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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C4601 | 61 | Self-Employed | 321,908 | Single | 0 | 454 | 216,518 | 23,065 | 3 | 2,073,798 | Retirement | 1 | 3,487,308 | 7 | 10 | 4 | 4 | Phone | Annual | 2024-11-04 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4602 | 52 | Unemployed | 456 | Married | 2 | 366 | 378 | 500 | 4 | 4,543 | Wealth Accumulation | 7 | 440 | 2 | 6 | 10 | 8 | App | Quarterly | 2024-08-14 | 51 | investment strategies;budgeting;savings strategies;college funding;insurance review | treasury bonds;money market;CDs | 4 |
C4603 | 52 | Salaried | 114,936 | Married | 0 | 472 | 87,581 | 6,279 | 5 | 345,796 | Travel | 3 | 25,653 | 7 | 8 | 5 | 4 | App | Biannual | 2025-05-14 | 35 | tax optimization;estate planning;investment allocation;credit score | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4604 | 62 | Retired | 67,079 | Married | 0 | 406 | 107,820 | 5,583 | 3 | 325,381 | Retirement | 1 | 804,723 | 4 | 6 | 6 | 7 | In-Person | Biannual | 2025-10-20 | 34 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4605 | 31 | Salaried | 132,932 | Married | 0 | 440 | 187,653 | 8,323 | 6 | 86,704 | Debt Reduction | 1 | 104,946 | 5 | 10 | 7 | 6 | Email | Biannual | 2024-12-03 | 45 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 2 |
C4606 | 47 | Salaried | 167,192 | Married | 0 | 487 | 443,033 | 12,148 | 4 | 392,618 | Education | 3 | 113,707 | 6 | 8 | 6 | 5 | Email | Monthly | 2024-10-08 | 34 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4607 | 21 | Student | 13,561 | Married | 0 | 374 | 13,753 | 1,203 | 3 | 1,615 | Emergency Fund | 1 | 8,164 | 5 | 3 | 7 | 6 | App | Quarterly | 2025-03-11 | 33 | budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds | 4 |
C4608 | 24 | Student | 8,687 | Divorced | 1 | 374 | 12,101 | 770 | 1 | 3,531 | Education | 4 | 140,265 | 8 | 5 | 4 | 6 | Chat | Biannual | 2025-02-18 | 36 | education savings;529 plans;budgeting;savings strategies;retirement income | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4609 | 78 | Retired | 61,475 | Married | 2 | 372 | 48,039 | 7,337 | 3 | 565,663 | Retirement | 1 | 546,288 | 5 | 9 | 6 | 7 | Email | Quarterly | 2025-08-24 | 50 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4610 | 67 | Retired | 95,101 | Married | 1 | 452 | 89,579 | 7,282 | 4 | 599,010 | Healthcare | 7 | 200,019 | 4 | 8 | 7 | 7 | Phone | Quarterly | 2025-08-25 | 50 | tax optimization;estate planning;risk management;charitable giving | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 4 |
C4611 | 21 | Student | 11,843 | Married | 0 | 326 | 12,704 | 1,306 | 2 | 2 | Emergency Fund | 1 | 4,087 | 7 | 3 | 3 | 7 | In-Person | Quarterly | 2024-08-03 | 34 | budgeting;savings strategies;tax-efficient investing;charitable giving;business succession | growth stocks;sector ETFs;crypto assets | 3 |
C4612 | 27 | Salaried | 230,953 | Single | 2 | 473 | 355,554 | 17,695 | 3 | 103,456 | Debt Reduction | 1 | 183,148 | 8 | 8 | 4 | 8 | Email | Quarterly | 2024-12-14 | 47 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C4613 | 54 | Unemployed | 113 | Single | 0 | 361 | 74 | 500 | 5 | 1,376 | Retirement | 8 | 2,022 | 1 | 6 | 10 | 4 | In-Person | Annual | 2025-08-15 | 26 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C4614 | 73 | Retired | 94,492 | Married | 1 | 417 | 131,119 | 5,091 | 4 | 663,813 | Estate Planning | 3 | 264,202 | 4 | 10 | 8 | 3 | Chat | Biannual | 2024-12-28 | 31 | tax optimization;estate planning;medicare;retirement income;credit score | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4615 | 61 | Retired | 83,925 | Widowed | 0 | 446 | 36,801 | 4,249 | 5 | 375,437 | Wealth Accumulation | 10 | 64,102 | 2 | 9 | 9 | 4 | Phone | Biannual | 2025-08-06 | 37 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4616 | 58 | Self-Employed | 95,093 | Married | 2 | 435 | 49,484 | 6,868 | 2 | 319,364 | Healthcare | 20 | 252,594 | 7 | 8 | 5 | 4 | Email | Annual | 2025-03-13 | 29 | tax optimization;estate planning;college funding | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4617 | 61 | Salaried | 276,268 | Married | 1 | 493 | 305,057 | 17,531 | 3 | 875,076 | Retirement | 1 | 2,955,279 | 7 | 7 | 4 | 7 | In-Person | Quarterly | 2025-07-29 | 52 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 3 |
C4618 | 28 | Salaried | 47,967 | Single | 2 | 393 | 86,826 | 3,443 | 2 | 25,486 | Retirement | 40 | 2,869,230 | 7 | 6 | 3 | 6 | Chat | Quarterly | 2025-06-29 | 33 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C4619 | 21 | Student | 12,406 | Married | 0 | 349 | 12,489 | 1,273 | 4 | 4,947 | Education | 7 | 128,293 | 5 | 3 | 7 | 6 | Email | Quarterly | 2024-09-23 | 31 | education savings;529 plans;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4620 | 62 | Self-Employed | 231,629 | Married | 2 | 488 | 132,374 | 16,292 | 3 | 1,008,622 | Healthcare | 7 | 243,781 | 7 | 7 | 4 | 5 | Phone | Monthly | 2025-04-08 | 30 | budgeting;savings strategies;insurance review;tax-efficient investing | growth stocks;sector ETFs;crypto assets | 3 |
C4621 | 23 | Student | 15,834 | Married | 1 | 349 | 34,474 | 1,991 | 2 | 2,833 | Education | 3 | 138,689 | 6 | 5 | 5 | 7 | App | Biannual | 2024-11-16 | 44 | education savings;529 plans;budgeting;savings strategies;long-term care | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C4622 | 75 | Retired | 27,332 | Married | 0 | 380 | 26,406 | 2,709 | 2 | 164,448 | Estate Planning | 5 | 655,802 | 5 | 8 | 5 | 7 | Phone | Monthly | 2025-05-13 | 42 | tax optimization;estate planning;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4623 | 50 | Salaried | 135,585 | Single | 0 | 493 | 93,501 | 6,037 | 6 | 352,419 | Wealth Accumulation | 15 | 178,031 | 5 | 9 | 7 | 7 | Phone | Annual | 2024-11-26 | 48 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4624 | 30 | Salaried | 86,601 | Married | 2 | 413 | 307,956 | 5,817 | 3 | 42,796 | Retirement | 34 | 3,688,785 | 6 | 7 | 4 | 5 | Email | Monthly | 2024-10-06 | 35 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4625 | 23 | Student | 4,919 | Single | 2 | 376 | 8,209 | 500 | 2 | 3,006 | Education | 3 | 108,893 | 8 | 6 | 3 | 7 | App | Quarterly | 2024-10-30 | 35 | education savings;529 plans;budgeting;savings strategies;credit score | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4626 | 23 | Self-Employed | 161,705 | Married | 0 | 419 | 262,082 | 6,873 | 2 | 43,136 | Debt Reduction | 1 | 208,596 | 9 | 6 | 3 | 7 | Email | Annual | 2025-01-20 | 36 | debt payoff strategies;budgeting;savings strategies;tax strategies;social security | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 4 |
C4627 | 48 | Self-Employed | 201,123 | Married | 1 | 491 | 361,903 | 14,606 | 2 | 633,767 | Home Purchase | 3 | 1,084,036 | 8 | 10 | 3 | 6 | App | Ad-hoc | 2025-02-07 | 36 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4628 | 44 | Salaried | 148,570 | Married | 2 | 502 | 513,603 | 9,539 | 5 | 258,555 | Retirement | 16 | 3,862,506 | 6 | 9 | 5 | 7 | In-Person | Quarterly | 2025-04-30 | 52 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C4629 | 62 | Salaried | 200,586 | Divorced | 0 | 484 | 74,646 | 6,474 | 6 | 991,740 | Healthcare | 10 | 271,896 | 6 | 7 | 6 | 8 | Email | Monthly | 2025-03-11 | 55 | budgeting;savings strategies;social security | index funds;blue-chip stocks;corporate bonds | 3 |
