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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C3701 | 68 | Retired | 31,422 | Single | 0 | 393 | 23,413 | 2,094 | 4 | 172,513 | Travel | 2 | 12,218 | 5 | 7 | 6 | 4 | Phone | Biannual | 2025-03-20 | 32 | budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds | 2 |
C3702 | 85 | Retired | 37,837 | Married | 0 | 370 | 28,835 | 3,221 | 4 | 262,620 | Healthcare | 5 | 157,054 | 3 | 6 | 9 | 6 | Email | Quarterly | 2024-09-19 | 31 | budgeting;savings strategies;business succession;credit score;risk management | treasury bonds;money market;CDs | 3 |
C3703 | 19 | Student | 15,639 | Divorced | 0 | 328 | 34,896 | 1,194 | 2 | 2,719 | Travel | 3 | 5,540 | 7 | 5 | 4 | 7 | Phone | Biannual | 2025-11-13 | 39 | budgeting;savings strategies;college funding;medicare;tax strategies | growth stocks;sector ETFs;crypto assets | 3 |
C3704 | 75 | Retired | 77,614 | Married | 0 | 403 | 39,463 | 3,604 | 3 | 656,977 | Healthcare | 20 | 146,150 | 5 | 6 | 6 | 5 | Email | Biannual | 2024-08-29 | 36 | budgeting;savings strategies;social security | index funds;blue-chip stocks;corporate bonds | 4 |
C3705 | 33 | Salaried | 79,900 | Divorced | 1 | 445 | 108,148 | 4,379 | 3 | 60,202 | Home Purchase | 5 | 412,902 | 6 | 7 | 5 | 4 | Email | Annual | 2024-07-04 | 31 | mortgage options;down payment;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;high-yield savings | 2 |
C3706 | 54 | Salaried | 170,944 | Divorced | 1 | 513 | 66,285 | 12,084 | 3 | 596,063 | Retirement | 12 | 3,731,036 | 7 | 8 | 4 | 8 | In-Person | Monthly | 2024-10-01 | 60 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C3707 | 65 | Retired | 90,439 | Married | 0 | 459 | 20,997 | 5,487 | 5 | 468,978 | Healthcare | 10 | 188,464 | 4 | 8 | 8 | 4 | In-Person | Quarterly | 2024-11-06 | 31 | tax optimization;estate planning;investment allocation;credit score | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3708 | 63 | Salaried | 126,168 | Married | 1 | 476 | 127,876 | 11,690 | 6 | 637,798 | Retirement | 5 | 1,867,468 | 4 | 9 | 6 | 7 | Email | Quarterly | 2025-05-15 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3709 | 58 | Salaried | 224,152 | Married | 1 | 508 | 115,935 | 12,980 | 3 | 676,307 | Retirement | 4 | 2,905,964 | 7 | 10 | 4 | 8 | Email | Biannual | 2024-10-31 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C3710 | 54 | Salaried | 241,325 | Divorced | 1 | 463 | 70,237 | 10,508 | 8 | 558,682 | Wealth Accumulation | 7 | 235,463 | 3 | 8 | 8 | 6 | App | Monthly | 2025-10-06 | 33 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3711 | 40 | Salaried | 156,730 | Married | 2 | 490 | 359,460 | 10,486 | 4 | 301,274 | Business Investment | 10 | 355,397 | 7 | 10 | 4 | 7 | Phone | Biannual | 2025-02-17 | 57 | tax optimization;estate planning;risk management | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3712 | 50 | Self-Employed | 177,024 | Married | 1 | 465 | 119,216 | 14,503 | 4 | 429,775 | Healthcare | 5 | 144,877 | 5 | 10 | 5 | 5 | App | Quarterly | 2024-08-05 | 42 | tax optimization;estate planning;social security;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3713 | 76 | Retired | 77,447 | Divorced | 0 | 397 | 138,144 | 4,178 | 5 | 672,020 | Estate Planning | 3 | 1,126,466 | 2 | 7 | 8 | 4 | In-Person | Annual | 2025-01-01 | 30 | budgeting;savings strategies;insurance review;investment allocation | treasury bonds;money market;CDs | 2 |
