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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C4401 | 35 | Unemployed | 2,719 | Married | 2 | 333 | 9,339 | 500 | 3 | 170 | Education | 3 | 123,052 | 4 | 8 | 6 | 6 | Email | Biannual | 2025-04-16 | 35 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4402 | 72 | Retired | 31,168 | Married | 1 | 371 | 21,169 | 2,884 | 3 | 233,005 | Estate Planning | 10 | 1,165,504 | 5 | 7 | 5 | 6 | Email | Quarterly | 2025-08-27 | 41 | budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds | 3 |
C4403 | 31 | Salaried | 165,981 | Single | 0 | 476 | 410,459 | 10,183 | 4 | 82,665 | Home Purchase | 5 | 772,423 | 6 | 8 | 5 | 6 | Phone | Quarterly | 2025-04-25 | 47 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4404 | 50 | Salaried | 171,955 | Married | 0 | 504 | 171,225 | 7,626 | 6 | 378,054 | Wealth Accumulation | 20 | 237,868 | 3 | 10 | 7 | 6 | In-Person | Ad-hoc | 2024-09-13 | 42 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C4405 | 56 | Unemployed | 4,141 | Divorced | 1 | 380 | 1,279 | 500 | 3 | 4,698 | Retirement | 8 | 86,857 | 3 | 6 | 8 | 5 | Phone | Quarterly | 2024-09-16 | 32 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C4406 | 53 | Unemployed | 4,430 | Married | 2 | 385 | 4,554 | 539 | 5 | 3,239 | Estate Planning | 7 | 580,837 | 1 | 9 | 10 | 3 | In-Person | Ad-hoc | 2024-12-08 | 25 | tax optimization;estate planning;long-term care;social security | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4407 | 22 | Student | 10,214 | Married | 0 | 345 | 6,826 | 1,172 | 2 | 1,961 | Home Purchase | 5 | 42,980 | 7 | 4 | 4 | 5 | App | Quarterly | 2025-06-30 | 23 | mortgage options;down payment;budgeting;savings strategies;retirement income | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4408 | 53 | Self-Employed | 142,234 | Married | 0 | 492 | 161,086 | 7,679 | 4 | 531,347 | Wealth Accumulation | 5 | 143,007 | 5 | 10 | 5 | 3 | Phone | Biannual | 2024-07-16 | 27 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4409 | 28 | Unemployed | 827 | Single | 0 | 309 | 981 | 500 | 3 | 4,175 | Debt Reduction | 1 | 590 | 5 | 7 | 6 | 7 | App | Quarterly | 2024-08-15 | 46 | debt payoff strategies;budgeting;savings strategies;social security;college funding | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 3 |
C4410 | 53 | Unemployed | 4,018 | Married | 0 | 404 | 6,202 | 500 | 3 | 2,731 | Retirement | 10 | 78,485 | 3 | 8 | 9 | 7 | Email | Ad-hoc | 2025-11-06 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
C4411 | 64 | Retired | 37,917 | Single | 2 | 430 | 16,167 | 3,104 | 3 | 205,649 | Retirement | 1 | 428,607 | 2 | 10 | 8 | 7 | Phone | Biannual | 2025-08-21 | 49 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
C4412 | 60 | Retired | 68,268 | Widowed | 0 | 461 | 66,124 | 4,402 | 3 | 352,816 | Estate Planning | 7 | 698,613 | 4 | 8 | 7 | 3 | Phone | Quarterly | 2025-01-13 | 29 | tax optimization;estate planning;social security;medicare;risk management | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4413 | 22 | Student | 20,182 | Divorced | 1 | 387 | 40,028 | 1,690 | 2 | 2,818 | Debt Reduction | 2 | 30,652 | 5 | 3 | 6 | 6 | App | Annual | 2025-08-25 | 28 | debt payoff strategies;budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 4 |
C4414 | 30 | Self-Employed | 254,746 | Single | 2 | 426 | 486,728 | 15,140 | 2 | 173,227 | Emergency Fund | 1 | 64,893 | 9 | 7 | 2 | 5 | In-Person | Quarterly | 2024-09-17 | 33 | budgeting;savings strategies;medicare;business succession;social security | growth stocks;sector ETFs;crypto assets | 3 |
