Top Professionals
Kristen S. Han, CPA, CFP
MEFG, led by Kristen S. Han, CPA, CFP®, is a New York-based financial advisory practice that specializes in financial and tax planning, wealth management, and insurance services for individuals and small businesses. With more than a decade of experience in finance and accounting, Kristen brings a ho...Read More
MYRA Wealth
MYRA Wealth is a modern financial advisory firm that positions itself as a “personal CFO” for clients, providing integrated financial planning, investment management, and tax filing services. Based in the United States, the company is particularly focused on serving immigrant families, high earners,...Read More
Wharton Wealth Planning
Wharton Wealth Planning is an independent, fee-only Certified Financial Planner™ (CFP®) firm based in New York City, with additional offices in Santa Fe, NM, and Englewood Cliffs, NJ. The company offers comprehensive wealth management, financial planning, investment advisory, and retirement planning...Read More