C3714 | 41 | Salaried | 70,594 | Married | 2 | 467 | 85,892 | 6,210 | 5 | 84,423 | Business Investment | 7 | 461,454 | 4 | 10 | 8 | 6 | Email | Monthly | 2025-02-22 | 38 | tax optimization;estate planning;tax-efficient investing;charitable giving | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3715 | 37 | Salaried | 215,937 | Married | 1 | 495 | 597,668 | 17,537 | 3 | 286,428 | Retirement | 28 | 7,339,427 | 8 | 9 | 3 | 7 | Email | Quarterly | 2024-07-19 | 51 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3716 | 49 | Self-Employed | 151,801 | Single | 0 | 483 | 285,282 | 9,608 | 3 | 395,018 | Wealth Accumulation | 10 | 201,729 | 9 | 8 | 3 | 7 | App | Monthly | 2025-06-10 | 51 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 4 |
C3717 | 66 | Retired | 115,620 | Married | 1 | 435 | 98,489 | 5,774 | 6 | 670,671 | Estate Planning | 10 | 556,532 | 3 | 10 | 7 | 7 | Phone | Monthly | 2025-11-11 | 43 | tax optimization;estate planning;risk management;business succession;college funding | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3718 | 51 | Self-Employed | 94,172 | Married | 2 | 447 | 115,689 | 8,162 | 3 | 307,021 | Healthcare | 10 | 137,183 | 5 | 7 | 7 | 5 | Phone | Biannual | 2025-02-13 | 35 | budgeting;savings strategies;emergency fund | index funds;blue-chip stocks;corporate bonds | 3 |
C3719 | 73 | Retired | 47,353 | Married | 0 | 401 | 62,495 | 3,989 | 5 | 399,735 | Healthcare | 7 | 126,337 | 2 | 7 | 9 | 7 | Phone | Biannual | 2025-08-07 | 50 | budgeting;savings strategies;estate planning | treasury bonds;money market;CDs | 3 |
C3720 | 59 | Salaried | 189,992 | Married | 1 | 467 | 210,763 | 13,865 | 7 | 806,370 | Wealth Accumulation | 5 | 179,078 | 4 | 7 | 7 | 8 | In-Person | Monthly | 2024-09-09 | 47 | investment strategies;budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds | 3 |
C3721 | 76 | Retired | 89,104 | Married | 0 | 425 | 61,949 | 3,889 | 5 | 770,752 | Estate Planning | 7 | 1,094,661 | 2 | 8 | 10 | 3 | Phone | Annual | 2025-08-21 | 24 | tax optimization;estate planning;emergency fund;long-term care;tax strategies | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3722 | 61 | Self-Employed | 241,984 | Single | 0 | 465 | 300,331 | 15,942 | 4 | 1,537,732 | Travel | 3 | 16,640 | 6 | 9 | 5 | 4 | Phone | Annual | 2024-12-25 | 30 | tax optimization;estate planning;long-term care;tax strategies;social security | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3723 | 35 | Self-Employed | 240,609 | Single | 0 | 474 | 376,640 | 12,657 | 3 | 287,872 | Business Investment | 15 | 212,315 | 8 | 8 | 4 | 6 | Email | Ad-hoc | 2025-09-05 | 47 | tax optimization;estate planning;emergency fund;tax strategies;social security | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 4 |
C3724 | 42 | Self-Employed | 162,271 | Divorced | 1 | 484 | 401,915 | 8,153 | 2 | 374,160 | Retirement | 19 | 4,550,016 | 9 | 10 | 3 | 4 | Email | Biannual | 2024-10-30 | 30 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3725 | 36 | Salaried | 57,237 | Widowed | 1 | 465 | 150,843 | 3,884 | 4 | 49,410 | Retirement | 30 | 1,971,885 | 5 | 5 | 6 | 4 | In-Person | Annual | 2025-08-15 | 23 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3726 | 48 | Salaried | 254,373 | Married | 1 | 524 | 769,623 | 15,703 | 2 | 539,957 | Retirement | 18 | 6,130,006 | 8 | 9 | 3 | 5 | App | Biannual | 2025-12-25 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3727 | 41 | Salaried | 104,645 | Married | 2 | 461 | 236,478 | 7,328 | 2 | 196,738 | Business Investment | 7 | 260,688 | 8 | 7 | 2 | 8 | Email | Quarterly | 2024-07-06 | 48 | budgeting;savings strategies;emergency fund | growth stocks;sector ETFs;crypto assets | 3 |
