Our CFP® Professionals

Our CERTIFIED FINANCIAL PLANNER™ professionals listed below have a combined experience of more than two hundred and fifty years with knowledge in all facets of financial planning including risk management, tax, retirement, investment and estate planning.

All planners are active members of the Financial Planning Association and ascribe to a formal code of ethics and continuing education requirements as required for all CERTIFIED FINANCIAL PLANNER™ professionals.

They are hosts to one of Central Florida`s most listened to financial call in show, "On the Money", heard on News 96.5 radio at 9 a.m. Saturdays. They have been quoted in the Wall Street Journal, Money Magazine, Orlando Sentinel and Orlando Magazine, as well as having regular guest appearances on all of the local television stations.

View our two minute video to find out how we are different.

To find out more about the CERTIFIED FINANCIAL PLANNER and Accredited Investment Fiduciary® certifications, click on the designations:  CFP® and AIF®.