C4630 | 68 | Retired | 23,347 | Divorced | 1 | 369 | 8,800 | 1,958 | 4 | 134,849 | Estate Planning | 7 | 811,926 | 4 | 7 | 7 | 5 | Phone | Ad-hoc | 2024-12-25 | 39 | budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds | 3 |
C4631 | 83 | Retired | 74,379 | Married | 1 | 379 | 57,045 | 3,877 | 5 | 558,432 | Estate Planning | 15 | 231,245 | 3 | 6 | 7 | 7 | Phone | Quarterly | 2024-10-05 | 48 | budgeting;savings strategies;college funding | treasury bonds;money market;CDs | 4 |
C4632 | 76 | Retired | 65,961 | Married | 0 | 424 | 30,896 | 6,486 | 2 | 560,916 | Estate Planning | 5 | 542,533 | 5 | 7 | 5 | 3 | In-Person | Biannual | 2025-11-11 | 26 | budgeting;savings strategies;investment allocation;tax-efficient investing;college funding | index funds;blue-chip stocks;corporate bonds | 2 |
C4633 | 27 | Self-Employed | 159,160 | Married | 2 | 414 | 130,616 | 15,166 | 1 | 91,485 | Home Purchase | 1 | 658,671 | 10 | 7 | 1 | 7 | App | Annual | 2025-06-02 | 52 | mortgage options;down payment;budgeting;savings strategies;risk management | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4634 | 25 | Salaried | 189,072 | Single | 0 | 458 | 242,809 | 11,159 | 2 | 55,845 | Wealth Accumulation | 7 | 221,603 | 9 | 8 | 3 | 5 | Phone | Quarterly | 2025-03-04 | 33 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4635 | 54 | Self-Employed | 86,722 | Single | 0 | 456 | 105,318 | 3,079 | 4 | 305,609 | Retirement | 8 | 1,665,825 | 4 | 9 | 8 | 6 | App | Quarterly | 2025-09-08 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4636 | 25 | Student | 15,747 | Single | 0 | 394 | 20,707 | 1,163 | 1 | 1,344 | Retirement | 41 | 724,264 | 7 | 6 | 4 | 8 | Phone | Quarterly | 2025-11-24 | 42 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 4 |
C4637 | 57 | Salaried | 246,459 | Married | 0 | 458 | 350,592 | 17,110 | 2 | 595,145 | Estate Planning | 5 | 1,697,568 | 7 | 9 | 3 | 3 | In-Person | Ad-hoc | 2025-05-01 | 27 | tax optimization;estate planning;charitable giving | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4638 | 60 | Self-Employed | 255,757 | Widowed | 0 | 468 | 190,972 | 13,942 | 3 | 1,485,501 | Retirement | 8 | 4,114,636 | 6 | 6 | 5 | 8 | Phone | Biannual | 2024-08-20 | 51 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 4 |
C4639 | 60 | Salaried | 218,335 | Divorced | 0 | 487 | 216,791 | 7,402 | 5 | 648,243 | Estate Planning | 5 | 1,380,790 | 5 | 8 | 6 | 7 | Phone | Quarterly | 2025-05-27 | 38 | tax optimization;estate planning;emergency fund | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4640 | 44 | Self-Employed | 189,448 | Widowed | 0 | 483 | 208,080 | 11,938 | 3 | 393,515 | Retirement | 23 | 6,583,327 | 8 | 7 | 3 | 5 | App | Quarterly | 2024-08-08 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 2 |
C4641 | 48 | Salaried | 80,657 | Married | 2 | 469 | 157,426 | 6,351 | 2 | 142,446 | Home Purchase | 7 | 502,796 | 7 | 8 | 4 | 4 | App | Ad-hoc | 2024-09-07 | 28 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4642 | 18 | Student | 4,701 | Married | 1 | 360 | 9,906 | 586 | 1 | 1,612 | Education | 5 | 109,741 | 8 | 5 | 3 | 8 | App | Quarterly | 2025-08-12 | 36 | education savings;529 plans;budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4643 | 55 | Salaried | 244,324 | Divorced | 0 | 475 | 71,638 | 12,878 | 3 | 560,374 | Travel | 2 | 13,416 | 8 | 7 | 4 | 6 | Email | Quarterly | 2025-10-10 | 46 | budgeting;savings strategies;emergency fund;college funding;credit score | growth stocks;sector ETFs;crypto assets | 4 |