C3728 | 83 | Retired | 61,622 | Married | 0 | 367 | 73,366 | 5,178 | 5 | 560,806 | Healthcare | 10 | 102,307 | 2 | 10 | 10 | 5 | Email | Monthly | 2025-02-03 | 38 | tax optimization;estate planning;college funding;insurance review | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3729 | 44 | Self-Employed | 65,038 | Married | 3 | 435 | 160,024 | 8,268 | 2 | 147,352 | Business Investment | 7 | 370,097 | 7 | 8 | 4 | 5 | Email | Quarterly | 2024-10-27 | 35 | tax optimization;estate planning;risk management;long-term care;retirement income | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3730 | 19 | Student | 16,148 | Single | 0 | 331 | 38,174 | 1,228 | 2 | 903 | Education | 4 | 150,104 | 7 | 6 | 5 | 7 | App | Monthly | 2025-03-03 | 49 | education savings;529 plans;budgeting;savings strategies;tax strategies | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3731 | 78 | Retired | 87,011 | Married | 1 | 397 | 152,600 | 5,530 | 6 | 496,664 | Retirement | 1 | 812,059 | 2 | 8 | 9 | 3 | Phone | Quarterly | 2025-02-28 | 25 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
C3732 | 23 | Unemployed | 4,905 | Single | 0 | 354 | 5,939 | 500 | 3 | 1,624 | Education | 3 | 170,634 | 5 | 6 | 6 | 6 | App | Monthly | 2025-08-11 | 44 | education savings;529 plans;budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3733 | 43 | Self-Employed | 237,810 | Married | 3 | 487 | 708,792 | 23,250 | 2 | 425,756 | Retirement | 18 | 7,189,771 | 9 | 9 | 2 | 6 | In-Person | Monthly | 2024-09-11 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C3734 | 20 | Unemployed | 4,844 | Married | 0 | 339 | 9,524 | 500 | 2 | 698 | Education | 1 | 110,549 | 7 | 5 | 4 | 6 | App | Biannual | 2025-09-11 | 30 | education savings;529 plans;budgeting;savings strategies;tax-efficient investing | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3735 | 41 | Unemployed | 4,537 | Married | 1 | 360 | 15,274 | 500 | 3 | 4,501 | Retirement | 28 | 176,574 | 4 | 7 | 7 | 4 | Phone | Annual | 2024-11-21 | 28 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3736 | 32 | Salaried | 237,692 | Married | 0 | 449 | 567,134 | 16,186 | 5 | 215,434 | Retirement | 30 | 8,935,512 | 5 | 9 | 6 | 7 | App | Biannual | 2025-09-09 | 47 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3737 | 56 | Unemployed | 1,683 | Married | 1 | 373 | 1,062 | 500 | 2 | 674 | Healthcare | 10 | 282,617 | 5 | 7 | 5 | 4 | Email | Quarterly | 2025-07-17 | 23 | budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds | 3 |
C3738 | 74 | Retired | 62,349 | Single | 0 | 387 | 35,776 | 5,296 | 4 | 355,930 | Estate Planning | 7 | 1,884,635 | 3 | 8 | 9 | 3 | Email | Quarterly | 2025-11-20 | 24 | tax optimization;estate planning;investment allocation | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3739 | 33 | Unemployed | 771 | Widowed | 0 | 328 | 2,743 | 500 | 3 | 2,202 | Retirement | 32 | 37,534 | 4 | 6 | 7 | 7 | In-Person | Quarterly | 2024-09-10 | 49 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C3740 | 22 | Salaried | 51,548 | Divorced | 0 | 396 | 103,876 | 3,115 | 3 | 9,413 | Emergency Fund | 1 | 49,659 | 6 | 6 | 5 | 6 | App | Monthly | 2025-10-19 | 40 | budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds | 3 |
