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values | dependents_count int64 0 3 | credit_score int64 300 527 | total_debt_usd int64 4 1.21M | monthly_expenses_usd int64 500 29k | emergency_fund_months int64 0 10 | investment_portfolio_usd int64 2 2.27M | primary_goal stringclasses 10
values | time_horizon_years int64 1 45 | target_amount_usd int64 4 14.5M | risk_tolerance_1_10 int64 1 10 | financial_literacy_1_10 int64 3 10 | risk_aversion_1_10 int64 1 10 | trust_in_institutions_1_10 int64 3 8 | preferred_channel stringclasses 5
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values | last_session_date stringdate 2024-07-04 00:00:00 2025-12-25 00:00:00 | session_duration_min int64 15 65 | topics_discussed stringlengths 37 106 | recommended_products stringclasses 24
values | user_satisfaction_1_5 int64 1 4 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C4101 | 25 | Student | 14,304 | Married | 1 | 397 | 23,255 | 1,719 | 2 | 2,395 | Emergency Fund | 1 | 9,284 | 7 | 8 | 4 | 5 | In-Person | Quarterly | 2025-02-11 | 37 | tax optimization;estate planning;credit score | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4102 | 74 | Retired | 46,312 | Married | 2 | 384 | 20,380 | 5,132 | 4 | 299,695 | Estate Planning | 7 | 1,897,484 | 2 | 9 | 9 | 5 | App | Ad-hoc | 2025-07-25 | 34 | tax optimization;estate planning;tax-efficient investing;social security | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C4103 | 27 | Self-Employed | 65,659 | Divorced | 0 | 444 | 61,741 | 4,719 | 1 | 33,300 | Debt Reduction | 2 | 124,133 | 8 | 7 | 3 | 7 | Chat | Quarterly | 2025-01-28 | 50 | debt payoff strategies;budgeting;savings strategies;long-term care;social security | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C4104 | 61 | Self-Employed | 247,280 | Married | 1 | 484 | 174,912 | 14,608 | 3 | 1,023,760 | Estate Planning | 5 | 753,272 | 6 | 10 | 5 | 6 | App | Monthly | 2024-08-23 | 49 | tax optimization;estate planning;credit score;college funding | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4105 | 60 | Salaried | 125,098 | Married | 1 | 458 | 123,519 | 5,814 | 6 | 382,144 | Wealth Accumulation | 7 | 178,998 | 5 | 9 | 6 | 8 | In-Person | Monthly | 2025-07-15 | 49 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4106 | 20 | Student | 7,341 | Single | 0 | 376 | 7,186 | 564 | 2 | 3,928 | Education | 5 | 144,721 | 6 | 4 | 5 | 7 | App | Quarterly | 2024-08-16 | 31 | education savings;529 plans;budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4107 | 52 | Salaried | 204,548 | Divorced | 0 | 471 | 148,046 | 10,367 | 4 | 390,112 | Healthcare | 3 | 103,715 | 6 | 10 | 5 | 6 | Email | Annual | 2025-07-15 | 41 | tax optimization;estate planning;charitable giving;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4108 | 79 | Retired | 48,833 | Married | 1 | 389 | 65,081 | 4,620 | 5 | 282,303 | Travel | 2 | 18,793 | 1 | 8 | 10 | 5 | In-Person | Biannual | 2025-07-23 | 41 | tax optimization;estate planning;insurance review;retirement income | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4109 | 47 | Salaried | 72,338 | Divorced | 1 | 444 | 115,974 | 5,279 | 2 | 117,071 | Home Purchase | 5 | 385,269 | 7 | 7 | 4 | 4 | Phone | Ad-hoc | 2025-01-09 | 25 | mortgage options;down