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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C3601 | 79 | Retired | 75,165 | Married | 1 | 375 | 108,971 | 4,505 | 4 | 532,755 | Retirement | 1 | 836,379 | 4 | 6 | 7 | 3 | Phone | Annual | 2025-12-23 | 23 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C3602 | 49 | Salaried | 111,627 | Married | 0 | 460 | 474,349 | 7,104 | 5 | 298,907 | Wealth Accumulation | 7 | 135,679 | 5 | 8 | 6 | 7 | In-Person | Quarterly | 2025-04-11 | 45 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3603 | 46 | Salaried | 123,334 | Married | 0 | 495 | 207,624 | 9,108 | 6 | 293,764 | Business Investment | 7 | 144,584 | 6 | 8 | 6 | 8 | App | Monthly | 2025-11-10 | 42 | tax optimization;estate planning;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3604 | 19 | Student | 11,738 | Single | 2 | 327 | 14,647 | 1,179 | 2 | 1,085 | Travel | 2 | 10,786 | 7 | 5 | 5 | 5 | Chat | Quarterly | 2025-03-31 | 26 | budgeting;savings strategies;retirement income | growth stocks;sector ETFs;crypto assets | 4 |
C3605 | 69 | Retired | 75,002 | Single | 0 | 450 | 54,413 | 5,076 | 3 | 475,053 | Healthcare | 5 | 132,358 | 3 | 8 | 7 | 6 | Email | Quarterly | 2025-12-06 | 35 | tax optimization;estate planning;charitable giving;long-term care | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3606 | 43 | Salaried | 148,923 | Married | 0 | 472 | 505,313 | 9,299 | 4 | 253,276 | Business Investment | 3 | 113,507 | 5 | 10 | 5 | 7 | Email | Monthly | 2025-04-19 | 54 | tax optimization;estate planning;investment allocation | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3607 | 48 | Salaried | 45,211 | Married | 0 | 429 | 83,268 | 3,246 | 4 | 112,769 | Home Purchase | 5 | 224,703 | 5 | 7 | 7 | 8 | Phone | Monthly | 2025-08-07 | 39 | mortgage options;down payment;budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3608 | 28 | Self-Employed | 117,888 | Single | 2 | 401 | 88,650 | 8,504 | 2 | 80,627 | Debt Reduction | 2 | 197,478 | 9 | 10 | 3 | 7 | App | Quarterly | 2024-09-10 | 45 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 4 |
C3609 | 50 | Self-Employed | 95,216 | Married | 0 | 480 | 98,626 | 4,419 | 4 | 163,283 | Estate Planning | 7 | 1,921,675 | 3 | 8 | 8 | 5 | Email | Annual | 2025-12-11 | 38 | tax optimization;estate planning;insurance review | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3610 | 47 | Self-Employed | 239,700 | Married | 1 | 456 | 358,468 | 13,619 | 3 | 609,001 | Education | 3 | 111,672 | 8 | 10 | 3 | 8 | Email | Monthly | 2024-12-14 | 53 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C3611 | 37 | Self-Employed | 258,639 | Married | 3 | 434 | 781,005 | 24,575 | 4 | 462,061 | Business Investment | 10 | 362,594 | 8 | 7 | 4 | 7 | Email | Quarterly | 2025-10-23 | 38 | budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets | 4 |