C3741 | 23 | Student | 12,820 | Divorced | 1 | 332 | 30,634 | 1,145 | 1 | 1,208 | Education | 2 | 142,263 | 7 | 5 | 3 | 6 | App | Monthly | 2025-02-28 | 36 | education savings;529 plans;budgeting;savings strategies;retirement income | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3742 | 43 | Self-Employed | 38,182 | Single | 2 | 429 | 139,749 | 3,221 | 3 | 106,430 | Home Purchase | 7 | 241,841 | 5 | 8 | 5 | 5 | App | Monthly | 2025-03-24 | 39 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3743 | 79 | Retired | 24,536 | Single | 1 | 379 | 14,914 | 1,990 | 3 | 246,457 | Retirement | 1 | 244,123 | 4 | 9 | 7 | 3 | Phone | Annual | 2025-01-04 | 31 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C3744 | 43 | Salaried | 143,253 | Divorced | 0 | 503 | 309,810 | 8,388 | 2 | 233,542 | Retirement | 20 | 4,680,869 | 7 | 9 | 4 | 5 | In-Person | Monthly | 2025-08-30 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C3745 | 58 | Salaried | 211,878 | Single | 0 | 505 | 203,616 | 10,420 | 8 | 897,672 | Retirement | 7 | 3,983,386 | 4 | 8 | 8 | 5 | Email | Quarterly | 2024-12-25 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3746 | 32 | Salaried | 47,253 | Married | 1 | 402 | 150,238 | 4,879 | 3 | 41,240 | Home Purchase | 5 | 217,993 | 6 | 7 | 5 | 7 | App | Quarterly | 2024-11-13 | 44 | mortgage options;down payment;budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;high-yield savings | 4 |
C3747 | 75 | Retired | 65,476 | Widowed | 0 | 396 | 25,502 | 5,457 | 3 | 542,838 | Emergency Fund | 1 | 49,719 | 2 | 8 | 8 | 5 | In-Person | Quarterly | 2024-12-31 | 33 | tax optimization;estate planning;risk management;tax strategies | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3748 | 25 | Unemployed | 2,418 | Single | 0 | 309 | 3,292 | 500 | 2 | 3,546 | Emergency Fund | 3 | 1,247 | 5 | 6 | 6 | 7 | Email | Monthly | 2024-10-26 | 34 | budgeting;savings strategies;college funding | index funds;blue-chip stocks;corporate bonds | 3 |
C3749 | 64 | Retired | 117,073 | Divorced | 0 | 416 | 112,779 | 4,786 | 6 | 496,645 | Retirement | 1 | 1,394,925 | 5 | 10 | 6 | 5 | In-Person | Quarterly | 2025-07-27 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3750 | 58 | Salaried | 86,617 | Married | 0 | 473 | 56,505 | 4,976 | 4 | 335,720 | Retirement | 9 | 1,809,674 | 3 | 8 | 7 | 6 | Phone | Biannual | 2025-09-02 | 47 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C3751 | 53 | Salaried | 144,493 | Married | 1 | 468 | 50,081 | 8,425 | 4 | 466,649 | Retirement | 17 | 4,183,546 | 6 | 9 | 5 | 7 | Email | Quarterly | 2024-10-12 | 43 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3752 | 55 | Salaried | 143,738 | Widowed | 0 | 476 | 150,313 | 8,976 | 5 | 408,162 | Retirement | 11 | 3,270,907 | 5 | 7 | 5 | 7 | Chat | Monthly | 2025-10-16 | 41 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C3753 | 38 | Self-Employed | 208,139 | Single | 0 | 485 | 680,461 | 13,956 | 3 | 350,329 | Retirement | 31 | 7,855,807 | 7 | 8 | 5 | 7 | Chat | Annual | 2025-02-09 | 50 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C3754 | 55 | Unemployed | 3,641 | Married | 0 | 376 | 4,337 | 500 | 3 | 1,576 | Retirement | 11 | 73,549 | 4 | 6 | 7 | 4 | Chat | Monthly | 2025-09-19 | 22 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3755 | 46 | Salaried | 55,348 | Single | 0 | 453 | 180,586 | 4,008 | 1 | 120,911 | Education | 5 | 166,207 | 8 | 8 | 2 | 6 | Email | Monthly | 2024-07-17 | 43 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 2 |
C3756 | 43 | Salaried | 213,919 | Divorced | 0 | 495 | 622,143 | 8,928 | 6 | 485,151 | Education | 4 | 117,588 | 6 | 8 | 6 | 5 | Email | Quarterly | 2024-10-25 | 32 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 2 |
