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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C3301 | 41 | Salaried | 59,377 | Single | 0 | 427 | 162,485 | 4,609 | 3 | 73,984 | Business Investment | 7 | 398,108 | 5 | 8 | 6 | 5 | App | Quarterly | 2025-04-26 | 38 | tax optimization;estate planning;business succession;emergency fund | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3302 | 82 | Retired | 26,929 | Married | 1 | 347 | 38,539 | 3,206 | 4 | 195,167 | Healthcare | 5 | 75,203 | 1 | 8 | 10 | 5 | Phone | Annual | 2025-04-15 | 30 | tax optimization;estate planning;tax-efficient investing;investment allocation | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3303 | 60 | Self-Employed | 71,837 | Single | 0 | 461 | 76,661 | 4,604 | 2 | 364,457 | Retirement | 3 | 1,095,282 | 8 | 7 | 3 | 4 | In-Person | Biannual | 2025-02-11 | 28 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C3304 | 31 | Salaried | 153,473 | Divorced | 1 | 449 | 517,185 | 8,517 | 3 | 99,118 | Debt Reduction | 2 | 263,270 | 8 | 6 | 3 | 7 | Phone | Monthly | 2024-07-16 | 36 | debt payoff strategies;budgeting;savings strategies;tax strategies;tax-efficient investing | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 4 |
C3305 | 30 | Salaried | 238,776 | Married | 1 | 483 | 546,623 | 12,501 | 2 | 111,473 | Retirement | 37 | 11,867,534 | 8 | 7 | 3 | 7 | App | Biannual | 2025-08-20 | 39 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 3 |
C3306 | 64 | Retired | 38,779 | Single | 0 | 424 | 45,561 | 2,656 | 5 | 144,534 | Travel | 2 | 20,238 | 1 | 10 | 10 | 7 | Phone | Annual | 2025-03-26 | 58 | tax optimization;estate planning;college funding;social security;medicare | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3307 | 52 | Unemployed | 3,317 | Married | 0 | 393 | 1,012 | 500 | 5 | 4,947 | Retirement | 11 | 82,434 | 2 | 6 | 10 | 8 | Chat | Quarterly | 2025-10-22 | 39 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C3308 | 55 | Self-Employed | 161,021 | Single | 2 | 451 | 215,398 | 11,672 | 4 | 512,075 | Healthcare | 15 | 111,397 | 6 | 8 | 5 | 7 | Phone | Quarterly | 2025-07-27 | 41 | tax optimization;estate planning;social security;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3309 | 77 | Retired | 85,104 | Married | 1 | 399 | 110,517 | 6,407 | 4 | 661,188 | Travel | 2 | 23,478 | 4 | 9 | 7 | 6 | Phone | Monthly | 2025-12-18 | 37 | tax optimization;estate planning;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3310 | 53 | Self-Employed | 227,692 | Single | 0 | 454 | 220,214 | 8,984 | 5 | 613,099 | Retirement | 16 | 7,063,610 | 6 | 9 | 5 | 8 | In-Person | Ad-hoc | 2025-10-12 | 57 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 4 |
C3311 | 39 | Salaried | 50,049 | Married | 1 | 467 | 122,748 | 4,863 | 3 | 75,095 | Home Purchase | 10 | 239,131 | 5 | 5 | 5 | 4 | In-Person | Annual | 2025-06-26 | 24 | mortgage options;down payment;budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3312 | 21 | Student | 11,435 | Married | 0 | 374 | 15,865 | 1,103 | 3 | 548 | Travel | 2 | 17,934 | 5 | 6 | 7 | 8 | Chat | Monthly | 2024-11-19 | 50 | budgeting;savings strategies;medicare;business succession | index funds;blue-chip stocks;corporate bonds | 4 |
