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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C3801 | 24 | Salaried | 200,531 | Married | 0 | 452 | 177,144 | 16,699 | 1 | 51,120 | Education | 3 | 130,947 | 8 | 6 | 2 | 8 | Chat | Monthly | 2025-11-25 | 51 | education savings;529 plans;budgeting;savings strategies;college funding | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3802 | 44 | Salaried | 162,382 | Single | 2 | 472 | 256,051 | 11,238 | 3 | 294,233 | Wealth Accumulation | 7 | 79,184 | 7 | 8 | 3 | 7 | In-Person | Quarterly | 2024-10-29 | 39 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C3803 | 29 | Salaried | 184,286 | Divorced | 1 | 426 | 131,777 | 11,782 | 2 | 99,459 | Debt Reduction | 1 | 290,584 | 7 | 7 | 3 | 6 | Email | Biannual | 2024-10-25 | 34 | debt payoff strategies;budgeting;savings strategies;emergency fund;credit score | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C3804 | 83 | Retired | 48,542 | Married | 2 | 374 | 40,154 | 4,686 | 5 | 542,047 | Estate Planning | 7 | 1,625,814 | 1 | 9 | 10 | 3 | Phone | Quarterly | 2024-10-08 | 33 | tax optimization;estate planning;medicare | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3805 | 71 | Retired | 94,854 | Married | 2 | 428 | 35,399 | 7,667 | 4 | 578,511 | Retirement | 1 | 1,120,818 | 2 | 7 | 8 | 5 | In-Person | Quarterly | 2025-06-28 | 35 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C3806 | 62 | Retired | 87,553 | Widowed | 0 | 438 | 49,892 | 2,790 | 4 | 473,671 | Healthcare | 7 | 71,201 | 4 | 7 | 7 | 5 | App | Quarterly | 2025-01-18 | 34 | budgeting;savings strategies;emergency fund | index funds;blue-chip stocks;corporate bonds | 3 |
C3807 | 67 | Retired | 60,361 | Married | 0 | 401 | 89,103 | 5,247 | 4 | 262,800 | Estate Planning | 3 | 1,660,930 | 4 | 7 | 7 | 4 | Email | Biannual | 2025-10-08 | 32 | budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds | 2 |
C3808 | 23 | Student | 13,534 | Divorced | 1 | 347 | 26,867 | 1,374 | 3 | 266 | Travel | 2 | 27,764 | 7 | 5 | 5 | 5 | App | Quarterly | 2025-04-07 | 25 | budgeting;savings strategies;tax strategies | growth stocks;sector ETFs;crypto assets | 3 |
C3809 | 60 | Salaried | 134,342 | Single | 1 | 458 | 91,652 | 8,624 | 4 | 659,825 | Wealth Accumulation | 5 | 115,040 | 6 | 7 | 5 | 7 | Phone | Quarterly | 2024-08-22 | 40 | investment strategies;budgeting;savings strategies;tax-efficient investing;tax strategies | index funds;blue-chip stocks;corporate bonds | 4 |
C3810 | 57 | Self-Employed | 138,565 | Married | 2 | 448 | 198,744 | 12,163 | 3 | 672,320 | Retirement | 3 | 1,943,737 | 7 | 10 | 3 | 8 | App | Monthly | 2025-02-07 | 53 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3811 | 24 | Student | 14,300 | Single | 0 | 361 | 23,085 | 1,137 | 3 | 3,136 | Education | 4 | 120,654 | 5 | 4 | 6 | 8 | App | Biannual | 2024-07-12 | 50 | education savings;529 plans;budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C3812 | 28 | Salaried | 124,203 | Single | 0 | 438 | 150,125 | 8,137 | 3 | 76,260 | Debt Reduction | 2 | 73,859 | 8 | 7 | 3 | 7 | Email | Quarterly | 2025-04-29 | 35 | debt payoff strategies;budgeting;savings strategies;medicare;emergency fund | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 4 |
