I'm a fee-only, fiduciary financial advisor focused on retirement planning for women.
My 30+ years of experience delivering personal financial advice combined with my financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today.

You can reach me directly at 404.254.6993 if that's a conversation you'd like to have. You can also visit my website to learn more about me and my work: http://www.wealthcareforwomen.com

I love my work as a retirement advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank.

Family is important to me and I enjoy spending time with my wife Elizabeth and our rescue pup, Winnie.

AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.

Moment Private Wealth is an SEC registered investment advisor specializing in helping professional athletes and high growth entrepreneurs. Said another way, we work with people who bet on themselves.

Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.

WELLth is a flat fee, fiduciary financial planner and investment manager located in Palm Beach Gardens, Florida and serving clients nationally. We help individuals maximize their wealth with cutting-edge investment, tax, retirement, and debt management strategies.  While we help individuals from all walks of life, our specialty is helping clients achieve the flexibility to "work on your terms," which may include early retirement goals.
Chris Diodato, CFA, CMT, CFP is our founder and chief investment officer and is frequently quoted in outlets such as Bloomberg, Wall Street Journal, and Fortune.  He was also the recipient of the acclaimed and internationally recognized Charles H. Dow Award in 2019 for his research and formulas on identifying stock market panics and buying opportunities.

Ready to be your best financial self?  Schedule a complimentary call with Chris today!

Kevin is the CEO of Behavior Shift, which is a fee-only firm, meaning the only compensation they receive is from their Clients for their services. He is here to help clients organize and manage their financial lives. Their support allows clients to stay committed to their financial goals. They provide objective insights to help clients make rational decisions regarding critical financial matters, avoiding emotional influences. They work on anticipating key life transitions to ensure that their clients are financially prepared. They present clients with the specific knowledge they need to succeed in their financial journey. They partner with their clients to manage their time, talent, and treasure.
Kevin's life is a testament to his unwavering dedication and resilience, a commitment deeply rooted in his service. His work, strength, and everything he does is dedicated to Jesus, the crucified and resurrected King, as he acknowledges the daily challenges and the gift of salvation he has received through Jesus's death and resurrection on the cross.

Kevin's journey, born and raised in the Philippines, is a unique narrative that resonates with many. Drawing strength from his Filipino work ethic and radical hospitality, he takes pride in being a bridge for fellow immigrants.

Kevin served in the United States Army for over 13 years. His roles as a Recruiter, Drill Sergeant, and Instructor for the Alaska Army National Guard have instilled discipline and patriotism in him, enriching his approach to leadership and service in the financial sector. Kevin prioritizes understanding each client and explaining the investment world in relatable terms. He graduated from the University of Alaska Anchorage with a leadership degree and is pursuing designations like Chartered Financial Client and Certified Financial Planner. Additionally, he is working towards a Master's Degree in Financial Planning.

Family is paramount to Kevin. Parenting his son, Frank, and daughter, Max, with his wife, Melissa, is a beautiful journey that profoundly shapes his values and approach to life. Quality time with his family is cherished and integral to his core values, reinforcing the importance of love, support, and togetherness.

Grateful for the support and guidance he has received throughout his journey, Kevin aspires to give back and enhance the lives of those within his sphere of influence. He believes in the collective strength to rise, prevail, and overcome obstacles together. He is honored and pleased to guide, partner, and connect with his clients.