Leading Influencers in Financial Advisory Services

A financial advisor specializes in offering expert guidance on investments and wealth management. Their goal is to craft personalized strategies enabling clients to meet financial milestones, from education funding to retirement planning. They deliver various services such as tax strategies, portfolio management, and estate planning. For trustworthy advice, individuals often seek out renowned and influential financial professionals who have a proven track record of excellence.

Josh Brown, CEO of Ritholtz Wealth Management

He is a trusted voice in investing and portfolio management, known for founding TheReformedBroker blog, which has been named the top social media influencer in finance by Barron’s, the Wall Street Journal, and TIME. Brown frequently appears on CNBC’s “The Halftime Report” and writes for Fortune Magazine. He authored Backstage Wall Street and Clash of the Financial Pundits. Brown serves on advisory boards for Riskalyze and Brightscope, leading fintech firms dedicated to transparency and data-driven insights in investing.

Michael Kitces, a partner at Pinnacle Advisory Group and co-founder of various educational platforms, began his career in life insurance. His curiosity propelled him to earn advanced degrees and the CFP certification. He launched “The Kitces Report” and “Nerd’s Eye View,” which are highly regarded in financial planning circles. His work emphasizes innovative strategies and thorough educational content for financial professionals.

Marguerita Cheng, CEO of Blue Ocean Global Wealth, has an extensive background including roles at Ameriprise Financial and Towa Securities in Tokyo. She is a prominent advocate for prudent financial advice, risk management, and wealth-building for families and organizations. Her guiding principle emphasizes health and wealth balance, making her a top financial advisor in her field.

Ted Jenkin, Co-CEO of oXYGen Financial, is passionate about serving Generation X and Y clients. His firm offers accessible financial planning tailored to modern families, focusing on simple, understandable advice. Jenkin also shares insights through his blog “Your Smart Money Moves,” the Giggle Insurance platform, and the Shrimp Tank podcast.

Jeff Rose, founder and CEO of Alliance Wealth Management, combines his military experience with financial expertise. An Iraqi veteran and former Army National Guard member, he authored “Soldier of Finance” and runs LifeInsurancebyJeff.com. His mission is empowering clients to take control of their finances with clarity and confidence.

Brittney Castro, CEO of Financially Wise Women, dedicated to educating women and couples on easy, enjoyable money management. Based in Los Angeles, she advocates for making finance fun and accessible, helping her clients achieve their dreams through empowering financial strategies.

Kirk Chisholm, principal at Innovative Advisory Group, has provided wealth management services since 1999. He emphasizes building long-term client relationships through transparent advice, combining traditional and alternative investments, grounded in risk management principles. His approach seeks to innovate wealth management practices.