payment;budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4110 | 85 | Retired | 52,760 | Single | 0 | 364 | 80,280 | 4,275 | 4 | 354,859 | Retirement | 1 | 671,407 | 3 | 7 | 8 | 4 | Phone | Biannual | 2024-12-07 | 29 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C4111 | 32 | Salaried | 72,966 | Single | 0 | 420 | 259,678 | 3,393 | 2 | 66,268 | Debt Reduction | 1 | 74,430 | 7 | 6 | 4 | 7 | App | Annual | 2025-05-12 | 36 | debt payoff strategies;budgeting;savings strategies;business succession;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C4112 | 24 | Self-Employed | 183,525 | Married | 0 | 455 | 125,874 | 9,286 | 3 | 69,376 | Travel | 2 | 11,183 | 8 | 7 | 3 | 8 | Phone | Monthly | 2024-10-09 | 42 | budgeting;savings strategies;college funding;social security | growth stocks;sector ETFs;crypto assets | 3 |
C4113 | 50 | Salaried | 162,367 | Married | 1 | 481 | 166,085 | 9,720 | 4 | 252,162 | Retirement | 19 | 5,005,534 | 7 | 10 | 4 | 3 | In-Person | Annual | 2025-05-26 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 1 |
C4114 | 26 | Salaried | 96,162 | Married | 2 | 423 | 136,329 | 9,448 | 3 | 41,751 | Retirement | 36 | 4,225,166 | 6 | 7 | 5 | 5 | App | Biannual | 2024-11-19 | 32 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4115 | 41 | Salaried | 76,012 | Single | 2 | 454 | 181,753 | 3,876 | 3 | 136,541 | Home Purchase | 3 | 316,054 | 6 | 7 | 5 | 7 | Email | Quarterly | 2025-01-13 | 49 | mortgage options;down payment;budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4116 | 66 | Retired | 79,607 | Single | 0 | 448 | 56,977 | 2,762 | 7 | 332,258 | Estate Planning | 7 | 1,755,651 | 2 | 9 | 10 | 5 | Phone | Quarterly | 2025-02-07 | 35 | tax optimization;estate planning;emergency fund;investment allocation;credit score | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C4117 | 62 | Salaried | 85,628 | Married | 1 | 451 | 74,333 | 5,443 | 3 | 403,820 | Retirement | 1 | 1,089,752 | 6 | 8 | 5 | 7 | Phone | Annual | 2025-12-21 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4118 | 77 | Retired | 68,314 | Married | 1 | 377 | 38,308 | 6,671 | 4 | 539,691 | Healthcare | 10 | 224,512 | 5 | 10 | 7 | 5 | In-Person | Quarterly | 2024-10-03 | 33 | tax optimization;estate planning;medicare | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4119 | 33 | Self-Employed | 272,361 | Divorced | 2 | 486 | 832,641 | 13,869 | 1 | 220,851 | Debt Reduction | 1 | 512,038 | 10 | 7 | 2 | 6 | App | Monthly | 2024-10-17 | 44 | debt payoff strategies;budgeting;savings strategies;charitable giving | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C4120 | 59 | Unemployed | 575 | Married | 0 | 371 | 488 | 500 | 4 | 1,092 | Healthcare | 15 | 143,476 | 4 | 8 | 8 | 5 | App | Biannual | 2024-11-16 | 37 | tax optimization;estate planning;medicare;insurance review;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4121 | 64 | Salaried | 84,379 | Single | 0 | 451 | 35,887 | 3,384 | 2 | 348,883 | Retirement | 4 | 1,295,070 | 6 | 10 | 5 | 4 | Phone | Biannual | 2024-11-29 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4122 | 67 | Retired | 39,394 | Married | 1 | 432 | 38,806 | 3,337 | 4 | 149,237 | Healthcare | 7 | 94,001 | 2 | 9 | 9 | 4 | App | Ad-hoc | 2024-09-11 | 32 | tax optimization;estate planning;emergency fund;insurance review;tax strategies | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4123 | 64 | Salaried | 209,030 | Married | 2 | 462 | 344,241 | 14,112 | 3 | 793,045 | Retirement | 6 | 3,802,765 | 7 | 7 | 4 | 6 | In-Person | Biannual | 2024-07-27 | 32 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 3 |
