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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C4301 | 58 | Salaried | 70,224 | Single | 0 | 481 | 17,072 | 4,501 | 6 | 289,194 | Travel | 3 | 25,754 | 4 | 8 | 8 | 5 | App | Ad-hoc | 2025-10-15 | 40 | tax optimization;estate planning;tax strategies;charitable giving;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4302 | 77 | Retired | 22,992 | Single | 0 | 406 | 34,382 | 1,731 | 3 | 196,635 | Estate Planning | 15 | 808,993 | 4 | 7 | 7 | 5 | Phone | Quarterly | 2025-05-23 | 33 | budgeting;savings strategies;medicare;business succession;college funding | index funds;blue-chip stocks;corporate bonds | 3 |
C4303 | 74 | Retired | 99,928 | Divorced | 0 | 386 | 71,528 | 6,919 | 3 | 483,696 | Healthcare | 15 | 250,291 | 4 | 7 | 7 | 7 | App | Biannual | 2025-06-10 | 49 | budgeting;savings strategies;risk management;college funding | index funds;blue-chip stocks;corporate bonds | 3 |
C4304 | 61 | Salaried | 236,676 | Married | 0 | 485 | 216,806 | 19,819 | 5 | 1,129,232 | Retirement | 2 | 3,162,226 | 4 | 8 | 6 | 4 | Email | Ad-hoc | 2025-01-31 | 25 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C4305 | 72 | Retired | 62,257 | Married | 2 | 420 | 92,693 | 6,922 | 4 | 491,104 | Healthcare | 10 | 133,260 | 1 | 6 | 9 | 6 | Phone | Monthly | 2025-08-18 | 39 | budgeting;savings strategies;investment allocation | treasury bonds;money market;CDs | 3 |
C4306 | 58 | Self-Employed | 117,004 | Married | 1 | 457 | 82,335 | 6,421 | 5 | 574,701 | Wealth Accumulation | 7 | 178,059 | 5 | 9 | 6 | 8 | Phone | Monthly | 2025-12-01 | 42 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 4 |
C4307 | 47 | Salaried | 119,150 | Single | 0 | 461 | 309,115 | 3,956 | 6 | 246,465 | Retirement | 16 | 3,506,893 | 5 | 9 | 6 | 6 | Email | Monthly | 2025-05-10 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C4308 | 30 | Self-Employed | 302,732 | Single | 0 | 451 | 741,650 | 18,013 | 3 | 223,313 | Debt Reduction | 2 | 304,165 | 8 | 9 | 3 | 7 | In-Person | Biannual | 2025-08-05 | 46 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C4309 | 66 | Retired | 43,635 | Single | 0 | 427 | 37,050 | 3,140 | 3 | 268,445 | Travel | 2 | 12,227 | 5 | 9 | 5 | 5 | Email | Annual | 2025-03-20 | 40 | tax optimization;estate planning;retirement income;college funding | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4310 | 66 | Retired | 56,375 | Married | 0 | 403 | 63,219 | 5,196 | 4 | 362,032 | Travel | 2 | 26,614 | 3 | 7 | 7 | 4 | Email | Biannual | 2025-03-20 | 31 | budgeting;savings strategies;social security | treasury bonds;money market;CDs | 3 |
C4311 | 62 | Salaried | 46,453 | Single | 0 | 449 | 46,156 | 3,402 | 2 | 150,819 | Retirement | 2 | 653,355 | 6 | 9 | 4 | 6 | Email | Quarterly | 2024-12-16 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4312 | 35 | Salaried | 106,326 | Divorced | 1 | 473 | 265,661 | 5,803 | 4 | 130,303 | Retirement | 28 | 4,119,656 | 5 | 9 | 6 | 7 | Phone | Annual | 2024-08-30 | 43 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C4313 | 65 | Retired | 72,864 | Married | 0 | 425 | 41,820 | 5,609 | 4 | 426,584 | Healthcare | 7 | 233,608 | 