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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
C0101 | 31 | Salaried | 222,398 | Married | 1 | 456 | 757,671 | 16,201 | 5 | 156,095 | Retirement | 33 | 10,198,409 | 5 | 6 | 6 | 6 | App | Quarterly | 2024-07-16 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 4 |
C0102 | 32 | Self-Employed | 184,104 | Married | 0 | 444 | 290,553 | 13,529 | 1 | 187,929 | Debt Reduction | 1 | 248,601 | 9 | 9 | 1 | 6 | Email | Quarterly | 2024-10-17 | 49 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C0103 | 37 | Salaried | 78,927 | Single | 1 | 465 | 194,795 | 5,135 | 4 | 83,954 | Education | 2 | 152,132 | 5 | 8 | 6 | 7 | Email | Quarterly | 2025-12-14 | 54 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C0104 | 57 | Salaried | 122,988 | Married | 1 | 477 | 203,615 | 9,146 | 5 | 475,166 | Retirement | 9 | 1,891,766 | 6 | 9 | 5 | 7 | Phone | Biannual | 2024-07-13 | 56 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0105 | 35 | Salaried | 190,029 | Married | 3 | 435 | 785,354 | 13,750 | 4 | 238,605 | Retirement | 26 | 6,855,896 | 7 | 8 | 4 | 8 | App | Monthly | 2024-09-05 | 49 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C0106 | 82 | Retired | 49,978 | Divorced | 0 | 392 | 17,333 | 3,346 | 3 | 504,430 | Retirement | 1 | 507,604 | 3 | 6 | 7 | 5 | Email | Quarterly | 2024-12-12 | 35 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C0107 | 31 | Self-Employed | 216,914 | Single | 0 | 429 | 280,408 | 9,992 | 2 | 163,892 | Emergency Fund | 1 | 56,173 | 8 | 8 | 2 | 6 | Phone | Ad-hoc | 2024-11-14 | 36 | tax optimization;estate planning;tax strategies;long-term care | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C0108 | 26 | Self-Employed | 238,586 | Single | 0 | 417 | 164,075 | 15,598 | 3 | 124,641 | Home Purchase | 5 | 1,022,655 | 9 | 8 | 3 | 6 | App | Quarterly | 2025-04-16 | 40 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 3 |
C0109 | 73 | Retired | 25,292 | Divorced | 0 | 392 | 18,131 | 2,133 | 4 | 144,986 | Estate Planning | 10 | 753,664 | 3 | 5 | 8 | 7 | Phone | Quarterly | 2025-04-06 | 34 | budgeting;savings strategies;social security;investment allocation | treasury bonds;money market;CDs | 3 |
C0110 | 76 | Retired | 43,130 | Married | 0 | 416 | 60,337 | 3,688 | 3 | 323,140 | Estate Planning | 20 | 1,983,929 | 5 | 10 | 6 | 7 | Email | Quarterly | 2025-05-25 | 56 | tax optimization;estate planning;tax strategies;medicare;insurance review | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C0111 | 58 | Salaried | 175,500 | Divorced | 0 | 484 | 86,568 | 5,533 | 7 | 592,222 | Wealth Accumulation | 20 | 258,339 | 3 | 10 | 7 | 4 | Phone | Biannual | 2024-11-26 | 38 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C0112 | 43 | Salaried | 90,297 | Married | 2 | 453 | 176,657 | 7,706 | 3 | 203,594 | Education | 2 | 126,477 | 7 | 9 | 5 | 4 | App | Biannual | 2024-07-05 | 38 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 2 |
C0113 | 34 | Unemployed | 4,064 | Married | 0 | 338 | 8,965 | 500 | 4 | 1,362 | Debt Reduction | 1 | 3,553 | 2 | 6 | 9 | 8 | Email | Monthly | 2024-10-22 | 51 | debt payoff strategies;budgeting;savings strategies;tax strategies | treasury bonds;money market;CDs;debt consolidation loan | 3 |