C4124 | 31 | Salaried | 214,158 | Married | 0 | 459 | 312,157 | 13,452 | 6 | 144,153 | Debt Reduction | 1 | 395,246 | 5 | 8 | 6 | 7 | Email | Biannual | 2024-09-29 | 47 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 4 |
C4125 | 25 | Student | 18,772 | Divorced | 1 | 375 | 27,949 | 1,551 | 2 | 3,240 | Debt Reduction | 2 | 23,934 | 7 | 6 | 5 | 5 | Email | Ad-hoc | 2025-03-29 | 32 | debt payoff strategies;budgeting;savings strategies;charitable giving | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C4126 | 24 | Student | 11,801 | Married | 1 | 380 | 13,190 | 1,400 | 2 | 3,293 | Travel | 1 | 8,051 | 8 | 5 | 4 | 6 | App | Monthly | 2025-06-01 | 41 | budgeting;savings strategies;retirement income;social security;tax strategies | growth stocks;sector ETFs;crypto assets | 3 |
C4127 | 68 | Retired | 83,160 | Single | 0 | 444 | 83,635 | 3,959 | 4 | 450,998 | Healthcare | 10 | 256,775 | 2 | 9 | 8 | 6 | Chat | Ad-hoc | 2025-06-04 | 50 | tax optimization;estate planning;tax strategies;medicare;college funding | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4128 | 25 | Unemployed | 1,046 | Married | 1 | 355 | 931 | 500 | 2 | 279 | Retirement | 39 | 48,082 | 6 | 8 | 5 | 6 | App | Biannual | 2024-12-18 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4129 | 28 | Self-Employed | 195,913 | Divorced | 1 | 457 | 144,404 | 14,972 | 2 | 97,999 | Retirement | 35 | 9,520,408 | 9 | 9 | 2 | 7 | Email | Quarterly | 2024-12-27 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4130 | 65 | Unemployed | 2,270 | Married | 0 | 347 | 2,107 | 500 | 4 | 1,011 | Estate Planning | 10 | 1,686,470 | 1 | 7 | 10 | 4 | Phone | Annual | 2024-10-26 | 26 | budgeting;savings strategies;risk management | treasury bonds;money market;CDs | 3 |
C4131 | 37 | Self-Employed | 110,793 | Married | 2 | 443 | 260,542 | 10,343 | 4 | 163,907 | Retirement | 33 | 5,665,573 | 6 | 8 | 6 | 4 | Phone | Annual | 2024-07-25 | 30 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C4132 | 25 | Student | 5,467 | Divorced | 0 | 388 | 8,962 | 500 | 3 | 3,377 | Debt Reduction | 1 | 5,003 | 5 | 6 | 7 | 6 | Chat | Biannual | 2025-01-13 | 41 | debt payoff strategies;budgeting;savings strategies;insurance review;business succession | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 3 |
C4133 | 48 | Salaried | 104,708 | Married | 1 | 484 | 134,225 | 7,625 | 5 | 188,623 | Retirement | 13 | 2,695,488 | 4 | 9 | 6 | 5 | Phone | Monthly | 2024-10-28 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C4134 | 44 | Unemployed | 1,956 | Single | 0 | 345 | 9,295 | 500 | 3 | 1,073 | Retirement | 18 | 50,193 | 3 | 9 | 7 | 4 | App | Ad-hoc | 2025-11-09 | 26 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
C4135 | 79 | Retired | 83,053 | Single | 0 | 377 | 60,110 | 3,248 | 5 | 830,952 | Healthcare | 20 | 111,176 | 3 | 6 | 8 | 6 | Phone | Quarterly | 2024-08-17 | 41 | budgeting;savings strategies;investment allocation;medicare;tax-efficient investing | treasury bonds;money market;CDs | 4 |
