Our CERTIFIED FINANCIAL PLANNER™ Practitioners

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Our ten CERTIFIED FINANCIAL PLANNER™ practitioners listed below have a combined experience of over two hundred 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™ practitioners.

They are hosts to one of Central Florida`s most listened to financial call in show, "On the Money", heard on AM 580 WDBO radio at 9 AM Saturdays, and are often quoted in the Wall Street Journal, Money Magazine, Orlando Sentinel and Orlando Magazine.

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

Certified Financial Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^TM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

AIF® designees have completed a specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies. The center, in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business, was established to provide the investment industry with the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management.