Top financial advisors working with educators, teachers, and academics
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.
If you work in education or academia, your financial needs often include managing irregular income cycles, planning for retirement with public pension systems, and navigating unique benefits like loan forgiveness programs. A common mistake is overlooking how these factors interact, which can lead to gaps in your long-term financial security.
- Pension system expertise. Confirm how the advisor integrates your specific public pension details into your overall plan.
- Income cycle planning. Ask how they handle budgeting and cash flow given the seasonal or contract-based nature of academic pay.
- Loan forgiveness navigation. Verify their experience with education-related loan forgiveness options and tax implications.
- Retirement timing strategies. Discuss how they advise on the best time to retire considering your benefits and personal goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Arjun S
Series 66
Frisco, TX
TIAA-CREF
Arjun Swarup specializes in serving educators, teachers, and academics, offering expertise in retirement plans for business owners and general estate planning. Based in Frisco, TX, he operates within TIAA-CREF, a large firm known for managing high-net-worth clients with a 0.30% annual wrap fee. His recent industry experience is complemented by prior work at Morgan Stanley Wealth Management, providing a blend of fresh perspective and established firm resources.
Experience: 1 year
Avg account: $523,144
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Kevin H
CFP®, Series 63, Series 65
Birmingham, AL
RFG Advisory, LLC
Kevin Harper's extensive 29-year experience and CFP® certification equip him to address the financial complexities educators face, including retirement planning and managing irregular income. Operating from Birmingham, AL, he offers flat-fee planning through RFG Advisory, a firm managing $8 billion with a blend of active and passive strategies, which may appeal to educators seeking tailored, cost-transparent advice.
Experience: 29 years
Avg account: $295,694
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Jacob H
Series 63, Series 66
Charlotte, NC
Edward Jones
Jacob Heinz specializes in serving educators, teachers, and academics, offering expertise in retirement income strategy and wealth management tailored to their unique financial cycles and public pension considerations. Based in Charlotte, NC, he brings 15 years of experience and access to Edward Jones' extensive resources, with a fee structure up to 1.35% annually, distinguishing him within a large firm environment.
Experience: 15 years
Avg account: $246,728
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Robert O
CFP®, Series 66
Lutz, FL
Lincoln Investment
Robert Ouimet's expertise in retirement income strategy and wealth management suits educators managing public pension systems and irregular income cycles. Based in Lutz, FL, he offers services through Capital Analysts, a large firm with an in-house research team, and charges a 0.15% AUM fee or $200 minimum annually, providing seasoned guidance with 22 years of experience and CFP® certification.
Experience: 22 years
Avg account: $157,266
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Marne D
Series 63, Series 65, Series 66
Fort Washington, PA
Lincoln Investment
Marne De Santis specializes in serving educators and academics, leveraging 34 years of experience and a focus on retirement plans for business owners and estate planning. Based in Fort Washington, PA, she operates within Lincoln Investment, a large firm known for flat-fee financial planning and a blend of strategic and tactical investment approaches, which may offer more structured support compared to smaller practices.
Experience: 34 years
Avg account: $157,266
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