
2000 South Colorado Blvd., Tower One, Suite 9000
Denver, CO 80222
Phone: 303-512-2900
Fax: 303-512-2996
jmaples@HTK.com
www.sfpcolorado.com

Beth Jones, RLP®, Financial Consultant
Third Eye Associates, Ltd
1629 K Street NW, Suite 300
Washington, DC 20006
Phone: 202-667-2266
Fax: 845-853-1491
bjones@thirdeyeassoc.com

Deborah Wiggin, CFP®, RLP®
2530 N. Federal Highway
Fort Lauderdale, FL 33305
Phone: 954-390-6191
mwafin@bellsouth.net

Ronald J. Savarese, RLP®
Senior Vice President -
Investments Senior Retirement Planning Consultant
UBS Financial Services Inc.
3455 Peachtree Rd., NE, Suite 1700
Atlanta, GA 30326
Phone: 404-760-3023
Fax: 404-760-3018
ronald.savarese@ubs.com

Michelle Maton, CFP®, RLP®, EA
303 W. Erie, STE 311
Chicago, IL 60654
Phone: 312-664-4090
michelle@aequuswealth.com
www.aequuswealth.com

Kevin C. McGirr, CFP®, CPA, RLP
210 East Pearson St., 4-A Chicago, IL 60611 
Ph: 312-266-1559 
Fax: 312-896-5152 
Kevin@McGirrFinancial.com
www.McGirrFinancial.com

Phil Dyer CFP®, RLP®, Chief Financial Educator
Dyer Financial Advisory
100 West Road, Suite 300
Towson, MD 21204
Phone: 866-737-5269 (toll-free)
Phone: 410-692-9000
Fax: 866-227-2586
pdyer@pdfinancial.com
www.pdfinancial.com
Member: NAPFA, Garrett

Chris Dowley RLP®
Dowley & Company Inc.
22 School Street #5
Marblehead, MA 01945
Phone: 781-631-4100
Fax: 781-631-4738
cdowley@dowleyandco.com

Oleg Gorelik, CFP® , ChFC, CLU, CIMA,RLP®
Sheehan Gorelik                                    
35 Braintree Hill Park, Ste 105 
Braintree, MA 02184
Ph: 781-535-6786
Cell:  646-284-8786
Fax:  781-843-5949
oleg.gorelik@gmail.com

Linda N. Homsey, CFP®,RLP®
Freya Financial Services
9 Manchester Rd.
Winchester, MA 01890
Phone: (781) 756-9992
freyafs@aol.com

Karen Hunold, PhD, JD, RLP®
President
PowerPlan Inc
276 Washington St. #243
Boston, MA 02108
USA
617-879-6229
hunold@powerplan.biz
www.powerplan.biz

John Napolitano CFP®, CPA, PFS, RLP®
U.S. Wealth Management LLC
139 Wood Road
Braintree, MA 02184
Phone: 781-849-9200
Fax: 781-849-0677
jnap@uswealthcompanies.com
http://www.uswealthcompanies.com

Daniel D. Sheehan, CFP®, RLP®
Sheehan Gorelik                             
35 Braintree Hill Office Park, Suite 105
Braintree, MA 02184                                
Ph:  781-843-8400                                  
Fax:  781-843-5949    
dansheehan@msn.com

Dan Boyce, CFP®, RLP®
Center for Financial Planning, Inc
40 Oak Hollow Street, Suite 125
Southfield, MI 48033
Ph: 248-948-7900
Fax: 248-948-1008
daniel.boyce@raymondjames.com
www.CenterFinPlan.com

Sam Hull CFP®, RLP®
Northstar Financial Planning, Inc
One Commons Drive, Unit 10, Bldg B
Londonderry, NH 03053
Phone: 603-216-9226
sam@northstarfp.com
http://www.northstarfp.com

Holly Hunter, CFP®, RLP®
Hunter Advisor
500 Market St. 6
Portsmouth, NH 03801
Phone: 603-431-1300
holly@hunteradvisorllc.com

Jeffrey Keefe, AIF®, RLP®
Whole Wealth Strategies
200 Marcy St.
Portsmouth, NH 03801
Phone: 603-766-8705
Fax: 603-766-8706
jkeefe@wholewealthstrategies.com
www.wholewealthmanagement.com

Robin Young CFP®, RLP®
Northstar Financial Planning, Inc
One Commons Drive, Unit 10, Bldg B
Londonderry, NH 03053
Phone: 603-216-9226
robin@northstarfp.com
http://www.northstarfp.com

Louise M. Cole, CFP®, RFC, RLP®
The Cole Group 
250 Washington St., Suite 2 
Box 1450 A 
Toms River, NJ 08754 
Ph: 732-557-5550 
Fax: 732-557-5330 
louise@the-colegroup.com
www.the-colegroup.com