C3813 | 51 | Salaried | 191,387 | Married | 1 | 515 | 287,769 | 15,108 | 5 | 469,610 | Wealth Accumulation | 10 | 192,284 | 5 | 10 | 7 | 4 | Chat | Biannual | 2024-11-06 | 31 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3814 | 52 | Self-Employed | 146,786 | Married | 0 | 478 | 124,669 | 6,721 | 5 | 435,404 | Estate Planning | 5 | 1,544,277 | 6 | 10 | 5 | 6 | App | Biannual | 2024-09-12 | 46 | tax optimization;estate planning;retirement income;charitable giving;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3815 | 54 | Salaried | 188,142 | Married | 0 | 508 | 249,068 | 13,900 | 3 | 408,694 | Wealth Accumulation | 7 | 286,676 | 7 | 10 | 4 | 5 | In-Person | Quarterly | 2025-04-05 | 32 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3816 | 85 | Retired | 42,297 | Married | 2 | 378 | 49,856 | 4,886 | 3 | 268,526 | Healthcare | 10 | 74,014 | 3 | 6 | 8 | 8 | Phone | Quarterly | 2025-11-26 | 43 | budgeting;savings strategies;tax strategies;insurance review | treasury bonds;money market;CDs | 4 |
C3817 | 23 | Student | 17,899 | Single | 0 | 338 | 32,005 | 1,563 | 2 | 2,574 | Education | 7 | 137,999 | 5 | 6 | 7 | 6 | App | Monthly | 2024-10-13 | 43 | education savings;529 plans;budgeting;savings strategies;tax strategies | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3818 | 47 | Unemployed | 3,378 | Single | 0 | 349 | 12,004 | 500 | 4 | 343 | Wealth Accumulation | 10 | 1,986 | 3 | 6 | 9 | 4 | Email | Biannual | 2025-03-19 | 28 | investment strategies;budgeting;savings strategies;investment allocation | treasury bonds;money market;CDs | 3 |
C3819 | 79 | Retired | 49,381 | Married | 2 | 418 | 68,823 | 5,096 | 5 | 353,838 | Retirement | 1 | 602,295 | 3 | 8 | 8 | 7 | Phone | Quarterly | 2025-03-15 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C3820 | 21 | Student | 3,414 | Divorced | 2 | 370 | 4,042 | 500 | 2 | 4,426 | Education | 3 | 106,503 | 7 | 4 | 4 | 7 | Email | Monthly | 2025-08-27 | 33 | education savings;529 plans;budgeting;savings strategies;retirement income | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C3821 | 47 | Salaried | 180,821 | Married | 2 | 482 | 355,053 | 15,042 | 3 | 328,392 | Wealth Accumulation | 5 | 299,454 | 6 | 10 | 4 | 7 | App | Annual | 2025-10-29 | 47 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3822 | 47 | Salaried | 105,620 | Married | 1 | 477 | 255,079 | 6,291 | 3 | 284,587 | Wealth Accumulation | 10 | 73,405 | 8 | 9 | 3 | 7 | Phone | Monthly | 2025-01-31 | 39 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3823 | 65 | Salaried | 53,582 | Single | 1 | 424 | 30,362 | 4,530 | 2 | 268,928 | Estate Planning | 20 | 1,188,751 | 5 | 7 | 5 | 7 | Email | Biannual | 2025-11-19 | 37 | budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds | 4 |