C4136 | 27 | Unemployed | 757 | Married | 2 | 304 | 706 | 500 | 3 | 537 | Home Purchase | 3 | 3,279 | 6 | 7 | 6 | 7 | App | Monthly | 2024-12-11 | 35 | mortgage options;down payment;budgeting;savings strategies;college funding | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4137 | 68 | Retired | 107,850 | Single | 2 | 431 | 185,800 | 5,662 | 7 | 642,548 | Retirement | 1 | 1,342,411 | 2 | 10 | 10 | 7 | Phone | Quarterly | 2024-09-06 | 57 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 3 |
C4138 | 62 | Unemployed | 4,570 | Divorced | 0 | 333 | 3,005 | 500 | 3 | 3,020 | Estate Planning | 10 | 282,052 | 3 | 9 | 7 | 5 | Email | Monthly | 2025-06-03 | 31 | tax optimization;estate planning;tax strategies | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4139 | 82 | Retired | 14,458 | Married | 1 | 381 | 16,871 | 1,563 | 5 | 93,318 | Estate Planning | 15 | 483,081 | 1 | 6 | 9 | 6 | Email | Monthly | 2025-11-05 | 30 | budgeting;savings strategies;investment allocation;emergency fund;long-term care | treasury bonds;money market;CDs | 3 |
C4140 | 69 | Retired | 108,439 | Single | 0 | 440 | 103,543 | 5,089 | 6 | 612,107 | Retirement | 1 | 1,264,468 | 3 | 7 | 8 | 4 | Email | Annual | 2025-09-12 | 24 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;traditional IRA | 3 |
C4141 | 19 | Student | 10,616 | Married | 0 | 328 | 26,294 | 924 | 2 | 4,033 | Education | 3 | 174,399 | 5 | 3 | 6 | 6 | App | Biannual | 2025-07-31 | 34 | education savings;529 plans;budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4142 | 55 | Salaried | 212,851 | Married | 2 | 512 | 213,051 | 13,213 | 4 | 526,885 | Retirement | 10 | 3,613,442 | 3 | 9 | 7 | 4 | Phone | Biannual | 2025-04-14 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 3 |
C4143 | 23 | Student | 10,639 | Divorced | 1 | 378 | 6,746 | 991 | 1 | 1,136 | Emergency Fund | 1 | 4,851 | 7 | 5 | 3 | 6 | App | Quarterly | 2024-11-03 | 40 | budgeting;savings strategies;credit score | growth stocks;sector ETFs;crypto assets | 3 |
C4144 | 35 | Salaried | 70,172 | Married | 2 | 435 | 171,345 | 5,997 | 3 | 71,727 | Business Investment | 7 | 328,322 | 5 | 8 | 5 | 5 | In-Person | Monthly | 2024-09-26 | 41 | tax optimization;estate planning;risk management;medicare | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4145 | 58 | Self-Employed | 224,331 | Married | 0 | 477 | 277,232 | 14,152 | 1 | 875,288 | Wealth Accumulation | 5 | 250,388 | 9 | 8 | 2 | 3 | Chat | Biannual | 2025-07-05 | 27 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4146 | 24 | Student | 16,350 | Married | 1 | 355 | 26,531 | 1,884 | 3 | 1,931 | Emergency Fund | 1 | 6,408 | 5 | 5 | 6 | 6 | Email | Quarterly | 2024-08-13 | 30 | budgeting;savings strategies;insurance review;social security;tax strategies | index funds;blue-chip stocks;corporate bonds | 3 |
C4147 | 74 | Retired | 64,656 | Divorced | 0 | 378 | 70,631 | 4,307 | 3 | 372,709 | Healthcare | 5 | 116,566 | 5 | 9 | 5 | 7 | Email | Monthly | 2025-04-07 | 54 | tax optimization;estate planning;business succession;medicare;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 4 |
C4148 | 78 | Retired | 73,708 | Married | 0 | 422 | 70,452 | 5,048 | 6 | 660,260 | Healthcare | 10 | 55,413 | 2 | 7 | 9 | 5 | In-Person | Quarterly | 2025-09-21 | 39 | budgeting;savings strategies;emergency fund | treasury bonds;money market;CDs | 2 |