C0114 | 75 | Retired | 50,944 | Divorced | 0 | 413 | 27,520 | 4,195 | 3 | 284,929 | Healthcare | 7 | 271,982 | 5 | 5 | 5 | 4 | Email | Biannual | 2024-10-07 | 23 | budgeting;savings strategies;tax-efficient investing;college funding;long-term care | index funds;blue-chip stocks;corporate bonds | 2 |
C0115 | 65 | Retired | 44,086 | Single | 0 | 429 | 24,043 | 3,620 | 7 | 216,934 | Estate Planning | 7 | 659,643 | 1 | 7 | 10 | 4 | In-Person | Annual | 2025-01-24 | 24 | budgeting;savings strategies;credit score | treasury bonds;money market;CDs | 3 |
C0116 | 41 | Salaried | 208,027 | Married | 2 | 471 | 420,786 | 15,301 | 4 | 316,593 | Retirement | 29 | 6,804,263 | 6 | 9 | 4 | 5 | App | Annual | 2025-08-31 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0117 | 25 | Student | 10,837 | Married | 2 | 388 | 15,188 | 1,347 | 2 | 2,112 | Wealth Accumulation | 5 | 7,385 | 8 | 4 | 4 | 6 | App | Quarterly | 2024-09-22 | 39 | investment strategies;budgeting;savings strategies;investment allocation;charitable giving | growth stocks;sector ETFs;crypto assets | 3 |
C0118 | 26 | Self-Employed | 185,367 | Single | 0 | 449 | 258,178 | 10,690 | 1 | 94,793 | Emergency Fund | 3 | 174,930 | 9 | 8 | 1 | 7 | Email | Quarterly | 2025-04-22 | 52 | tax optimization;estate planning;college funding;risk management | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C0119 | 33 | Salaried | 211,952 | Married | 1 | 476 | 405,209 | 15,010 | 1 | 184,369 | Debt Reduction | 1 | 262,275 | 9 | 9 | 1 | 7 | App | Quarterly | 2025-02-22 | 40 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C0120 | 50 | Salaried | 238,490 | Single | 0 | 518 | 87,345 | 9,952 | 6 | 478,447 | Retirement | 13 | 6,308,456 | 6 | 8 | 6 | 7 | Email | Quarterly | 2024-08-06 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0121 | 65 | Salaried | 198,560 | Single | 2 | 444 | 230,483 | 13,397 | 3 | 1,101,332 | Travel | 3 | 10,357 | 7 | 6 | 3 | 4 | Email | Biannual | 2025-01-31 | 24 | budgeting;savings strategies;retirement income;insurance review | growth stocks;sector ETFs;crypto assets | 3 |
C0122 | 64 | Retired | 20,341 | Married | 1 | 417 | 21,394 | 2,520 | 4 | 88,045 | Healthcare | 15 | 149,288 | 2 | 6 | 9 | 5 | Email | Monthly | 2025-07-22 | 32 | budgeting;savings strategies;social security;risk management;charitable giving | treasury bonds;money market;CDs | 3 |
C0123 | 62 | Self-Employed | 190,489 | Married | 1 | 483 | 231,796 | 10,348 | 3 | 1,271,711 | Travel | 1 | 15,464 | 7 | 9 | 4 | 6 | Phone | Quarterly | 2025-01-14 | 40 | tax optimization;estate planning;investment allocation;long-term care;social security | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 3 |
C0124 | 54 | Self-Employed | 124,606 | Married | 1 | 471 | 124,586 | 10,370 | 4 | 438,851 | Wealth Accumulation | 7 | 174,670 | 6 | 8 | 4 | 5 | Phone | Quarterly | 2025-05-01 | 35 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C0125 | 24 | Unemployed | 981 | Married | 1 | 301 | 1,733 | 500 | 2 | 2,240 | Debt Reduction | 1 | 1,759 | 7 | 4 | 5 | 8 | App | Monthly | 2025-06-09 | 45 | debt payoff strategies;budgeting;savings strategies;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 4 |
C0126 | 32 | Salaried | 258,882 | Married | 0 | 461 | 873,200 | 14,636 | 5 | 160,136 | Debt Reduction | 2 | 203,446 | 5 | 7 | 6 | 5 | App | Biannual | 2025-03-15 | 30 | debt payoff strategies;budgeting;savings strategies;risk management;credit score | index funds;blue-chip stocks;corporate bonds;debt consolidation loan | 2 |