5 | 8 | 7 | 3 | Email | Biannual | 2024-07-26 | 28 | tax optimization;estate planning;medicare | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4314 | 54 | Self-Employed | 319,040 | Married | 0 | 488 | 238,700 | 24,563 | 6 | 917,479 | Retirement | 14 | 8,085,259 | 6 | 9 | 6 | 5 | In-Person | Quarterly | 2025-11-02 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C4315 | 46 | Unemployed | 907 | Divorced | 0 | 391 | 1,703 | 500 | 3 | 3,645 | Retirement | 23 | 30,292 | 4 | 8 | 7 | 5 | App | Monthly | 2024-10-13 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4316 | 20 | Unemployed | 938 | Married | 0 | 323 | 1,763 | 500 | 2 | 3,961 | Emergency Fund | 2 | 815 | 5 | 5 | 6 | 6 | Email | Quarterly | 2025-04-11 | 41 | budgeting;savings strategies;emergency fund;business succession | index funds;blue-chip stocks;corporate bonds | 4 |
C4317 | 31 | Self-Employed | 52,736 | Married | 1 | 408 | 103,365 | 4,430 | 4 | 32,455 | Debt Reduction | 1 | 87,130 | 5 | 6 | 7 | 8 | Phone | Quarterly | 2025-09-16 | 53 | debt payoff strategies;budgeting;savings strategies;estate planning;medicare | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 3 |
C4318 | 39 | Salaried | 114,940 | Married | 3 | 446 | 366,532 | 11,221 | 7 | 150,544 | Home Purchase | 7 | 437,721 | 5 | 7 | 7 | 5 | App | Biannual | 2025-04-07 | 34 | mortgage options;down payment;budgeting;savings strategies;emergency fund | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4319 | 46 | Salaried | 153,557 | Married | 2 | 486 | 540,805 | 15,983 | 2 | 326,790 | Business Investment | 15 | 356,227 | 8 | 9 | 3 | 4 | Email | Ad-hoc | 2025-01-17 | 30 | tax optimization;estate planning;social security;emergency fund | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4320 | 58 | Self-Employed | 169,282 | Married | 1 | 451 | 182,428 | 13,060 | 4 | 820,588 | Healthcare | 7 | 163,579 | 5 | 9 | 7 | 6 | In-Person | Quarterly | 2025-11-03 | 51 | tax optimization;estate planning;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4321 | 64 | Salaried | 249,388 | Divorced | 1 | 448 | 79,185 | 17,225 | 3 | 1,147,363 | Retirement | 1 | 2,512,714 | 7 | 10 | 4 | 4 | Chat | Biannual | 2025-03-02 | 34 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C4322 | 54 | Salaried | 197,722 | Widowed | 0 | 471 | 39,768 | 10,723 | 5 | 494,794 | Retirement | 15 | 5,248,286 | 5 | 8 | 6 | 6 | Chat | Quarterly | 2025-09-04 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C4323 | 42 | Salaried | 125,270 | Married | 3 | 489 | 446,616 | 11,233 | 3 | 152,492 | Business Investment | 5 | 192,526 | 7 | 8 | 5 | 6 | In-Person | Biannual | 2025-05-18 | 46 | tax optimization;estate planning;emergency fund | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 4 |
C4324 | 19 | Student | 15,206 | Married | 0 | 358 | 9,620 | 1,479 | 2 | 4,547 | Education | 3 | 150,535 | 6 | 4 | 6 | 6 | In-Person | Monthly | 2024-10-23 | 37 | education savings;529 plans;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4325 | 18 | Student | 4,350 | Single | 2 | 349 | 8,892 | 500 | 3 | 4,599 | Travel | 3 | 13,587 | 6 | 3 | 6 | 7 | Chat | Quarterly | 2025-04-23 | 34 | budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds | 3 |
