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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C4801 | 54 | Self-Employed | 223,038 | Married | 2 | 491 | 227,419 | 13,882 | 3 | 654,721 | Wealth Accumulation | 10 | 363,662 | 7 | 9 | 3 | 3 | Phone | Annual | 2024-09-30 | 27 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4802 | 66 | Retired | 64,771 | Single | 0 | 446 | 85,658 | 4,036 | 5 | 434,557 | Retirement | 1 | 720,655 | 2 | 8 | 8 | 7 | Phone | Biannual | 2025-07-11 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C4803 | 33 | Self-Employed | 109,534 | Married | 0 | 412 | 162,345 | 7,849 | 4 | 82,690 | Home Purchase | 3 | 472,791 | 5 | 8 | 6 | 7 | Email | Monthly | 2024-12-21 | 37 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4804 | 21 | Unemployed | 1,248 | Divorced | 1 | 344 | 1,779 | 500 | 3 | 829 | Travel | 5 | 16,704 | 5 | 3 | 6 | 7 | App | Ad-hoc | 2024-09-22 | 30 | budgeting;savings strategies;charitable giving | index funds;blue-chip stocks;corporate bonds | 3 |
C4805 | 25 | Self-Employed | 82,538 | Widowed | 0 | 430 | 97,048 | 5,068 | 1 | 38,191 | Home Purchase | 5 | 558,735 | 9 | 6 | 2 | 5 | App | Biannual | 2025-09-06 | 33 | mortgage options;down payment;budgeting;savings strategies;charitable giving | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4806 | 66 | Retired | 95,391 | Single | 2 | 439 | 113,094 | 5,628 | 4 | 575,297 | Estate Planning | 15 | 988,567 | 2 | 7 | 9 | 5 | Email | Monthly | 2025-08-22 | 29 | budgeting;savings strategies;tax-efficient investing;medicare;college funding | treasury bonds;money market;CDs | 4 |
C4807 | 76 | Retired | 37,203 | Single | 0 | 391 | 30,454 | 2,682 | 6 | 316,200 | Retirement | 1 | 469,891 | 3 | 8 | 9 | 6 | In-Person | Quarterly | 2025-03-30 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C4808 | 42 | Salaried | 116,120 | Married | 2 | 441 | 277,674 | 8,642 | 2 | 224,193 | Wealth Accumulation | 7 | 92,444 | 7 | 9 | 4 | 4 | Email | Annual | 2024-08-17 | 30 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4809 | 61 | Unemployed | 1,654 | Divorced | 1 | 332 | 1,971 | 500 | 3 | 3,046 | Wealth Accumulation | 7 | 1,664 | 4 | 6 | 6 | 3 | Email | Annual | 2025-05-29 | 24 | investment strategies;budgeting;savings strategies;insurance review;retirement income | index funds;blue-chip stocks;corporate bonds | 2 |
C4810 | 47 | Salaried | 141,184 | Married | 0 | 456 | 525,162 | 9,769 | 2 | 371,371 | Retirement | 14 | 3,093,563 | 7 | 9 | 3 | 7 | App | Biannual | 2025-10-29 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C4811 | 32 | Salaried | 88,831 | Married | 1 | 445 | 220,848 | 6,930 | 2 | 65,363 | Home Purchase | 3 | 495,418 | 7 | 7 | 3 | 7 | App | Biannual | 2025-02-16 | 43 | mortgage options;down payment;budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4812 | 36 | Salaried | 152,645 | Married | 0 | 448 | 512,855 | 12,123 | 1 | 193,926 | Retirement | 32 | 5,251,753 | 8 | 8 | 2 | 8 | Email | Quarterly | 2025-04-11 | 52 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C4813 | 61 | Salaried | 109,104 | Married | 1 | 452 | 135,597 | 9,166 | 5 | 459,191 | Retirement | 9 | 2,339,284 | 4 | 10 | 7 | 8 | App | Biannual | 2024-09-17 | 61 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 4 |
