How did The Washingtonian put together this list of the area’s top financial experts?
We first surveyed hundreds of area financial professionals, asking them: Whom would you trust with your own money? We also did our own research. The experts listed here received the most recommendations.
No list can be totally comprehensive, and omission from this list doesn’t mean an adviser isn’t good. Likewise, inclusion here doesn’t necessarily mean the person is right for your needs.
These CPAs can handle tax returns and suggest ways to reduce your tax burden. Most do a range of accounting , but we’ve noted specialties given to us by the CPA or someone who recommended him or her.
Key Credentials:
CFA: chartered financial analyst
CFM: certified financial manager
CFP: certified financial planner
CFS: certified fund specialist
ChFC: chartered financial consultant
CIC: chartered investment counselor
CIMA: certified investment-management analyst
CLU: chartered life underwriter
CPA: certified public accountant
JD: juris doctor (attorney)
PFS: personal financial specialist
THE LIST:
James L. Alkire; Herndon
Philip Baker; Bethesda
Robert G. Baldassari; Fairfax
Sharon Berman; McLean
Colette D. Cahill; McLean
Jude J. Covas; Fairfax
Thomas E. Cox; Fairfax
Arthur J. Dykes; Gaithersburg
Dalbert B. Ginsberg; Washington DC
Paul Gnatt, CPA; Bethesda
Steven Halt; Alexandria
Harry A. Harrison; Rockville
Roger L. Heymann; Rockville
Amelia Hillman; Vienna
Oksana Hoey; Falls Church
Dwayne Holt; Vienna
Lee Isaacson; Bethesda
Gabrielle Kaufman; Gaithersburg
Leigh Klein; Rockville
Brad L. Mendelson; Potomac
Roger W. Overton; Fairfax
Michael J. Pearlstein; Potomac
Walter C. Pennington, CFP; Rockville
John M. Persil, CPA; Reston
Richard Philipson; Silver Spring
Christopher P. Sintetos, CFP; Bethesda
Paul F. Sullivan; Bethesda
W. Craig Thompson; Herndon
John Wannen; Washington DC
Jeffery E. Weintraub; Rockville
This article first appeared in the November 2010 issue of The Washingtonian.
Sherri Dalphonse joined Washingtonian in 1986 as an editorial intern, and worked her way to the top of the masthead when she was named editor-in-chief in 2022. She oversees the magazine’s editorial staff, and guides the magazine’s stories and direction. She lives in DC.
