Our Certified Financial Planner™ Professionals
Our Certified Financial Planner™ professionals listed below have a combined experience of more than 300 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 shows, “On the Money”, heard Saturdays, 9 to 10 a.m. on NEWS 96.5 FM WDBO. 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.
CENTRE FOR FIDUCIARY EXCELLENCE (CEFEX) Certification. Awarded to firms that meet the highest standards of fiduciary excellence in their investment management, governance and operational processes, a distinction held by fewer than 1% of advisors nationally.