C0127 | 24 | Salaried | 179,932 | Married | 0 | 418 | 226,214 | 10,703 | 3 | 58,524 | Travel | 1 | 23,179 | 8 | 6 | 4 | 8 | App | Biannual | 2025-12-02 | 40 | budgeting;savings strategies;long-term care;medicare | growth stocks;sector ETFs;crypto assets | 4 |
C0128 | 18 | Student | 4,578 | Married | 0 | 340 | 3,671 | 500 | 1 | 933 | Travel | 1 | 18,007 | 7 | 4 | 4 | 5 | Email | Biannual | 2025-09-05 | 31 | budgeting;savings strategies;retirement income | growth stocks;sector ETFs;crypto assets | 3 |
C0129 | 53 | Salaried | 121,496 | Single | 2 | 450 | 129,864 | 8,558 | 5 | 343,246 | Retirement | 8 | 2,480,179 | 5 | 8 | 5 | 3 | In-Person | Biannual | 2024-10-04 | 28 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0130 | 69 | Retired | 42,419 | Married | 2 | 405 | 43,674 | 4,427 | 5 | 212,348 | Healthcare | 7 | 159,428 | 5 | 5 | 7 | 6 | In-Person | Annual | 2024-10-07 | 33 | budgeting;savings strategies;credit score;emergency fund | index funds;blue-chip stocks;corporate bonds | 3 |
C0131 | 82 | Retired | 74,683 | Divorced | 0 | 424 | 83,650 | 2,946 | 2 | 685,669 | Estate Planning | 10 | 1,261,580 | 6 | 8 | 5 | 5 | App | Annual | 2024-11-14 | 35 | tax optimization;estate planning;emergency fund;college funding | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C0132 | 65 | Salaried | 237,784 | Married | 2 | 471 | 263,025 | 19,970 | 6 | 1,452,443 | Estate Planning | 5 | 1,670,231 | 5 | 10 | 6 | 6 | App | Biannual | 2024-07-15 | 47 | tax optimization;estate planning;social security | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C0133 | 53 | Salaried | 107,312 | Married | 0 | 460 | 35,370 | 6,917 | 5 | 304,891 | Travel | 3 | 5,444 | 5 | 7 | 6 | 5 | Phone | Quarterly | 2024-07-04 | 38 | budgeting;savings strategies;social security;medicare;risk management | index funds;blue-chip stocks;corporate bonds | 3 |
C0134 | 70 | Retired | 47,346 | Married | 1 | 423 | 56,272 | 4,975 | 5 | 230,819 | Retirement | 1 | 530,741 | 2 | 8 | 8 | 4 | Phone | Biannual | 2024-12-19 | 30 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;Roth IRA | 2 |
C0135 | 66 | Retired | 108,051 | Married | 2 | 447 | 116,505 | 6,862 | 8 | 436,585 | Estate Planning | 7 | 192,286 | 3 | 10 | 9 | 4 | App | Quarterly | 2025-11-10 | 40 | tax optimization;estate planning;business succession | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C0136 | 81 | Retired | 62,994 | Married | 1 | 377 | 48,097 | 6,428 | 2 | 665,731 | Retirement | 1 | 637,198 | 6 | 8 | 4 | 5 | In-Person | Annual | 2025-02-11 | 31 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C0137 | 54 | Salaried | 213,429 | Married | 1 | 500 | 236,119 | 14,981 | 3 | 440,563 | Retirement | 7 | 2,939,312 | 7 | 10 | 5 | 5 | Email | Biannual | 2025-01-24 | 36 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C0138 | 35 | Self-Employed | 250,640 | Married | 3 | 476 | 648,375 | 26,779 | 2 | 367,330 | Retirement | 31 | 9,814,033 | 8 | 8 | 3 | 7 | Chat | Ad-hoc | 2025-05-20 | 54 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C0139 | 67 | Retired | 98,027 | Divorced | 0 | 446 | 129,300 | 5,335 | 5 | 560,115 | Estate Planning | 7 | 914,164 | 2 | 9 | 8 | 3 | Phone | Biannual | 2025-03-22 | 22 | tax optimization;estate planning;business succession;credit score | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C0140 | 62 | Unemployed | 4,506 | Married | 1 | 340 | 7,502 | 502 | 3 | 1,997 | Retirement | 1 | 52,804 | 4 | 6 | 7 | 5 | Phone | Quarterly | 2025-11-02 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C0141 | 65 | Salaried | 73,014 | Divorced | 0 | 465 | 85,518 | 3,378 | 3 | 405,681 | Healthcare | 3 | 73,989 | 5 | 7 | 6 | 6 | Chat | Biannual | 2024-07-11 | 40 | budgeting;savings strategies;medicare | index funds;blue-chip stocks;corporate bonds | 3 |
C0142 | 35 | Salaried | 252,520 | Married | 2 | 449 | 353,317 | 25,860 | 4 | 273,947 | Retirement | 28 | 11,173,251 | 5 | 7 | 5 | 6 | App | Monthly | 2025-08-22 | 37 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C0143 | 24 | Unemployed | 594 | Married | 0 | 341 | 566 | 500 | 3 | 3,056 | Travel | 2 | 8,409 | 6 | 5 | 5 | 7 | App | Biannual | 2025-05-02 | 47 | budgeting;savings strategies;risk management | index funds;blue-chip stocks;corporate bonds | 4 |
C0144 | 57 | Salaried | 50,411 | Divorced | 0 | 440 | 28,231 | 3,940 | 4 | 167,413 | Retirement | 5 | 671,712 | 6 | 7 | 6 | 7 | In-Person | Quarterly | 2025-01-05 | 47 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 4 |
C0145 | 19 | Student | 4,323 | Married | 0 | 360 | 5,836 | 500 | 2 | 3,572 | Travel | 1 | 19,604 | 7 | 6 | 4 | 6 | Email | Quarterly | 2025-05-23 | 43 | budgeting;savings strategies;insurance review | growth stocks;sector ETFs;crypto assets | 3 |
C0146 | 45 | Self-Employed | 284,504 | Single | 0 | 463 | 653,376 | 12,508 | 3 | 584,737 | Wealth Accumulation | 10 | 377,237 | 7 | 10 | 5 | 5 | In-Person | Annual | 2024-08-04 | 45 | investment strategies;tax-loss harvesting;asset location;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C0147 | 25 | Student | 13,498 | Married | 2 | 365 | 15,614 | 1,612 | 2 | 514 | Wealth Accumulation | 10 | 18,400 | 6 | 4 | 4 | 8 | App | Monthly | 2024-11-30 | 47 | investment strategies;budgeting;savings strategies;estate planning;insurance review | index funds;blue-chip stocks;corporate bonds | 3 |
C0148 | 45 | Self-Employed | 219,376 | Single | 1 | 453 | 650,809 | 9,712 | 2 | 477,547 | Retirement | 25 | 7,305,058 | 9 | 10 | 2 | 6 | App | Annual | 2024-09-21 | 45 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 3 |
C0149 | 79 | Retired | 52,174 | Single | 0 | 373 | 26,532 | 3,658 | 3 | 438,587 | Healthcare | 10 | 169,755 | 5 | 9 | 6 | 4 | Phone | Annual | 2025-08-28 | 26 | tax optimization;estate planning;credit score | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C0150 | 58 | Salaried | 92,501 | Single | 0 | 488 | 104,887 | 6,239 | 5 | 352,291 | Estate Planning | 5 | 1,677,690 | 3 | 6 | 8 | 8 | In-Person | Biannual | 2025-01-06 | 49 | budgeting;savings strategies;risk management;credit score;long-term care | treasury bonds;money market;CDs | 4 |
C0151 | 36 | Salaried | 46,403 | Married | 3 | 414 | 115,517 | 5,256 | 3 | 57,096 | Wealth Accumulation | 3 | 57,581 | 8 | 7 | 4 | 6 | In-Person | Monthly | 2024-07-05 | 45 | investment strategies;budgeting;savings strategies;medicare;tax strategies | growth stocks;sector ETFs;crypto assets | 3 |
