Coast to Coast Offices
The Wealth Conservatory has assembled a staff with over forty years of combined financial experience, and which collectively exemplifies competence through an impressive array of credentials. These include:
- Certified Financial Planner® practitioners (CFP©)
- Certified Public Accountant (CPA)
- Master of Business Administration (MBA)
- Master of Personal Financial Planning (M.S.)
- Accredited Investment Fiduciary Analyst (AIFA©)
- Certified Divorce Financial Analyst (CDFATM)
Members enjoy the benefits of a team of fiduciary advisors who collaborate with one another; with adjunct professionals in legal, tax, insurance, trust, college funding, credit, and real estate specialties; with academically oriented firms like Dimensional Fund Advisors – which boasts internationally recognized leaders like Professors Kenneth French of the Tuck School at Dartmouth College and Eugene Fama of the University of Chicago; and other not-for-profit institutions with which members of our staff are individually associated.
Our coast to coast offices are conveniently located in Livermore, CA, Pleasanton, CA, Springfield, MO, Lebanon, NH, and Bedford, NH.