C4326 | 60 | Salaried | 127,397 | Widowed | 0 | 479 | 118,881 | 5,062 | 4 | 382,523 | Healthcare | 10 | 61,633 | 7 | 8 | 4 | 6 | Email | Biannual | 2024-10-16 | 44 | tax optimization;estate planning;business succession;credit score | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4327 | 44 | Unemployed | 2,715 | Divorced | 0 | 366 | 5,442 | 500 | 4 | 4,979 | Business Investment | 10 | 364,373 | 3 | 8 | 8 | 4 | Email | Biannual | 2025-02-22 | 31 | tax optimization;estate planning;long-term care | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C4328 | 57 | Salaried | 197,885 | Married | 0 | 454 | 226,456 | 10,947 | 2 | 740,217 | Wealth Accumulation | 7 | 162,128 | 8 | 9 | 2 | 3 | Phone | Annual | 2025-07-07 | 23 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4329 | 36 | Salaried | 164,043 | Widowed | 0 | 463 | 285,618 | 8,453 | 2 | 231,705 | Education | 4 | 161,552 | 8 | 10 | 2 | 8 | Email | Quarterly | 2024-10-31 | 51 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4330 | 62 | Retired | 61,241 | Widowed | 1 | 429 | 20,390 | 3,779 | 5 | 337,541 | Wealth Accumulation | 5 | 51,861 | 3 | 7 | 7 | 4 | Phone | Annual | 2025-05-02 | 30 | investment strategies;budgeting;savings strategies;investment allocation | treasury bonds;money market;CDs | 3 |
C4331 | 43 | Unemployed | 4,376 | Married | 3 | 377 | 8,700 | 556 | 3 | 3,434 | Wealth Accumulation | 7 | 3,967 | 5 | 7 | 6 | 5 | In-Person | Biannual | 2025-02-06 | 37 | investment strategies;budgeting;savings strategies;business succession;credit score | index funds;blue-chip stocks;corporate bonds | 3 |
C4332 | 36 | Salaried | 231,887 | Single | 0 | 459 | 497,512 | 15,170 | 3 | 251,240 | Home Purchase | 3 | 1,391,046 | 6 | 9 | 5 | 7 | Email | Biannual | 2025-07-10 | 55 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 4 |
C4333 | 42 | Unemployed | 993 | Married | 1 | 362 | 3,905 | 500 | 3 | 1,025 | Wealth Accumulation | 10 | 1,477 | 3 | 6 | 8 | 7 | Email | Quarterly | 2024-10-27 | 33 | investment strategies;budgeting;savings strategies;investment allocation;credit score | treasury bonds;money market;CDs | 3 |
C4334 | 32 | Salaried | 55,002 | Divorced | 2 | 405 | 103,422 | 4,238 | 2 | 49,751 | Retirement | 29 | 2,137,703 | 8 | 9 | 4 | 5 | App | Quarterly | 2025-10-24 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
C4335 | 69 | Retired | 79,534 | Single | 2 | 449 | 78,190 | 5,124 | 6 | 581,562 | Healthcare | 5 | 206,596 | 3 | 7 | 9 | 5 | Phone | Quarterly | 2024-08-24 | 31 | budgeting;savings strategies;risk management;long-term care;social security | treasury bonds;money market;CDs | 2 |
C4336 | 49 | Salaried | 76,894 | Married | 2 | 463 | 265,258 | 5,555 | 3 | 133,067 | Education | 3 | 134,930 | 6 | 8 | 5 | 7 | Email | Monthly | 2025-04-02 | 49 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 2 |