C3313 | 56 | Salaried | 52,597 | Single | 0 | 429 | 86,970 | 4,303 | 5 | 170,520 | Retirement | 6 | 804,882 | 3 | 7 | 8 | 3 | In-Person | Biannual | 2025-02-24 | 27 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C3314 | 52 | Self-Employed | 109,137 | Married | 2 | 483 | 66,629 | 7,808 | 6 | 279,184 | Retirement | 16 | 3,148,238 | 4 | 10 | 6 | 4 | App | Biannual | 2024-09-20 | 34 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3315 | 65 | Salaried | 67,588 | Married | 1 | 427 | 42,819 | 6,837 | 6 | 320,754 | Healthcare | 20 | 171,071 | 3 | 10 | 9 | 3 | Email | Quarterly | 2024-10-14 | 32 | tax optimization;estate planning;medicare;business succession;retirement income | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3316 | 21 | Student | 11,989 | Single | 2 | 353 | 20,427 | 1,231 | 3 | 4,081 | Emergency Fund | 2 | 10,680 | 6 | 6 | 5 | 6 | App | Annual | 2025-01-16 | 30 | budgeting;savings strategies;estate planning;social security;investment allocation | index funds;blue-chip stocks;corporate bonds | 3 |
C3317 | 44 | Salaried | 163,923 | Divorced | 1 | 491 | 481,853 | 7,845 | 1 | 336,203 | Home Purchase | 3 | 654,862 | 9 | 9 | 1 | 6 | App | Monthly | 2025-10-19 | 50 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3318 | 51 | Salaried | 192,016 | Divorced | 0 | 482 | 237,499 | 7,743 | 5 | 363,986 | Healthcare | 7 | 193,628 | 5 | 9 | 6 | 6 | Phone | Quarterly | 2025-08-16 | 47 | tax optimization;estate planning;college funding;charitable giving | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3319 | 60 | Retired | 88,846 | Single | 0 | 414 | 87,328 | 4,087 | 3 | 349,772 | Retirement | 9 | 1,535,507 | 5 | 9 | 6 | 4 | In-Person | Annual | 2024-08-29 | 29 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3320 | 68 | Retired | 48,376 | Single | 0 | 414 | 65,525 | 3,174 | 4 | 313,709 | Estate Planning | 5 | 257,214 | 3 | 6 | 8 | 4 | Phone | Biannual | 2025-09-21 | 24 | budgeting;savings strategies;long-term care;insurance review;estate planning | treasury bonds;money market;CDs | 2 |
C3321 | 27 | Self-Employed | 166,115 | Married | 0 | 429 | 160,470 | 10,702 | 1 | 113,335 | Home Purchase | 3 | 1,039,721 | 10 | 9 | 1 | 6 | App | Annual | 2025-10-26 | 41 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3322 | 67 | Retired | 71,502 | Divorced | 0 | 423 | 63,912 | 2,764 | 4 | 461,920 | Healthcare | 5 | 234,958 | 3 | 6 | 7 | 7 | In-Person | Quarterly | 2025-09-24 | 36 | budgeting;savings strategies;long-term care;investment allocation;college funding | treasury bonds;money market;CDs | 3 |
C3323 | 22 | Salaried | 81,042 | Widowed | 2 | 443 | 119,571 | 5,999 | 1 | 17,588 | Education | 7 | 134,506 | 8 | 6 | 2 | 5 | Phone | Quarterly | 2025-09-28 | 32 | education savings;529 plans;budgeting;savings strategies;charitable giving | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3324 | 52 | Self-Employed | 231,432 | Single | 0 | 506 | 317,260 | 11,650 | 2 | 633,763 | Healthcare | 7 | 70,906 | 8 | 9 | 3 | 8 | Phone | Quarterly | 2025-02-06 | 53 | tax optimization;estate planning;credit score | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3325 | 26 | Unemployed | 1,992 | Widowed | 0 | 326 | 2,515 | 500 | 2 | 448 | Debt Reduction | 1 | 3,934 | 7 | 8 | 5 | 7 | App | Annual | 2025-07-03 | 40 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C3326 | 37 | Salaried | 151,837 | Married | 2 | 439 | 259,882 | 10,444 | 2 | 156,766 | Wealth Accumulation | 7 | 141,003 | 8 | 7 | 2 | 7 | Email | Biannual | 2024-11-30 | 35 | investment strategies;budgeting;savings strategies;college funding;emergency fund | growth stocks;sector ETFs;crypto assets | 3 |