C3824 | 41 | Salaried | 238,114 | Married | 1 | 460 | 1,009,339 | 18,705 | 1 | 447,094 | Retirement | 19 | 6,063,654 | 8 | 10 | 2 | 7 | App | Quarterly | 2024-12-24 | 47 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3825 | 22 | Student | 8,205 | Married | 1 | 359 | 17,472 | 1,035 | 2 | 408 | Education | 1 | 136,760 | 6 | 6 | 5 | 6 | In-Person | Quarterly | 2024-09-04 | 39 | education savings;529 plans;budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3826 | 19 | Student | 14,608 | Married | 1 | 364 | 11,698 | 1,361 | 1 | 1,741 | Education | 2 | 156,346 | 7 | 3 | 3 | 6 | App | Annual | 2024-12-24 | 30 | education savings;529 plans;budgeting;savings strategies;tax-efficient investing | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C3827 | 25 | Salaried | 170,391 | Married | 1 | 463 | 316,562 | 9,808 | 1 | 52,976 | Home Purchase | 1 | 1,064,408 | 9 | 8 | 1 | 7 | Email | Annual | 2025-09-22 | 49 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C3828 | 58 | Salaried | 151,044 | Single | 0 | 472 | 101,397 | 5,227 | 6 | 676,865 | Retirement | 8 | 2,655,244 | 4 | 9 | 7 | 3 | Chat | Monthly | 2025-06-28 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C3829 | 45 | Salaried | 220,404 | Married | 1 | 503 | 785,565 | 15,472 | 4 | 482,623 | Retirement | 18 | 7,040,549 | 6 | 9 | 5 | 6 | Email | Quarterly | 2025-09-10 | 43 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3830 | 39 | Self-Employed | 134,727 | Married | 2 | 449 | 294,324 | 14,140 | 3 | 277,439 | Wealth Accumulation | 7 | 221,415 | 7 | 7 | 4 | 5 | App | Quarterly | 2025-03-18 | 30 | investment strategies;budgeting;savings strategies;social security | growth stocks;sector ETFs;crypto assets | 2 |
C3831 | 32 | Salaried | 48,361 | Married | 1 | 458 | 179,413 | 4,345 | 3 | 36,520 | Wealth Accumulation | 7 | 43,865 | 4 | 6 | 6 | 5 | App | Monthly | 2025-03-23 | 29 | investment strategies;budgeting;savings strategies;estate planning;social security | index funds;blue-chip stocks;corporate bonds | 3 |
C3832 | 61 | Retired | 138,746 | Single | 0 | 425 | 174,258 | 6,376 | 9 | 468,321 | Estate Planning | 10 | 1,982,897 | 2 | 6 | 9 | 6 | Phone | Annual | 2025-10-30 | 33 | budgeting;savings strategies;risk management;business succession | treasury bonds;money market;CDs | 3 |
C3833 | 63 | Retired | 96,355 | Married | 1 | 415 | 147,443 | 7,947 | 3 | 418,337 | Retirement | 1 | 877,078 | 3 | 8 | 8 | 4 | In-Person | Biannual | 2025-01-01 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
C3834 | 47 | Self-Employed | 251,212 | Married | 0 | 454 | 383,600 | 9,733 | 1 | 476,340 | Retirement | 17 | 5,586,654 | 8 | 8 | 2 | 7 | In-Person | Quarterly | 2025-07-02 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C3835 | 40 | Self-Employed | 42,075 | Single | 2 | 429 | 117,675 | 3,631 | 3 | 64,092 | Retirement | 26 | 1,772,678 | 7 | 7 | 4 | 4 | Email | Ad-hoc | 2024-12-11 | 28 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
C3836 | 58 | Salaried | 243,363 | Married | 1 | 489 | 185,685 | 12,026 | 7 | 1,095,437 | Retirement | 7 | 4,194,929 | 3 | 8 | 9 | 6 | Email | Annual | 2025-05-25 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 3 |
C3837 | 19 | Student | 2,685 | Single | 0 | 344 | 4,237 | 500 | 2 | 3,218 | Education | 2 | 152,973 | 5 | 4 | 5 | 8 | App | Annual | 2025-09-17 | 37 | education savings;529 plans;budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C3838 | 58 | Salaried | 226,620 | Single | 0 | 485 | 65,191 | 14,557 | 2 | 919,407 | Travel | 1 | 12,390 | 7 | 10 | 3 | 7 | App | Annual | 2025-04-30 | 49 | tax optimization;estate planning;tax-efficient investing;emergency fund;business succession | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3839 | 33 | Salaried | 83,683 | Married | 2 | 441 | 154,921 | 7,409 | 3 | 47,916 | Debt Reduction | 1 | 61,373 | 5 | 9 | 6 | 7 | Email | Monthly | 2025-12-24 | 51 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 4 |