C4814 | 81 | Retired | 75,128 | Married | 0 | 386 | 83,893 | 3,462 | 4 | 495,436 | Estate Planning | 3 | 233,400 | 5 | 7 | 7 | 4 | In-Person | Biannual | 2025-11-05 | 30 | budgeting;savings strategies;estate planning;college funding | index funds;blue-chip stocks;corporate bonds | 2 |
C4815 | 64 | Salaried | 83,091 | Married | 0 | 474 | 25,295 | 4,717 | 5 | 281,206 | Healthcare | 10 | 177,716 | 4 | 7 | 8 | 4 | In-Person | Annual | 2025-03-30 | 25 | budgeting;savings strategies;insurance review;tax strategies | index funds;blue-chip stocks;corporate bonds | 2 |
C4816 | 66 | Retired | 107,421 | Widowed | 0 | 449 | 58,379 | 5,251 | 10 | 452,031 | Retirement | 1 | 1,229,923 | 1 | 7 | 10 | 7 | Phone | Biannual | 2025-04-27 | 42 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;traditional IRA | 4 |
C4817 | 26 | Salaried | 123,776 | Married | 1 | 433 | 81,110 | 6,976 | 1 | 50,979 | Home Purchase | 10 | 484,251 | 8 | 7 | 2 | 6 | App | Monthly | 2025-12-08 | 41 | mortgage options;down payment;budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4818 | 56 | Salaried | 223,427 | Divorced | 0 | 489 | 140,971 | 8,761 | 5 | 873,214 | Healthcare | 3 | 239,041 | 4 | 8 | 8 | 8 | In-Person | Quarterly | 2025-08-24 | 55 | tax optimization;estate planning;long-term care | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4819 | 40 | Self-Employed | 215,827 | Married | 2 | 441 | 308,324 | 20,580 | 2 | 402,140 | Wealth Accumulation | 10 | 202,204 | 9 | 9 | 2 | 6 | Email | Ad-hoc | 2025-09-23 | 45 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4820 | 26 | Salaried | 112,325 | Single | 1 | 423 | 116,111 | 6,783 | 3 | 32,923 | Emergency Fund | 2 | 96,807 | 6 | 10 | 4 | 8 | Phone | Quarterly | 2025-04-09 | 57 | tax optimization;estate planning;charitable giving | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 4 |
C4821 | 43 | Salaried | 225,237 | Married | 2 | 505 | 638,909 | 19,405 | 3 | 327,281 | Retirement | 26 | 7,482,820 | 7 | 10 | 4 | 6 | App | Quarterly | 2025-08-09 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C4822 | 40 | Self-Employed | 314,005 | Divorced | 0 | 446 | 459,997 | 21,811 | 3 | 711,898 | Retirement | 21 | 10,921,231 | 7 | 9 | 4 | 6 | App | Biannual | 2024-11-09 | 44 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C4823 | 25 | Student | 5,738 | Married | 1 | 335 | 13,406 | 631 | 2 | 1,738 | Retirement | 43 | 252,259 | 7 | 5 | 5 | 5 | Chat | Biannual | 2025-10-11 | 29 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
C4824 | 71 | Retired | 77,614 | Married | 1 | 417 | 85,740 | 5,230 | 5 | 622,042 | Healthcare | 10 | 145,638 | 3 | 7 | 7 | 5 | Chat | Biannual | 2025-05-30 | 36 | budgeting;savings strategies;insurance review;long-term care | treasury bonds;money market;CDs | 3 |
C4825 | 83 | Retired | 27,935 | Single | 0 | 362 | 43,236 | 2,556 | 4 | 192,750 | Retirement | 1 | 353,806 | 4 | 8 | 8 | 7 | Phone | Monthly | 2024-10-13 | 53 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4826 | 64 | Retired | 99,789 | Married | 0 | 418 | 78,886 | 5,457 | 5 | 485,000 | Retirement | 3 | 1,110,517 | 3 | 7 | 8 | 4 | Phone | Annual | 2024-11-19 | 25 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 2 |
