Ethan Green
CFP®
Lake Tahoe Wealth Management, Inc.
Director of Planning
Ethan Green
CFP®
Lake Tahoe Wealth Management, Inc.
Director of Planning
I enjoy the process of working with clients and providing them with the information they need to pursue their dreams. - Ethan Green, CFP®
Fee-Only financial planner located in Folsom, CA, serving clients locally and across the country
Ethan Green is a Folsom, CA fee-only financial planner. Lake Tahoe Wealth Management, Inc. provides holistic financial planning and investment management services to help individuals, families, businesses, trusts, and retirement plans organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ethan Green is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ethan joined the Lighthouse Financial Planning family in 2012 (Lighthouse was subsequently merged into Lake Tahoe Wealth Management in 2016). He graduated from Golden Gate University’s Ageno School of Business with a Masters of Science in Financial Planning. Ethan was recognized by the faculty at Golden Gate University as the Outstanding Graduate Student in Financial Planning. Prior (a lot prior) to his enrollment at Golden Gate University, Ethan graduated from the University of California at Davis with a Bachelor of Arts degree in Classical Civilizations.
Ethan passed the CFP® exam in 2012 and completed the experience requirement earning the CERTIFIED FINANCIAL PLANNER TM designation in 2016. He enjoys the process of working with clients and providing them with the information they need to pursue their dreams. Ethan is also an active member of the Financial Planning Association, former board member for the Northern California chapter, and a member of the National Association of Personal Financial Advisors.
He enjoys the process of working with clients and providing them with the information they need to pursue their dreams. Ethan has extensive experience working with clients who are approaching retirement. Preparing for retirement goes beyond answering the question, will I have enough? A comprehensive plan will look at tax optimization, withdrawal strategies, and risk management.
A typical married couple can have 81 social security options available to them. Ethan can provide a thorough review of available social security claiming options to ensure you find the one most appropriate to your unique situation.
Based out of the Folsom office, Ethan’s experience also includes working with several Intel employees, and he is familiar with the inner workings of the Employee Stock Purchase Plan, stock options and restricted stock units, SERP/SERPlus, as well as the option for traditional or Roth 401k contributions.
For more detailed experience information please see Ethan's LinkedIn and feel free to add him as a professional connection.
Ethan Green is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Lake Tahoe Wealth Management, Inc. provides deeply integrated and true fee-only fiduciary wealth management services to our clients.
We specialize in providing holistic financial planning and investment management services to individuals, families, businesses, trusts, and retirement plans.
In addition, every single one of our Financial Planners is a CFP® and will always act in the clients best interests.
Lake Tahoe Wealth Management, Inc. delivers our services to clients across the United States, with local Financial Planners in Nevada, California, New York, and South Carolina.
While our team is located physically in the above mention states, we are location independent.
Due to our investment in technology, we have the ability to work with you virtually irrespective of your location as long as you have an internet connection.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Social Security Claiming
- Tax Planning
- Investment Management
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Growing Families
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Transparent Fees
- No Product Sales
Professional Designations & Affiliations
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Ethan Green is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Ethan Green is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Ethan Green is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Ethan Green
Office Locations:
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101 Parkshore Dr.
Suite 100
Folsom, CA 95630-4726
