Gerald Fasanella, President, Registered Principal, OSJ Branch Manager, Registered Representative, Investment Adviser Representative
Maureen Fasanella, Vice President
Brian Spatola, A.A.M.S., Registered Representative, Investment Adviser Representative
Phillip Isan, Registered Representative, Investment Adviser Representative
Heron Financial Partners believes the “old template” for investing must be updated and take into account the new realities and inevitable changes that are coming to the economy. Along with their core professional partners, they have comprehensively updated the “old template” and are implementing up-to-date, innovative strategies for clients every day.
Heron Financial Partners, Inc. is an independent, multi-disciplinary wealth management firm specializing in succession planning, retirement planning and multi-generational estate planning.
• Succession Planning: The professionals at Heron Financial Partners work with clients well in advance of their anticipated transition to ensure that tax, communication and industry-specific issues are addressed while helping them maintain the value of their business, as well as helping to balance family relationships throughout the process.
• Retirement Planning: Their retirement planning approach integrates the two most important phases: accumulation and distribution. Heron offers sophisticated strategies for businesses and individuals whose assets require unique planning methods, providing tax-advantaged alternatives and tax-free retirement solutions.
• Multi-Generational Estate Planning: Heron Financial Partners helps clients build a tax-
effective plan that will transfer ownership and maximize benefits in multi-generational estate planning. Their integrated approach utilizes the knowledge and experience of its professionals in income tax, valuations, corporate finance and personal financial planning.
2200 Front Street, Suite 300, Melbourne Fl 32901
Phone: (321) 728-1196 • Toll-Free: 800-394-5004
Financial Advisor offering securities and investment advisory services through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.