A complete list of active advisors currently associated with Team Financial Planning

Warmer can help you find a great advisor at Team Financial Planning or one who fits your needs even better.

The firm provides investment management, comprehensive financial planning, and retirement-plan consulting to individuals, charitable organizations, corporations, and pension or profit‑sharing plans. It operates on a fee‑only basis, charging percentage‑of‑AUM advisory fees for discretionary portfolio management and offering both ongoing and project‑based planning engagements, along with tax preparation services provided by related personnel. The firm’s investment process emphasizes asset allocation grounded in modern portfolio theory and may combine passive and active vehicles; it uses fundamental, technical, cyclical, and charting analysis to inform portfolio construction and rebalancing. Portfolios can be tailored for socially conscious investing when requested, and the adviser implements client‑imposed restrictions and discretionary trading consistent with each client’s investment policy and risk tolerance. Compared with many independent advisers, the firm also provides retirement plan consulting and serves as an ERISA fiduciary to plan sponsors, and it offers educational seminars and speaking engagements—services that are relatively uncommon among peers of its size. The brochure discloses a prior non‑investment‑related charge against the firm’s principal that was dismissed, and the principal’s documented CFP certification and prior corporate finance and industry experience are noted as part of the firm’s background.

To learn more about the advisors currently working at Team Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sunsierre Atkinson	Union, NJ	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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