C4644 | 64 | Retired | 100,585 | Married | 1 | 445 | 45,656 | 7,561 | 6 | 471,984 | Wealth Accumulation | 7 | 100,479 | 6 | 9 | 6 | 3 | Email | Quarterly | 2025-01-06 | 27 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4645 | 25 | Salaried | 124,753 | Widowed | 1 | 426 | 172,253 | 6,095 | 2 | 50,701 | Wealth Accumulation | 10 | 120,232 | 9 | 10 | 2 | 7 | App | Monthly | 2025-09-06 | 48 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4646 | 23 | Salaried | 116,661 | Married | 0 | 456 | 99,377 | 6,793 | 2 | 35,051 | Education | 3 | 131,493 | 7 | 6 | 3 | 7 | In-Person | Quarterly | 2025-04-03 | 39 | education savings;529 plans;budgeting;savings strategies;college funding | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4647 | 18 | Student | 7,315 | Married | 1 | 318 | 6,582 | 786 | 2 | 4,997 | Education | 4 | 139,228 | 5 | 5 | 6 | 8 | App | Annual | 2025-09-28 | 41 | education savings;529 plans;budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4648 | 22 | Salaried | 45,513 | Married | 1 | 379 | 65,834 | 4,588 | 2 | 8,933 | Travel | 3 | 8,176 | 7 | 7 | 4 | 6 | App | Biannual | 2025-07-09 | 45 | budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets | 3 |
C4649 | 20 | Student | 4,724 | Married | 0 | 369 | 5,698 | 500 | 2 | 3,794 | Travel | 2 | 10,734 | 5 | 4 | 5 | 8 | App | Monthly | 2025-07-06 | 48 | budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds | 4 |
C4650 | 29 | Self-Employed | 258,023 | Divorced | 0 | 467 | 193,997 | 11,809 | 2 | 216,754 | Emergency Fund | 1 | 96,309 | 9 | 9 | 2 | 6 | In-Person | Biannual | 2025-01-24 | 48 | tax optimization;estate planning;tax-efficient investing | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4651 | 64 | Salaried | 122,962 | Married | 0 | 460 | 65,884 | 6,675 | 4 | 446,717 | Retirement | 6 | 2,186,591 | 6 | 7 | 6 | 5 | Email | Monthly | 2025-03-08 | 32 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 2 |
C4652 | 37 | Salaried | 64,216 | Single | 1 | 435 | 192,992 | 5,324 | 4 | 85,446 | Wealth Accumulation | 5 | 80,719 | 6 | 7 | 6 | 5 | App | Ad-hoc | 2025-03-21 | 39 | investment strategies;budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds | 2 |
C4653 | 30 | Self-Employed | 59,142 | Divorced | 0 | 425 | 65,179 | 3,137 | 1 | 32,265 | Emergency Fund | 1 | 57,579 | 7 | 8 | 3 | 7 | Chat | Annual | 2025-03-30 | 37 | tax optimization;estate planning;social security | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 4 |
C4654 | 32 | Salaried | 192,664 | Married | 1 | 469 | 373,901 | 13,504 | 5 | 155,629 | Emergency Fund | 1 | 121,334 | 6 | 9 | 6 | 5 | App | Quarterly | 2025-11-23 | 42 | tax optimization;estate planning;long-term care;risk management | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4655 | 44 | Self-Employed | 201,784 | Married | 2 | 452 | 537,323 | 11,494 | 3 | 389,376 | Retirement | 23 | 7,487,434 | 9 | 9 | 3 | 7 | App | Quarterly | 2024-11-22 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C4656 | 36 | Salaried | 82,805 | Married | 2 | 419 | 225,947 | 6,106 | 2 | 86,955 | Business Investment | 7 | 36,179 | 7 | 7 | 4 | 7 | In-Person | Biannual | 2025-11-26 | 41 | budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets | 4 |
C4657 | 22 | Salaried | 116,100 | Married | 1 | 435 | 79,633 | 6,244 | 1 | 27,503 | Travel | 1 | 12,869 | 9 | 5 | 2 | 6 | App | Quarterly | 2024-12-28 | 34 | budgeting;savings strategies;insurance review | growth stocks;sector ETFs;crypto assets | 4 |
