Overview

I am a fee-based Certified Financial Planner with over 18 years of experience in the Orlando market. I focus on goals based planning by providing advice in regards to retirement income planning, entitlements, estate planning, portfolio management, protection planning, business planning, and college funding. In 2017, I left a local credit union and created my own firm, Retire Orlando, Llc and I am currently looking to acquire a small practice from a like minded advisor to ensure a smooth transition for onboarding clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,186 days old

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