C3612 | 52 | Salaried | 52,266 | Married | 0 | 442 | 55,262 | 4,571 | 3 | 132,963 | Retirement | 14 | 1,484,278 | 6 | 9 | 5 | 6 | In-Person | Quarterly | 2024-12-03 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3613 | 25 | Student | 13,397 | Married | 0 | 343 | 21,586 | 1,538 | 1 | 664 | Home Purchase | 3 | 61,963 | 8 | 5 | 3 | 7 | Email | Quarterly | 2025-03-01 | 45 | mortgage options;down payment;budgeting;savings strategies;college funding | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C3614 | 62 | Retired | 92,049 | Married | 2 | 417 | 110,792 | 7,595 | 2 | 323,510 | Retirement | 2 | 1,261,240 | 6 | 6 | 4 | 5 | Phone | Monthly | 2025-12-19 | 26 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3615 | 48 | Self-Employed | 36,374 | Married | 0 | 448 | 127,427 | 2,492 | 3 | 82,766 | Education | 3 | 159,564 | 6 | 10 | 6 | 6 | Phone | Biannual | 2025-04-12 | 44 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3616 | 62 | Salaried | 89,974 | Married | 1 | 451 | 120,082 | 7,019 | 6 | 363,228 | Healthcare | 5 | 255,462 | 3 | 9 | 9 | 5 | Phone | Biannual | 2025-07-24 | 35 | tax optimization;estate planning;medicare;tax-efficient investing;social security | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3617 | 24 | Self-Employed | 94,327 | Divorced | 0 | 417 | 72,029 | 5,081 | 1 | 26,797 | Travel | 1 | 12,868 | 9 | 7 | 1 | 6 | App | Ad-hoc | 2025-11-07 | 34 | budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets | 2 |
C3618 | 20 | Student | 13,930 | Single | 1 | 362 | 16,573 | 1,274 | 1 | 1,243 | Emergency Fund | 3 | 11,326 | 8 | 3 | 2 | 7 | App | Quarterly | 2024-09-01 | 32 | budgeting;savings strategies;retirement income;social security | growth stocks;sector ETFs;crypto assets | 3 |
C3619 | 22 | Student | 8,208 | Married | 1 | 368 | 11,397 | 959 | 2 | 1,864 | Travel | 1 | 13,814 | 7 | 5 | 5 | 5 | In-Person | Biannual | 2025-02-14 | 27 | budgeting;savings strategies;insurance review | growth stocks;sector ETFs;crypto assets | 3 |
C3620 | 42 | Salaried | 224,285 | Widowed | 0 | 494 | 403,102 | 13,728 | 4 | 393,654 | Education | 3 | 115,328 | 8 | 9 | 4 | 6 | Phone | Quarterly | 2024-08-18 | 43 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3621 | 18 | Student | 12,627 | Single | 0 | 359 | 12,993 | 905 | 2 | 2,795 | Education | 3 | 144,222 | 7 | 4 | 4 | 5 | App | Biannual | 2025-12-07 | 27 | education savings;529 plans;budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3622 | 56 | Self-Employed | 287,801 | Married | 2 | 503 | 414,672 | 22,109 | 4 | 919,866 | Healthcare | 5 | 211,908 | 7 | 10 | 4 | 7 | Phone | Ad-hoc | 2024-11-05 | 57 | tax optimization;estate planning;emergency fund;tax strategies | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3623 | 72 | Retired | 37,309 | Married | 2 | 428 | 13,998 | 3,900 | 4 | 222,092 | Emergency Fund | 2 | 23,636 | 4 | 5 | 8 | 7 | Email | Quarterly | 2025-04-18 | 38 | budgeting;savings strategies;credit score;charitable giving | index funds;blue-chip stocks;corporate bonds | 4 |
C3624 | 61 | Salaried | 112,809 | Married | 1 | 452 | 44,214 | 10,503 | 8 | 493,637 | Healthcare | 7 | 150,136 | 3 | 7 | 8 | 4 | Email | Biannual | 2025-12-12 | 27 | budgeting;savings strategies;estate planning | treasury bonds;money market;CDs | 3 |