C4415 | 74 | Retired | 43,264 | Married | 0 | 384 | 60,505 | 3,405 | 5 | 223,413 | Retirement | 1 | 467,273 | 2 | 7 | 9 | 4 | Phone | Annual | 2024-07-11 | 24 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C4416 | 61 | Salaried | 249,599 | Married | 2 | 504 | 73,022 | 19,258 | 4 | 1,030,099 | Healthcare | 10 | 297,221 | 7 | 6 | 4 | 8 | App | Quarterly | 2025-03-01 | 49 | budgeting;savings strategies;social security;college funding;retirement income | growth stocks;sector ETFs;crypto assets | 3 |
C4417 | 32 | Unemployed | 1,095 | Married | 1 | 361 | 2,112 | 500 | 2 | 4,332 | Debt Reduction | 1 | 1,462 | 3 | 5 | 7 | 7 | In-Person | Biannual | 2024-08-14 | 46 | debt payoff strategies;budgeting;savings strategies;emergency fund;retirement income | treasury bonds;money market;CDs;debt consolidation loan | 3 |
C4418 | 60 | Salaried | 78,468 | Married | 2 | 473 | 25,621 | 7,096 | 3 | 244,629 | Estate Planning | 5 | 1,396,820 | 4 | 6 | 6 | 5 | In-Person | Ad-hoc | 2025-11-20 | 25 | budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds | 3 |
C4419 | 63 | Retired | 64,317 | Divorced | 1 | 437 | 55,950 | 5,611 | 3 | 218,936 | Retirement | 1 | 710,387 | 5 | 9 | 7 | 5 | In-Person | Annual | 2025-07-23 | 30 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4420 | 47 | Self-Employed | 91,211 | Married | 1 | 453 | 328,339 | 6,930 | 3 | 263,919 | Retirement | 13 | 1,861,892 | 6 | 8 | 4 | 7 | App | Monthly | 2024-08-10 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4421 | 57 | Self-Employed | 261,375 | Single | 0 | 453 | 99,914 | 14,306 | 4 | 1,247,512 | Retirement | 5 | 3,254,276 | 7 | 8 | 4 | 7 | Email | Biannual | 2025-11-11 | 53 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C4422 | 22 | Unemployed | 4,393 | Married | 0 | 331 | 3,682 | 500 | 3 | 2,483 | Education | 2 | 125,926 | 5 | 4 | 5 | 6 | Email | Quarterly | 2024-08-30 | 31 | education savings;529 plans;budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C4423 | 79 | Retired | 20,701 | Widowed | 0 | 345 | 26,023 | 1,803 | 4 | 154,501 | Travel | 3 | 6,252 | 2 | 5 | 9 | 7 | In-Person | Quarterly | 2025-10-26 | 44 | budgeting;savings strategies;tax strategies | treasury bonds;money market;CDs | 4 |
C4424 | 44 | Self-Employed | 138,900 | Single | 0 | 445 | 496,259 | 7,747 | 3 | 404,336 | Retirement | 23 | 5,277,850 | 7 | 10 | 3 | 8 | App | Monthly | 2025-09-01 | 57 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4425 | 39 | Salaried | 236,561 | Married | 1 | 493 | 749,071 | 14,642 | 3 | 382,935 | Home Purchase | 5 | 1,265,251 | 8 | 8 | 3 | 4 | App | Monthly | 2024-07-19 | 26 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C4426 | 35 | Self-Employed | 112,834 | Divorced | 2 | 423 | 184,997 | 7,816 | 4 | 116,024 | Education | 3 | 131,755 | 5 | 8 | 6 | 6 | Email | Biannual | 2025-01-02 | 33 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4427 | 62 | Retired | 135,367 | Married | 2 | 469 | 108,859 | 12,379 | 6 | 523,988 | Retirement | 4 | 2,193,239 | 2 | 10 | 8 | 6 | Phone | Quarterly | 2024-08-02 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 3 |
C4428 | 22 | Unemployed | 3,429 | Divorced | 1 | 300 | 5,198 | 500 | 2 | 1,758 | Education | 4 | 112,862 | 6 | 6 | 4 | 6 | Phone | Annual | 2024-10-31 | 43 | education savings;529 plans;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4429 | 57 | Salaried | 93,165 | Married | 2 | 458 | 97,997 | 8,495 | 2 | 366,346 | Retirement | 4 | 1,338,902 | 6 | 10 | 4 | 6 | Chat | Quarterly | 2025-08-31 | 50 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4430 | 43 | Salaried | 226,600 | Single | 0 | 481 | 790,581 | 14,349 | 3 | 484,053 | Wealth Accumulation | 7 | 375,544 | 8 | 7 | 3 | 8 | App | Quarterly | 2024-10-03 | 39 | investment strategies;budgeting;savings strategies;insurance review;risk management | growth stocks;sector ETFs;crypto assets | 3 |
