As a CERTIFIED FINANCIAL PLANNER™ I am a member of a distinguished profession dedicated to serving the financial needs of individuals, families and businesses. The CFP® has had to demonstrate competence in analyzing and developing personal and financial plans through the successful completion of rigorous exams offered by the College of Financial Planning. I earned this professional designation on January 16, 1987.
As a Financial Advisor and Certified Financial Planner™ for over 25 years, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions.
Through my broker dealer, Harbor Financial Services, LLC., I am able to utilize the knowledge, research and technology of Raymond James Financial Services. This association enables me to provide quality investment alternatives as well as the latest information and technology available to my present and future clients.
At all times, I strive to present this information in a straightforward and understandable manner so that together with my clients we can determine the best options available for their portfolio. I constantly consider changes in both the marketplace and our client's needs, making necessary adjustments to help them.
Commitment, Service and Integrity are the key reasons why I believe that I have been successful as a financial advisor for over 25 years.
Having choices is important in investing. I believe an investor's plan should change as their lifestyle and needs do.
Long term Care
Tax Advantaged and Tax Free
Stocks and Bonds
For A Personal Consultation or Review Contact Me Today
Call: (727) 943-8813
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.