C3625 | 25 | Self-Employed | 114,241 | Married | 2 | 400 | 234,871 | 9,523 | 3 | 54,038 | Home Purchase | 5 | 699,960 | 8 | 7 | 3 | 7 | App | Monthly | 2025-07-05 | 46 | mortgage options;down payment;budgeting;savings strategies;risk management | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3626 | 41 | Salaried | 197,913 | Single | 0 | 455 | 319,072 | 9,139 | 2 | 284,189 | Home Purchase | 7 | 1,044,519 | 7 | 9 | 4 | 8 | App | Monthly | 2025-09-27 | 51 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3627 | 27 | Salaried | 203,706 | Divorced | 1 | 448 | 192,122 | 9,680 | 3 | 82,179 | Retirement | 43 | 10,183,007 | 9 | 8 | 3 | 8 | In-Person | Monthly | 2024-09-09 | 56 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3628 | 24 | Self-Employed | 187,598 | Divorced | 1 | 429 | 215,857 | 13,387 | 3 | 69,324 | Travel | 1 | 11,848 | 9 | 5 | 3 | 7 | Chat | Biannual | 2024-09-21 | 43 | budgeting;savings strategies;charitable giving;emergency fund | growth stocks;sector ETFs;crypto assets | 4 |
C3629 | 25 | Salaried | 172,128 | Divorced | 0 | 450 | 240,924 | 10,475 | 3 | 72,645 | Retirement | 37 | 9,412,626 | 7 | 7 | 3 | 8 | App | Biannual | 2025-03-24 | 52 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 4 |
C3630 | 23 | Student | 5,885 | Single | 0 | 343 | 5,138 | 500 | 2 | 3,932 | Travel | 1 | 9,951 | 6 | 5 | 4 | 6 | Chat | Monthly | 2025-11-09 | 37 | budgeting;savings strategies;investment allocation;tax strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds | 4 |
C3631 | 24 | Student | 20,179 | Divorced | 1 | 356 | 43,104 | 1,862 | 2 | 1,154 | Travel | 5 | 6,822 | 7 | 6 | 3 | 6 | Chat | Quarterly | 2025-07-20 | 41 | budgeting;savings strategies;investment allocation;college funding | growth stocks;sector ETFs;crypto assets | 3 |
C3632 | 73 | Retired | 22,763 | Single | 0 | 390 | 30,158 | 2,095 | 5 | 175,105 | Healthcare | 7 | 211,990 | 1 | 4 | 10 | 5 | Phone | Annual | 2025-11-03 | 28 | budgeting;savings strategies;credit score | treasury bonds;money market;CDs | 3 |
C3633 | 50 | Unemployed | 1,520 | Divorced | 0 | 381 | 1,121 | 500 | 4 | 4,205 | Retirement | 16 | 45,662 | 1 | 8 | 10 | 6 | Email | Ad-hoc | 2025-09-08 | 33 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 4 |
C3634 | 48 | Unemployed | 2,768 | Single | 0 | 389 | 8,902 | 500 | 3 | 3,429 | Education | 1 | 150,106 | 5 | 8 | 7 | 7 | In-Person | Quarterly | 2025-10-06 | 51 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3635 | 72 | Retired | 72,574 | Single | 1 | 397 | 25,286 | 4,181 | 2 | 325,949 | Emergency Fund | 1 | 44,394 | 5 | 8 | 5 | 7 | Email | Quarterly | 2025-06-05 | 55 | tax optimization;estate planning;retirement income;tax-efficient investing;insurance review | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3636 | 31 | Unemployed | 1,137 | Married | 1 | 314 | 2,020 | 500 | 4 | 2,788 | Home Purchase | 3 | 4,392 | 3 | 5 | 8 | 5 | In-Person | Biannual | 2025-03-12 | 28 | mortgage options;down payment;budgeting;savings strategies;medicare | treasury bonds;money market;CDs;high-yield savings | 3 |
C3637 | 78 | Retired | 18,191 | Single | 0 | 385 | 23,145 | 1,578 | 3 | 109,629 | Estate Planning | 10 | 352,325 | 4 | 8 | 6 | 4 | In-Person | Biannual | 2025-06-16 | 32 | tax optimization;estate planning;risk management;long-term care;insurance review | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3638 | 63 | Retired | 46,000 | Divorced | 1 | 435 | 13,349 | 3,641 | 6 | 255,738 | Wealth Accumulation | 7 | 59,950 | 3 | 7 | 8 | 7 | Phone | Biannual | 2024-11-21 | 38 | investment strategies;budgeting;savings strategies;estate planning | treasury bonds;money market;CDs | 3 |