Reed Fraasa CFP®, RLP®
HIGHLAND Financial Advisors, LLC
44 Route 23 North
Riverdale, NJ 07457
Phone: 973-557-2933
Training: 5-Day
reed@highlandplanning.com
http://www.highlandplanning.com

Martin Siesta, CFP®, ChFC, MSFS, RLP®
Compass Wealth Management 
55 Burnett Terrace 
Maplewood NJ, 07040 
Ph: 973 763-0766 
cyram1@aol.com

Jeanne Fenton MBA, MDIV, RLP®
Fenton Financial Freedom
34 Manchester Road
Poughkeepsie, NY 12603
Phone: 845-471-0997 x4
Training: 5-Day
jfenton@fentonfinancialfreedom.com

Judy Haselton CFP®, MBA, RLP®
Harmony Financial Advisors, LLC
60 East 8th Street, Suite 26K
New York, NY 10003
Phone: 212 677 6100
Fax: 917 591 6702
Training: 5-Day
JSH@HarmonyFinancial.com
http://www.HarmonyFinancial.com

Beth Jones, RLP®, Financial Consultant
Third Eye Associates, Ltd
38 Spring Lake Road
Red Hook, NY 12571
Phone: 845-752-2216
Fax: 845-853-1491
bjones@thirdeyeassoc.com

Third Eye Associates, Ltd
116 West 23rd Street, Suite 500
New York, NY 10011
Phone: 646-375-2226
Fax: 845-853-1491
bjones@thirdeyeassoc.com

Clayton Platt, CIMA, RLP®
63 Heritage Lane 
Stamford, CT 06903 
Ph: 203-595-9157 
cplatt55@aol.com

David Rosenblum RLP®
DLR Financial Design, LLC
1260 Route 28
West Hurley, NY 12491
Phone: 845-679-0700
Fax: 845-679-4360
Training: 5-Day
david@DLRFinancialdesign.com
http://www.DLRFinancialdesign.com

Kathy Roth, RLP®
Wealth Management Group 
2000 Winton Rd S, Bldg 1,
Ste 207
Rochester, NY 14618 
Ph: 585-241-5909 
kmr@wealthmg.com

Susan Simon, RLP®
Financial Consultant
Third Eye Associates, Ltd
38 Spring Lake Road
Red Hook, NY 12571
Phone: 845-752-2216
Fax: 845-853-1491
ssimon@thirdeyeassoc.com

Gary Witten, CFP®, ChFC, RLP®
ING Financial Advisors LLC
6225 Sheridan Drive 212
Williamsville, NY 14221
Phone: 716-626-3928
Fax: 716-839-1886 
Gwitten@flpwny.com

Stephen Brody CFP®, CHF, RLP®
2230 Commerce St.
Greenville, NC 27858
Phone: 252-321-0362
sbrody@metlife.com

Greg Aloia, CFP®, JD,RLP®
Abacus Wealth Partners, LLC
1818 Market Street, Suite 3740
Philadelphia, PA 19103
Phone: 215-656-4280
Fax: 215-656-4281
galoia@abacuswealth.com
http://www.abacuswealth.com
Member: NAPFA

Kathryn Nusbaum, CFP®, CPA, MBA,RLP®
NAPFA Registered Investment Advisor
Middle America Planning
350 Parker Drive
Pittsburgh, PA 15216
Ph: 412-563-4698
kathryn@middleamericaplanning.com
http://www.middleamericaplanning.com

Middle America Planning
Erie, PA 16501
Phone: 412-563-4698
kathryn@middleamericaplanning.com
http://www.middleamericaplanning.com

Guy Cumbie, CFP®, CIMA,RLP®
Cumbie Advisory Services 
306 W. 7th St., Ste. 442 
Fort Worth, TX 76102 
Ph: 817-335-1181 guy@cumbieadvisory.com

Marjorie Burnett JD, CPA, RLP®
MAB Financial Planning
2739 N. Radford St.
Arlington, VA 22207
Phone: 703-528-3205
Fax: 415-946-3259
Training: 5-Day
info@mabfinancial.com

Nina de Boer RLP®
Boer Finc. Cons.
Anne Franklaan 57
1403 HK BUSSUM
boercons@euronet.nl
www.deboerlifeplanning.nl

Léon Boerlage RLP®, SEH
Gildenhof Assurantie & Advies
Landjuweel 16-1
3905 PG VEENENDAAL
Phone: +31 (0) 26 3337748
leon.boerlage@gildenhof.nl
www.gildenhof.nl

Richard Boxtart FFP RLP® RPA SEH DSI-V
IkKan! Financial Life Coaches ®
Sluisoordlaan 440
7323 EP APELDOORN
Phone: +31 (0) 553604567
info@ik-kan.nl
www.ik-kan.nl

