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Family Wealth Advisors, LLC
6900 E Camelback Rd., Suite A-39 Scottsdale, AZ 85251

“Your Second Opinion on Wealth.com”

Advisor Profile

Name:

Jeffrey Biro, CEP®, RFC®

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Business Description

I strive to build successful, long-term client relationships based on trust, open communication, and integrity. My clients have confidence about their finances, and are making the best use of their financial, business, and human capital in the pursuit of their life's passions.

I do my best to improve my client's future quality of life. This means treating each client individually, since every client has a unique set of circumstances. I will pattern my financial advice to match each individual's goals.

To help my clients be as prepared as possible for major life changes such as sending their kids to college or retiring. When I design an investment strategy, I emphasize the milestones, aiming for long-term success.

General Information

Gender:

Male

CRD#:

3125778

Firm CRD#:

16443

SEC File#:

8-33983

Insurance License#:

400200

Name of Broker/Dealer:

Investment Centers of America

Name of Custodial Firm:

Pershing

States Licensed in:

AZ,IL,WI,KY,FL

States Willing to do Business in:

AZ & Others as clients move or as needed.

Years of Experience in Financial Services:

Number of Years with Current Firm:

10+

Work Experience:

Jeffrey J. Biro supports the retirement lifestyle plans of pre-retirees and retirees with financial planning strategies that focus on growth with preservation of capital. Mr. Biro is the President of Family Wealth Advisors and Biro Financial & Retirement Services. He is a well-known Financial Retirement Advisor in Scottsdale, Arizona. Since 1982, Mr. Biro has assisted over 5,000 families to prudently invest and help protect their assets. Ever since 1985, Mr. Biro has been listed each year in the Arizona "Who's Who" National Association of Insurance and Financial Advisors.

Mr. Biro graduated near the top of his class from Western Illinois University in 1979 completing 2 Bachelors Degree's simultaneously. He then continued at Western Illinois University for his Masters Degree (abt) in 1980, again with Honors.

Mr. Biro is a Registered Financial Consultant. The comprehensive RFC examination covers a wide range of subject matter: Principles of Personal Finance, Debt and Cash Flow Management, Employee and Government Benefits, Annuities, Securities, Investments and Asset Allocation, Life, Health and Casualty Insurance, Education and Special Needs Funding, Estate Planning, Survivor Income Needs Analysis, and Retirement Income. In order to stay current with changes, the RFC must complete a minimum of 40 units (hours) of continuing education each year.

Also, Mr. Biro is a Certified Estate Planner. To become a Certified Estate Planner, he completed extensive courses on a 10-part program of study and then passed 2 comprehensive exams proving his proficiency in Estate Planning, Trusts, Medicaid Planning, Advanced Insurance Concepts and Tax Saving Strategies.

Mr. Biro started practicing in 1982 with Combined Insurance. 1984-2002 Bankers Life & Casualty, Conseco Securities. 2002 John Hancock, Biro Financial & Retirement Services to present. 2006 President of Family Wealth Advisors, to present.
AZ Life, Health, Property & Casualty Insurance License, Series 6, 63 & 65 Registrations.
Securities,advisory services and insurance products offered through Investment Centers of America, Inc. (ICA), member FINRA/SIPC,
and affiliated insurance agencies. ICA and Family Wealth Advisors, LLC are seperate companies.

I work with the following types of clients:

Businesses, Non-Profit Organizations, Individual Investors

Education

Academic Background

Bachelor of Arts degree

Masters degree (abt)

Services

Investment Types:

ETF's& Alternative, Annuities, Mutual Funds, Insurance

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Estate Planner (CEP), Certified College Planning Specialist(CCPS), Registered Financial Consultant (RFC)

Insurance and Annuity Licenses:

Variable Annuity, Long Term Care, Variable Life, Disability, Property, Casualty, Accident, Annuity, Health, Life, HMO

Financial Organization Memberships:

Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA), Paladin Registry, Million Dollar Roundtable

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Firm's Number of Clients:

300

Firm's Number of Planning Clients:

100

Firm's Number of Managed Clients:

100

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

$100,000.00

Compensation Methods:

Based on Assets, Commissions, Flat Fee, Hourly

Fee % Based on Assets:

1 - 2%

Hourly Rate:

250

Flat Fee Rate:

250-$1995.

Minimum Fee Charged for Managed Accounts:

$1 %

Minimum Fee Charged for Hourly Planning Accounts:

$250

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