C0152 | 67 | Retired | 65,162 | Divorced | 1 | 427 | 21,014 | 6,215 | 5 | 313,007 | Travel | 2 | 9,725 | 3 | 7 | 9 | 4 | In-Person | Quarterly | 2025-12-21 | 24 | budgeting;savings strategies;tax strategies | treasury bonds;money market;CDs | 3 |
C0153 | 28 | Self-Employed | 147,160 | Single | 0 | 447 | 143,509 | 7,846 | 1 | 70,378 | Debt Reduction | 3 | 201,090 | 9 | 9 | 1 | 7 | Phone | Quarterly | 2024-11-22 | 54 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C0154 | 54 | Salaried | 193,647 | Married | 1 | 496 | 38,027 | 9,861 | 7 | 436,568 | Retirement | 7 | 3,435,568 | 4 | 10 | 7 | 3 | In-Person | Ad-hoc | 2025-08-18 | 31 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 1 |
C0155 | 74 | Retired | 69,004 | Single | 0 | 392 | 80,186 | 5,075 | 6 | 485,869 | Healthcare | 7 | 217,415 | 3 | 9 | 9 | 3 | Phone | Biannual | 2024-07-19 | 30 | tax optimization;estate planning;emergency fund | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C0156 | 42 | Unemployed | 1,853 | Married | 2 | 370 | 2,233 | 500 | 4 | 3,758 | Retirement | 26 | 78,894 | 4 | 8 | 7 | 5 | In-Person | Annual | 2025-03-17 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C0157 | 78 | Retired | 36,363 | Divorced | 0 | 371 | 48,111 | 3,132 | 6 | 306,720 | Healthcare | 7 | 237,197 | 2 | 8 | 9 | 4 | Phone | Annual | 2025-01-02 | 30 | tax optimization;estate planning;investment allocation;medicare | treasury bonds;money market;CDs;tax-efficient funds | 2 |
C0158 | 53 | Salaried | 116,538 | Married | 0 | 486 | 83,683 | 5,326 | 8 | 305,022 | Retirement | 15 | 3,447,185 | 3 | 7 | 9 | 6 | In-Person | Quarterly | 2025-05-22 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;traditional IRA | 3 |
C0159 | 67 | Retired | 90,461 | Married | 1 | 423 | 135,947 | 6,482 | 5 | 449,192 | Healthcare | 10 | 144,857 | 3 | 5 | 8 | 5 | Email | Quarterly | 2025-03-26 | 26 | budgeting;savings strategies;investment allocation;risk management | treasury bonds;money market;CDs | 3 |
C0160 | 73 | Retired | 56,231 | Single | 0 | 412 | 72,703 | 3,969 | 3 | 315,672 | Healthcare | 15 | 234,635 | 5 | 9 | 6 | 7 | Phone | Quarterly | 2025-09-08 | 47 | tax optimization;estate planning;social security;tax-efficient investing;business succession | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 3 |
C0161 | 23 | Unemployed | 491 | Married | 0 | 302 | 651 | 500 | 3 | 3,661 | Education | 2 | 165,715 | 5 | 6 | 7 | 6 | Chat | Quarterly | 2024-12-29 | 44 | education savings;529 plans;budgeting;savings strategies;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C0162 | 46 | Salaried | 89,081 | Married | 1 | 478 | 255,942 | 7,641 | 2 | 212,635 | Retirement | 18 | 2,599,411 | 4 | 7 | 6 | 5 | Email | Annual | 2025-07-10 | 37 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 2 |
C0163 | 27 | Self-Employed | 68,352 | Single | 1 | 433 | 108,273 | 4,507 | 2 | 45,124 | Home Purchase | 5 | 352,111 | 9 | 5 | 3 | 6 | App | Monthly | 2024-12-25 | 28 | mortgage options;down payment;budgeting;savings strategies;estate planning | growth stocks;sector ETFs;crypto assets;high-yield savings | 4 |
C0164 | 57 | Self-Employed | 130,139 | Married | 1 | 458 | 120,551 | 11,190 | 5 | 590,786 | Retirement | 8 | 2,260,236 | 5 | 8 | 6 | 7 | Email | Quarterly | 2025-12-21 | 51 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0165 | 84 | Retired | 50,202 | Married | 1 | 364 | 43,521 | 5,266 | 5 | 357,594 | Estate Planning | 5 | 902,254 | 3 | 6 | 8 | 5 | Email | Biannual | 2025-04-08 | 29 | budgeting;savings strategies;retirement income;business succession;risk management | treasury bonds;money market;CDs | 3 |