C4149 | 24 | Self-Employed | 112,630 | Married | 0 | 443 | 121,985 | 7,531 | 1 | 49,996 | Emergency Fund | 1 | 49,245 | 9 | 9 | 1 | 6 | App | Quarterly | 2025-06-20 | 35 | tax optimization;estate planning;credit score;tax-efficient investing;emergency fund | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4150 | 47 | Salaried | 89,268 | Divorced | 0 | 472 | 167,707 | 3,401 | 3 | 200,061 | Business Investment | 10 | 303,518 | 4 | 7 | 7 | 5 | In-Person | Biannual | 2025-11-19 | 39 | budgeting;savings strategies;social security | index funds;blue-chip stocks;corporate bonds | 3 |
C4151 | 32 | Salaried | 138,603 | Married | 2 | 481 | 332,104 | 11,811 | 5 | 96,450 | Retirement | 30 | 6,499,454 | 5 | 7 | 5 | 6 | Chat | Quarterly | 2025-08-19 | 36 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C4152 | 21 | Student | 8,808 | Single | 0 | 326 | 9,054 | 752 | 3 | 1,567 | Education | 3 | 173,203 | 6 | 4 | 6 | 6 | Phone | Quarterly | 2025-11-19 | 30 | education savings;529 plans;budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C4153 | 36 | Salaried | 235,401 | Married | 2 | 455 | 341,569 | 19,669 | 4 | 201,921 | Retirement | 33 | 9,448,504 | 5 | 6 | 6 | 5 | Email | Monthly | 2025-10-16 | 32 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C4154 | 19 | Student | 15,451 | Married | 0 | 381 | 17,285 | 1,467 | 1 | 3,102 | Emergency Fund | 2 | 6,921 | 7 | 3 | 3 | 7 | App | Quarterly | 2025-04-18 | 30 | budgeting;savings strategies;business succession;retirement income | growth stocks;sector ETFs;crypto assets | 4 |
C4155 | 60 | Self-Employed | 79,343 | Married | 0 | 442 | 24,195 | 6,713 | 3 | 273,538 | Retirement | 1 | 942,571 | 5 | 6 | 6 | 4 | In-Person | Biannual | 2024-09-11 | 27 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4156 | 34 | Self-Employed | 227,069 | Single | 1 | 459 | 583,208 | 16,277 | 2 | 213,735 | Retirement | 27 | 7,139,626 | 10 | 9 | 2 | 5 | Email | Quarterly | 2025-09-24 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C4157 | 64 | Salaried | 189,363 | Single | 0 | 451 | 90,385 | 9,728 | 4 | 1,116,600 | Healthcare | 5 | 171,306 | 6 | 7 | 5 | 7 | Phone | Ad-hoc | 2025-03-31 | 39 | budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds | 3 |
C4158 | 41 | Salaried | 175,392 | Divorced | 0 | 485 | 395,923 | 7,159 | 3 | 240,536 | Education | 3 | 161,663 | 8 | 8 | 3 | 7 | Email | Monthly | 2025-07-08 | 52 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4159 | 44 | Self-Employed | 127,261 | Married | 1 | 462 | 221,770 | 6,464 | 4 | 261,082 | Wealth Accumulation | 20 | 169,265 | 8 | 7 | 4 | 7 | Email | Quarterly | 2025-09-07 | 38 | investment strategies;budgeting;savings strategies;charitable giving;college funding | growth stocks;sector ETFs;crypto assets | 4 |