C3840 | 74 | Retired | 72,344 | Single | 2 | 393 | 22,379 | 4,710 | 3 | 525,029 | Healthcare | 5 | 120,396 | 6 | 8 | 6 | 5 | Phone | Quarterly | 2025-11-07 | 34 | tax optimization;estate planning;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3841 | 46 | Salaried | 77,377 | Divorced | 1 | 441 | 115,332 | 4,022 | 2 | 185,617 | Retirement | 17 | 2,085,208 | 6 | 9 | 5 | 4 | Email | Biannual | 2025-03-29 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C3842 | 51 | Self-Employed | 170,952 | Divorced | 0 | 507 | 60,502 | 9,625 | 5 | 414,494 | Retirement | 18 | 5,463,335 | 6 | 8 | 5 | 5 | Email | Monthly | 2024-07-07 | 29 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3843 | 32 | Salaried | 60,955 | Married | 1 | 437 | 64,786 | 5,607 | 3 | 43,952 | Debt Reduction | 1 | 77,058 | 6 | 9 | 5 | 4 | App | Ad-hoc | 2024-10-12 | 32 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 2 |
C3844 | 49 | Salaried | 49,994 | Divorced | 0 | 459 | 197,532 | 3,406 | 2 | 148,216 | Retirement | 19 | 1,616,300 | 7 | 8 | 4 | 5 | Email | Annual | 2025-10-19 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
C3845 | 81 | Retired | 49,601 | Single | 1 | 393 | 67,580 | 3,882 | 5 | 517,282 | Healthcare | 7 | 294,987 | 3 | 8 | 8 | 5 | Email | Biannual | 2024-12-30 | 30 | tax optimization;estate planning;long-term care;risk management | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3846 | 58 | Self-Employed | 216,404 | Married | 1 | 451 | 292,016 | 19,282 | 2 | 696,338 | Retirement | 3 | 3,034,594 | 8 | 9 | 3 | 6 | Phone | Biannual | 2024-11-16 | 48 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3847 | 42 | Salaried | 192,532 | Married | 2 | 470 | 292,304 | 16,390 | 3 | 383,619 | Education | 3 | 156,074 | 6 | 10 | 4 | 5 | App | Biannual | 2024-10-17 | 32 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C3848 | 22 | Salaried | 46,731 | Divorced | 0 | 402 | 51,224 | 3,748 | 1 | 12,135 | Travel | 1 | 5,171 | 8 | 6 | 3 | 8 | App | Monthly | 2024-07-19 | 40 | budgeting;savings strategies;medicare;long-term care | growth stocks;sector ETFs;crypto assets | 3 |
C3849 | 34 | Salaried | 176,428 | Married | 1 | 450 | 454,091 | 12,235 | 2 | 148,824 | Retirement | 27 | 6,481,216 | 8 | 7 | 2 | 5 | In-Person | Biannual | 2025-04-13 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 2 |
C3850 | 57 | Self-Employed | 214,051 | Single | 0 | 454 | 194,973 | 6,666 | 2 | 728,808 | Travel | 3 | 6,830 | 7 | 9 | 4 | 8 | Phone | Monthly | 2025-04-20 | 44 | tax optimization;estate planning;credit score;charitable giving;risk management | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3851 | 53 | Unemployed | 4,955 | Divorced | 0 | 346 | 6,108 | 500 | 4 | 1,491 | Estate Planning | 20 | 458,908 | 1 | 6 | 10 | 4 | Phone | Biannual | 2025-10-26 | 23 | budgeting;savings strategies;retirement income;medicare | treasury bonds;money market;CDs | 3 |