C4658 | 30 | Unemployed | 3,515 | Single | 0 | 315 | 10,560 | 500 | 3 | 4,217 | Retirement | 34 | 171,012 | 5 | 8 | 6 | 6 | Email | Annual | 2024-10-13 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4659 | 33 | Salaried | 111,642 | Married | 1 | 477 | 179,141 | 9,004 | 2 | 71,723 | Retirement | 31 | 4,081,829 | 8 | 9 | 3 | 7 | Email | Biannual | 2025-06-16 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C4660 | 85 | Retired | 46,137 | Widowed | 1 | 363 | 45,573 | 3,298 | 4 | 445,965 | Estate Planning | 7 | 1,697,097 | 5 | 8 | 7 | 5 | In-Person | Biannual | 2025-02-26 | 40 | tax optimization;estate planning;social security;insurance review;retirement income | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4661 | 33 | Salaried | 172,059 | Married | 2 | 443 | 475,136 | 13,326 | 6 | 166,672 | Retirement | 35 | 9,210,603 | 5 | 10 | 7 | 5 | Email | Monthly | 2025-04-20 | 34 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C4662 | 31 | Salaried | 206,002 | Single | 1 | 457 | 379,615 | 12,232 | 4 | 98,916 | Debt Reduction | 1 | 382,122 | 6 | 8 | 5 | 7 | Email | Monthly | 2025-06-26 | 46 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 3 |
C4663 | 51 | Unemployed | 55 | Divorced | 0 | 377 | 64 | 500 | 4 | 1,847 | Retirement | 9 | 1,123 | 1 | 7 | 10 | 6 | App | Biannual | 2025-05-03 | 37 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C4664 | 63 | Salaried | 122,515 | Single | 0 | 454 | 73,514 | 4,133 | 5 | 722,358 | Retirement | 1 | 1,249,757 | 4 | 10 | 7 | 7 | Phone | Monthly | 2025-11-03 | 56 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C4665 | 80 | Retired | 38,413 | Married | 1 | 373 | 20,225 | 3,988 | 6 | 264,688 | Retirement | 1 | 360,713 | 2 | 9 | 10 | 6 | In-Person | Quarterly | 2025-07-06 | 47 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C4666 | 44 | Unemployed | 1,228 | Widowed | 0 | 341 | 4,445 | 500 | 3 | 4,233 | Home Purchase | 2 | 5,155 | 5 | 7 | 6 | 5 | App | Quarterly | 2024-10-19 | 37 | mortgage options;down payment;budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4667 | 51 | Unemployed | 3,615 | Married | 2 | 355 | 1,468 | 500 | 4 | 3,894 | Travel | 2 | 20,223 | 3 | 7 | 8 | 5 | Phone | Biannual | 2024-12-25 | 37 | budgeting;savings strategies;charitable giving | treasury bonds;money market;CDs | 2 |
C4668 | 67 | Retired | 43,820 | Married | 1 | 409 | 65,579 | 3,882 | 5 | 281,157 | Estate Planning | 15 | 987,109 | 2 | 9 | 10 | 5 | Phone | Quarterly | 2025-11-08 | 36 | tax optimization;estate planning;insurance review;long-term care;credit score | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4669 | 70 | Retired | 96,450 | Single | 0 | 447 | 78,686 | 5,979 | 3 | 535,106 | Travel | 1 | 18,741 | 4 | 5 | 7 | 5 | Phone | Monthly | 2025-08-26 | 29 | budgeting;savings strategies;long-term care;tax-efficient investing;insurance review | index funds;blue-chip stocks;corporate bonds | 4 |
C4670 | 58 | Unemployed | 928 | Married | 2 | 378 | 593 | 500 | 3 | 3,854 | Retirement | 12 | 18,632 | 4 | 9 | 8 | 7 | Phone | Annual | 2025-03-01 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4671 | 41 | Self-Employed | 179,376 | Single | 0 | 493 | 386,167 | 8,570 | 1 | 393,166 | Home Purchase | 3 | 750,955 | 9 | 10 | 1 | 5 | Email | Quarterly | 2025-03-05 | 38 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4672 | 53 | Salaried | 110,994 | Married | 2 | 465 | 83,565 | 11,059 | 5 | 284,282 | Healthcare | 10 | 139,490 | 4 | 9 | 7 | 7 | Phone | Quarterly | 2024-10-17 | 40 | tax optimization;estate planning;retirement income;business succession;college funding | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4673 | 24 | Salaried | 165,240 | Widowed | 1 | 417 | 349,088 | 8,033 | 1 | 43,448 | Travel | 1 | 22,436 | 10 | 7 | 1 | 7 | Email | Annual | 2025-12-13 | 47 | budgeting;savings strategies;emergency fund;long-term care | growth stocks;sector ETFs;crypto assets | 4 |
