Top financial advisors working with career changers
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Changing careers often means juggling new income sources, benefits, and retirement plans all at once. Without guidance tailored to career changers, you might miss key tax or savings opportunities that come with your new path.
- Income transition planning. Look for advisors who help map out how your pay and benefits will shift, not just your investment portfolio.
- Retirement plan rollover advice. Confirm they explain when to keep or move old retirement accounts to fit your new job.
- Tax impact awareness. Ask how they factor in changes like signing bonuses or stock options that come with career moves.
- Long-term career goals. The best matches consider your future job plans, not just your current paycheck, to build a sustainable financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Samuel S
Series 63, Series 66
Indianapolis, IN
Merrill
Samuel Smith specializes in guiding career changers through complex financial transitions, including managing new compensation packages and retirement account rollovers, which is crucial for those navigating career shifts. Based in Indianapolis and affiliated with Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million and brings seven years of experience, focusing on executive and founder clients with a comprehensive approach to retirement income and wealth management.
Experience: 7 years
Avg account: $860,085
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Jesse Z
CFP®, Series 65
Birmingham, AL
Zora Financial
Jesse Zora specializes in assisting career changers by addressing cash flow, debt management, and retirement planning, which are crucial during income transitions and benefit changes. Located in Birmingham, AL, he offers flat-fee and asset-based pricing, serving both high-net-worth and non-HNW clients with a long-term, buy-and-hold investment approach, differentiating him through a comprehensive strategy that includes fundamental and technical analysis.
Experience: 14 years
Avg account: $888,355
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Laura R
CFP®, CFA®
White Plains, NY
True Abundance Advisors
Laura Rotter specializes in guiding career changers through income transition planning and retirement plan rollovers, addressing the unique tax and savings challenges that come with new career paths. With 13 years of experience, CFP® and CFA® credentials, and a flat-fee structure starting at $10,000, she offers personalized financial life planning focused on meaningful goals, distinguishing her from others by integrating purpose-driven strategies alongside traditional financial advice.
Experience: 14 years
Avg account: $1,521,483
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Avery K
Series 66
New York, NY
Fidelity
Avery Krasnow specializes in assisting career changers by leveraging expertise in general retirement planning and active portfolio management, supported by Fidelity's extensive planning tools. With two years of industry experience and a Series 66 designation, Avery operates within a large firm environment in Chicago, offering structured resources that may differ from smaller practices focused solely on individual investment advice.
Experience: 2 years
Avg account: $234,793
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Lelamarie K
Series 65
Venice, CA
Life UnLocked Partners LLC
Lelamarie Kelly specializes in financial planning for career changers, focusing on income planning and early retirement strategies that align with shifting job roles. Operating independently from Venice, CA, she offers a value and dividend investment approach tailored to income replacement during career transitions, complemented by expertise in private investments and cash flow management, which distinguishes her from other advisors in this space.
Experience: 2 years
Avg account: $327,985
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