C3852 | 64 | Salaried | 207,284 | Married | 1 | 459 | 129,167 | 12,876 | 3 | 808,478 | Retirement | 4 | 2,864,543 | 8 | 10 | 3 | 5 | In-Person | Monthly | 2025-12-14 | 47 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3853 | 76 | Retired | 37,009 | Married | 0 | 386 | 50,237 | 3,176 | 3 | 310,003 | Travel | 5 | 16,157 | 5 | 6 | 6 | 7 | App | Quarterly | 2024-11-13 | 41 | budgeting;savings strategies;estate planning;credit score;retirement income | index funds;blue-chip stocks;corporate bonds | 3 |
C3854 | 42 | Unemployed | 2,511 | Single | 1 | 369 | 6,414 | 500 | 3 | 3,336 | Business Investment | 10 | 384,027 | 4 | 8 | 7 | 4 | Email | Annual | 2025-02-11 | 35 | tax optimization;estate planning;tax strategies;credit score | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3855 | 82 | Retired | 19,157 | Married | 0 | 353 | 11,949 | 1,623 | 4 | 189,140 | Estate Planning | 10 | 1,656,311 | 3 | 6 | 9 | 6 | Email | Biannual | 2024-10-20 | 35 | budgeting;savings strategies;emergency fund;business succession;credit score | treasury bonds;money market;CDs | 3 |
C3856 | 37 | Self-Employed | 193,423 | Married | 3 | 429 | 585,180 | 22,650 | 3 | 301,607 | Retirement | 29 | 7,487,857 | 7 | 8 | 3 | 5 | Phone | Quarterly | 2024-11-08 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3857 | 61 | Salaried | 235,998 | Single | 0 | 462 | 186,634 | 12,947 | 4 | 1,127,944 | Retirement | 1 | 2,944,943 | 6 | 9 | 4 | 5 | Phone | Monthly | 2025-12-18 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C3858 | 48 | Self-Employed | 295,619 | Married | 1 | 493 | 720,270 | 16,917 | 1 | 658,706 | Wealth Accumulation | 15 | 320,538 | 9 | 10 | 2 | 8 | In-Person | Quarterly | 2025-05-02 | 54 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 4 |
C3859 | 69 | Retired | 105,934 | Married | 1 | 430 | 23,165 | 10,006 | 6 | 798,055 | Estate Planning | 3 | 186,410 | 3 | 9 | 8 | 6 | Phone | Quarterly | 2025-06-26 | 36 | tax optimization;estate planning;insurance review;emergency fund;retirement income | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C3860 | 72 | Retired | 52,991 | Married | 2 | 429 | 78,034 | 5,497 | 5 | 425,114 | Healthcare | 20 | 130,441 | 2 | 8 | 8 | 3 | Email | Biannual | 2025-12-02 | 22 | tax optimization;estate planning;college funding | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3861 | 26 | Salaried | 194,553 | Single | 0 | 444 | 330,235 | 10,718 | 3 | 61,667 | Home Purchase | 2 | 1,032,124 | 8 | 8 | 3 | 7 | App | Quarterly | 2024-08-06 | 42 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3862 | 39 | Self-Employed | 192,891 | Divorced | 1 | 451 | 455,133 | 12,211 | 5 | 284,874 | Retirement | 29 | 8,455,596 | 6 | 8 | 6 | 7 | Email | Biannual | 2024-12-02 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 4 |
C3863 | 49 | Salaried | 110,658 | Single | 0 | 509 | 399,797 | 4,858 | 4 | 235,549 | Home Purchase | 10 | 424,612 | 5 | 8 | 6 | 7 | App | Quarterly | 2025-03-01 | 42 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3864 | 64 | Salaried | 58,963 | Divorced | 0 | 446 | 21,884 | 3,275 | 4 | 288,016 | Wealth Accumulation | 20 | 72,645 | 3 | 7 | 7 | 5 | Email | Biannual | 2025-02-18 | 37 | investment strategies;budgeting;savings strategies;charitable giving | treasury bonds;money market;CDs | 3 |