C4674 | 28 | Self-Employed | 105,108 | Married | 2 | 437 | 160,621 | 9,277 | 1 | 54,305 | Home Purchase | 5 | 604,420 | 9 | 7 | 1 | 8 | App | Quarterly | 2025-05-11 | 56 | mortgage options;down payment;budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C4675 | 25 | Salaried | 137,912 | Married | 1 | 457 | 219,199 | 6,930 | 2 | 42,890 | Retirement | 37 | 6,478,505 | 9 | 7 | 2 | 7 | Phone | Biannual | 2025-12-08 | 47 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 3 |
C4676 | 34 | Unemployed | 4,681 | Married | 1 | 334 | 17,973 | 538 | 2 | 3,424 | Home Purchase | 3 | 28,453 | 6 | 5 | 4 | 7 | Email | Quarterly | 2025-12-15 | 47 | mortgage options;down payment;budgeting;savings strategies;emergency fund | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4677 | 25 | Salaried | 121,992 | Married | 0 | 405 | 114,419 | 9,451 | 3 | 32,259 | Debt Reduction | 2 | 115,949 | 7 | 7 | 4 | 6 | In-Person | Annual | 2025-08-23 | 40 | debt payoff strategies;budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 2 |
C4678 | 33 | Salaried | 60,877 | Married | 2 | 452 | 190,901 | 6,339 | 5 | 56,188 | Retirement | 33 | 2,738,889 | 5 | 7 | 7 | 4 | Email | Annual | 2025-05-27 | 31 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4679 | 24 | Salaried | 142,814 | Married | 0 | 448 | 228,839 | 6,956 | 3 | 46,660 | Travel | 1 | 12,087 | 7 | 8 | 4 | 6 | App | Quarterly | 2025-12-03 | 38 | tax optimization;estate planning;college funding;emergency fund;long-term care | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4680 | 39 | Unemployed | 1,607 | Married | 3 | 383 | 3,583 | 500 | 2 | 293 | Wealth Accumulation | 7 | 1,334 | 5 | 6 | 6 | 5 | Email | Quarterly | 2025-07-02 | 30 | investment strategies;budgeting;savings strategies;credit score;medicare | index funds;blue-chip stocks;corporate bonds | 3 |
C4681 | 22 | Student | 15,894 | Divorced | 2 | 394 | 22,804 | 1,681 | 3 | 4,337 | Travel | 2 | 10,536 | 6 | 6 | 6 | 5 | Email | Biannual | 2025-04-20 | 26 | budgeting;savings strategies;long-term care;tax-efficient investing;business succession | index funds;blue-chip stocks;corporate bonds | 3 |
C4682 | 72 | Retired | 55,646 | Married | 0 | 383 | 87,355 | 4,050 | 2 | 370,918 | Healthcare | 7 | 77,041 | 6 | 6 | 5 | 3 | Phone | Quarterly | 2025-04-12 | 20 | budgeting;savings strategies;investment allocation;retirement income | index funds;blue-chip stocks;corporate bonds | 3 |
C4683 | 42 | Self-Employed | 257,702 | Married | 2 | 496 | 337,820 | 25,442 | 3 | 423,087 | Retirement | 21 | 8,090,973 | 9 | 10 | 3 | 8 | Email | Monthly | 2025-08-25 | 62 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4684 | 50 | Self-Employed | 88,010 | Divorced | 0 | 461 | 22,701 | 5,699 | 2 | 185,650 | Retirement | 17 | 1,929,896 | 6 | 8 | 5 | 6 | Chat | Annual | 2025-11-08 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4685 | 22 | Salaried | 147,188 | Married | 0 | 422 | 197,485 | 7,564 | 2 | 24,161 | Home Purchase | 3 | 954,591 | 8 | 9 | 2 | 5 | Email | Quarterly | 2024-07-09 | 42 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4686 | 49 | Salaried | 206,072 | Married | 2 | 519 | 343,960 | 14,141 | 2 | 428,312 | Business Investment | 15 | 76,003 | 8 | 8 | 3 | 6 | App | Quarterly | 2025-05-01 | 46 | tax optimization;estate planning;tax strategies | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4687 | 73 | Retired | 91,949 | Single | 2 | 434 | 52,962 | 6,337 | 7 | 751,493 | Travel | 1 | 12,395 | 1 | 8 | 10 | 5 | In-Person | Quarterly | 2025-09-26 | 33 | tax optimization;estate planning;retirement income;long-term care;college funding | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C4688 | 57 | Self-Employed | 238,123 | Married | 1 | 475 | 377,292 | 17,833 | 2 | 774,373 | Retirement | 7 | 3,989,923 | 8 | 10 | 3 | 4 | App | Biannual | 2025-07-27 | 33 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C4689 | 21 | Student | 12,254 | Single | 2 | 351 | 9,328 | 1,043 | 1 | 987 | Education | 5 | 108,124 | 7 | 5 | 4 | 5 | Phone | Quarterly | 2025-02-06 | 30 | education savings;529 plans;budgeting;savings strategies;college funding | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4690 | 24 | Salaried | 85,843 | Widowed | 2 | 421 | 149,382 | 4,896 | 1 | 19,148 | Travel | 1 | 18,442 | 8 | 5 | 3 | 7 | Chat | Biannual | 2025-08-31 | 44 | budgeting;savings strategies;tax strategies;medicare | growth stocks;sector ETFs;crypto assets | 3 |
C4691 | 45 | Salaried | 124,289 | Married | 1 | 471 | 181,176 | 8,566 | 2 | 174,814 | Business Investment | 10 | 110,593 | 7 | 8 | 3 | 5 | Phone | Ad-hoc | 2025-07-11 | 33 | tax optimization;estate planning;charitable giving;insurance review | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4692 | 29 | Self-Employed | 283,661 | Married | 2 | 442 | 520,310 | 23,622 | 1 | 239,642 | Debt Reduction | 2 | 260,574 | 9 | 7 | 2 | 8 | App | Quarterly | 2025-08-05 | 50 | debt payoff strategies;budgeting;savings strategies;social security | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 4 |
C4693 | 61 | Self-Employed | 200,517 | Married | 2 | 435 | 168,432 | 20,804 | 4 | 1,281,385 | Wealth Accumulation | 7 | 278,866 | 5 | 10 | 6 | 6 | Chat | Annual | 2025-01-18 | 52 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4694 | 49 | Salaried | 189,412 | Married | 0 | 461 | 660,595 | 15,664 | 3 | 536,211 | Wealth Accumulation | 7 | 189,780 | 8 | 9 | 4 | 5 | Phone | Biannual | 2024-11-04 | 31 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4695 | 72 | Retired | 25,437 | Single | 1 | 416 | 32,172 | 2,313 | 5 | 143,103 | Healthcare | 10 | 105,766 | 3 | 5 | 9 | 8 | Email | Biannual | 2025-02-25 | 53 | budgeting;savings strategies;college funding;tax strategies;emergency fund | treasury bonds;money market;CDs | 3 |
C4696 | 60 | Retired | 86,664 | Widowed | 0 | 422 | 126,128 | 4,803 | 3 | 249,807 | Retirement | 7 | 1,359,972 | 4 | 6 | 7 | 7 | Email | Quarterly | 2025-04-08 | 41 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C4697 | 50 | Unemployed | 3,703 | Married | 2 | 361 | 5,284 | 500 | 3 | 3,704 | Retirement | 20 | 109,567 | 4 | 7 | 6 | 5 | Email | Monthly | 2025-06-11 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4698 | 83 | Retired | 61,466 | Married | 1 | 389 | 52,037 | 6,049 | 5 | 513,174 | Estate Planning | 10 | 1,893,883 | 1 | 8 | 9 | 4 | App | Annual | 2025-02-24 | 32 | tax optimization;estate planning;charitable giving;credit score | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4699 | 31 | Self-Employed | 64,324 | Single | 1 | 446 | 204,254 | 5,883 | 2 | 32,534 | Home Purchase | 1 | 310,996 | 7 | 6 | 4 | 7 | Email | Quarterly | 2025-02-09 | 43 | mortgage options;down payment;budgeting;savings strategies;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4700 | 24 | Student | 7,633 | Single | 0 | 357 | 8,089 | 629 | 1 | 3,670 | Travel | 1 | 7,841 | 7 | 6 | 4 | 7 | App | Biannual | 2025-07-10 | 46 | budgeting;savings strategies;long-term care | growth stocks;sector ETFs;crypto assets | 3 |
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