C4160 | 38 | Salaried | 222,853 | Divorced | 1 | 494 | 445,571 | 12,848 | 3 | 203,664 | Business Investment | 5 | 254,882 | 6 | 8 | 5 | 8 | Chat | Monthly | 2025-12-07 | 51 | tax optimization;estate planning;credit score;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4161 | 34 | Salaried | 117,189 | Married | 2 | 476 | 242,137 | 9,788 | 5 | 80,071 | Home Purchase | 2 | 488,665 | 5 | 6 | 6 | 7 | Email | Quarterly | 2025-02-16 | 44 | mortgage options;down payment;budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4162 | 45 | Salaried | 236,222 | Single | 0 | 482 | 657,339 | 11,451 | 4 | 496,921 | Home Purchase | 2 | 1,304,344 | 6 | 10 | 6 | 6 | App | Biannual | 2025-04-16 | 39 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4163 | 24 | Salaried | 80,997 | Widowed | 1 | 416 | 136,762 | 4,586 | 1 | 17,946 | Education | 1 | 109,246 | 8 | 5 | 3 | 7 | Phone | Quarterly | 2025-10-05 | 33 | education savings;529 plans;budgeting;savings strategies;college funding | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4164 | 41 | Salaried | 199,870 | Married | 3 | 505 | 424,910 | 20,384 | 4 | 262,349 | Retirement | 24 | 6,914,911 | 7 | 9 | 5 | 6 | Email | Monthly | 2024-10-10 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4165 | 60 | Retired | 92,575 | Single | 0 | 441 | 29,432 | 5,038 | 6 | 367,345 | Healthcare | 20 | 158,027 | 3 | 9 | 9 | 7 | In-Person | Annual | 2025-09-06 | 39 | tax optimization;estate planning;retirement income;social security | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4166 | 68 | Retired | 71,246 | Single | 2 | 418 | 107,990 | 4,232 | 4 | 341,694 | Retirement | 1 | 680,705 | 2 | 8 | 9 | 6 | Email | Biannual | 2024-10-22 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C4167 | 71 | Retired | 88,598 | Married | 2 | 417 | 32,577 | 8,320 | 4 | 639,602 | Retirement | 1 | 918,789 | 3 | 8 | 7 | 6 | App | Quarterly | 2024-10-19 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C4168 | 22 | Student | 18,941 | Single | 0 | 381 | 42,785 | 1,749 | 4 | 968 | Education | 7 | 117,294 | 5 | 4 | 7 | 8 | App | Monthly | 2025-05-16 | 37 | education savings;529 plans;budgeting;savings strategies;tax strategies | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4169 | 50 | Unemployed | 2,997 | Married | 1 | 364 | 5,579 | 500 | 5 | 2,504 | Healthcare | 20 | 56,286 | 1 | 8 | 10 | 4 | Phone | Annual | 2025-04-08 | 37 | tax optimization;estate planning;college funding;insurance review | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C4170 | 46 | Salaried | 49,475 | Married | 2 | 452 | 156,478 | 5,448 | 2 | 76,295 | Business Investment | 15 | 259,856 | 7 | 8 | 4 | 4 | App | Biannual | 2024-10-14 | 27 | tax optimization;estate planning;social security;credit score | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4171 | 60 | Salaried | 160,701 | Married | 1 | 500 | 216,810 | 10,480 | 8 | 583,586 | Retirement | 1 | 1,752,233 | 3 | 9 | 8 | 7 | Email | Ad-hoc | 2025-07-23 | 55 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 4 |
C4172 | 66 | Retired | 91,195 | Divorced | 0 | 457 | 93,327 | 4,524 | 3 | 387,152 | Estate Planning | 10 | 1,113,189 | 4 | 8 | 8 | 4 | Chat | Annual | 2024-10-15 | 34 | tax optimization;estate planning;retirement income;social security | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4173 | 55 | Salaried | 121,851 | Single | 0 | 492 | 151,536 | 7,815 | 7 | 324,079 | Healthcare | 5 | 226,157 | 3 | 8 | 7 | 7 | Phone | Ad-hoc | 2024-11-21 | 42 | tax optimization;estate planning;retirement income;tax strategies | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4174 | 23 | Unemployed | 4,110 | Divorced | 2 | 347 | 6,761 | 500 | 1 | 2,030 | Travel | 2 | 25,871 | 7 | 6 | 3 | 8 | App | Monthly | 2024-10-10 | 48 | budgeting;savings strategies;medicare;emergency fund;risk management | growth stocks;sector ETFs;crypto assets | 3 |