C3327 | 54 | Self-Employed | 101,544 | Married | 2 | 459 | 150,556 | 8,605 | 5 | 271,220 | Healthcare | 7 | 222,565 | 5 | 9 | 6 | 4 | Email | Annual | 2025-12-13 | 39 | tax optimization;estate planning;credit score | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3328 | 56 | Salaried | 178,817 | Divorced | 0 | 481 | 100,017 | 9,776 | 5 | 401,230 | Retirement | 13 | 4,441,039 | 5 | 7 | 6 | 6 | App | Quarterly | 2025-01-14 | 44 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C3329 | 23 | Self-Employed | 215,275 | Married | 0 | 408 | 384,793 | 16,447 | 2 | 46,538 | Emergency Fund | 1 | 101,113 | 9 | 6 | 2 | 6 | Email | Quarterly | 2024-08-15 | 44 | budgeting;savings strategies;college funding;tax strategies;retirement income | growth stocks;sector ETFs;crypto assets | 2 |
C3330 | 18 | Student | 13,884 | Single | 0 | 324 | 24,044 | 1,231 | 1 | 119 | Home Purchase | 1 | 52,181 | 8 | 4 | 3 | 6 | Email | Quarterly | 2024-10-17 | 33 | mortgage options;down payment;budgeting;savings strategies;insurance review | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3331 | 37 | Salaried | 58,585 | Widowed | 1 | 436 | 144,755 | 5,024 | 3 | 75,265 | Home Purchase | 3 | 288,795 | 5 | 6 | 5 | 5 | Email | Monthly | 2025-10-30 | 33 | mortgage options;down payment;budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3332 | 81 | Retired | 43,296 | Divorced | 0 | 404 | 52,055 | 3,541 | 5 | 292,398 | Healthcare | 15 | 223,450 | 1 | 9 | 10 | 6 | App | Monthly | 2025-05-21 | 44 | tax optimization;estate planning;social security | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3333 | 37 | Salaried | 148,486 | Divorced | 0 | 485 | 322,139 | 8,577 | 4 | 135,275 | Retirement | 31 | 5,712,909 | 5 | 7 | 5 | 6 | Email | Monthly | 2025-12-08 | 31 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C3334 | 18 | Student | 12,144 | Single | 0 | 336 | 9,882 | 1,007 | 1 | 2,043 | Home Purchase | 1 | 47,848 | 8 | 5 | 3 | 7 | App | Annual | 2024-07-29 | 46 | mortgage options;down payment;budgeting;savings strategies;medicare | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3335 | 58 | Salaried | 148,836 | Married | 2 | 479 | 113,958 | 12,198 | 3 | 613,003 | Retirement | 7 | 2,973,499 | 6 | 10 | 4 | 3 | Email | Annual | 2024-11-04 | 26 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3336 | 28 | Salaried | 243,576 | Married | 1 | 469 | 290,842 | 14,746 | 3 | 113,761 | Home Purchase | 2 | 1,130,641 | 8 | 8 | 4 | 6 | App | Biannual | 2025-12-20 | 44 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C3337 | 60 | Salaried | 192,000 | Married | 2 | 486 | 278,908 | 11,373 | 3 | 960,601 | Retirement | 2 | 2,343,666 | 5 | 8 | 5 | 8 | Phone | Quarterly | 2025-04-13 | 58 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3338 | 80 | Retired | 68,034 | Married | 1 | 371 | 68,078 | 5,246 | 4 | 434,808 | Healthcare | 5 | 280,208 | 5 | 6 | 6 | 7 | In-Person | Quarterly | 2024-11-09 | 37 | budgeting;savings strategies;credit score;social security | index funds;blue-chip stocks;corporate bonds | 4 |