C4337 | 47 | Salaried | 152,470 | Single | 2 | 496 | 459,678 | 7,656 | 3 | 235,659 | Retirement | 18 | 4,822,055 | 6 | 10 | 4 | 6 | App | Quarterly | 2025-01-19 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C4338 | 20 | Student | 13,667 | Single | 0 | 345 | 11,258 | 1,221 | 2 | 268 | Education | 5 | 114,885 | 7 | 4 | 5 | 5 | App | Biannual | 2025-03-06 | 31 | education savings;529 plans;budgeting;savings strategies;medicare | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4339 | 43 | Salaried | 251,326 | Widowed | 1 | 506 | 603,867 | 12,912 | 4 | 440,752 | Wealth Accumulation | 10 | 118,653 | 5 | 8 | 6 | 7 | App | Monthly | 2025-01-18 | 38 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4340 | 69 | Retired | 103,359 | Married | 2 | 422 | 56,149 | 8,551 | 4 | 660,100 | Retirement | 1 | 1,218,769 | 6 | 10 | 6 | 7 | Email | Quarterly | 2025-02-07 | 53 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C4341 | 78 | Retired | 45,788 | Married | 0 | 420 | 14,645 | 4,446 | 3 | 451,051 | Estate Planning | 10 | 1,154,797 | 5 | 9 | 6 | 5 | Phone | Annual | 2025-09-13 | 37 | tax optimization;estate planning;medicare | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4342 | 85 | Retired | 36,299 | Married | 1 | 372 | 38,513 | 3,959 | 4 | 317,507 | Healthcare | 7 | 152,506 | 3 | 7 | 8 | 3 | Email | Ad-hoc | 2024-07-10 | 23 | budgeting;savings strategies;college funding | treasury bonds;money market;CDs | 3 |
C4343 | 31 | Self-Employed | 46,040 | Married | 2 | 398 | 149,706 | 4,386 | 3 | 40,420 | Emergency Fund | 2 | 33,385 | 6 | 8 | 6 | 4 | Email | Monthly | 2024-11-10 | 28 | tax optimization;estate planning;long-term care;risk management;tax strategies | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4344 | 55 | Self-Employed | 90,954 | Married | 2 | 476 | 92,321 | 8,377 | 5 | 366,298 | Retirement | 6 | 1,638,943 | 3 | 7 | 8 | 3 | Email | Quarterly | 2025-04-30 | 20 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C4345 | 50 | Self-Employed | 200,314 | Divorced | 0 | 489 | 245,198 | 12,698 | 4 | 472,547 | Retirement | 19 | 6,799,521 | 6 | 10 | 5 | 3 | Email | Quarterly | 2025-01-25 | 24 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 1 |
C4346 | 56 | Salaried | 181,867 | Married | 1 | 477 | 137,499 | 11,284 | 6 | 543,958 | Retirement | 12 | 4,380,008 | 4 | 10 | 8 | 4 | App | Biannual | 2025-02-16 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C4347 | 53 | Self-Employed | 284,269 | Married | 0 | 498 | 184,374 | 19,950 | 2 | 833,268 | Healthcare | 7 | 184,661 | 9 | 10 | 2 | 5 | Email | Quarterly | 2024-11-12 | 37 | tax optimization;estate planning;investment allocation;risk management | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4348 | 30 | Self-Employed | 60,773 | Married | 1 | 420 | 236,125 | 5,805 | 2 | 25,582 | Home Purchase | 5 | 358,646 | 7 | 8 | 3 | 6 | Phone | Monthly | 2025-11-09 | 46 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4349 | 47 | Salaried | 194,583 | Married | 0 | 502 | 646,050 | 9,667 | 5 | 378,064 | Retirement | 15 | 4,083,031 | 5 | 9 | 6 | 8 | In-Person | Annual | 2025-04-09 | 51 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 4 |
C4350 | 50 | Salaried | 149,608 | Married | 2 | 492 | 39,184 | 9,946 | 5 | 256,144 | Retirement | 15 | 3,502,876 | 3 | 10 | 7 | 5 | Phone | Monthly | 2024-11-01 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 2 |