C3639 | 29 | Salaried | 213,008 | Married | 0 | 460 | 210,581 | 12,854 | 1 | 142,853 | Home Purchase | 2 | 1,094,706 | 10 | 8 | 1 | 5 | Email | Quarterly | 2024-11-23 | 41 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3640 | 52 | Salaried | 174,013 | Single | 0 | 481 | 191,464 | 12,084 | 4 | 436,974 | Retirement | 16 | 3,807,299 | 6 | 8 | 5 | 6 | Phone | Monthly | 2024-11-11 | 48 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3641 | 63 | Retired | 101,721 | Married | 0 | 429 | 111,930 | 6,515 | 6 | 556,820 | Healthcare | 7 | 163,243 | 2 | 7 | 8 | 5 | Email | Quarterly | 2024-09-18 | 35 | budgeting;savings strategies;business succession;retirement income;risk management | treasury bonds;money market;CDs | 3 |
C3642 | 37 | Salaried | 143,766 | Married | 2 | 477 | 336,396 | 12,788 | 3 | 201,629 | Business Investment | 10 | 367,355 | 6 | 7 | 5 | 7 | Email | Quarterly | 2025-01-05 | 47 | budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds | 3 |
C3643 | 84 | Retired | 31,937 | Single | 0 | 382 | 11,726 | 2,145 | 4 | 221,221 | Estate Planning | 10 | 485,848 | 3 | 6 | 7 | 6 | Email | Annual | 2025-09-07 | 37 | budgeting;savings strategies;retirement income;charitable giving | treasury bonds;money market;CDs | 4 |
C3644 | 40 | Self-Employed | 118,027 | Divorced | 0 | 473 | 159,599 | 4,498 | 4 | 203,566 | Retirement | 27 | 3,925,544 | 6 | 7 | 6 | 5 | Phone | Biannual | 2024-10-03 | 35 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C3645 | 27 | Unemployed | 1,560 | Married | 1 | 326 | 1,563 | 500 | 2 | 1,868 | Emergency Fund | 3 | 1,176 | 6 | 7 | 5 | 7 | Email | Quarterly | 2024-08-08 | 43 | budgeting;savings strategies;medicare;long-term care | index funds;blue-chip stocks;corporate bonds | 4 |
C3646 | 48 | Salaried | 66,756 | Married | 1 | 488 | 116,346 | 7,140 | 3 | 116,035 | Business Investment | 7 | 19,803 | 6 | 8 | 5 | 4 | In-Person | Monthly | 2024-10-22 | 36 | tax optimization;estate planning;insurance review;tax strategies;emergency fund | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3647 | 38 | Salaried | 172,348 | Married | 2 | 442 | 366,366 | 11,125 | 3 | 201,603 | Education | 7 | 121,678 | 8 | 8 | 3 | 8 | Email | Quarterly | 2025-08-10 | 59 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3648 | 61 | Salaried | 61,584 | Married | 2 | 430 | 35,702 | 7,633 | 5 | 207,315 | Retirement | 2 | 591,670 | 3 | 6 | 8 | 3 | Chat | Annual | 2025-02-18 | 22 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C3649 | 29 | Unemployed | 4,980 | Married | 1 | 357 | 9,316 | 552 | 2 | 3,046 | Retirement | 35 | 195,385 | 6 | 8 | 6 | 6 | App | Quarterly | 2025-07-09 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C3650 | 75 | Retired | 98,822 | Married | 1 | 418 | 95,578 | 8,240 | 5 | 892,867 | Estate Planning | 7 | 1,073,208 | 2 | 6 | 8 | 5 | Email | Biannual | 2024-07-26 | 28 | budgeting;savings strategies;college funding | treasury bonds;money market;CDs | 3 |