C4431 | 60 | Unemployed | 64 | Divorced | 0 | 374 | 23 | 500 | 4 | 3,102 | Retirement | 2 | 851 | 2 | 5 | 10 | 5 | In-Person | Quarterly | 2025-10-26 | 35 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C4432 | 40 | Salaried | 65,255 | Single | 0 | 476 | 156,884 | 4,882 | 2 | 77,854 | Retirement | 27 | 2,625,482 | 7 | 8 | 4 | 6 | In-Person | Quarterly | 2025-12-19 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C4433 | 29 | Self-Employed | 181,670 | Married | 2 | 438 | 271,198 | 15,857 | 1 | 153,690 | Home Purchase | 5 | 1,242,687 | 10 | 8 | 1 | 6 | Chat | Ad-hoc | 2025-04-30 | 33 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4434 | 46 | Self-Employed | 239,599 | Married | 1 | 478 | 538,565 | 20,702 | 5 | 561,481 | Wealth Accumulation | 10 | 229,582 | 6 | 10 | 6 | 4 | In-Person | Biannual | 2025-01-05 | 29 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4435 | 24 | Student | 5,814 | Single | 0 | 340 | 8,988 | 500 | 2 | 2,642 | Education | 4 | 163,533 | 6 | 6 | 5 | 8 | Email | Annual | 2025-01-15 | 40 | education savings;529 plans;budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4436 | 57 | Salaried | 66,301 | Married | 0 | 475 | 97,039 | 6,181 | 3 | 266,464 | Wealth Accumulation | 7 | 76,690 | 6 | 7 | 6 | 4 | App | Quarterly | 2024-07-10 | 32 | investment strategies;budgeting;savings strategies;tax strategies;emergency fund | index funds;blue-chip stocks;corporate bonds | 3 |
C4437 | 73 | Retired | 31,960 | Single | 0 | 368 | 46,287 | 2,462 | 2 | 206,516 | Estate Planning | 7 | 1,427,200 | 5 | 6 | 5 | 3 | In-Person | Ad-hoc | 2025-07-21 | 25 | budgeting;savings strategies;college funding;risk management;social security | index funds;blue-chip stocks;corporate bonds | 3 |
C4438 | 78 | Retired | 53,471 | Single | 0 | 386 | 38,268 | 3,630 | 3 | 419,855 | Healthcare | 20 | 72,585 | 2 | 9 | 8 | 3 | Phone | Biannual | 2025-11-05 | 26 | tax optimization;estate planning;tax-efficient investing;insurance review | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C4439 | 73 | Retired | 84,796 | Single | 0 | 429 | 59,103 | 2,815 | 6 | 693,114 | Retirement | 1 | 1,084,076 | 2 | 8 | 10 | 3 | Email | Biannual | 2024-11-21 | 26 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
C4440 | 53 | Self-Employed | 267,597 | Married | 2 | 513 | 202,341 | 22,321 | 4 | 1,042,637 | Wealth Accumulation | 7 | 130,486 | 5 | 8 | 6 | 8 | In-Person | Biannual | 2025-10-08 | 54 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 4 |
C4441 | 83 | Retired | 71,331 | Married | 1 | 409 | 34,289 | 3,851 | 4 | 724,706 | Travel | 2 | 7,975 | 4 | 10 | 6 | 5 | App | Annual | 2025-04-27 | 38 | tax optimization;estate planning;college funding;long-term care | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4442 | 34 | Salaried | 57,104 | Married | 2 | 421 | 217,465 | 5,997 | 2 | 50,814 | Retirement | 31 | 2,512,085 | 6 | 5 | 4 | 6 | App | Biannual | 2025-02-16 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C4443 | 64 | Retired | 99,233 | Married | 0 | 451 | 31,343 | 6,520 | 4 | 521,891 | Estate Planning | 15 | 1,018,574 | 2 | 5 | 9 | 4 | Chat | Annual | 2024-07-15 | 28 | budgeting;savings strategies;tax strategies;credit score | treasury bonds;money market;CDs | 3 |
C4444 | 24 | Salaried | 100,547 | Single | 0 | 426 | 121,944 | 6,183 | 3 | 25,550 | Travel | 3 | 5,241 | 8 | 6 | 3 | 7 | In-Person | Annual | 2024-10-18 | 36 | budgeting;savings strategies;emergency fund;risk management;long-term care | growth stocks;sector ETFs;crypto assets | 3 |