C3757 | 73 | Retired | 19,410 | Married | 0 | 407 | 12,124 | 2,018 | 2 | 163,050 | Healthcare | 20 | 102,149 | 4 | 6 | 6 | 4 | Email | Biannual | 2024-07-24 | 31 | budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds | 2 |
C3758 | 25 | Self-Employed | 182,569 | Married | 0 | 419 | 164,978 | 13,682 | 1 | 89,397 | Debt Reduction | 2 | 323,550 | 9 | 10 | 1 | 7 | Email | Monthly | 2025-12-03 | 47 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C3759 | 21 | Unemployed | 3,899 | Divorced | 2 | 328 | 3,344 | 500 | 2 | 4,824 | Emergency Fund | 1 | 2,890 | 4 | 6 | 7 | 5 | App | Monthly | 2024-08-03 | 29 | budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds | 3 |
C3760 | 37 | Salaried | 51,683 | Married | 3 | 420 | 177,427 | 6,146 | 3 | 77,678 | Retirement | 25 | 2,003,840 | 5 | 9 | 6 | 4 | Phone | Biannual | 2025-10-16 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C3761 | 59 | Unemployed | 2,936 | Married | 1 | 381 | 1,668 | 500 | 5 | 2,261 | Retirement | 1 | 33,707 | 2 | 7 | 10 | 5 | Email | Quarterly | 2025-03-24 | 39 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C3762 | 21 | Student | 11,355 | Married | 0 | 377 | 21,451 | 1,154 | 2 | 4,833 | Travel | 3 | 5,831 | 8 | 4 | 4 | 6 | Email | Annual | 2025-01-07 | 28 | budgeting;savings strategies;tax-efficient investing;emergency fund | growth stocks;sector ETFs;crypto assets | 3 |
C3763 | 44 | Salaried | 101,177 | Married | 1 | 443 | 246,352 | 7,822 | 5 | 238,548 | Retirement | 19 | 3,274,052 | 6 | 8 | 6 | 6 | Email | Monthly | 2025-10-27 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3764 | 46 | Salaried | 163,586 | Married | 1 | 500 | 370,127 | 9,750 | 6 | 434,725 | Retirement | 24 | 5,288,467 | 5 | 10 | 7 | 8 | Email | Ad-hoc | 2024-09-29 | 65 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3765 | 53 | Salaried | 224,812 | Married | 1 | 463 | 80,828 | 11,097 | 6 | 630,251 | Healthcare | 15 | 179,897 | 5 | 10 | 7 | 6 | Email | Monthly | 2024-11-06 | 40 | tax optimization;estate planning;emergency fund;charitable giving | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3766 | 31 | Self-Employed | 171,614 | Married | 0 | 441 | 261,251 | 8,641 | 2 | 117,221 | Home Purchase | 3 | 766,623 | 8 | 6 | 3 | 7 | Email | Quarterly | 2025-06-22 | 44 | mortgage options;down payment;budgeting;savings strategies;emergency fund | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C3767 | 50 | Salaried | 73,394 | Married | 2 | 450 | 105,268 | 6,098 | 4 | 119,458 | Retirement | 10 | 1,267,717 | 3 | 9 | 7 | 5 | Email | Annual | 2025-08-16 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
C3768 | 25 | Student | 5,163 | Divorced | 0 | 382 | 8,047 | 500 | 2 | 3,354 | Home Purchase | 3 | 22,478 | 7 | 6 | 5 | 6 | App | Annual | 2025-05-05 | 43 | mortgage options;down payment;budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C3769 | 23 | Self-Employed | 93,868 | Married | 0 | 384 | 145,751 | 5,989 | 2 | 19,969 | Travel | 3 | 11,908 | 8 | 6 | 3 | 8 | Phone | Biannual | 2025-01-09 | 43 | budgeting;savings strategies;emergency fund;charitable giving | growth stocks;sector ETFs;crypto assets | 4 |
