Top financial advisors working with sales professionals
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 earn commissions or bonuses tied to sales, your income can fluctuate significantly year to year. Without careful planning, you might mismanage cash flow or tax payments during high-earning periods, leading to unexpected bills or missed opportunities.
- Income smoothing strategies. Look for advisors who help you plan for income swings by managing savings and tax withholdings across variable pay cycles.
- Tax planning for bonuses. Confirm how they handle tax estimates and deductions specific to commission-based earnings to avoid surprises.
- Retirement contributions. Ask how they recommend adjusting your retirement savings when your income varies, ensuring you don’t miss out on benefits.
- Expense forecasting. A good advisor will help you budget for both lean and lucrative months, keeping your finances steady despite sales fluctuations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Shaun K
Series 66
Aiea, HI
Edward Jones
Shaun Kiriu specializes in serving sales professionals, offering tailored retirement income strategies and college savings plans, which can help manage fluctuating incomes common in sales roles. Based in Aiea, HI, he operates within Edward Jones, a large firm providing comprehensive wealth management and a broad network, with a fee structure up to 1.35% annually, distinguishing him from advisors with smaller firm affiliations or different fee models.
Experience: 2 years
Avg account: $246,728
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Matthew K
Series 66
Pittsford, NY
Merrill
Matthew Kilmer specializes in advising sales professionals, offering expertise in wealth management, retirement income strategy, and active portfolio management, which suits clients with fluctuating incomes. As a seasoned advisor at Merrill with 27 years of experience and multiple professional designations, he provides tailored financial strategies and serves as Sales Manager in Central New York, distinguishing him through leadership and a strong community presence.
Experience: 27 years
Avg account: $860,085
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Marcus W
CFP®
Scottsdale, AZ
Ascension Advisors
Marcus Waddell specializes in advising sales professionals, offering tailored strategies to manage fluctuating income through personalized financial planning. With 9 years of experience, he is a CFP®-certified advisor at Ascension Advisors, serving high-net-worth Gen X clients with a flat-fee structure ranging from $2,500 to $7,500, emphasizing deep client relationships and values-aligned investment approaches.
Experience: 10 years
Avg account: $1,042,632
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Erik G
CFP®
Lexington, KY
Geiser Wealth Planning, LLC
Erik Geiser is well-equipped to assist sales professionals in managing fluctuating incomes, leveraging his 29 years of financial experience and specialization in general retirement planning. Operating from Lexington, KY, his independent firm offers a clear AUM fee structure and focuses on clients in the pharmaceutical and healthcare sales sectors, providing personalized wealth management tailored to mid-career Gen X professionals.
Experience: 29 years
Avg account: $498,481
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Jeffrey S
CFP®, Series 63
Wilmette, IL
North Shore Investment Consulting LLC
Jeffrey Smith specializes in advising sales professionals, offering expertise in cash flow and budgeting to manage fluctuating incomes effectively. With 21 years of experience and CFP® certification, he provides fee-only investment management through North Shore Investment Consulting LLC, focusing on diversified, quantitatively optimized portfolios. His independent practice emphasizes client consent in portfolio decisions, distinguishing him from advisors with discretionary management styles.
Experience: 22 years
Avg account: $1,652,344
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