Patricia de Bruyckere,RLP®
De Bruyckere - Life Planning
Rollecate 32
7715 RL PUNTHORST
Phone. +31 (0) 529 - 480149
Mobile. +31 (0) 614264963
info@zinvolplannen.nl
www.zinvolplannen.nl

Chris Das RLP®, SEH
Taurus Financiële Belevingen
Postbus 436
5550 AK VALKENSWAARD
Phone: +31 (0) 40-2013740
chris@taurusonline.nl
www.taurusonline.nl

Pit Gooskens, LIFE COACH, RLP®
Gestalttherapeut - Life Coach
Eerste Zijweg 4
3641 PD MIJDRECHT
Phone: +31 (0) 297256544
pit.gooskens@xs4all.nl

Trèske Heere,RLP®
Wijs & Water
Lantingawerf 12
8651 HA IJLST
Phone: +31 (0) 515-532866
Mobile: +31 (0) 6-1271046
treske.heere@wijsenwater.nl
www.wijsenwater.nl

Robert Hubers RLP®, SEH
Hubers Financiële Raadgevers
Postbus 5025
1410 AA NAARDEN
robertprive@hubersfr.nl
www.hubersfr.nl

Marcel van Leeuwen MFP,RLP®
Employee Benefits Consultants Nederland
Rivium 1ste Straat 89
2909 LE CAPELLE A/D IJSSEL
Phone: +31 (0) 102411280
Mobile: +31 (0) 620360969
Fax: +31 (0) 10-241-1221
m.vanleeuwen@ebcnederland.nl
www.ebcnederland.nl

Gerbert Middelkoop RLP®, FFP
Middelkoop Abma Gaertner
Stenograaf 1
6921 EX DUIVEN
gerbert@mag3.nl
www.mag3.nl

Marjon Moers-Geertsma RLP®, SEH
De Hypotheekacademie
Mahoniehout 46
2719 JH ZOETERMEER
info@hypotheekacademie.nl
www.hypotheekacademie.nl

Marja Net RLP®
De Hypotheekacademie
Koningin Emmakade 146
2518 Jk DEN HAAG
info@hypotheekacademiedenhaag.nl
www.hypotheekacademie.nl

Nic Oosterveer RLP®, SEH
Maatleven
Leidsestraat 132
2182 DS HILLEGOM
info@maatleven.nl
www.maatleven.nl

Wim Oudheusden MFP, RLP®
Oudheusden Financiële Adviesgroep
Postbus 128
1230 AC LOOSDRECHT
oudheusden@oudheusdengroep.nl
www.oudheusdengroep.nl

Erik Schuiteman, NMI,RLP ®
Life Matters Consultancy
Lambertus Hortensiuslaan 22c
1412 GW NAARDEN
Phone +31 (0) 0577 460161
info@erikschuiteman.nl
www.erikschuiteman.nl

Martin Tromp RLP®
Tromp Financiele Planning BV
Brouwersgracht 625
1015 GJ AMSTERDAM
Phone: +31 (0) 20 4203576
tromp.fp@planet.nl

Rein Teune RLP®, MFP
Landsman & Teune
Postbus 193
8260 AD KAMPEN
Phone: +31 (0) 38-333-5262
Fax: +31 (0) 38-333-5261
r.teune@landsmanenteune.nl
www.landsmanenteune.nl

Louis Vollebregt,RLP®
Means in Progress
Koelhorst 75
6714 KM EDE GLD
Phone: +31 (0) 318 840097
Fax: +31 (0) 84 7528461
louis.vollebregt@meansinprogress.nl
www.louisvollebregt.nl/
www.meansinprogress.co.uk

Ivo Valkenburg RLP®
Adviesklimaat
Steenweg 7
5256 KA HEUSDEN
The Netherlands
ivo.valkenburg@adviesklimaat.nl
www.adviesklimaat.nl

Peter van de Meeberg RLP®, MFP
Partners in Planning & Performance
Lheebroek 23
7991 PM DWINGELOO
info@partners-in-planning.nl
www.partners-in-planning.nl

Jeremy Deedes NBA, MSFA, FIFP,RLP®
2 Bondgate
Helmsley, York YO52 5BS
Phone: 01439770105
jeremy@deedes.com

Dennis Hall RLP®, APFS AIFP
Yellowtail Financial Planning Limited
4 Lombard Street
London, EC3V 9HD
Phone: 020-7933-8671
dennis@yellowtail.co.uk

George Murphy,RLP®
HCI Financial Services
92-94 Hillfoot Avenue
Hunts Cross, Liverpool L25 0PF
Phone: 01514865010
george.murphy@hcifs.com

Adam Young,RLP®
GIS Financial Services Ltd
130 High St
Beckenham, Kent BR3 1EB
Phone: 02086626868
adamy@gisfs.co.uk
www.gisfs.co.uk