Overview

I am a seasoned (I've been through several recessions) fee based IAR in Central Florida doing comprehensive financial planning and outsourcing money management to various RIA firms while acting as a fiduciary and putting client's interests first. My book of business is 100% RIA although I am insurance licensed for fixed insurance only and have a team of specialists that can assist with shopping the market and structuring a policy that is in the client's best interest.

I have a CFP designation and have been certified in business exit planning and divorce financial analysis. I am looking to acquire a synergistic firm and they do NOT have to be RIA only. I am in the Orlando area and would consider any firms that are within a 100 mile radius.

My core values are: complete transparency, always put the client's interest first, and minimize risk but take enough to achieve the client's objectives. Taking care of clients is a scared trust and I take it seriously by adhering to the highest ethical standards. The same will apply to your family of clients if we are a mutual fit.

I use eMoney to create a customized strategic plan that allows me to collaborate with my client and their existing advisors and see what the outcomes of any decision looks like prior to implementing it. This clarity helps them to make informed decisions that gives them confidence and also helps them to avoid costly mistakes.

Market
Advisor/RIA
Last Activity
within 2 months

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