C3865 | 32 | Salaried | 133,585 | Married | 1 | 463 | 398,970 | 10,318 | 4 | 91,251 | Emergency Fund | 2 | 100,434 | 7 | 8 | 5 | 8 | App | Monthly | 2025-05-03 | 44 | tax optimization;estate planning;tax strategies;retirement income;medicare | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 4 |
C3866 | 48 | Unemployed | 2,092 | Married | 0 | 384 | 5,145 | 500 | 2 | 1,370 | Retirement | 21 | 60,971 | 3 | 7 | 7 | 4 | Phone | Biannual | 2025-06-18 | 34 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C3867 | 85 | Retired | 45,532 | Married | 1 | 384 | 12,180 | 4,375 | 3 | 416,629 | Estate Planning | 15 | 979,751 | 4 | 9 | 7 | 4 | Phone | Ad-hoc | 2025-01-24 | 37 | tax optimization;estate planning;social security;charitable giving | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3868 | 25 | Student | 15,420 | Married | 1 | 361 | 24,752 | 1,579 | 3 | 4,171 | Debt Reduction | 1 | 18,872 | 6 | 6 | 6 | 7 | App | Biannual | 2025-07-03 | 38 | debt payoff strategies;budgeting;savings strategies;insurance review;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 3 |
C3869 | 63 | Self-Employed | 216,623 | Married | 1 | 448 | 45,981 | 10,735 | 1 | 1,463,348 | Estate Planning | 5 | 733,788 | 9 | 10 | 1 | 4 | Phone | Annual | 2025-10-10 | 28 | tax optimization;estate planning;tax-efficient investing;charitable giving;credit score | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3870 | 18 | Student | 6,093 | Married | 0 | 361 | 10,987 | 587 | 2 | 336 | Education | 4 | 167,475 | 6 | 5 | 5 | 5 | App | Monthly | 2025-10-29 | 26 | education savings;529 plans;budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C3871 | 41 | Salaried | 185,679 | Married | 1 | 481 | 377,251 | 10,456 | 3 | 214,574 | Home Purchase | 7 | 1,042,818 | 6 | 8 | 4 | 7 | Phone | Quarterly | 2025-06-24 | 44 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3872 | 62 | Salaried | 101,129 | Married | 2 | 431 | 39,298 | 5,988 | 7 | 373,213 | Wealth Accumulation | 5 | 48,687 | 3 | 8 | 9 | 8 | Phone | Annual | 2025-11-16 | 51 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;tax-efficient funds | 4 |
C3873 | 24 | Student | 19,077 | Widowed | 0 | 394 | 41,988 | 1,796 | 2 | 3,529 | Travel | 1 | 9,894 | 6 | 4 | 5 | 7 | Email | Quarterly | 2025-05-22 | 36 | budgeting;savings strategies;emergency fund | index funds;blue-chip stocks;corporate bonds | 4 |
C3874 | 43 | Unemployed | 3,331 | Single | 0 | 373 | 8,058 | 500 | 2 | 3,968 | Business Investment | 10 | 273,463 | 4 | 7 | 7 | 5 | In-Person | Quarterly | 2025-05-31 | 32 | budgeting;savings strategies;investment allocation;medicare | index funds;blue-chip stocks;corporate bonds | 3 |