C4445 | 27 | Salaried | 232,093 | Single | 0 | 424 | 171,060 | 15,827 | 4 | 102,599 | Home Purchase | 1 | 1,260,107 | 7 | 6 | 4 | 6 | App | Annual | 2024-10-14 | 31 | mortgage options;down payment;budgeting;savings strategies;tax-efficient investing | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4446 | 61 | Retired | 80,170 | Single | 2 | 445 | 34,185 | 5,780 | 5 | 241,566 | Retirement | 6 | 1,234,018 | 3 | 6 | 7 | 7 | In-Person | Monthly | 2025-05-08 | 43 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 4 |
C4447 | 53 | Self-Employed | 195,604 | Single | 0 | 459 | 51,019 | 11,205 | 7 | 708,634 | Retirement | 10 | 3,948,065 | 4 | 8 | 7 | 6 | In-Person | Biannual | 2024-09-23 | 40 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C4448 | 53 | Unemployed | 3,282 | Divorced | 0 | 404 | 1,926 | 500 | 4 | 4,832 | Retirement | 13 | 61,812 | 3 | 5 | 8 | 7 | Email | Quarterly | 2025-03-18 | 43 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C4449 | 54 | Salaried | 148,893 | Single | 0 | 493 | 168,647 | 7,300 | 4 | 386,054 | Travel | 2 | 13,963 | 5 | 8 | 5 | 4 | In-Person | Biannual | 2025-11-29 | 25 | tax optimization;estate planning;credit score;medicare | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4450 | 19 | Student | 9,228 | Married | 0 | 319 | 10,761 | 837 | 3 | 4,668 | Education | 7 | 116,010 | 6 | 6 | 6 | 7 | In-Person | Annual | 2025-06-07 | 40 | education savings;529 plans;budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C4451 | 59 | Salaried | 59,984 | Married | 2 | 421 | 28,669 | 7,077 | 2 | 163,715 | Healthcare | 5 | 194,441 | 7 | 9 | 4 | 7 | Email | Quarterly | 2025-07-04 | 56 | tax optimization;estate planning;investment allocation;charitable giving | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4452 | 27 | Salaried | 222,299 | Married | 1 | 457 | 155,205 | 17,278 | 2 | 91,654 | Home Purchase | 5 | 1,260,412 | 7 | 7 | 3 | 8 | Chat | Quarterly | 2025-12-21 | 57 | mortgage options;down payment;budgeting;savings strategies;emergency fund | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C4453 | 47 | Salaried | 210,531 | Divorced | 1 | 465 | 693,964 | 15,105 | 2 | 464,290 | Wealth Accumulation | 3 | 156,785 | 7 | 10 | 4 | 8 | Email | Monthly | 2024-11-26 | 63 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 4 |
C4454 | 70 | Retired | 44,510 | Married | 1 | 383 | 32,715 | 3,671 | 3 | 188,592 | Retirement | 1 | 445,122 | 5 | 6 | 7 | 3 | App | Biannual | 2024-08-22 | 25 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4455 | 81 | Retired | 35,342 | Divorced | 1 | 405 | 13,425 | 2,803 | 3 | 298,622 | Healthcare | 7 | 254,914 | 2 | 6 | 8 | 5 | Chat | Quarterly | 2025-11-02 | 25 | budgeting;savings strategies;estate planning;tax-efficient investing | treasury bonds;money market;CDs | 2 |
C4456 | 40 | Self-Employed | 163,375 | Married | 2 | 466 | 577,463 | 14,491 | 4 | 364,252 | Wealth Accumulation | 5 | 203,510 | 6 | 8 | 5 | 5 | Email | Monthly | 2025-10-02 | 29 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4457 | 65 | Retired | 81,469 | Single | 1 | 445 | 37,571 | 5,156 | 3 | 390,662 | Healthcare | 15 | 180,589 | 5 | 9 | 6 | 5 | Email | Biannual | 2025-12-13 | 33 | tax optimization;estate planning;investment allocation;charitable giving | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4458 | 49 | Salaried | 257,018 | Divorced | 0 | 518 | 607,481 | 17,473 | 3 | 663,808 | Home Purchase | 3 | 1,536,842 | 7 | 8 | 4 | 4 | Email | Ad-hoc | 2025-06-18 | 25 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C4459 | 28 | Salaried | 137,201 | Married | 0 | 458 | 171,888 | 7,274 | 2 | 49,373 | Emergency Fund | 2 | 49,943 | 9 | 9 | 3 | 7 | App | Quarterly | 2024-09-06 | 42 | tax optimization;estate planning;college funding | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4460 | 79 | Retired | 16,235 | Single | 0 | 337 | 15,524 | 1,530 | 3 | 97,408 | Healthcare | 5 | 75,536 | 3 | 6 | 8 | 6 | Phone | Monthly | 2024-07-21 | 42 | budgeting;savings strategies;estate planning | treasury bonds;money market;CDs | 4 |