C3651 | 34 | Salaried | 78,640 | Divorced | 0 | 466 | 173,914 | 4,571 | 3 | 58,280 | Debt Reduction | 1 | 94,071 | 5 | 7 | 6 | 4 | App | Ad-hoc | 2024-10-23 | 23 | debt payoff strategies;budgeting;savings strategies;medicare;emergency fund | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 2 |
C3652 | 34 | Self-Employed | 72,675 | Married | 2 | 455 | 166,703 | 6,073 | 3 | 78,726 | Retirement | 26 | 2,780,205 | 6 | 7 | 5 | 5 | In-Person | Annual | 2025-04-13 | 37 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C3653 | 53 | Salaried | 213,333 | Married | 2 | 474 | 212,737 | 12,269 | 3 | 706,888 | Retirement | 8 | 4,413,945 | 6 | 7 | 4 | 6 | Email | Monthly | 2025-02-02 | 42 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 4 |
C3654 | 41 | Salaried | 48,888 | Married | 3 | 470 | 148,718 | 5,837 | 3 | 58,314 | Home Purchase | 5 | 300,100 | 7 | 9 | 5 | 6 | Phone | Quarterly | 2024-12-04 | 42 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3655 | 33 | Salaried | 94,495 | Married | 1 | 456 | 353,121 | 6,649 | 2 | 71,449 | Retirement | 29 | 4,412,774 | 7 | 5 | 4 | 5 | Phone | Quarterly | 2025-10-10 | 34 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 4 |
C3656 | 55 | Self-Employed | 92,100 | Single | 0 | 482 | 50,905 | 5,099 | 2 | 294,423 | Retirement | 7 | 1,734,909 | 6 | 6 | 5 | 6 | Email | Quarterly | 2024-09-21 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3657 | 64 | Self-Employed | 101,872 | Married | 2 | 443 | 42,632 | 7,203 | 5 | 488,054 | Retirement | 1 | 1,053,795 | 4 | 7 | 6 | 6 | App | Biannual | 2024-11-28 | 33 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 2 |
C3658 | 36 | Salaried | 225,877 | Single | 0 | 481 | 596,551 | 13,988 | 2 | 215,647 | Business Investment | 10 | 296,767 | 7 | 10 | 3 | 5 | Phone | Annual | 2024-12-20 | 34 | tax optimization;estate planning;investment allocation | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3659 | 24 | Student | 12,473 | Single | 0 | 339 | 15,580 | 1,049 | 2 | 4,363 | Home Purchase | 2 | 68,887 | 7 | 6 | 4 | 6 | App | Biannual | 2025-07-07 | 30 | mortgage options;down payment;budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C3660 | 44 | Self-Employed | 219,226 | Married | 2 | 473 | 404,236 | 12,635 | 1 | 473,963 | Home Purchase | 5 | 840,109 | 8 | 9 | 2 | 6 | Phone | Annual | 2025-04-09 | 47 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3661 | 65 | Salaried | 84,202 | Married | 1 | 425 | 27,239 | 5,445 | 2 | 398,844 | Retirement | 1 | 1,082,983 | 7 | 9 | 4 | 5 | Phone | Monthly | 2025-01-23 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
C3662 | 53 | Salaried | 213,415 | Single | 0 | 494 | 237,021 | 7,921 | 3 | 678,253 | Retirement | 12 | 5,016,308 | 7 | 10 | 4 | 6 | App | Ad-hoc | 2025-12-13 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C3663 | 25 | Salaried | 180,556 | Single | 1 | 440 | 266,261 | 8,835 | 1 | 54,962 | Emergency Fund | 3 | 55,609 | 9 | 8 | 1 | 7 | App | Biannual | 2025-03-19 | 48 | tax optimization;estate planning;tax strategies;risk management | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3664 | 84 | Retired | 37,428 | Single | 0 | 404 | 53,708 | 2,148 | 6 | 386,515 | Healthcare | 10 | 54,580 | 3 | 6 | 8 | 6 | App | Quarterly | 2025-10-24 | 32 | budgeting;savings strategies;retirement income;insurance review;credit score | treasury bonds;money market;CDs | 3 |