C3339 | 52 | Self-Employed | 215,959 | Married | 2 | 473 | 58,953 | 13,839 | 5 | 467,316 | Retirement | 18 | 5,114,626 | 5 | 10 | 6 | 6 | Email | Annual | 2025-09-20 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3340 | 25 | Salaried | 93,818 | Married | 0 | 441 | 168,227 | 4,468 | 3 | 33,920 | Debt Reduction | 1 | 89,176 | 7 | 8 | 4 | 7 | App | Quarterly | 2025-10-19 | 42 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 4 |
C3341 | 66 | Retired | 47,979 | Single | 0 | 396 | 11,312 | 3,274 | 6 | 198,697 | Healthcare | 10 | 283,766 | 1 | 8 | 10 | 3 | In-Person | Biannual | 2025-08-24 | 26 | tax optimization;estate planning;business succession | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3342 | 65 | Self-Employed | 65,221 | Married | 0 | 451 | 70,559 | 4,804 | 1 | 496,329 | Retirement | 1 | 648,939 | 8 | 6 | 2 | 3 | Phone | Biannual | 2025-06-04 | 19 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
C3343 | 55 | Self-Employed | 73,090 | Single | 0 | 428 | 94,431 | 3,813 | 4 | 234,869 | Wealth Accumulation | 5 | 47,974 | 3 | 8 | 7 | 6 | In-Person | Quarterly | 2024-10-30 | 47 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3344 | 40 | Self-Employed | 40,967 | Married | 1 | 427 | 93,874 | 3,239 | 2 | 73,814 | Retirement | 20 | 1,466,040 | 8 | 8 | 4 | 6 | App | Annual | 2025-07-13 | 47 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C3345 | 61 | Retired | 102,054 | Married | 2 | 464 | 76,751 | 7,486 | 4 | 319,809 | Wealth Accumulation | 7 | 112,877 | 5 | 8 | 6 | 4 | In-Person | Annual | 2025-04-29 | 26 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3346 | 23 | Student | 12,654 | Divorced | 1 | 341 | 18,535 | 1,266 | 2 | 2,597 | Travel | 1 | 13,901 | 6 | 6 | 5 | 6 | Email | Biannual | 2025-01-24 | 41 | budgeting;savings strategies;credit score;estate planning | index funds;blue-chip stocks;corporate bonds | 4 |
C3347 | 55 | Unemployed | 785 | Married | 1 | 398 | 608 | 500 | 4 | 1,724 | Retirement | 11 | 15,276 | 2 | 7 | 8 | 5 | App | Annual | 2025-02-23 | 31 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C3348 | 33 | Self-Employed | 39,969 | Divorced | 1 | 425 | 138,795 | 3,316 | 3 | 45,109 | Emergency Fund | 1 | 37,434 | 6 | 5 | 5 | 4 | Email | Ad-hoc | 2024-08-20 | 25 | budgeting;savings strategies;credit score;investment allocation | index funds;blue-chip stocks;corporate bonds | 3 |
C3349 | 43 | Self-Employed | 77,588 | Married | 1 | 426 | 281,765 | 5,302 | 3 | 203,950 | Wealth Accumulation | 10 | 80,847 | 7 | 8 | 4 | 5 | Phone | Quarterly | 2024-10-30 | 40 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3350 | 57 | Salaried | 180,440 | Single | 0 | 483 | 136,009 | 10,516 | 8 | 485,196 | Retirement | 8 | 3,835,526 | 4 | 10 | 8 | 3 | Phone | Monthly | 2025-04-13 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3351 | 81 | Retired | 44,580 | Divorced | 0 | 371 | 18,357 | 2,373 | 4 | 368,390 | Estate Planning | 7 | 457,790 | 2 | 9 | 8 | 6 | Email | Biannual | 2025-05-02 | 48 | tax optimization;estate planning;credit score;investment allocation | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3352 | 44 | Unemployed | 1,888 | Married | 1 | 362 | 5,654 | 500 | 4 | 3,765 | Business Investment | 10 | 332,248 | 4 | 7 | 7 | 7 | Phone | Monthly | 2025-10-23 | 51 | budgeting;savings strategies;risk management;investment allocation;tax-efficient investing | index funds;blue-chip stocks;corporate bonds | 3 |
C3353 | 25 | Student | 20,865 | Married | 2 | 348 | 27,858 | 2,364 | 1 | 3,548 | Home Purchase | 5 | 83,761 | 8 | 5 | 4 | 8 | Email | Monthly | 2025-08-17 | 46 | mortgage options;down payment;budgeting;savings strategies;charitable giving | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C3354 | 67 | Retired | 105,960 | Married | 0 | 432 | 71,934 | 7,649 | 3 | 406,225 | Estate Planning | 3 | 435,866 | 6 | 6 | 5 | 7 | Email | Annual | 2025-02-15 | 33 | budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds | 3 |
C3355 | 23 | Student | 22,989 | Married | 0 | 398 | 30,610 | 2,327 | 1 | 194 | Education | 2 | 153,959 | 7 | 4 | 3 | 7 | Email | Biannual | 2025-11-19 | 32 | education savings;529 plans;budgeting;savings strategies;tax strategies | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3356 | 75 | Retired | 82,724 | Married | 2 | 401 | 116,803 | 8,288 | 5 | 541,927 | Healthcare | 7 | 243,201 | 4 | 9 | 8 | 7 | Phone | Monthly | 2025-07-06 | 51 | tax optimization;estate planning;credit score;medicare | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3357 | 60 | Self-Employed | 165,456 | Single | 0 | 455 | 106,709 | 7,397 | 5 | 585,527 | Retirement | 7 | 2,803,771 | 5 | 9 | 6 | 4 | Email | Annual | 2025-04-15 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3358 | 63 | Unemployed | 190 | Single | 0 | 366 | 87 | 500 | 3 | 2,525 | Retirement | 5 | 2,322 | 3 | 6 | 8 | 6 | Email | Annual | 2024-10-10 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 4 |
C3359 | 42 | Salaried | 230,481 | Married | 3 | 502 | 336,763 | 23,262 | 5 | 296,911 | Wealth Accumulation | 20 | 169,922 | 6 | 9 | 5 | 5 | Email | Annual | 2025-04-22 | 38 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3360 | 23 | Student | 19,291 | Married | 1 | 351 | 22,969 | 2,171 | 1 | 3,600 | Education | 1 | 136,960 | 7 | 5 | 3 | 7 | App | Biannual | 2025-11-17 | 32 | education savings;529 plans;budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3361 | 24 | Student | 15,142 | Widowed | 1 | 374 | 17,534 | 1,480 | 2 | 2,080 | Home Purchase | 5 | 91,703 | 7 | 4 | 4 | 6 | App | Ad-hoc | 2025-01-29 | 30 | mortgage options;down payment;budgeting;savings strategies;emergency fund | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C3362 | 44 | Salaried | 91,703 | Married | 2 | 488 | 114,873 | 7,634 | 1 | 184,248 | Business Investment | 7 | 324,117 | 8 | 9 | 2 | 5 | Email | Annual | 2025-03-02 | 44 | tax optimization;estate planning;emergency fund;charitable giving;risk management | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3363 | 57 | Salaried | 166,408 | Married | 1 | 460 | 151,304 | 8,155 | 3 | 682,998 | Retirement | 5 | 2,724,460 | 