Top advisors focused on university employee in the US
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 for a university, your benefits and retirement options can be quite different from other employers, often including unique pension plans and retirement savings choices. Without an advisor familiar with these specifics, you might miss opportunities to optimize your retirement income or misunderstand how your benefits interact.
- Pension plan insight. Confirm how they handle university-specific pensions, including how these affect your overall retirement strategy.
- Benefit integration. Ask how they coordinate your university benefits with other savings and investment accounts to create a cohesive plan.
- Retirement timing. University employees often have distinct retirement age options; check how the advisor plans for your best timing to maximize income.
- Tax considerations. University retirement plans can have unique tax implications; ensure the advisor understands these nuances to help minimize your tax burden.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cary C
CFP®, Series 66
Gainesville, TX
Cates FP, Cates Tax Advisory
Cary Cates specializes in retirement and income planning for university employees, leveraging his 11 years of experience and CFP® certification to address unique pension and tax considerations. Located in Gainesville, TX, he offers a blend of investment management with ongoing financial and tax planning, including IRS representation, distinguishing him with a comprehensive approach and flexible fee options ranging from hourly to asset-based fees.
Experience: 11 years
Avg account: $687,227
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James B
CFP®, CFA®, Series 66
Portland, ME
Penobscot Financial Advisors
James Bradley III specializes in university employee financial planning, offering expertise in retirement and cash flow management tailored to university benefits. Based in Portland, ME, he brings 29 years of experience and holds CFP® and CFA® designations. His firm, Penobscot Financial Advisors, uses a multi-disciplinary, long-term investment approach and provides flexible fee options including hourly and annual retainers, distinguishing him from other advisors in this field.
Experience: 29 years
Avg account: $966,708
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William L
Series 66
Apex, NC
Hunter Street Investment Advisors LLC
William Laundon specializes in retirement income strategy and tax-loss harvesting, which are crucial for university employees managing unique pension plans and retirement benefits. Based in Apex, NC, he brings 12 years of experience and an independent approach through Hunter Street Investment Advisors LLC, which manages $133.6 million in assets and offers discretionary portfolio management and retirement consulting, differentiating him with a blend of institutional and alternative market expertise.
Experience: 12 years
Avg account: $472,665
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Jon Michael C
Series 65
De Land, FL
Hanson Financial Group
Jon Michael Carrick specializes in serving university employees, leveraging his academic appointment at Stetson University since 2011 to understand unique university benefits and retirement options. His firm, Hanson Financial Group, offers discretionary portfolio management with a tactical allocation approach including equities, fixed income, derivatives, and real assets, charging a fixed fee of $150 per quarter, which may appeal to clients seeking transparent pricing and independent advice.
Experience: 2 years
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Timothy L
CFP®
Savoy, IL
Bluestem Financial Advisors, LLC
Timothy Lee specializes in retirement planning for university employees, offering insights into pension plans and benefit integration crucial for optimizing retirement income. Based in Savoy, IL, he is a CFP®-certified advisor at Bluestem Financial Advisors, which emphasizes low-cost, passive investment strategies and integrated tax services, operating on a flat-fee and retainer model that suits high-net-worth clients seeking comprehensive financial planning.
Experience: 1 year
Avg account: $1,936,211
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