C4175 | 69 | Retired | 75,722 | Widowed | 1 | 446 | 99,593 | 4,887 | 2 | 377,489 | Estate Planning | 5 | 1,583,716 | 6 | 8 | 5 | 3 | App | Annual | 2024-10-29 | 29 | tax optimization;estate planning;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4176 | 50 | Unemployed | 770 | Single | 0 | 366 | 692 | 500 | 5 | 1,062 | Estate Planning | 10 | 476,048 | 1 | 6 | 9 | 4 | Email | Biannual | 2025-11-07 | 24 | budgeting;savings strategies;investment allocation | treasury bonds;money market;CDs | 3 |
C4177 | 22 | Student | 16,051 | Divorced | 1 | 371 | 27,037 | 1,466 | 2 | 2,173 | Debt Reduction | 1 | 27,891 | 6 | 7 | 4 | 6 | App | Quarterly | 2024-10-29 | 34 | debt payoff strategies;budgeting;savings strategies;long-term care;insurance review | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 3 |
C4178 | 44 | Self-Employed | 116,237 | Divorced | 1 | 477 | 327,792 | 5,349 | 1 | 335,553 | Home Purchase | 5 | 586,227 | 9 | 8 | 1 | 5 | Chat | Ad-hoc | 2024-09-23 | 32 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4179 | 24 | Student | 13,254 | Married | 0 | 342 | 14,358 | 1,179 | 3 | 498 | Home Purchase | 3 | 57,913 | 6 | 6 | 6 | 7 | App | Monthly | 2024-09-28 | 36 | mortgage options;down payment;budgeting;savings strategies;tax strategies | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4180 | 45 | Self-Employed | 132,537 | Married | 1 | 460 | 373,989 | 7,751 | 5 | 362,958 | Retirement | 23 | 3,943,725 | 6 | 9 | 5 | 7 | Email | Quarterly | 2025-08-25 | 54 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C4181 | 73 | Retired | 20,867 | Married | 1 | 392 | 21,604 | 2,358 | 5 | 131,902 | Healthcare | 10 | 128,946 | 2 | 6 | 10 | 4 | Phone | Monthly | 2024-07-04 | 25 | budgeting;savings strategies;business succession;long-term care | treasury bonds;money market;CDs | 3 |
C4182 | 32 | Unemployed | 75 | Married | 0 | 335 | 104 | 500 | 3 | 645 | Retirement | 35 | 3,174 | 5 | 5 | 6 | 6 | Email | Monthly | 2024-07-27 | 32 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4183 | 26 | Self-Employed | 187,246 | Married | 2 | 443 | 159,561 | 10,933 | 1 | 97,251 | Retirement | 38 | 7,657,735 | 10 | 7 | 1 | 8 | Email | Quarterly | 2024-09-15 | 57 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 3 |
C4184 | 56 | Salaried | 206,406 | Married | 0 | 497 | 134,085 | 8,768 | 4 | 671,431 | Estate Planning | 7 | 1,835,178 | 4 | 8 | 6 | 7 | Phone | Quarterly | 2024-08-20 | 53 | tax optimization;estate planning;risk management;long-term care;insurance review | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4185 | 41 | Self-Employed | 233,551 | Married | 2 | 498 | 340,224 | 20,529 | 3 | 552,638 | Home Purchase | 7 | 945,264 | 8 | 10 | 3 | 6 | Email | Quarterly | 2025-02-27 | 53 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4186 | 35 | Salaried | 125,400 | Divorced | 0 | 458 | 243,784 | 7,917 | 4 | 89,187 | Education | 4 | 122,103 | 7 | 9 | 4 | 7 | App | Quarterly | 2024-12-14 | 53 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4187 | 22 | Self-Employed | 194,478 | Divorced | 1 | 444 | 363,888 | 14,375 | 1 | 45,130 | Travel | 2 | 12,706 | 9 | 7 | 1 | 8 | App | Quarterly | 2024-08-08 | 39 | budgeting;savings strategies;social security | growth stocks;sector ETFs;crypto assets | 4 |