C0166 | 29 | Self-Employed | 177,407 | Married | 1 | 444 | 136,361 | 10,370 | 1 | 134,691 | Home Purchase | 1 | 785,617 | 9 | 7 | 2 | 6 | App | Biannual | 2025-11-26 | 46 | mortgage options;down payment;budgeting;savings strategies;long-term care | growth stocks;sector ETFs;crypto assets;high-yield savings | 2 |
C0167 | 25 | Salaried | 149,020 | Married | 0 | 461 | 109,731 | 11,673 | 2 | 65,845 | Wealth Accumulation | 5 | 199,063 | 8 | 7 | 4 | 6 | App | Biannual | 2025-02-02 | 38 | investment strategies;budgeting;savings strategies;risk management;estate planning | growth stocks;sector ETFs;crypto assets | 3 |
C0168 | 19 | Student | 6,266 | Married | 0 | 333 | 9,504 | 708 | 2 | 2,772 | Education | 1 | 159,843 | 6 | 4 | 4 | 7 | App | Monthly | 2025-07-19 | 42 | education savings;529 plans;budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C0169 | 25 | Salaried | 157,136 | Married | 0 | 459 | 204,498 | 8,494 | 1 | 62,666 | Retirement | 39 | 8,927,492 | 10 | 8 | 1 | 6 | App | Monthly | 2025-05-01 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C0170 | 60 | Self-Employed | 71,553 | Divorced | 0 | 441 | 18,847 | 4,375 | 2 | 324,867 | Wealth Accumulation | 5 | 94,301 | 5 | 7 | 5 | 7 | In-Person | Monthly | 2025-08-04 | 38 | investment strategies;budgeting;savings strategies;college funding;business succession | index funds;blue-chip stocks;corporate bonds | 3 |
C0171 | 29 | Self-Employed | 59,362 | Single | 0 | 417 | 42,952 | 4,475 | 1 | 40,542 | Retirement | 31 | 2,303,732 | 9 | 7 | 2 | 7 | Email | Quarterly | 2025-02-02 | 46 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;Roth IRA | 4 |
C0172 | 71 | Retired | 84,601 | Married | 0 | 449 | 43,583 | 3,480 | 5 | 645,006 | Retirement | 1 | 977,262 | 2 | 6 | 9 | 4 | Email | Quarterly | 2025-09-02 | 29 | retirement planning;savings rate;retirement age;budgeting;savings strategies | treasury bonds;money market;CDs;Roth IRA | 3 |
C0173 | 33 | Salaried | 202,507 | Married | 2 | 451 | 624,762 | 15,274 | 2 | 141,056 | Debt Reduction | 1 | 266,993 | 8 | 8 | 3 | 7 | Email | Monthly | 2025-03-21 | 43 | debt payoff strategies;debt consolidation;interest rate negotiation;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 2 |
C0174 | 55 | Salaried | 44,855 | Single | 0 | 474 | 68,529 | 3,234 | 3 | 153,479 | Retirement | 12 | 929,833 | 7 | 9 | 4 | 5 | Email | Quarterly | 2025-03-16 | 33 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
C0175 | 52 | Self-Employed | 86,616 | Single | 0 | 437 | 124,115 | 5,073 | 3 | 279,054 | Retirement | 11 | 1,999,140 | 5 | 10 | 6 | 7 | In-Person | Annual | 2025-07-30 | 41 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C0176 | 25 | Salaried | 135,998 | Married | 1 | 456 | 126,175 | 7,190 | 4 | 40,352 | Home Purchase | 3 | 844,489 | 6 | 9 | 4 | 6 | App | Quarterly | 2025-01-22 | 42 | mortgage options;down payment;interest rate strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;high-yield savings | 3 |