C4351 | 40 | Salaried | 80,986 | Single | 0 | 465 | 132,916 | 4,591 | 3 | 103,494 | Home Purchase | 3 | 538,854 | 7 | 9 | 4 | 5 | Email | Biannual | 2024-10-20 | 33 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C4352 | 68 | Retired | 22,243 | Married | 2 | 400 | 29,404 | 2,417 | 3 | 138,880 | Travel | 1 | 12,820 | 4 | 5 | 7 | 4 | Email | Biannual | 2025-05-21 | 29 | budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds | 3 |
C4353 | 29 | Unemployed | 3,270 | Married | 1 | 354 | 6,466 | 500 | 1 | 2,217 | Home Purchase | 5 | 12,393 | 7 | 7 | 3 | 6 | Chat | Quarterly | 2025-11-03 | 39 | mortgage options;down payment;budgeting;savings strategies;credit score | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C4354 | 31 | Salaried | 56,315 | Single | 0 | 413 | 183,131 | 4,965 | 6 | 25,984 | Retirement | 32 | 2,656,669 | 4 | 7 | 8 | 6 | Email | Annual | 2025-02-10 | 32 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4355 | 61 | Self-Employed | 301,643 | Single | 2 | 480 | 320,923 | 22,029 | 2 | 1,788,111 | Travel | 2 | 18,543 | 9 | 8 | 2 | 6 | Chat | Quarterly | 2025-03-27 | 47 | tax optimization;estate planning;college funding;credit score | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4356 | 48 | Self-Employed | 213,615 | Single | 0 | 470 | 370,522 | 12,091 | 1 | 628,407 | Education | 5 | 152,576 | 9 | 8 | 1 | 6 | Phone | Monthly | 2025-05-27 | 44 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4357 | 23 | Student | 6,139 | Divorced | 0 | 350 | 4,445 | 500 | 1 | 1,201 | Emergency Fund | 3 | 5,113 | 8 | 6 | 3 | 8 | App | Annual | 2024-12-14 | 43 | budgeting;savings strategies;tax strategies | growth stocks;sector ETFs;crypto assets | 4 |
C4358 | 45 | Salaried | 104,983 | Married | 0 | 498 | 126,267 | 7,682 | 3 | 187,634 | Wealth Accumulation | 20 | 140,887 | 6 | 9 | 5 | 5 | App | Quarterly | 2025-08-29 | 44 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4359 | 63 | Salaried | 152,933 | Married | 1 | 493 | 85,183 | 10,825 | 7 | 548,789 | Retirement | 6 | 2,596,024 | 4 | 9 | 7 | 5 | Email | Biannual | 2025-03-27 | 30 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C4360 | 47 | Salaried | 61,756 | Married | 1 | 471 | 171,069 | 5,670 | 3 | 162,576 | Retirement | 14 | 1,198,543 | 7 | 8 | 5 | 4 | App | Biannual | 2025-01-12 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C4361 | 23 | Student | 18,272 | Widowed | 1 | 395 | 30,617 | 1,653 | 2 | 3,031 | Travel | 1 | 11,605 | 6 | 4 | 5 | 6 | App | Monthly | 2025-07-26 | 34 | budgeting;savings strategies;medicare;business succession | index funds;blue-chip stocks;corporate bonds | 3 |
C4362 | 64 | Retired | 94,968 | Widowed | 0 | 441 | 27,891 | 4,724 | 3 | 384,436 | Healthcare | 10 | 285,599 | 5 | 8 | 6 | 4 | Phone | Biannual | 2024-10-21 | 28 | tax optimization;estate planning;insurance review | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4363 | 57 | Salaried | 159,696 | Married | 0 | 497 | 234,631 | 8,043 | 3 | 669,291 | Estate Planning | 15 | 779,514 | 7 | 9 | 3 | 5 | In-Person | Quarterly | 2025-01-16 | 33 | tax optimization;estate planning;credit score;charitable giving;retirement income | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4364 | 47 | Unemployed | 3,645 | Married | 0 | 360 | 8,206 | 500 | 3 | 2,125 | Business Investment | 15 | 142,041 | 5 | 7 | 6 | 5 | Email | Quarterly | 2025-07-05 | 33 | budgeting;savings strategies;estate planning;social security;business succession | index funds;blue-chip stocks;corporate bonds | 3 |