C3875 | 34 | Self-Employed | 219,623 | Married | 1 | 430 | 673,054 | 16,585 | 3 | 295,399 | Retirement | 32 | 9,913,596 | 8 | 10 | 4 | 7 | Email | Biannual | 2025-08-13 | 48 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C3876 | 51 | Self-Employed | 125,520 | Married | 1 | 497 | 155,410 | 6,723 | 5 | 250,982 | Retirement | 18 | 3,729,757 | 7 | 10 | 5 | 5 | Email | Quarterly | 2025-09-14 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3877 | 67 | Retired | 100,260 | Married | 2 | 442 | 21,860 | 8,344 | 6 | 656,520 | Emergency Fund | 2 | 32,424 | 5 | 10 | 6 | 4 | In-Person | Quarterly | 2025-12-25 | 29 | tax optimization;estate planning;charitable giving;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3878 | 47 | Salaried | 85,302 | Divorced | 0 | 468 | 180,305 | 4,700 | 1 | 140,166 | Business Investment | 7 | 156,246 | 8 | 9 | 3 | 7 | Email | Monthly | 2024-07-26 | 48 | tax optimization;estate planning;investment allocation;insurance review;long-term care | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C3879 | 64 | Salaried | 140,543 | Single | 0 | 429 | 74,325 | 7,626 | 3 | 688,152 | Retirement | 1 | 1,378,816 | 6 | 6 | 4 | 8 | In-Person | Monthly | 2025-06-04 | 46 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 4 |
C3880 | 54 | Salaried | 188,852 | Married | 1 | 496 | 160,164 | 11,312 | 4 | 466,474 | Estate Planning | 3 | 299,589 | 5 | 10 | 5 | 3 | Phone | Biannual | 2025-07-01 | 24 | tax optimization;estate planning;charitable giving | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3881 | 77 | Retired | 87,030 | Widowed | 1 | 425 | 41,723 | 5,204 | 5 | 785,241 | Estate Planning | 3 | 334,698 | 2 | 8 | 9 | 4 | Phone | Biannual | 2024-11-18 | 35 | tax optimization;estate planning;investment allocation;credit score | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3882 | 31 | Unemployed | 486 | Married | 2 | 315 | 1,836 | 500 | 2 | 4,502 | Home Purchase | 2 | 2,910 | 5 | 6 | 5 | 7 | Email | Biannual | 2024-12-04 | 50 | mortgage options;down payment;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;high-yield savings | 4 |
C3883 | 60 | Retired | 100,796 | Married | 0 | 457 | 37,235 | 4,817 | 4 | 288,848 | Healthcare | 15 | 100,738 | 4 | 7 | 7 | 8 | Chat | Monthly | 2025-01-15 | 39 | budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds | 3 |
C3884 | 80 | Retired | 48,444 | Widowed | 0 | 380 | 14,908 | 3,828 | 3 | 442,525 | Healthcare | 5 | 58,245 | 6 | 9 | 6 | 5 | App | Quarterly | 2025-04-02 | 40 | tax optimization;estate planning;emergency fund;risk management;investment allocation | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C3885 | 75 | Retired | 38,947 | Married | 2 | 419 | 45,320 | 4,629 | 3 | 217,950 | Healthcare | 10 | 90,878 | 5 | 8 | 5 | 7 | In-Person | Biannual | 2025-08-25 | 54 | tax optimization;estate planning;tax strategies;risk management | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C3886 | 39 | Unemployed | 1,224 | Married | 3 | 366 | 2,265 | 500 | 5 | 1,248 | Education | 10 | 118,404 | 2 | 4 | 9 | 7 | Email | Quarterly | 2024-07-13 | 42 | education savings;529 plans;budgeting;savings strategies;tax-efficient investing | treasury bonds;money market;CDs;529 plan | 3 |
C3887 | 28 | Salaried | 42,883 | Single | 2 | 423 | 27,856 | 3,242 | 1 | 15,212 | Home Purchase | 3 | 258,925 | 8 | 7 | 2 | 7 | App | Quarterly | 2024-10-19 | 42 | mortgage options;down payment;budgeting;savings strategies;charitable giving | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3888 | 48 | Salaried | 78,587 | Married | 0 | 479 | 114,621 | 4,247 | 4 | 183,130 | Retirement | 13 | 1,794,539 | 4 | 8 | 8 | 4 | App | Biannual | 2024-12-19 | 33 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C3889 | 65 | Salaried | 153,530 | Single | 0 | 455 | 130,585 | 8,841 | 2 | 666,604 | Retirement | 1 | 1,741,120 | 7 | 7 | 3 | 6 | Phone | Monthly | 2025-07-18 | 37 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 3 |