C0177 | 39 | Salaried | 179,911 | Married | 2 | 460 | 390,256 | 13,422 | 2 | 270,161 | Wealth Accumulation | 10 | 174,018 | 8 | 7 | 3 | 8 | In-Person | Monthly | 2025-07-21 | 42 | investment strategies;budgeting;savings strategies;charitable giving;emergency fund | growth stocks;sector ETFs;crypto assets | 4 |
C0178 | 40 | Salaried | 71,279 | Single | 0 | 435 | 127,043 | 3,316 | 3 | 104,670 | Education | 1 | 145,810 | 5 | 8 | 6 | 4 | App | Biannual | 2024-12-25 | 25 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;529 plan | 3 |
C0179 | 26 | Salaried | 178,034 | Married | 0 | 438 | 154,838 | 9,910 | 1 | 64,666 | Debt Reduction | 1 | 222,716 | 10 | 6 | 1 | 8 | App | Annual | 2024-07-26 | 38 | debt payoff strategies;budgeting;savings strategies;risk management;estate planning | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C0180 | 44 | Self-Employed | 284,451 | Married | 0 | 502 | 1,131,025 | 13,987 | 1 | 664,982 | Retirement | 22 | 9,177,865 | 10 | 8 | 1 | 6 | App | Annual | 2025-02-21 | 39 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 4 |
C0181 | 63 | Salaried | 109,348 | Single | 0 | 433 | 100,865 | 6,244 | 5 | 600,089 | Retirement | 5 | 1,934,542 | 6 | 10 | 5 | 4 | Email | Biannual | 2024-11-30 | 38 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C0182 | 31 | Self-Employed | 119,364 | Married | 2 | 444 | 192,904 | 10,320 | 2 | 110,116 | Debt Reduction | 2 | 187,166 | 8 | 7 | 3 | 6 | Email | Annual | 2025-11-19 | 38 | debt payoff strategies;budgeting;savings strategies;investment allocation | growth stocks;sector ETFs;crypto assets;debt consolidation loan | 3 |
C0183 | 48 | Self-Employed | 148,629 | Single | 0 | 499 | 406,339 | 10,474 | 2 | 503,195 | Education | 5 | 155,414 | 8 | 10 | 3 | 7 | Email | Annual | 2025-12-23 | 52 | education savings;529 plans;financial aid strategies;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;529 plan | 2 |
C0184 | 55 | Salaried | 55,927 | Married | 1 | 445 | 51,022 | 5,033 | 3 | 187,523 | Estate Planning | 10 | 1,816,983 | 6 | 7 | 4 | 4 | Phone | Annual | 2024-10-04 | 31 | budgeting;savings strategies;credit score | index funds;blue-chip stocks;corporate bonds | 3 |
C0185 | 47 | Salaried | 91,039 | Married | 2 | 446 | 181,536 | 9,391 | 1 | 160,735 | Retirement | 20 | 2,877,639 | 8 | 9 | 3 | 4 | Email | Quarterly | 2025-12-09 | 34 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;Roth IRA | 2 |
C0186 | 58 | Self-Employed | 128,850 | Divorced | 0 | 448 | 174,727 | 7,234 | 7 | 526,624 | Retirement | 6 | 1,659,347 | 4 | 9 | 8 | 8 | Phone | Quarterly | 2024-07-09 | 55 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0187 | 60 | Salaried | 180,117 | Married | 1 | 453 | 81,339 | 14,042 | 5 | 701,161 | Retirement | 1 | 1,623,887 | 3 | 9 | 8 | 7 | Phone | Quarterly | 2025-04-21 | 50 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | treasury bonds;money market;CDs;backdoor Roth IRA | 3 |
C0188 | 43 | Unemployed | 2,451 | Divorced | 0 | 384 | 6,247 | 500 | 4 | 2,592 | Home Purchase | 3 | 14,607 | 3 | 5 | 8 | 5 | App | Quarterly | 2024-10-01 | 29 | mortgage options;down payment;budgeting;savings strategies;social security | treasury bonds;money market;CDs;high-yield savings | 3 |
C0189 | 55 | Self-Employed | 105,361 | Married | 1 | 482 | 48,843 | 8,337 | 2 | 311,295 | Healthcare | 5 | 262,017 | 7 | 10 | 3 | 3 | In-Person | Monthly | 2025-08-31 | 24 | tax optimization;estate planning;social security;charitable giving | growth stocks;sector ETFs;crypto assets;tax-efficient funds | 2 |