6 | 8 | 4 | 7 | Phone | Biannual | 2025-06-11 | 48 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3364 | 27 | Self-Employed | 55,567 | Married | 2 | 418 | 62,654 | 6,412 | 1 | 38,490 | Debt Reduction | 1 | 60,820 | 9 | 7 | 2 | 7 | App | Quarterly | 2024-09-25 | 45 | debt payoff strategies;budgeting;savings strategies;medicare;investment allocation | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C3365 | 62 | Salaried | 232,362 | Married | 1 | 462 | 61,186 | 12,067 | 4 | 1,264,682 | Retirement | 5 | 3,262,342 | 6 | 7 | 5 | 4 | Email | Annual | 2025-08-17 | 24 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C3366 | 23 | Student | 12,686 | Single | 0 | 333 | 19,567 | 1,027 | 1 | 2,215 | Emergency Fund | 2 | 10,123 | 7 | 5 | 4 | 6 | Phone | Biannual | 2025-07-09 | 35 | budgeting;savings strategies;social security | growth stocks;sector ETFs;crypto assets | 4 |
C3367 | 57 | Salaried | 115,765 | Married | 2 | 445 | 90,714 | 9,346 | 5 | 467,769 | Travel | 3 | 11,159 | 7 | 9 | 5 | 8 | Email | Quarterly | 2025-05-26 | 48 | tax optimization;estate planning;insurance review;tax-efficient investing;retirement income | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3368 | 28 | Unemployed | 3,640 | Single | 0 | 333 | 5,406 | 500 | 2 | 770 | Home Purchase | 2 | 15,368 | 5 | 7 | 5 | 8 | Phone | Biannual | 2024-08-10 | 41 | mortgage options;down payment;budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3369 | 60 | Salaried | 77,805 | Single | 0 | 438 | 97,823 | 3,560 | 2 | 341,540 | Healthcare | 7 | 193,345 | 5 | 7 | 5 | 5 | In-Person | Quarterly | 2025-08-07 | 29 | budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds | 3 |
C3370 | 50 | Salaried | 135,091 | Single | 0 | 504 | 75,923 | 7,331 | 4 | 226,099 | Retirement | 15 | 3,823,438 | 5 | 10 | 6 | 7 | Email | Quarterly | 2024-11-08 | 47 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3371 | 23 | Self-Employed | 69,820 | Married | 0 | 378 | 123,315 | 6,572 | 1 | 18,525 | Emergency Fund | 1 | 53,566 | 9 | 5 | 3 | 5 | App | Quarterly | 2025-01-20 | 30 | budgeting;savings strategies;retirement income;insurance review;business succession | growth stocks;sector ETFs;crypto assets | 3 |
C3372 | 55 | Salaried | 71,008 | Married | 2 | 453 | 73,296 | 4,979 | 3 | 180,275 | Healthcare | 3 | 161,779 | 4 | 7 | 6 | 6 | Chat | Quarterly | 2025-05-29 | 36 | budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds | 3 |
C3373 | 39 | Salaried | 178,911 | Single | 2 | 440 | 209,032 | 9,475 | 2 | 319,488 | Business Investment | 15 | 461,360 | 7 | 9 | 3 | 7 | Phone | Quarterly | 2024-07-13 | 52 | tax optimization;estate planning;emergency fund;business succession | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3374 | 27 | Salaried | 41,382 | Married | 0 | 392 | 52,407 | 3,487 | 3 | 20,234 | Retirement | 33 | 2,116,113 | 7 | 7 | 5 | 6 | Phone | Quarterly | 2025-07-15 | 37 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C3375 | 64 | Retired | 32,031 | Married | 2 | 408 | 52,018 | 3,907 | 4 | 120,119 | Retirement | 1 | 411,599 | 5 | 6 | 6 | 7 | App | Annual | 2025-07-20 | 48 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C3376 | 45 | Self-Employed | 186,200 | Married | 