Meet Our Team
Discover the dedicated professionals at FinWise who are committed to providing expert financial solutions. Our team is here to guide you towards financial success.
Meet Our Team
Discover the expertise of our certified financial planners dedicated to your success.
Alice Johnson
Senior Financial Planner
Alice specializes in retirement planning and investment strategies, helping clients secure their financial future.
Michael Smith
Investment Advisor
Michael focuses on portfolio management and market analysis, ensuring clients’ investments align with their goals.
Sarah Lee
Tax Consultant
Sarah provides expert tax advice and strategies to minimize liabilities and maximize savings for clients.
David Brown
Financial Analyst
David analyzes financial data to help clients make informed decisions about their investments.
Emily Davis
Wealth Management Advisor
Emily specializes in wealth management, guiding clients through complex financial landscapes.
James Wilson
Retirement Specialist
James helps clients plan for a secure and comfortable retirement, focusing on long-term strategies.
Laura Martinez
Financial Planner
Laura works closely with clients to create personalized financial plans that meet their unique needs.
Get in Touch
Contact us today to schedule your free consultation and start planning.