C0190 | 38 | Self-Employed | 215,768 | Married | 1 | 468 | 466,926 | 13,380 | 3 | 349,713 | Business Investment | 10 | 326,369 | 7 | 7 | 4 | 7 | App | Biannual | 2025-06-12 | 43 | budgeting;savings strategies;tax-efficient investing;long-term care | growth stocks;sector ETFs;crypto assets | 3 |
C0191 | 57 | Self-Employed | 221,431 | Married | 2 | 460 | 260,710 | 17,959 | 3 | 877,368 | Retirement | 4 | 3,552,135 | 6 | 9 | 4 | 6 | In-Person | Biannual | 2025-05-22 | 46 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 3 |
C0192 | 35 | Self-Employed | 244,371 | Married | 2 | 430 | 932,221 | 23,324 | 3 | 330,841 | Retirement | 30 | 8,380,146 | 7 | 7 | 4 | 8 | In-Person | Biannual | 2025-12-14 | 52 | retirement planning;savings rate;retirement age;budgeting;savings strategies | growth stocks;sector ETFs;crypto assets;traditional IRA | 4 |
C0193 | 19 | Student | 16,480 | Single | 2 | 361 | 31,832 | 1,490 | 3 | 838 | Education | 2 | 142,259 | 5 | 5 | 6 | 6 | Phone | Biannual | 2025-04-09 | 30 | education savings;529 plans;budgeting;savings strategies;emergency fund | index funds;blue-chip stocks;corporate bonds;529 plan | 4 |
C0194 | 56 | Salaried | 89,387 | Married | 2 | 454 | 82,967 | 6,928 | 4 | 339,121 | Retirement | 4 | 1,044,243 | 4 | 6 | 7 | 6 | Phone | Biannual | 2025-10-03 | 38 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;Roth IRA | 3 |
C0195 | 51 | Salaried | 226,685 | Married | 1 | 494 | 205,600 | 18,278 | 7 | 433,553 | Retirement | 19 | 6,127,704 | 4 | 10 | 7 | 5 | App | Quarterly | 2025-11-15 | 32 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | index funds;blue-chip stocks;corporate bonds;backdoor Roth IRA | 2 |
C0196 | 60 | Self-Employed | 263,427 | Married | 2 | 491 | 150,092 | 19,814 | 3 | 944,210 | Retirement | 1 | 2,713,072 | 7 | 8 | 3 | 4 | In-Person | Annual | 2025-09-22 | 31 | retirement planning;tax-efficient withdrawal;social security optimization;tax optimization;estate planning | growth stocks;sector ETFs;crypto assets;backdoor Roth IRA | 2 |
C0197 | 51 | Unemployed | 2,665 | Single | 0 | 373 | 828 | 500 | 3 | 3,663 | Healthcare | 3 | 254,258 | 4 | 8 | 7 | 5 | App | Annual | 2024-07-04 | 39 | tax optimization;estate planning;credit score;retirement income;social security | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
C0198 | 35 | Salaried | 205,943 | Married | 2 | 480 | 671,519 | 21,662 | 4 | 197,505 | Retirement | 29 | 6,625,928 | 5 | 6 | 7 | 6 | In-Person | Ad-hoc | 2024-07-04 | 40 | retirement planning;savings rate;retirement age;budgeting;savings strategies | index funds;blue-chip stocks;corporate bonds;traditional IRA | 3 |
C0199 | 45 | Unemployed | 3,326 | Married | 1 | 370 | 5,964 | 500 | 3 | 3,735 | Business Investment | 5 | 15,685 | 5 | 7 | 6 | 5 | App | Quarterly | 2025-11-14 | 36 | budgeting;savings strategies;emergency fund | index funds;blue-chip stocks;corporate bonds | 2 |
C0200 | 47 | Unemployed | 3,474 | Married | 1 | 355 | 7,223 | 500 | 3 | 2,289 | Business Investment | 7 | 26,396 | 4 | 8 | 7 | 5 | Email | Monthly | 2025-07-16 | 30 | tax optimization;estate planning;business succession;emergency fund | index funds;blue-chip stocks;corporate bonds;tax-efficient funds | 2 |
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