C3665 | 24 | Student | 7,370 | Married | 0 | 375 | 4,980 | 731 | 2 | 2,026 | Education | 1 | 131,669 | 7 | 3 | 5 | 8 | In-Person | Ad-hoc | 2025-09-15 | 34 | education savings;529 plans;budgeting;savings strategies;risk management | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C3666 | 35 | Unemployed | 2,096 | Married | 1 | 323 | 3,319 | 500 | 2 | 1,582 | Business Investment | 7 | 97,890 | 4 | 7 | 6 | 5 | Email | Biannual | 2025-03-15 | 39 | budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds | 3 |
C3667 | 23 | Salaried | 76,645 | Married | 1 | 443 | 140,992 | 4,055 | 3 | 22,403 | Education | 3 | 138,741 | 7 | 5 | 5 | 5 | App | Biannual | 2025-03-05 | 28 | education savings;529 plans;budgeting;savings strategies;credit score | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3668 | 33 | Self-Employed | 140,972 | Married | 1 | 451 | 486,773 | 7,012 | 3 | 115,817 | Retirement | 30 | 5,276,920 | 9 | 7 | 3 | 5 | Email | Quarterly | 2024-11-03 | 27 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 3 |
C3669 | 76 | Retired | 22,336 | Married | 1 | 372 | 21,705 | 2,564 | 5 | 129,208 | Healthcare | 7 | 209,278 | 1 | 6 | 9 | 5 | Phone | Biannual | 2025-12-22 | 31 | budgeting;savings strategies;charitable giving;insurance review;social security | treasury bonds;money market;CDs | 3 |
C3670 | 53 | Unemployed | 4,674 | Single | 0 | 400 | 3,751 | 500 | 3 | 2,496 | Travel | 2 | 21,104 | 1 | 8 | 9 | 4 | Email | Annual | 2025-07-15 | 32 | tax optimization;estate planning;tax-efficient investing | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3671 | 38 | Salaried | 109,954 | Married | 1 | 428 | 169,797 | 9,194 | 6 | 165,813 | Home Purchase | 5 | 513,938 | 5 | 9 | 7 | 5 | Email | Quarterly | 2025-02-11 | 37 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 2 |
C3672 | 20 | Student | 15,632 | Married | 0 | 348 | 18,417 | 1,773 | 3 | 4,584 | Emergency Fund | 1 | 14,722 | 6 | 5 | 5 | 7 | Email | Monthly | 2024-09-12 | 45 | budgeting;savings strategies;business succession;college funding;estate planning | index funds;blue-chip stocks;corporate bonds | 3 |
C3673 | 45 | Unemployed | 2,313 | Widowed | 1 | 394 | 10,142 | 500 | 3 | 1,403 | Business Investment | 7 | 497,865 | 4 | 7 | 7 | 5 | Email | Biannual | 2024-08-09 | 34 | budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds | 3 |
C3674 | 30 | Unemployed | 69 | Married | 1 | 354 | 200 | 500 | 2 | 2,012 | Home Purchase | 10 | 367 | 5 | 7 | 6 | 6 | App | Annual | 2025-10-29 | 46 | mortgage options;down payment;budgeting;savings strategies;social security | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3675 | 61 | Unemployed | 627 | Married | 1 | 328 | 486 | 500 | 3 | 718 | Retirement | 3 | 7,717 | 1 | 6 | 9 | 6 | Email | Quarterly | 2025-05-19 | 33 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C3676 | 68 | Retired | 30,546 | Married | 2 | 398 | 32,298 | 3,097 | 5 | 121,402 | Estate Planning | 7 | 1,508,679 | 1 | 9 | 10 | 3 | In-Person | Biannual | 2025-10-30 | 25 | tax optimization;estate planning;long-term care;college funding;social security | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3677 | 39 | Salaried | 191,128 | Married | 1 | 487 | 413,786 | 16,041 | 4 | 338,549 | Education | 4 | 116,260 | 6 | 7 | 6 | 8 | App | Annual | 2025-06-19 | 49 | education savings;529 plans;budgeting;savings strategies;social security | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C3678 | 59 | Salaried | 219,675 | Single | 2 | 452 | 228,318 | 16,073 | 3 | 720,944 | Retirement | 3 | 2,782,052 | 8 | 9 | 3 | 4 | Phone | Annual | 2025-06-15 | 27 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C3679 | 51 | Self-Employed | 88,766 | Married | 0 | 489 | 34,239 | 4,726 | 4 | 246,975 | Wealth Accumulation | 7 | 101,802 | 6 | 8 | 6 | 6 | Phone | Biannual | 2025-06-13 | 47 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3680 | 37 | Unemployed | 4,497 | Married | 2 | 346 | 9,309 | 527 | 2 | 2,192 | Wealth Accumulation | 7 | 5,913 | 4 | 7 | 6 | 6 | Phone | Quarterly | 2025-05-24 | 37 | investment strategies;budgeting;savings strategies;business succession;college funding | index funds;blue-chip stocks;corporate bonds | 3 |
C3681 | 21 | Unemployed | 3,034 | Married | 0 | 344 | 6,977 | 500 | 3 | 1,020 | Travel | 3 | 7,796 | 5 | 5 | 6 | 7 | App | Monthly | 2024-11-21 | 35 | budgeting;savings strategies;emergency fund;investment allocation;medicare | index funds;blue-chip stocks;corporate bonds | 3 |
C3682 | 30 | Self-Employed | 305,574 | Married | 0 | 471 | 1,108,209 | 17,619 | 3 | 189,741 | Home Purchase | 2 | 1,821,308 | 7 | 10 | 4 | 8 | Phone | Biannual | 2025-07-30 | 58 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C3683 | 41 | Salaried | 175,488 | Divorced | 1 | 468 | 547,815 | 11,370 | 6 | 339,424 | Business Investment | 20 | 396,491 | 6 | 10 | 6 | 5 | Phone | Monthly | 2025-08-20 | 32 | tax optimization;estate planning;insurance review;college funding;risk management | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3684 | 30 | Salaried | 107,857 | Married | 2 | 464 | 252,693 | 10,371 | 4 | 59,125 | Debt Reduction | 3 | 183,339 | 5 | 9 | 6 | 7 | App | Quarterly | 2025-08-30 | 48 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 2 |
C3685 | 60 | Unemployed | 1,948 | Divorced | 1 | 369 | 2,287 | 500 | 4 | 3,337 | Retirement | 1 | 24,869 | 1 | 5 | 10 | 7 | In-Person | Quarterly | 2025-02-13 | 37 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C3686 | 59 | Salaried | 84,224 | Divorced | 0 | 482 | 40,573 | 5,192 | 3 | 293,706 | Healthcare | 7 | 115,716 | 6 | 10 | 5 | 5 | Phone | Monthly | 2025-03-29 | 42 | tax optimization;estate planning;charitable giving;insurance review;credit score | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3687 | 52 | Salaried | 86,164 | Divorced | 0 | 499 | 78,842 | 3,221 | 3 | 166,099 | Healthcare | 10 | 108,609 | 6 | 7 | 5 | 6 | App | Quarterly | 2025-10-20 | 36 | budgeting;savings strategies;investment allocation;insurance review | index funds;blue-chip stocks;corporate bonds | 4 |