C4188 | 31 | Salaried | 187,749 | Divorced | 2 | 467 | 609,108 | 15,056 | 3 | 138,800 | Home Purchase | 2 | 847,842 | 7 | 8 | 4 | 6 | Email | Quarterly | 2025-04-01 | 37 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C4189 | 18 | Student | 14,883 | Single | 1 | 331 | 22,839 | 1,325 | 2 | 3,196 | Travel | 3 | 20,504 | 6 | 3 | 5 | 6 | App | Biannual | 2025-05-06 | 28 | budgeting;savings strategies;insurance review;social security;medicare | index funds;blue-chip stocks;corporate bonds | 3 |
C4190 | 32 | Salaried | 158,624 | Married | 2 | 437 | 672,463 | 15,194 | 3 | 93,991 | Home Purchase | 2 | 736,493 | 9 | 8 | 3 | 8 | Email | Monthly | 2024-11-28 | 48 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4191 | 30 | Salaried | 150,355 | Single | 2 | 425 | 335,204 | 8,530 | 5 | 76,331 | Emergency Fund | 1 | 69,745 | 6 | 6 | 6 | 5 | Email | Annual | 2024-10-03 | 32 | budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds | 3 |
C4192 | 63 | Retired | 121,078 | Married | 0 | 430 | 39,097 | 5,385 | 8 | 587,771 | Retirement | 1 | 1,539,610 | 3 | 8 | 8 | 5 | In-Person | Ad-hoc | 2025-10-05 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 3 |
C4193 | 45 | Salaried | 246,611 | Married | 2 | 468 | 541,939 | 20,962 | 1 | 607,161 | Retirement | 24 | 9,040,741 | 9 | 8 | 2 | 8 | App | Biannual | 2024-08-23 | 60 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4194 | 47 | Salaried | 154,795 | Married | 2 | 512 | 330,246 | 11,929 | 5 | 288,515 | Wealth Accumulation | 20 | 195,192 | 7 | 10 | 5 | 8 | App | Biannual | 2024-10-19 | 57 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4195 | 37 | Salaried | 188,964 | Divorced | 0 | 494 | 472,122 | 7,067 | 4 | 245,185 | Wealth Accumulation | 3 | 84,086 | 6 | 8 | 5 | 4 | App | Biannual | 2024-10-13 | 34 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4196 | 22 | Student | 14,125 | Divorced | 2 | 354 | 12,274 | 1,532 | 1 | 494 | Debt Reduction | 2 | 14,784 | 8 | 6 | 3 | 6 | App | Ad-hoc | 2024-07-04 | 30 | debt payoff strategies;budgeting;savings strategies;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 4 |
C4197 | 63 | Retired | 94,154 | Single | 0 | 434 | 107,021 | 4,502 | 2 | 340,196 | Retirement | 1 | 969,104 | 5 | 6 | 5 | 7 | In-Person | Quarterly | 2025-07-29 | 43 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4198 | 74 | Retired | 50,182 | Married | 1 | 383 | 42,594 | 4,889 | 5 | 304,343 | Healthcare | 7 | 178,820 | 1 | 8 | 10 | 4 | In-Person | Quarterly | 2024-12-25 | 31 | tax optimization;estate planning;social security | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4199 | 45 | Self-Employed | 223,831 | Married | 1 | 490 | 426,237 | 18,774 | 3 | 565,214 | Education | 3 | 118,190 | 7 | 9 | 4 | 4 | In-Person | Quarterly | 2025-09-25 | 36 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 2 |
C4200 | 77 | Retired | 80,850 | Married | 1 | 379 | 137,802 | 7,022 | 5 | 765,984 | Healthcare | 7 | 160,243 | 5 | 10 | 7 | 4 | Email | Biannual | 2025-12-20 | 40 | tax optimization;estate planning;business succession;risk management;insurance review | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
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