C4461 | 29 | Salaried | 54,071 | Married | 1 | 439 | 56,355 | 5,017 | 3 | 30,671 | Retirement | 31 | 1,856,759 | 6 | 8 | 5 | 5 | Email | Quarterly | 2024-10-25 | 43 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4462 | 23 | Self-Employed | 72,928 | Married | 0 | 409 | 79,242 | 3,244 | 1 | 17,052 | Education | 5 | 113,142 | 10 | 6 | 2 | 6 | Phone | Quarterly | 2025-06-25 | 39 | education savings;529 plans;budgeting;savings strategies;social security | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4463 | 60 | Self-Employed | 139,718 | Married | 1 | 450 | 95,587 | 8,701 | 6 | 832,680 | Healthcare | 7 | 161,661 | 3 | 7 | 7 | 5 | In-Person | Monthly | 2025-12-13 | 33 | budgeting;savings strategies;risk management | treasury bonds;money market;CDs | 3 |
C4464 | 62 | Retired | 114,912 | Widowed | 0 | 432 | 45,197 | 6,712 | 4 | 654,288 | Retirement | 4 | 1,335,090 | 6 | 9 | 5 | 3 | Email | Quarterly | 2025-05-09 | 27 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C4465 | 36 | Unemployed | 944 | Single | 0 | 380 | 2,543 | 500 | 4 | 4,115 | Retirement | 27 | 29,667 | 2 | 7 | 8 | 5 | App | Biannual | 2024-12-09 | 28 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C4466 | 57 | Salaried | 184,419 | Divorced | 1 | 476 | 40,678 | 10,340 | 6 | 732,312 | Healthcare | 5 | 92,511 | 3 | 9 | 9 | 4 | Email | Biannual | 2025-05-14 | 31 | tax optimization;estate planning;charitable giving;retirement income;insurance review | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C4467 | 38 | Self-Employed | 234,839 | Single | 0 | 459 | 363,440 | 11,973 | 2 | 446,698 | Business Investment | 7 | 331,803 | 7 | 10 | 3 | 5 | App | Quarterly | 2025-07-01 | 41 | tax optimization;estate planning;social security | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4468 | 49 | Unemployed | 4,522 | Divorced | 0 | 392 | 16,305 | 500 | 3 | 2,723 | Home Purchase | 1 | 20,088 | 4 | 7 | 6 | 5 | App | Quarterly | 2024-09-24 | 36 | mortgage options;down payment;budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4469 | 24 | Salaried | 109,220 | Single | 0 | 417 | 198,702 | 5,719 | 3 | 40,440 | Education | 2 | 163,651 | 7 | 5 | 4 | 7 | App | Annual | 2025-09-24 | 32 | education savings;529 plans;budgeting;savings strategies;social security | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4470 | 18 | Student | 4,816 | Divorced | 1 | 322 | 8,746 | 500 | 2 | 3,980 | Education | 3 | 158,746 | 5 | 6 | 5 | 5 | In-Person | Quarterly | 2025-02-02 | 30 | education savings;529 plans;budgeting;savings strategies;business succession | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4471 | 18 | Student | 4,296 | Married | 0 | 367 | 5,737 | 500 | 2 | 1,970 | Education | 1 | 135,866 | 7 | 5 | 3 | 6 | Phone | Quarterly | 2025-07-18 | 39 | education savings;529 plans;budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets;529 plan | 4 |
