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CPA, MAC, CVA, CFE, CFF, President, G.I. Tax Service Glenn Sandler has been a Certified Public Accountant (CPA) since 1982, graduating from Florida International University. Since, he has obtained certifications as a Certified Valuation Analyst, a Certified Fraud Examiner, and a Certified…
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…
An office of MetLife Enrico “Rick” Zollo LUTCF, Financial Services Representative, Investment Advisor Representative, Special Needs Planner John Newman, Financial Services Representative, Special Needs Planner Tony DeBellis, Financial Planning Director Sean Winner, Advanced Markets Specialist Zollo Financial Group, an office of MetLife, offers a broad…
Raymond James Financial Services Dale Crossley, JD, Financial Planner Evan Shear CFP® Certified Financial Planner™ Since 1998, CrossleyShear Wealth Management continues to take care of all the small elements that collectively make up a life, retirement plan and portfolio. The result is an…
Kenneth A. Whittaker, CPA/PFS, CFP®, CLU/ChFC, Branch Manager, RJFS Norman C. Hayde, MSFS, CFP®, CLU/ChFC, Financial Advisor, RJFS Many people simply meander toward retirement with no set course. Yet, they hope to one day enjoy the things that they have always dreamed…
Research Assistant, Connors Wealth Management As Research Assistant with Connors Wealth Management, Binhan Li assists the advisors with the company’s multiple investment strategies that offer both strategic and tactical management disciplines to manage a client’s individual investment needs. Li is…
Wealth Plan Design Specialist, Connors Wealth Management Rhett Wilson of Connors Wealth Management is the firm’s Wealth Plan Design Specialist, helping the advisors create customized financial plans for every client’s household, including Social Security, Medicaid and Medicare analysis and recommendations….
Senior Mortgage Loan Officer, EverBank Home Lending For the past 48 years, Neal E. Johnson has lived in Brevard County and watched it grow, and he’s made significant professional and personal contributions to that growth. As a senior mortgage loan…
Investment Consultant, JD Bowen Financial Group For David Ryan of JD Bowen Financial Group in Indialantic, comprehensive planning for his clients’ financial futures begins with building strong relationships with them. In developing these relationships, Ryan is able to coach clients…
CFP, CRPC, CIMA Senior Vice President – Wealth Management, Starkey Wealth Management Group Everyone needs an experienced Financial Planner to help them navigate into and throughout their retirement. “I cannot imagine working and saving my whole life without a written…