C3770 | 19 | Student | 14,174 | Single | 0 | 339 | 20,445 | 1,290 | 2 | 1,535 | Education | 3 | 119,951 | 6 | 5 | 5 | 6 | In-Person | Monthly | 2025-07-06 | 35 | education savings;529 plans;budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C3771 | 29 | Salaried | 119,021 | Single | 2 | 431 | 126,897 | 10,070 | 3 | 51,232 | Wealth Accumulation | 7 | 133,982 | 8 | 8 | 3 | 7 | App | Quarterly | 2024-12-16 | 50 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3772 | 41 | Salaried | 140,725 | Married | 3 | 451 | 444,538 | 14,164 | 2 | 273,240 | Retirement | 25 | 5,628,556 | 8 | 10 | 2 | 6 | In-Person | Monthly | 2025-11-22 | 42 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C3773 | 82 | Retired | 43,393 | Single | 0 | 386 | 25,750 | 2,969 | 4 | 426,254 | Estate Planning | 7 | 654,599 | 4 | 8 | 7 | 4 | Email | Biannual | 2025-11-08 | 37 | tax optimization;estate planning;investment allocation;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3774 | 33 | Salaried | 76,643 | Single | 0 | 467 | 175,731 | 2,918 | 3 | 52,856 | Retirement | 36 | 3,055,238 | 6 | 7 | 5 | 6 | Email | Quarterly | 2025-03-30 | 35 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3775 | 68 | Retired | 70,354 | Widowed | 1 | 408 | 55,572 | 2,974 | 4 | 469,889 | Estate Planning | 10 | 769,841 | 4 | 9 | 8 | 6 | In-Person | Monthly | 2025-04-09 | 51 | tax optimization;estate planning;business succession;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3776 | 65 | Retired | 74,148 | Single | 0 | 445 | 38,921 | 2,726 | 5 | 467,369 | Retirement | 1 | 726,301 | 2 | 9 | 9 | 4 | Phone | Annual | 2025-09-30 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C3777 | 52 | Salaried | 59,485 | Widowed | 1 | 451 | 15,220 | 4,800 | 4 | 176,239 | Retirement | 9 | 1,011,284 | 5 | 10 | 7 | 4 | Phone | Annual | 2025-07-16 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C3778 | 25 | Student | 19,677 | Divorced | 0 | 386 | 22,432 | 1,639 | 2 | 238 | Wealth Accumulation | 10 | 12,344 | 8 | 8 | 4 | 5 | Phone | Biannual | 2024-08-25 | 36 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3779 | 47 | Unemployed | 4,270 | Married | 1 | 392 | 11,277 | 548 | 5 | 1,497 | Business Investment | 15 | 289,883 | 3 | 6 | 9 | 7 | App | Biannual | 2025-03-19 | 44 | budgeting;savings strategies;insurance review;retirement income | treasury bonds;money market;CDs | 3 |
C3780 | 54 | Unemployed | 281 | Married | 2 | 357 | 172 | 500 | 4 | 4,103 | Retirement | 16 | 7,927 | 4 | 5 | 7 | 6 | Email | Annual | 2025-01-31 | 28 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C3781 | 79 | Retired | 41,913 | Single | 0 | 412 | 31,992 | 3,395 | 5 | 398,302 | Travel | 1 | 6,187 | 2 | 5 | 8 | 5 | Email | Quarterly | 2025-03-01 | 33 | budgeting;savings strategies;credit score | treasury bonds;money market;CDs | 3 |
C3782 | 47 | Salaried | 160,349 | Single | 0 | 464 | 471,044 | 6,745 | 3 | 334,681 | Home Purchase | 2 | 999,845 | 7 | 8 | 5 | 8 | Email | Monthly | 2024-10-15 | 43 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3783 | 27 | Salaried | 148,205 | Married | 0 | 422 | 294,940 | 12,079 | 3 | 77,343 | Debt Reduction | 2 | 118,702 | 7 | 8 | 3 | 5 | Chat | Quarterly | 2024-10-25 | 40 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 2 |
C3784 | 40 | Self-Employed | 253,581 | Married | 2 | 441 | 362,496 | 24,024 | 2 | 492,162 | Retirement | 22 | 7,614,850 | 8 | 7 | 3 | 6 | Email | Annual | 2024-07-23 | 39 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 2 |
C3785 | 28 | Self-Employed | 262,285 | Married | 1 | 457 | 287,114 | 18,305 | 1 | 134,433 | Home Purchase | 5 | 1,600,051 | 10 | 10 | 1 | 7 | In-Person | Biannual | 2025-12-07 | 58 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C3786 | 26 | Salaried | 42,004 | Married | 2 | 420 | 50,781 | 3,769 | 2 | 18,219 | Retirement | 39 | 2,387,149 | 7 | 7 | 4 | 7 | Phone | Quarterly | 2025-01-29 | 36 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C3787 | 64 | Salaried | 51,148 | Married | 0 | 413 | 30,402 | 4,275 | 4 | 235,636 | Estate Planning | 5 | 328,459 | 6 | 6 | 6 | 6 | Email | Quarterly | 2024-12-03 | 30 | budgeting;savings strategies;social security | index funds;blue-chip stocks;corporate bonds | 4 |
