Financial Planners I Trust
Down payment strategy, cash-out decisions, and the big picture around your home. When a client is sourcing a down payment, taking cash out, or planning retirement around their home. Pick your state and find your area. If nobody is listed near you yet, ask Travis and he will make a personal referral.
California
Arizona
Available remotely
Brandon Gildark
Co-founder and wealth manager at Gildark Financial Solutions Group in El Cajon: exit planning, business valuation, wealth strategy and fractional CFO work for business owners across San Diego.
Jimmy Diehl
Senior wealth advisor in San Ramon helping families, professionals and business owners make confident, value-aligned money decisions.
Nevada
Available remotely
Brandon Gildark
Co-founder and wealth manager at Gildark Financial Solutions Group in El Cajon: exit planning, business valuation, wealth strategy and fractional CFO work for business owners across San Diego.
Jimmy Diehl
Senior wealth advisor in San Ramon helping families, professionals and business owners make confident, value-aligned money decisions.
Colorado
Available remotely
Brandon Gildark
Co-founder and wealth manager at Gildark Financial Solutions Group in El Cajon: exit planning, business valuation, wealth strategy and fractional CFO work for business owners across San Diego.
Jimmy Diehl
Senior wealth advisor in San Ramon helping families, professionals and business owners make confident, value-aligned money decisions.
Oregon
Available remotely
Brandon Gildark
Co-founder and wealth manager at Gildark Financial Solutions Group in El Cajon: exit planning, business valuation, wealth strategy and fractional CFO work for business owners across San Diego.
Jimmy Diehl
Senior wealth advisor in San Ramon helping families, professionals and business owners make confident, value-aligned money decisions.
Washington
Available remotely
Brandon Gildark
Co-founder and wealth manager at Gildark Financial Solutions Group in El Cajon: exit planning, business valuation, wealth strategy and fractional CFO work for business owners across San Diego.
Jimmy Diehl
Senior wealth advisor in San Ramon helping families, professionals and business owners make confident, value-aligned money decisions.
Idaho
Available remotely
Brandon Gildark
Co-founder and wealth manager at Gildark Financial Solutions Group in El Cajon: exit planning, business valuation, wealth strategy and fractional CFO work for business owners across San Diego.
Jimmy Diehl
Senior wealth advisor in San Ramon helping families, professionals and business owners make confident, value-aligned money decisions.
Texas
Available remotely
Brandon Gildark
Co-founder and wealth manager at Gildark Financial Solutions Group in El Cajon: exit planning, business valuation, wealth strategy and fractional CFO work for business owners across San Diego.
Jimmy Diehl
Senior wealth advisor in San Ramon helping families, professionals and business owners make confident, value-aligned money decisions.
Florida
Available remotely
Brandon Gildark
Co-founder and wealth manager at Gildark Financial Solutions Group in El Cajon: exit planning, business valuation, wealth strategy and fractional CFO work for business owners across San Diego.
Jimmy Diehl
Senior wealth advisor in San Ramon helping families, professionals and business owners make confident, value-aligned money decisions.
Tennessee
Available remotely
Brandon Gildark
Co-founder and wealth manager at Gildark Financial Solutions Group in El Cajon: exit planning, business valuation, wealth strategy and fractional CFO work for business owners across San Diego.
Jimmy Diehl
Senior wealth advisor in San Ramon helping families, professionals and business owners make confident, value-aligned money decisions.
No matches. Try a nearby city, or ask Travis who he knows there.
Are you a financial planner who takes care of people?
My clients ask me who to call in every market I serve, and I would rather hand them your name than a search result. Partners get a profile page like the ones above and warm introductions when a client needs you.