C4472 | 51 | Self-Employed | 269,206 | Single | 1 | 470 | 282,295 | 20,707 | 3 | 839,114 | Estate Planning | 10 | 1,728,068 | 7 | 10 | 5 | 7 | In-Person | Monthly | 2025-10-13 | 44 | tax optimization;estate planning;emergency fund;risk management;medicare | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4473 | 67 | Retired | 109,657 | Married | 2 | 422 | 74,558 | 8,058 | 4 | 511,045 | Estate Planning | 3 | 1,513,803 | 4 | 9 | 7 | 4 | Phone | Monthly | 2024-10-15 | 36 | tax optimization;estate planning;retirement income;social security | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4474 | 35 | Self-Employed | 113,727 | Widowed | 0 | 432 | 292,885 | 4,840 | 1 | 160,285 | Home Purchase | 2 | 513,027 | 9 | 7 | 2 | 6 | Email | Annual | 2025-11-25 | 42 | mortgage options;down payment;budgeting;savings strategies;college funding | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C4475 | 60 | Self-Employed | 195,895 | Single | 0 | 435 | 157,952 | 8,483 | 4 | 1,155,080 | Retirement | 9 | 3,420,767 | 4 | 10 | 7 | 5 | Email | Monthly | 2025-05-20 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C4476 | 26 | Self-Employed | 41,950 | Married | 1 | 406 | 73,596 | 4,137 | 2 | 17,812 | Retirement | 44 | 1,858,211 | 9 | 7 | 3 | 6 | App | Quarterly | 2024-08-15 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
C4477 | 38 | Salaried | 208,174 | Single | 0 | 498 | 385,501 | 11,709 | 3 | 339,631 | Retirement | 30 | 6,669,703 | 8 | 8 | 4 | 5 | Email | Annual | 2024-12-06 | 31 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4478 | 73 | Retired | 88,492 | Widowed | 0 | 413 | 95,063 | 4,479 | 5 | 489,124 | Healthcare | 7 | 186,132 | 3 | 7 | 8 | 3 | In-Person | Biannual | 2025-04-12 | 28 | budgeting;savings strategies;insurance review;medicare | treasury bonds;money market;CDs | 2 |
C4479 | 36 | Self-Employed | 38,550 | Married | 2 | 405 | 114,451 | 4,625 | 2 | 61,272 | Home Purchase | 2 | 171,693 | 6 | 7 | 5 | 6 | In-Person | Quarterly | 2025-10-05 | 43 | mortgage options;down payment;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4480 | 40 | Unemployed | 246 | Single | 0 | 388 | 501 | 500 | 2 | 3,598 | Home Purchase | 5 | 1,057 | 6 | 8 | 6 | 5 | Chat | Quarterly | 2024-09-20 | 41 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4481 | 31 | Salaried | 174,570 | Married | 1 | 438 | 286,128 | 10,438 | 4 | 88,338 | Emergency Fund | 1 | 102,055 | 6 | 8 | 4 | 7 | App | Quarterly | 2025-03-08 | 54 | tax optimization;estate planning;tax strategies;investment allocation | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4482 | 56 | Salaried | 221,409 | Married | 0 | 503 | 178,684 | 12,236 | 8 | 731,994 | Retirement | 8 | 4,181,510 | 3 | 10 | 8 | 8 | In-Person | Quarterly | 2024-07-23 | 62 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 3 |
C4483 | 28 | Self-Employed | 156,459 | Divorced | 1 | 436 | 222,252 | 10,533 | 1 | 89,488 | Home Purchase | 2 | 932,570 | 10 | 6 | 1 | 6 | App | Monthly | 2024-10-13 | 35 | mortgage options;down payment;budgeting;savings strategies;risk management | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4484 | 65 | Unemployed | 13 | Widowed | 0 | 328 | 13 | 500 | 3 | 4,454 | Retirement | 1 | 166 | 4 | 8 | 8 | 3 | Phone | Annual | 2024-09-06 | 27 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4485 | 71 | Retired | 30,924 | Single | 0 | 395 | 41,691 | 2,098 | 3 | 144,180 | Retirement | 1 | 296,491 | 4 | 5 | 7 | 8 | Email | Quarterly | 2024-09-22 | 39 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4486 | 33 | Self-Employed | 76,608 | Married | 1 | 418 | 233,619 | 4,839 | 1 | 89,015 | Home Purchase | 1 | 439,658 | 8 | 6 | 2 | 8 | Email | Monthly | 2025-12-15 | 42 | mortgage options;down payment;budgeting;savings strategies;emergency fund | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4487 | 65 | Self-Employed | 174,890 | Married | 1 | 429 | 59,124 | 9,267 | 4 | 1,010,409 | Estate Planning | 3 | 909,105 | 4 | 8 | 7 | 4 | App | Biannual | 2024-09-20 | 28 | tax optimization;estate planning;risk management;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4488 | 63 | Self-Employed | 195,686 | Single | 0 | 439 | 148,849 | 10,003 | 3 | 762,782 | Healthcare | 5 | 278,684 | 5 | 8 | 5 | 5 | App | Quarterly | 2025-04-03 | 33 | tax optimization;estate planning;emergency fund;social security | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4489 | 53 | Salaried | 259,539 | Married | 1 | 489 | 173,905 | 12,566 | 3 | 482,332 | Retirement | 8 | 3,832,195 | 7 | 9 | 3 | 6 | In-Person | Annual | 2025-11-09 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4490 | 75 | Retired | 75,544 | Married | 1 | 436 | 51,375 | 5,589 | 7 | 679,335 | Estate Planning | 5 | 1,060,127 | 1 | 8 | 10 | 3 | In-Person | Annual | 2024-11-24 | 23 | tax optimization;estate planning;investment allocation;retirement income | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C4491 | 65 | Salaried | 232,992 | Married | 1 | 468 | 237,483 | 17,054 | 4 | 1,392,194 | Healthcare | 5 | 188,939 | 4 | 10 | 6 | 6 | Email | Monthly | 2025-05-09 | 47 | tax optimization;estate planning;insurance review | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4492 | 26 | Self-Employed | 35,057 | Married | 2 | 377 | 53,565 | 4,204 | 2 | 19,124 | Retirement | 41 | 1,814,205 | 7 | 5 | 5 | 6 | Phone | Annual | 2025-11-07 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C4493 | 35 | Salaried | 231,752 | Married | 2 | 478 | 683,564 | 17,829 | 5 | 238,166 | Home Purchase | 7 | 1,206,536 | 5 | 8 | 7 | 6 | App | Biannual | 2025-02-11 | 46 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 2 |
C4494 | 21 | Student | 4,734 | Single | 0 | 342 | 6,982 | 500 | 2 | 4,196 | Emergency Fund | 2 | 1,288 | 5 | 4 | 6 | 5 | App | Quarterly | 2025-01-25 | 28 | budgeting;savings strategies;credit score;emergency fund | index funds;blue-chip stocks;corporate bonds | 3 |
C4495 | 63 | Salaried | 146,834 | Married | 1 | 463 | 67,250 | 12,875 | 7 | 634,303 | Wealth Accumulation | 20 | 207,289 | 4 | 7 | 8 | 6 | Phone | Biannual | 2024-12-11 | 35 | investment strategies;budgeting;savings strategies;credit score;retirement income | index funds;blue-chip stocks;corporate bonds | 2 |
C4496 | 83 | Retired | 15,615 | Married | 1 | 348 | 12,113 | 1,542 | 3 | 130,189 | Estate Planning | 7 | 120,713 | 4 | 7 | 6 | 5 | Email | Monthly | 2024-10-15 | 32 | budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds | 3 |
C4497 | 26 | Salaried | 183,983 | Single | 0 | 453 | 270,962 | 6,580 | 1 | 73,479 | Home Purchase | 3 | 1,035,848 | 9 | 6 | 2 | 8 | App | Monthly | 2025-11-17 | 47 | mortgage options;down payment;budgeting;savings strategies;tax strategies | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4498 | 20 | Student | 8,426 | Single | 0 | 377 | 13,356 | 639 | 1 | 2,210 | Education | 2 | 156,862 | 7 | 5 | 4 | 8 | App | Monthly | 2025-06-27 | 41 | education savings;529 plans;budgeting;savings strategies;insurance review | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4499 | 75 | Retired | 59,032 | Single | 0 | 405 | 31,597 | 4,602 | 6 | 512,985 | Healthcare | 5 | 51,595 | 2 | 5 | 9 | 3 | In-Person | Biannual | 2024-11-29 | 17 | budgeting;savings strategies;emergency fund | treasury bonds;money market;CDs | 3 |
C4500 | 45 | Salaried | 69,386 | Divorced | 1 | 487 | 81,819 | 4,534 | 3 | 111,203 | Home Purchase | 5 | 463,642 | 4 | 9 | 6 | 6 | Email | Quarterly | 2025-09-28 | 40 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 2 |
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