C4365 | 31 | Self-Employed | 82,377 | Widowed | 1 | 414 | 282,095 | 3,935 | 3 | 59,086 | Emergency Fund | 2 | 67,622 | 6 | 8 | 5 | 4 | Phone | Quarterly | 2025-09-18 | 34 | tax optimization;estate planning;retirement income;charitable giving;risk management | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4366 | 78 | Retired | 65,166 | Widowed | 1 | 411 | 65,385 | 4,961 | 3 | 422,033 | Healthcare | 3 | 225,767 | 6 | 9 | 5 | 5 | Chat | Annual | 2024-09-04 | 33 | tax optimization;estate planning;medicare;long-term care;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4367 | 49 | Self-Employed | 262,453 | Married | 1 | 489 | 628,350 | 13,788 | 5 | 582,613 | Retirement | 21 | 8,657,022 | 7 | 10 | 5 | 8 | Email | Monthly | 2025-09-05 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4368 | 40 | Self-Employed | 89,393 | Married | 2 | 475 | 228,729 | 8,765 | 1 | 160,473 | Wealth Accumulation | 7 | 139,950 | 8 | 9 | 3 | 6 | Phone | Quarterly | 2025-01-17 | 37 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4369 | 37 | Salaried | 244,735 | Widowed | 2 | 460 | 767,580 | 16,001 | 2 | 258,474 | Business Investment | 3 | 245,990 | 8 | 8 | 3 | 5 | Phone | Biannual | 2025-01-27 | 39 | tax optimization;estate planning;social security;long-term care;emergency fund | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4370 | 84 | Retired | 69,810 | Married | 2 | 379 | 104,339 | 7,524 | 5 | 528,925 | Retirement | 1 | 748,940 | 1 | 7 | 10 | 8 | Email | Monthly | 2025-01-27 | 56 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C4371 | 21 | Student | 9,390 | Married | 0 | 350 | 5,685 | 808 | 2 | 369 | Travel | 2 | 26,208 | 6 | 3 | 5 | 7 | Email | Quarterly | 2024-07-07 | 37 | budgeting;savings strategies;social security;tax-efficient investing | index funds;blue-chip stocks;corporate bonds | 3 |
C4372 | 38 | Self-Employed | 185,926 | Married | 2 | 441 | 391,908 | 18,813 | 2 | 278,324 | Retirement | 24 | 6,120,840 | 9 | 8 | 2 | 7 | App | Annual | 2025-07-23 | 50 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4373 | 58 | Salaried | 145,516 | Single | 0 | 486 | 39,103 | 8,856 | 2 | 541,610 | Retirement | 3 | 2,114,367 | 7 | 10 | 3 | 3 | App | Biannual | 2025-04-11 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C4374 | 20 | Student | 5,346 | Married | 1 | 320 | 7,128 | 532 | 3 | 4,690 | Travel | 1 | 8,086 | 6 | 5 | 6 | 7 | App | Monthly | 2025-07-09 | 40 | budgeting;savings strategies;credit score;long-term care;business succession | index funds;blue-chip stocks;corporate bonds | 3 |