C3788 | 82 | Retired | 48,138 | Married | 0 | 402 | 50,032 | 3,747 | 5 | 301,142 | Estate Planning | 7 | 1,444,902 | 2 | 9 | 10 | 6 | In-Person | Monthly | 2025-12-01 | 40 | tax optimization;estate planning;college funding;social security | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3789 | 22 | Student | 6,805 | Divorced | 1 | 354 | 8,525 | 661 | 2 | 839 | Travel | 2 | 10,540 | 6 | 4 | 4 | 7 | App | Annual | 2025-11-29 | 44 | budgeting;savings strategies;risk management;tax strategies;college funding | index funds;blue-chip stocks;corporate bonds | 4 |
C3790 | 38 | Salaried | 80,241 | Single | 0 | 426 | 136,935 | 3,806 | 2 | 115,677 | Wealth Accumulation | 7 | 123,356 | 7 | 8 | 4 | 4 | Email | Quarterly | 2025-07-19 | 25 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3791 | 56 | Salaried | 182,295 | Married | 1 | 487 | 47,278 | 14,573 | 2 | 664,989 | Wealth Accumulation | 10 | 140,340 | 7 | 8 | 3 | 5 | Phone | Monthly | 2024-12-05 | 34 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3792 | 37 | Unemployed | 3,639 | Divorced | 2 | 337 | 11,947 | 500 | 3 | 4,322 | Wealth Accumulation | 5 | 5,510 | 3 | 7 | 7 | 5 | Email | Monthly | 2024-10-21 | 29 | investment strategies;budgeting;savings strategies;risk management;college funding | treasury bonds;money market;CDs | 3 |
C3793 | 72 | Retired | 103,914 | Single | 0 | 408 | 86,057 | 4,158 | 6 | 605,333 | Emergency Fund | 1 | 31,212 | 5 | 7 | 6 | 4 | Email | Biannual | 2025-04-24 | 25 | budgeting;savings strategies;risk management;credit score | index funds;blue-chip stocks;corporate bonds | 2 |
C3794 | 29 | Unemployed | 2,468 | Married | 1 | 322 | 4,629 | 500 | 2 | 4,231 | Home Purchase | 3 | 9,891 | 4 | 8 | 6 | 6 | App | Quarterly | 2024-10-03 | 41 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 4 |
C3795 | 42 | Self-Employed | 265,525 | Married | 3 | 474 | 715,806 | 28,972 | 3 | 661,485 | Retirement | 19 | 8,794,433 | 8 | 8 | 4 | 7 | Email | Annual | 2025-07-27 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3796 | 73 | Retired | 86,803 | Single | 0 | 425 | 42,434 | 4,475 | 2 | 413,852 | Healthcare | 3 | 151,612 | 6 | 7 | 4 | 7 | Email | Biannual | 2025-12-24 | 49 | budgeting;savings strategies;social security | index funds;blue-chip stocks;corporate bonds | 2 |
C3797 | 46 | Salaried | 245,797 | Married | 2 | 480 | 671,309 | 13,989 | 6 | 646,885 | Retirement | 16 | 5,345,499 | 6 | 8 | 6 | 6 | Email | Monthly | 2025-09-09 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3798 | 28 | Salaried | 233,212 | Divorced | 0 | 432 | 393,981 | 15,307 | 3 | 123,616 | Home Purchase | 3 | 1,344,315 | 7 | 9 | 3 | 6 | Chat | Biannual | 2025-01-01 | 37 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3799 | 56 | Salaried | 183,679 | Single | 0 | 473 | 163,284 | 9,498 | 8 | 741,854 | Retirement | 7 | 3,082,971 | 3 | 10 | 9 | 6 | Email | Biannual | 2025-04-09 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 3 |
C3800 | 60 | Retired | 35,878 | Married | 2 | 441 | 56,232 | 3,292 | 6 | 184,775 | Travel | 2 | 16,298 | 2 | 6 | 9 | 7 | Email | Annual | 2025-11-06 | 34 | budgeting;savings strategies;risk management;social security;estate planning | treasury bonds;money market;CDs | 3 |
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