C4827 | 75 | Retired | 83,121 | Married | 0 | 404 | 127,605 | 3,527 | 4 | 749,793 | Emergency Fund | 1 | 76,097 | 2 | 7 | 9 | 8 | Email | Monthly | 2024-08-29 | 51 | budgeting;savings strategies;emergency fund | treasury bonds;money market;CDs | 4 |
C4828 | 24 | Unemployed | 3,394 | Married | 1 | 357 | 4,771 | 500 | 4 | 1,085 | Education | 7 | 132,246 | 5 | 4 | 7 | 8 | In-Person | Annual | 2025-10-03 | 37 | education savings;529 plans;budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C4829 | 24 | Student | 5,064 | Married | 0 | 366 | 6,288 | 508 | 1 | 2,394 | Travel | 5 | 23,739 | 8 | 5 | 3 | 5 | Email | Annual | 2025-04-02 | 24 | budgeting;savings strategies;medicare | growth stocks;sector ETFs;crypto assets | 3 |
C4830 | 27 | Salaried | 79,369 | Single | 0 | 403 | 137,292 | 4,334 | 3 | 43,118 | Debt Reduction | 1 | 99,205 | 6 | 8 | 5 | 5 | Phone | Monthly | 2025-06-04 | 31 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 2 |
C4831 | 61 | Retired | 35,608 | Married | 2 | 443 | 42,052 | 3,929 | 5 | 129,510 | Retirement | 1 | 427,825 | 2 | 8 | 10 | 6 | Email | Monthly | 2025-11-12 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C4832 | 63 | Salaried | 89,576 | Married | 2 | 428 | 148,727 | 6,406 | 3 | 340,794 | Retirement | 3 | 1,219,138 | 5 | 9 | 6 | 6 | Email | Annual | 2025-01-14 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4833 | 31 | Salaried | 179,700 | Married | 2 | 431 | 557,387 | 13,487 | 1 | 82,135 | Home Purchase | 3 | 907,085 | 9 | 8 | 1 | 8 | App | Monthly | 2025-05-18 | 59 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4834 | 64 | Salaried | 105,394 | Married | 1 | 453 | 102,960 | 9,050 | 5 | 614,110 | Travel | 3 | 27,227 | 3 | 9 | 7 | 6 | In-Person | Biannual | 2025-09-24 | 40 | tax optimization;estate planning;tax-efficient investing | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4835 | 36 | Salaried | 170,611 | Divorced | 0 | 441 | 408,053 | 7,237 | 2 | 203,738 | Retirement | 28 | 7,156,988 | 8 | 7 | 3 | 6 | App | Quarterly | 2025-06-24 | 42 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 2 |
C4836 | 29 | Salaried | 122,808 | Single | 1 | 467 | 131,731 | 5,355 | 1 | 73,901 | Wealth Accumulation | 5 | 153,524 | 9 | 6 | 2 | 8 | Chat | Monthly | 2025-03-05 | 41 | investment strategies;budgeting;savings strategies;retirement income;emergency fund | growth stocks;sector ETFs;crypto assets | 4 |
C4837 | 54 | Salaried | 135,702 | Divorced | 0 | 466 | 176,157 | 5,037 | 5 | 386,668 | Healthcare | 7 | 64,195 | 3 | 10 | 7 | 3 | Phone | Annual | 2025-03-07 | 28 | tax optimization;estate planning;investment allocation | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4838 | 27 | Salaried | 100,058 | Divorced | 0 | 464 | 73,019 | 4,984 | 4 | 51,926 | Wealth Accumulation | 20 | 164,550 | 7 | 9 | 4 | 8 | Chat | Monthly | 2025-03-30 | 49 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4839 | 23 | Self-Employed | 30,915 | Married | 0 | 377 | 39,032 | 2,927 | 3 | 9,215 | Debt Reduction | 2 | 55,181 | 6 | 8 | 5 | 5 | App | Biannual | 2025-08-24 | 42 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 2 |