C4375 | 25 | Salaried | 80,583 | Single | 0 | 405 | 143,790 | 3,721 | 2 | 22,420 | Retirement | 36 | 3,236,577 | 8 | 6 | 4 | 8 | App | Monthly | 2025-12-08 | 47 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C4376 | 76 | Retired | 29,546 | Single | 0 | 396 | 29,211 | 2,625 | 4 | 190,625 | Healthcare | 20 | 267,376 | 1 | 8 | 10 | 4 | Phone | Quarterly | 2024-09-08 | 35 | tax optimization;estate planning;tax-efficient investing | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C4377 | 58 | Salaried | 253,129 | Single | 0 | 506 | 236,950 | 17,768 | 4 | 953,231 | Retirement | 2 | 2,637,880 | 7 | 8 | 5 | 7 | In-Person | Biannual | 2025-12-14 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C4378 | 44 | Unemployed | 3,369 | Married | 2 | 393 | 10,554 | 500 | 2 | 3,921 | Retirement | 17 | 102,409 | 5 | 6 | 6 | 6 | Email | Quarterly | 2025-11-17 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4379 | 77 | Retired | 63,355 | Single | 0 | 428 | 106,087 | 3,805 | 6 | 605,546 | Estate Planning | 5 | 1,041,587 | 2 | 6 | 9 | 4 | Email | Quarterly | 2025-12-22 | 26 | budgeting;savings strategies;tax strategies;emergency fund;medicare | treasury bonds;money market;CDs | 2 |
C4380 | 24 | Salaried | 151,964 | Married | 0 | 448 | 135,920 | 8,742 | 2 | 46,490 | Education | 10 | 143,486 | 9 | 6 | 3 | 8 | App | Quarterly | 2025-10-11 | 49 | education savings;529 plans;budgeting;savings strategies;risk management | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C4381 | 57 | Self-Employed | 55,258 | Married | 0 | 432 | 69,533 | 4,200 | 3 | 204,466 | Retirement | 8 | 879,265 | 4 | 10 | 8 | 3 | App | Annual | 2024-07-07 | 26 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4382 | 22 | Student | 4,679 | Married | 1 | 376 | 7,923 | 574 | 3 | 3,864 | Travel | 2 | 26,482 | 6 | 6 | 5 | 8 | App | Ad-hoc | 2025-06-01 | 44 | budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds | 3 |
C4383 | 49 | Unemployed | 2,348 | Married | 1 | 369 | 6,928 | 500 | 3 | 2,543 | Retirement | 14 | 55,843 | 6 | 8 | 5 | 5 | App | Quarterly | 2025-03-17 | 37 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4384 | 59 | Self-Employed | 62,336 | Married | 2 | 458 | 30,321 | 6,761 | 3 | 329,981 | Estate Planning | 20 | 114,803 | 7 | 7 | 5 | 4 | Phone | Biannual | 2024-12-31 | 30 | budgeting;savings strategies;charitable giving;investment allocation | growth stocks;sector ETFs;crypto assets | 2 |
C4385 | 70 | Retired | 54,760 | Married | 0 | 405 | 52,956 | 5,158 | 4 | 375,050 | Estate Planning | 10 | 1,840,157 | 3 | 7 | 9 | 5 | Email | Quarterly | 2025-10-11 | 32 | budgeting;savings strategies;business succession;insurance review;medicare | treasury bonds;money market;CDs | 2 |
C4386 | 43 | Self-Employed | 204,687 | Married | 0 | 478 | 303,217 | 12,890 | 2 | 568,987 | Retirement | 22 | 7,714,620 | 7 | 8 | 4 | 5 | App | Quarterly | 2024-07-07 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C4387 | 27 | Self-Employed | 42,926 | Married | 1 | 375 | 59,106 | 3,789 | 2 | 21,942 | Debt Reduction | 3 | 31,588 | 7 | 7 | 4 | 6 | App | Annual | 2024-07-12 | 44 | debt payoff strategies;budgeting;savings strategies;tax-efficient investing;social security | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C4388 | 23 | Salaried | 183,755 | Married | 0 | 430 | 306,956 | 14,239 | 2 | 42,144 | Emergency Fund | 1 | 144,764 | 10 | 7 | 2 | 8 | App | Monthly | 2025-05-25 | 47 | budgeting;savings strategies;tax strategies | growth stocks;sector ETFs;crypto assets | 4 |