1 | 475 | 519,320 | 11,720 | 2 | 421,661 | Retirement | 24 | 5,361,337 | 9 | 10 | 2 | 7 | Email | Quarterly | 2024-11-29 | 49 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3377 | 70 | Retired | 75,146 | Married | 0 | 398 | 45,526 | 3,386 | 2 | 512,442 | Healthcare | 10 | 79,205 | 4 | 8 | 6 | 4 | App | Biannual | 2025-12-21 | 32 | tax optimization;estate planning;business succession;charitable giving | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3378 | 52 | Salaried | 148,164 | Married | 2 | 455 | 188,445 | 8,700 | 5 | 283,109 | Retirement | 14 | 3,219,491 | 4 | 10 | 6 | 4 | App | Annual | 2025-07-22 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3379 | 37 | Salaried | 132,966 | Married | 0 | 436 | 346,095 | 11,456 | 4 | 123,278 | Wealth Accumulation | 7 | 217,665 | 5 | 7 | 5 | 5 | Email | Biannual | 2025-06-25 | 31 | investment strategies;budgeting;savings strategies;credit score;long-term care | index funds;blue-chip stocks;corporate bonds | 3 |
C3380 | 50 | Self-Employed | 58,973 | Single | 0 | 486 | 64,234 | 4,036 | 3 | 140,599 | Retirement | 19 | 2,012,467 | 4 | 8 | 6 | 7 | In-Person | Quarterly | 2024-08-18 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3381 | 22 | Salaried | 149,204 | Divorced | 2 | 459 | 108,395 | 10,996 | 2 | 29,651 | Travel | 5 | 25,061 | 9 | 8 | 2 | 6 | Phone | Monthly | 2025-07-20 | 39 | tax optimization;estate planning;college funding;long-term care | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3382 | 37 | Salaried | 232,141 | Married | 0 | 492 | 407,747 | 9,617 | 3 | 344,159 | Home Purchase | 2 | 1,386,117 | 8 | 9 | 3 | 7 | Email | Quarterly | 2024-08-05 | 46 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C3383 | 19 | Student | 13,832 | Married | 0 | 352 | 27,204 | 1,175 | 2 | 2,468 | Education | 4 | 122,523 | 5 | 4 | 5 | 6 | Email | Quarterly | 2025-05-03 | 30 | education savings;529 plans;budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3384 | 57 | Salaried | 91,825 | Divorced | 0 | 488 | 55,937 | 4,162 | 4 | 258,249 | Retirement | 3 | 1,124,067 | 3 | 8 | 8 | 3 | Chat | Annual | 2024-09-24 | 22 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C3385 | 60 | Unemployed | 487 | Married | 1 | 370 | 194 | 500 | 5 | 3,040 | Retirement | 5 | 7,818 | 1 | 7 | 10 | 7 | Phone | Quarterly | 2024-08-02 | 35 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C3386 | 20 | Unemployed | 65 | Married | 1 | 318 | 128 | 500 | 3 | 4,605 | Home Purchase | 10 | 387 | 4 | 4 | 8 | 6 | App | Biannual | 2025-11-21 | 37 | mortgage options;down payment;budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 4 |
C3387 | 62 | Salaried | 231,003 | Married | 2 | 470 | 173,449 | 14,095 | 7 | 875,586 | Healthcare | 5 | 123,249 | 5 | 8 | 7 | 4 | In-Person | Quarterly | 2025-04-22 | 31 | tax optimization;estate planning;emergency fund;insurance review | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3388 | 64 | Salaried | 244,349 | Married | 0 | 459 | 195,894 | 14,813 | 4 | 1,482,622 | Retirement | 5 | 3,103,676 | 7 | 8 | 4 | 3 | In-Person | Biannual | 2024-08-30 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3389 | 21 | Student | 11,002 | Married | 1 | 358 | 22,678 | 1,200 | 1 | 439 | Travel | 2 | 6,321 | 6 | 6 | 4 | 6 | App | Quarterly | 2024-09-11 | 35 | budgeting;savings strategies;long-term care;college funding;business succession | index funds;blue-chip stocks;corporate bonds | 3 |