C4840 | 18 | Student | 4,520 | Single | 2 | 327 | 9,953 | 500 | 2 | 2,804 | Home Purchase | 3 | 28,474 | 5 | 6 | 5 | 7 | Phone | Quarterly | 2025-02-11 | 46 | mortgage options;down payment;budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4841 | 24 | Salaried | 133,862 | Divorced | 1 | 462 | 163,863 | 8,860 | 4 | 30,882 | Education | 3 | 154,105 | 7 | 7 | 4 | 6 | App | Quarterly | 2025-02-15 | 31 | education savings;529 plans;budgeting;savings strategies;credit score | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4842 | 40 | Salaried | 80,262 | Single | 0 | 448 | 164,237 | 4,997 | 3 | 133,530 | Home Purchase | 2 | 347,710 | 6 | 7 | 5 | 5 | App | Monthly | 2025-09-29 | 38 | mortgage options;down payment;budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4843 | 30 | Salaried | 98,215 | Divorced | 2 | 451 | 284,831 | 4,928 | 1 | 45,815 | Debt Reduction | 3 | 149,906 | 8 | 7 | 3 | 6 | Phone | Biannual | 2025-07-30 | 42 | debt payoff strategies;budgeting;savings strategies;tax strategies;long-term care | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C4844 | 52 | Salaried | 95,937 | Single | 0 | 457 | 96,318 | 4,064 | 4 | 190,090 | Retirement | 17 | 2,439,296 | 4 | 8 | 7 | 5 | Chat | Ad-hoc | 2025-06-29 | 42 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4845 | 38 | Self-Employed | 220,212 | Married | 2 | 476 | 617,149 | 17,969 | 3 | 371,930 | Education | 4 | 135,514 | 7 | 7 | 3 | 7 | App | Monthly | 2025-03-19 | 39 | education savings;529 plans;budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets;529 plan | 3 |
C4846 | 41 | Unemployed | 3,805 | Divorced | 1 | 384 | 15,433 | 500 | 4 | 2,522 | Retirement | 24 | 104,853 | 2 | 6 | 10 | 4 | App | Biannual | 2025-12-04 | 24 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C4847 | 32 | Unemployed | 408 | Single | 0 | 333 | 1,765 | 500 | 4 | 4,435 | Retirement | 37 | 20,025 | 4 | 5 | 7 | 8 | Email | Biannual | 2025-10-16 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C4848 | 19 | Student | 5,770 | Divorced | 0 | 333 | 5,669 | 500 | 1 | 1,969 | Emergency Fund | 3 | 2,097 | 8 | 4 | 3 | 7 | Email | Monthly | 2025-01-30 | 45 | budgeting;savings strategies;medicare | growth stocks;sector ETFs;crypto assets | 3 |
C4849 | 70 | Retired | 94,368 | Single | 0 | 448 | 96,487 | 3,314 | 4 | 668,191 | Healthcare | 10 | 267,430 | 1 | 6 | 10 | 3 | Email | Biannual | 2025-10-19 | 25 | budgeting;savings strategies;business succession | treasury bonds;money market;CDs | 3 |
C4850 | 29 | Salaried | 230,459 | Divorced | 1 | 476 | 228,449 | 14,393 | 1 | 147,529 | Home Purchase | 1 | 1,436,747 | 9 | 9 | 1 | 7 | Chat | Biannual | 2025-08-01 | 54 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4851 | 60 | Salaried | 170,244 | Married | 2 | 467 | 180,091 | 13,486 | 3 | 492,661 | Retirement | 7 | 3,419,047 | 5 | 7 | 5 | 8 | Email | Annual | 2025-01-19 | 54 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C4852 | 55 | Salaried | 133,961 | Married | 0 | 447 | 49,849 | 9,466 | 4 | 449,212 | Healthcare | 5 | 81,682 | 6 | 9 | 5 | 4 | Phone | Annual | 2025-02-02 | 35 | tax optimization;estate planning;insurance review;investment allocation;risk management | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4853 | 76 | Retired | 91,307 | Married | 2 | 381 | 28,304 | 6,842 | 4 | 489,507 | Healthcare | 7 | 108,372 | 2 | 9 | 8 | 5 | Email | Biannual | 2025-09-27 | 33 | tax optimization;estate planning;tax-efficient investing | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4854 | 20 | Student | 10,740 | Married | 1 | 375 | 15,597 | 1,171 | 3 | 3,261 | Emergency Fund | 1 | 3,738 | 5 | 6 | 6 | 7 | Phone | Biannual | 2025-08-24 | 41 | budgeting;savings strategies;charitable giving;credit score;long-term care | index funds;blue-chip stocks;corporate bonds | 3 |
C4855 | 83 | Retired | 38,488 | Divorced | 1 | 352 | 48,877 | 2,846 | 4 | 323,097 | Travel | 1 | 9,307 | 2 | 10 | 8 | 5 | Phone | Annual | 2025-08-28 | 46 | tax optimization;estate planning;credit score;long-term care | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4856 | 50 | Salaried | 112,969 | Divorced | 0 | 463 | 150,567 | 7,348 | 8 | 263,680 | Retirement | 18 | 3,719,721 | 3 | 10 | 9 | 3 | Phone | Quarterly | 2024-12-13 | 35 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 2 |
C4857 | 43 | Self-Employed | 175,267 | Divorced | 0 | 487 | 557,424 | 8,399 | 4 | 360,647 | Wealth Accumulation | 15 | 231,772 | 6 | 10 | 6 | 5 | Email | Quarterly | 2025-11-24 | 39 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4858 | 77 | Retired | 80,944 | Single | 0 | 395 | 67,873 | 3,259 | 3 | 512,383 | Retirement | 1 | 972,601 | 6 | 7 | 6 | 6 | Phone | Quarterly | 2025-06-26 | 33 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4859 | 53 | Salaried | 72,307 | Single | 0 | 472 | 80,856 | 2,477 | 4 | 141,286 | Estate Planning | 7 | 1,762,435 | 5 | 7 | 6 | 3 | App | Biannual | 2025-12-13 | 19 | budgeting;savings strategies;tax-efficient investing;medicare | index funds;blue-chip stocks;corporate bonds | 2 |
C4860 | 35 | Self-Employed | 124,621 | Single | 0 | 453 | 205,290 | 5,753 | 4 | 190,381 | Retirement | 28 | 5,540,548 | 6 | 8 | 5 | 4 | Email | Biannual | 2025-03-18 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C4861 | 44 | Salaried | 215,425 | Married | 3 | 467 | 364,790 | 21,471 | 4 | 456,782 | Home Purchase | 5 | 1,014,583 | 7 | 10 | 5 | 8 | Email | Biannual | 2025-06-28 | 56 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4862 | 47 | Self-Employed | 197,831 | Single | 0 | 470 | 682,396 | 8,255 | 1 | 606,429 | Retirement | 21 | 6,662,356 | 10 | 9 | 1 | 8 | In-Person | Monthly | 2025-11-08 | 53 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C4863 | 64 | Salaried | 203,990 | Married | 1 | 497 | 92,633 | 11,805 | 5 | 1,116,062 | Estate Planning | 15 | 156,644 | 4 | 7 | 7 | 7 | Email | Quarterly | 2025-01-19 | 43 | budgeting;savings strategies;college funding | index funds;blue-chip stocks;corporate bonds | 3 |
C4864 | 75 | Retired | 80,987 | Married | 0 | 416 | 96,765 | 4,971 | 4 | 453,044 | Estate Planning | 5 | 1,720,101 | 4 | 6 | 7 | 8 | Phone | Quarterly | 2024-08-26 | 46 | budgeting;savings strategies;emergency fund;charitable giving;tax-efficient investing | index funds;blue-chip stocks;corporate bonds | 3 |