C3688 | 29 | Self-Employed | 81,136 | Married | 2 | 430 | 48,940 | 7,305 | 2 | 48,055 | Home Purchase | 5 | 529,793 | 9 | 7 | 3 | 6 | Chat | Monthly | 2025-04-19 | 38 | mortgage options;down payment;budgeting;savings strategies;credit score | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3689 | 41 | Salaried | 88,177 | Married | 3 | 454 | 147,706 | 6,903 | 2 | 175,546 | Retirement | 24 | 3,518,225 | 7 | 9 | 3 | 6 | Email | Biannual | 2025-05-15 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C3690 | 34 | Salaried | 195,021 | Married | 0 | 460 | 687,298 | 13,906 | 3 | 211,003 | Home Purchase | 5 | 1,230,756 | 7 | 6 | 4 | 8 | Chat | Quarterly | 2025-01-01 | 48 | mortgage options;down payment;budgeting;savings strategies;college funding | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3691 | 22 | Student | 11,673 | Married | 0 | 351 | 15,088 | 1,232 | 2 | 4,586 | Education | 4 | 114,898 | 5 | 6 | 5 | 5 | App | Monthly | 2024-10-20 | 35 | education savings;529 plans;budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3692 | 21 | Student | 6,327 | Single | 0 | 324 | 9,316 | 562 | 2 | 984 | Travel | 3 | 19,275 | 7 | 4 | 4 | 6 | App | Quarterly | 2025-12-22 | 37 | budgeting;savings strategies;retirement income;long-term care | growth stocks;sector ETFs;crypto assets | 3 |
C3693 | 55 | Salaried | 176,174 | Single | 1 | 510 | 111,655 | 8,377 | 3 | 535,907 | Retirement | 5 | 2,878,708 | 6 | 10 | 5 | 4 | Phone | Biannual | 2024-08-19 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3694 | 49 | Salaried | 141,352 | Married | 0 | 486 | 179,212 | 11,257 | 3 | 307,202 | Retirement | 15 | 3,800,188 | 7 | 8 | 4 | 5 | App | Quarterly | 2024-12-05 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C3695 | 37 | Self-Employed | 120,858 | Married | 1 | 471 | 155,573 | 7,227 | 3 | 145,105 | Retirement | 31 | 5,221,888 | 6 | 7 | 4 | 5 | App | Quarterly | 2025-04-03 | 29 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C3696 | 20 | Student | 9,831 | Married | 0 | 329 | 14,669 | 1,015 | 1 | 4,765 | Travel | 1 | 15,161 | 7 | 3 | 4 | 5 | Phone | Quarterly | 2024-12-12 | 28 | budgeting;savings strategies;business succession;medicare;tax-efficient investing | growth stocks;sector ETFs;crypto assets | 3 |
C3697 | 29 | Self-Employed | 179,201 | Divorced | 1 | 419 | 231,525 | 11,067 | 2 | 129,468 | Emergency Fund | 1 | 89,307 | 10 | 7 | 2 | 7 | Email | Quarterly | 2024-12-24 | 42 | budgeting;savings strategies;long-term care;insurance review | growth stocks;sector ETFs;crypto assets | 4 |
C3698 | 35 | Unemployed | 4,297 | Widowed | 0 | 345 | 11,309 | 500 | 3 | 2,804 | Wealth Accumulation | 7 | 5,294 | 4 | 6 | 7 | 7 | Email | Quarterly | 2024-09-12 | 40 | investment strategies;budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds | 3 |
C3699 | 56 | Self-Employed | 196,535 | Married | 2 | 492 | 116,698 | 15,804 | 5 | 932,799 | Retirement | 13 | 4,502,331 | 4 | 10 | 6 | 3 | Phone | Biannual | 2025-02-12 | 31 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3700 | 62 | Retired | 27,059 | Single | 0 | 432 | 6,955 | 1,904 | 5 | 107,034 | Wealth Accumulation | 10 | 21,214 | 1 | 8 | 10 | 7 | Phone | Ad-hoc | 2025-01-10 | 47 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;tax-efficient funds | 3 |
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