C3390 | 30 | Salaried | 80,303 | Single | 0 | 453 | 317,993 | 3,143 | 2 | 40,129 | Emergency Fund | 1 | 24,387 | 6 | 8 | 4 | 6 | Email | Monthly | 2025-11-02 | 34 | tax optimization;estate planning;retirement income;business succession;emergency fund | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 4 |
C3391 | 20 | Student | 4,333 | Divorced | 1 | 348 | 6,830 | 500 | 2 | 4,713 | Education | 4 | 110,005 | 8 | 3 | 3 | 7 | In-Person | Quarterly | 2025-10-06 | 29 | education savings;529 plans;budgeting;savings strategies;medicare | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C3392 | 24 | Student | 12,002 | Divorced | 2 | 369 | 15,768 | 1,182 | 2 | 2,244 | Emergency Fund | 1 | 8,590 | 6 | 5 | 5 | 7 | App | Quarterly | 2025-11-13 | 41 | budgeting;savings strategies;tax-efficient investing;investment allocation;long-term care | index funds;blue-chip stocks;corporate bonds | 3 |
C3393 | 64 | Salaried | 176,721 | Single | 0 | 458 | 170,332 | 9,049 | 3 | 838,880 | Retirement | 3 | 2,561,375 | 7 | 7 | 4 | 6 | Email | Biannual | 2025-05-16 | 43 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 4 |
C3394 | 36 | Unemployed | 4,705 | Single | 0 | 373 | 15,443 | 500 | 3 | 1,541 | Wealth Accumulation | 5 | 3,635 | 3 | 6 | 9 | 5 | App | Quarterly | 2025-10-12 | 35 | investment strategies;budgeting;savings strategies;credit score | treasury bonds;money market;CDs | 3 |
C3395 | 39 | Salaried | 205,320 | Divorced | 0 | 476 | 464,116 | 11,300 | 4 | 225,392 | Education | 1 | 157,924 | 6 | 6 | 5 | 5 | Email | Quarterly | 2024-12-23 | 25 | education savings;529 plans;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;529 plan | 2 |
C3396 | 58 | Salaried | 168,789 | Married | 2 | 454 | 54,913 | 11,484 | 5 | 643,956 | Retirement | 4 | 2,371,526 | 5 | 10 | 5 | 7 | In-Person | Quarterly | 2025-06-30 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3397 | 51 | Unemployed | 2,430 | Married | 0 | 354 | 2,944 | 500 | 3 | 3,111 | Travel | 5 | 23,675 | 4 | 6 | 7 | 3 | Email | Biannual | 2025-06-09 | 20 | budgeting;savings strategies;tax strategies;medicare | index funds;blue-chip stocks;corporate bonds | 3 |
C3398 | 70 | Retired | 100,126 | Divorced | 1 | 432 | 54,471 | 5,072 | 6 | 433,647 | Healthcare | 5 | 274,926 | 2 | 7 | 9 | 6 | Email | Quarterly | 2025-12-11 | 43 | budgeting;savings strategies;business succession;emergency fund | treasury bonds;money market;CDs | 3 |
C3399 | 56 | Salaried | 153,798 | Married | 1 | 451 | 153,234 | 9,712 | 2 | 393,378 | Healthcare | 5 | 141,204 | 7 | 7 | 3 | 4 | In-Person | Biannual | 2025-04-22 | 31 | budgeting;savings strategies;charitable giving;tax strategies;business succession | growth stocks;sector ETFs;crypto assets | 2 |
C3400 | 47 | Salaried | 210,136 | Divorced | 0 | 461 | 408,563 | 11,030 | 1 | 329,925 | Home Purchase | 3 | 875,787 | 9 | 9 | 1 | 7 | App | Annual | 2025-12-11 | 38 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
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