C4865 | 32 | Salaried | 129,048 | Married | 2 | 441 | 152,802 | 9,648 | 5 | 92,134 | Home Purchase | 7 | 495,171 | 5 | 7 | 5 | 7 | Phone | Quarterly | 2025-10-19 | 49 | mortgage options;down payment;budgeting;savings strategies;tax-efficient investing | index funds;blue-chip stocks;corporate bonds;high-yield savings | 4 |
C4866 | 36 | Self-Employed | 220,420 | Single | 2 | 443 | 509,366 | 13,921 | 2 | 277,756 | Home Purchase | 5 | 1,027,103 | 8 | 9 | 3 | 7 | Email | Monthly | 2025-02-03 | 41 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4867 | 61 | Salaried | 55,221 | Married | 0 | 452 | 56,811 | 4,438 | 4 | 230,944 | Healthcare | 10 | 133,361 | 4 | 9 | 7 | 4 | Email | Biannual | 2025-02-02 | 27 | tax optimization;estate planning;retirement income;credit score;medicare | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4868 | 25 | Student | 14,213 | Married | 2 | 392 | 28,290 | 1,840 | 2 | 1,250 | Retirement | 37 | 680,486 | 7 | 5 | 4 | 5 | In-Person | Biannual | 2025-01-13 | 31 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 3 |
C4869 | 47 | Salaried | 141,325 | Married | 0 | 501 | 341,885 | 5,721 | 4 | 261,487 | Home Purchase | 5 | 746,171 | 5 | 7 | 6 | 7 | Phone | Biannual | 2025-11-30 | 46 | mortgage options;down payment;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4870 | 33 | Salaried | 272,965 | Divorced | 2 | 445 | 939,891 | 16,901 | 3 | 268,464 | Home Purchase | 5 | 1,648,835 | 7 | 9 | 4 | 4 | App | Biannual | 2025-03-15 | 31 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4871 | 22 | Student | 12,386 | Single | 0 | 357 | 13,327 | 1,041 | 1 | 838 | Travel | 3 | 29,040 | 7 | 4 | 3 | 6 | Chat | Quarterly | 2024-09-26 | 26 | budgeting;savings strategies;tax-efficient investing | growth stocks;sector ETFs;crypto assets | 4 |
C4872 | 45 | Unemployed | 1,075 | Married | 0 | 389 | 2,826 | 500 | 5 | 2,357 | Home Purchase | 3 | 4,713 | 2 | 6 | 9 | 7 | Email | Monthly | 2025-07-17 | 36 | mortgage options;down payment;budgeting;savings strategies;estate planning | treasury bonds;money market;CDs;high-yield savings | 3 |
C4873 | 36 | Self-Employed | 93,460 | Married | 2 | 433 | 207,268 | 6,560 | 1 | 100,658 | Wealth Accumulation | 5 | 86,682 | 7 | 7 | 3 | 8 | Email | Quarterly | 2024-10-25 | 43 | investment strategies;budgeting;savings strategies;college funding | growth stocks;sector ETFs;crypto assets | 3 |
C4874 | 43 | Salaried | 91,622 | Married | 2 | 451 | 173,430 | 5,536 | 4 | 136,520 | Wealth Accumulation | 3 | 109,368 | 5 | 6 | 7 | 6 | App | Biannual | 2025-08-17 | 31 | investment strategies;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds | 3 |
C4875 | 29 | Salaried | 177,268 | Single | 0 | 420 | 285,439 | 6,839 | 1 | 71,735 | Home Purchase | 10 | 756,488 | 10 | 7 | 1 | 6 | Phone | Monthly | 2025-02-21 | 40 | mortgage options;down payment;budgeting;savings strategies;business succession | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C4876 | 57 | Salaried | 183,271 | Divorced | 1 | 505 | 52,024 | 11,736 | 3 | 628,081 | Retirement | 5 | 2,764,377 | 7 | 8 | 4 | 4 | Email | Biannual | 2025-07-20 | 33 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C4877 | 54 | Salaried | 90,736 | Married | 2 | 468 | 54,455 | 8,734 | 4 | 307,424 | Healthcare | 15 | 95,225 | 3 | 7 | 8 | 7 | In-Person | Biannual | 2025-11-16 | 36 | budgeting;savings strategies;emergency fund;tax strategies;charitable giving | treasury bonds;money market;CDs | 3 |