C4389 | 28 | Unemployed | 3,191 | Single | 0 | 307 | 6,012 | 500 | 3 | 4,559 | Wealth Accumulation | 3 | 3,933 | 6 | 7 | 5 | 6 | Phone | Quarterly | 2025-10-01 | 45 | investment strategies;budgeting;savings strategies;social security;long-term care | index funds;blue-chip stocks;corporate bonds | 3 |
C4390 | 47 | Salaried | 103,401 | Married | 1 | 447 | 148,976 | 8,257 | 4 | 236,051 | Home Purchase | 2 | 543,454 | 5 | 10 | 6 | 4 | Chat | Ad-hoc | 2024-11-20 | 28 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 2 |
C4391 | 21 | Student | 13,383 | Single | 0 | 383 | 13,791 | 1,244 | 2 | 1,663 | Emergency Fund | 1 | 7,697 | 5 | 5 | 6 | 6 | Email | Monthly | 2024-10-04 | 39 | budgeting;savings strategies;charitable giving;business succession | index funds;blue-chip stocks;corporate bonds | 4 |
C4392 | 60 | Salaried | 172,986 | Single | 0 | 446 | 233,789 | 11,192 | 2 | 572,920 | Healthcare | 7 | 278,062 | 8 | 7 | 3 | 7 | Phone | Quarterly | 2025-05-03 | 46 | budgeting;savings strategies;long-term care;medicare;insurance review | growth stocks;sector ETFs;crypto assets | 3 |
C4393 | 37 | Salaried | 116,138 | Married | 2 | 469 | 265,087 | 10,120 | 6 | 158,512 | Home Purchase | 2 | 627,700 | 5 | 7 | 6 | 6 | Email | Quarterly | 2024-09-13 | 35 | mortgage options;down payment;budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4394 | 62 | Retired | 131,396 | Married | 2 | 423 | 73,441 | 13,688 | 7 | 468,489 | Retirement | 5 | 2,235,830 | 4 | 6 | 7 | 7 | Email | Biannual | 2025-03-08 | 45 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C4395 | 48 | Self-Employed | 201,587 | Married | 2 | 453 | 580,966 | 13,244 | 6 | 508,844 | Business Investment | 7 | 40,201 | 6 | 10 | 6 | 6 | Email | Annual | 2024-11-05 | 42 | tax optimization;estate planning;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4396 | 23 | Student | 13,205 | Single | 0 | 364 | 20,157 | 1,078 | 1 | 2,960 | Emergency Fund | 2 | 4,988 | 8 | 5 | 3 | 5 | App | Biannual | 2025-06-26 | 26 | budgeting;savings strategies;social security | growth stocks;sector ETFs;crypto assets | 3 |
C4397 | 65 | Retired | 92,806 | Married | 1 | 425 | 73,382 | 6,883 | 4 | 471,017 | Retirement | 1 | 943,621 | 4 | 5 | 7 | 7 | In-Person | Quarterly | 2025-07-14 | 45 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C4398 | 27 | Unemployed | 1,071 | Married | 1 | 304 | 1,475 | 500 | 2 | 4,683 | Home Purchase | 5 | 6,006 | 7 | 6 | 4 | 6 | App | Biannual | 2025-09-06 | 32 | mortgage options;down payment;budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C4399 | 60 | Retired | 66,682 | Single | 2 | 435 | 71,386 | 6,778 | 3 | 316,958 | Estate Planning | 3 | 739,279 | 2 | 8 | 8 | 4 | Phone | Biannual | 2025-11-08 | 32 | tax optimization;estate planning;tax strategies;tax-efficient investing | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4400 | 82 | Retired | 36,908 | Married | 2 | 369 | 45,696 | 3,598 | 4 | 302,801 | Emergency Fund | 2 | 12,624 | 1 | 9 | 10 | 5 | Phone | Quarterly | 2025-05-11 | 35 | tax optimization;estate planning;insurance review;emergency fund | treasury bonds;money market;CDs;tax-efficient funds | 3 |
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