C3890 | 64 | Salaried | 194,672 | Widowed | 1 | 489 | 184,498 | 9,137 | 3 | 770,054 | Estate Planning | 10 | 1,946,325 | 6 | 6 | 5 | 8 | Email | Biannual | 2025-10-09 | 39 | budgeting;savings strategies;emergency fund;business succession;long-term care | index funds;blue-chip stocks;corporate bonds | 4 |
C3891 | 24 | Student | 9,633 | Married | 0 | 331 | 18,914 | 919 | 2 | 3,749 | Emergency Fund | 2 | 6,718 | 7 | 6 | 4 | 6 | Chat | Quarterly | 2024-10-01 | 36 | budgeting;savings strategies;emergency fund;charitable giving;retirement income | growth stocks;sector ETFs;crypto assets | 3 |
C3892 | 36 | Self-Employed | 111,488 | Single | 0 | 425 | 254,772 | 3,882 | 3 | 171,074 | Retirement | 27 | 4,512,472 | 7 | 8 | 4 | 8 | Phone | Annual | 2025-10-29 | 54 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C3893 | 22 | Salaried | 106,861 | Divorced | 2 | 405 | 228,272 | 8,325 | 3 | 27,271 | Travel | 2 | 7,992 | 7 | 9 | 5 | 8 | App | Ad-hoc | 2025-01-18 | 43 | tax optimization;estate planning;college funding | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 4 |
C3894 | 45 | Self-Employed | 221,621 | Divorced | 1 | 454 | 786,950 | 12,516 | 4 | 542,669 | Home Purchase | 3 | 1,265,569 | 7 | 8 | 5 | 8 | App | Biannual | 2025-04-11 | 55 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C3895 | 31 | Unemployed | 47 | Divorced | 0 | 340 | 80 | 500 | 3 | 1,642 | Home Purchase | 5 | 316 | 4 | 6 | 7 | 7 | Phone | Quarterly | 2024-12-05 | 34 | mortgage options;down payment;budgeting;savings strategies;emergency fund | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3896 | 33 | Salaried | 189,919 | Married | 1 | 433 | 368,976 | 16,446 | 4 | 191,946 | Wealth Accumulation | 3 | 211,468 | 8 | 9 | 4 | 8 | Email | Monthly | 2025-09-30 | 63 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 4 |
C3897 | 75 | Retired | 74,975 | Single | 0 | 434 | 61,155 | 4,112 | 5 | 498,939 | Estate Planning | 10 | 312,330 | 3 | 9 | 9 | 6 | Email | Biannual | 2024-12-03 | 41 | tax optimization;estate planning;credit score;college funding;medicare | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C3898 | 24 | Salaried | 54,439 | Married | 0 | 393 | 37,710 | 4,951 | 3 | 15,271 | Emergency Fund | 1 | 29,470 | 6 | 4 | 5 | 6 | Email | Biannual | 2025-08-14 | 31 | budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds | 4 |
C3899 | 48 | Unemployed | 2,712 | Married | 1 | 353 | 4,522 | 500 | 3 | 322 | Home Purchase | 5 | 17,360 | 5 | 6 | 7 | 7 | Email | Ad-hoc | 2025-08-08 | 37 | mortgage options;down payment;budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C3900 | 33 | Salaried | 236,738 | Married | 0 | 474 | 554,983 | 15,005 | 4 | 234,882 | Debt Reduction | 2 | 456,407 | 6 | 8 | 5 | 8 | Phone | Monthly | 2025-06-30 | 57 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 3 |
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