C4878 | 42 | Unemployed | 1,847 | Married | 1 | 370 | 4,927 | 500 | 4 | 3,478 | Retirement | 19 | 55,557 | 3 | 8 | 8 | 7 | Email | Monthly | 2025-07-01 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 3 |
C4879 | 33 | Self-Employed | 204,878 | Married | 1 | 441 | 264,408 | 15,818 | 2 | 158,740 | Debt Reduction | 1 | 124,751 | 8 | 8 | 3 | 6 | App | Quarterly | 2025-05-20 | 47 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C4880 | 82 | Retired | 68,059 | Married | 1 | 366 | 52,941 | 5,755 | 4 | 685,552 | Retirement | 1 | 728,205 | 5 | 9 | 6 | 3 | Chat | Annual | 2025-12-17 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4881 | 63 | Retired | 30,463 | Married | 2 | 427 | 17,554 | 3,088 | 5 | 133,264 | Wealth Accumulation | 5 | 50,676 | 1 | 9 | 9 | 6 | In-Person | Annual | 2025-02-13 | 47 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;tax-efficient funds | 3 |
C4882 | 77 | Retired | 45,377 | Married | 2 | 408 | 57,373 | 5,110 | 4 | 316,169 | Estate Planning | 10 | 633,394 | 3 | 6 | 8 | 6 | In-Person | Monthly | 2025-03-23 | 38 | budgeting;savings strategies;estate planning;risk management | treasury bonds;money market;CDs | 3 |
C4883 | 30 | Unemployed | 2,089 | Married | 0 | 310 | 8,359 | 500 | 4 | 2,687 | Home Purchase | 5 | 13,858 | 4 | 5 | 8 | 8 | App | Monthly | 2024-12-19 | 41 | mortgage options;down payment;budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4884 | 75 | Retired | 80,644 | Divorced | 1 | 418 | 120,048 | 6,164 | 4 | 446,893 | Healthcare | 5 | 99,863 | 5 | 9 | 6 | 4 | Email | Monthly | 2025-07-29 | 32 | tax optimization;estate planning;charitable giving;long-term care;social security | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C4885 | 19 | Student | 4,026 | Married | 0 | 337 | 4,390 | 500 | 1 | 1,450 | Debt Reduction | 1 | 3,870 | 6 | 5 | 4 | 8 | Chat | Annual | 2024-09-04 | 36 | debt payoff strategies;budgeting;savings strategies;investment allocation | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 4 |
C4886 | 37 | Salaried | 113,938 | Widowed | 0 | 466 | 325,103 | 5,743 | 5 | 136,142 | Home Purchase | 3 | 777,370 | 6 | 6 | 5 | 5 | Email | Annual | 2025-12-12 | 36 | mortgage options;down payment;budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C4887 | 61 | Retired | 58,462 | Single | 2 | 409 | 42,493 | 5,527 | 4 | 272,042 | Retirement | 6 | 906,156 | 5 | 9 | 6 | 7 | Phone | Biannual | 2025-05-23 | 53 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C4888 | 65 | Salaried | 190,152 | Widowed | 0 | 447 | 166,317 | 12,161 | 3 | 717,694 | Healthcare | 7 | 145,817 | 6 | 7 | 4 | 6 | In-Person | Biannual | 2025-06-30 | 32 | budgeting;savings strategies;risk management;college funding;social security | index funds;blue-chip stocks;corporate bonds | 2 |
