My firm has offered prompt, personalized service for over 30 years. In addition to my CPA designation, I am also a Chartered Financial Consultant, which involved extensive study in taxation, insurance, investment, retirement and estate planning.
DESIGNATIONS
CHFC - Chartered Financial Consultant
CPA - Certified Public Accountant
LICENSES
Securities
• Exams: 6, 63, 7
• States: FL
Insurance
• License: LIFE, INCLUDE VARIABLE ANNUITY AND HEALTH
• States: FL
Advisory
• License: Investment Advisor Representative
• States: FL