C4889 | 25 | Student | 6,579 | Divorced | 1 | 331 | 8,895 | 565 | 2 | 4,412 | Retirement | 40 | 265,354 | 6 | 6 | 4 | 7 | App | Annual | 2024-07-08 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C4890 | 43 | Salaried | 87,156 | Single | 0 | 434 | 199,242 | 4,551 | 3 | 201,309 | Retirement | 22 | 2,491,294 | 4 | 8 | 6 | 4 | App | Annual | 2024-09-13 | 33 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C4891 | 27 | Salaried | 151,629 | Married | 1 | 444 | 178,866 | 12,311 | 1 | 62,946 | Debt Reduction | 1 | 170,251 | 10 | 7 | 1 | 8 | Phone | Quarterly | 2024-11-01 | 57 | debt payoff strategies;budgeting;savings strategies;charitable giving;insurance review | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C4892 | 32 | Salaried | 244,544 | Married | 2 | 474 | 493,620 | 16,659 | 4 | 196,649 | Debt Reduction | 2 | 133,967 | 6 | 10 | 5 | 6 | Email | Annual | 2025-01-16 | 43 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 2 |
C4893 | 18 | Student | 5,360 | Married | 1 | 370 | 4,699 | 580 | 4 | 4,850 | Emergency Fund | 2 | 2,311 | 5 | 4 | 7 | 6 | App | Annual | 2025-07-09 | 31 | budgeting;savings strategies;insurance review | index funds;blue-chip stocks;corporate bonds | 3 |
C4894 | 48 | Salaried | 189,152 | Widowed | 1 | 509 | 444,129 | 8,191 | 3 | 406,645 | Business Investment | 10 | 232,458 | 7 | 9 | 4 | 7 | Phone | Annual | 2024-10-27 | 54 | tax optimization;estate planning;credit score;investment allocation | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C4895 | 24 | Student | 7,180 | Married | 1 | 344 | 11,738 | 680 | 2 | 4,785 | Education | 1 | 174,144 | 6 | 4 | 5 | 6 | App | Quarterly | 2024-11-02 | 36 | education savings;529 plans;budgeting;savings strategies;retirement income | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C4896 | 28 | Unemployed | 1,797 | Single | 0 | 336 | 3,558 | 500 | 2 | 2,631 | Wealth Accumulation | 10 | 2,456 | 6 | 5 | 6 | 7 | App | Biannual | 2024-08-01 | 37 | investment strategies;budgeting;savings strategies;risk management;charitable giving | index funds;blue-chip stocks;corporate bonds | 3 |
C4897 | 48 | Salaried | 116,189 | Married | 1 | 483 | 376,445 | 9,494 | 6 | 327,283 | Business Investment | 10 | 81,197 | 5 | 8 | 7 | 8 | Email | Monthly | 2024-10-18 | 42 | tax optimization;estate planning;credit score;risk management;investment allocation | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C4898 | 42 | Salaried | 81,825 | Married | 1 | 439 | 211,544 | 6,512 | 2 | 103,401 | Wealth Accumulation | 10 | 117,506 | 7 | 9 | 4 | 6 | Email | Quarterly | 2025-10-10 | 40 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C4899 | 24 | Self-Employed | 218,625 | Single | 0 | 440 | 285,387 | 8,445 | 3 | 58,433 | Travel | 2 | 9,275 | 9 | 7 | 3 | 7 | Chat | Monthly | 2025-02-09 | 41 | budgeting;savings strategies;long-term care;investment allocation | growth stocks;sector ETFs;crypto assets | 3 |
C4900 | 48 | Salaried | 56,689 | Married | 1 | 434 | 167,126 | 5,623 | 1 | 119,920 | Retirement | 19 | 1,539,667 | 7 | 8 | 3 | 4 | App | Biannual | 2024-12-22 | 33 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
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