Certified Financial Planner (CFP) in Daytona Beach, Florida

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Certified Financial Planner (CFP) in or around Daytona Beach, Florida

WiserAdvisor >  Financial Advisors >   Florida >   Daytona Beach >  Certified Financial Planner (CFP)

Richard Reyes, CFP, Financial Advisor from Daytona Beach, Florida
(438 views)

Richard E. Reyes, CFP represents the next generation of financial advice; Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The... read more>>

Bill  Kearney Jr, Financial Advisor from Daytona Beach, Florida
(327 views)

Whether managing investments, reducing taxes, preparing estate plans, or planning for retirement, our diverse team of fee-paid experts puts nearly 100 years of professional financial industry... read more>>

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The Danger Of Having No Strategy Or Ignoring Tax Efficient Investing Strategies

By Dr. Jeff Camarda EA, PhD Financial Planning, MSFS, CFA | REQUEST FREE CONSULTATION   This is without question the most fundamental mistake made by taxpayers and their tax advisors/preparers... more

Like Your Portfolio, Your Financial Team Should be Diversified, Too

You don’t put all your eggs in one basket, neither should you put all your trust in one financial professional. Having a cadre of pros making decisions about your investments together makes for... more

Best Financial Practices And How To Implement Them

By Greg Gulick, CFP® | REQUEST FREE CONSULTATION   Think about your retirement. When you hang up your stethoscope, will your budget allow for fine dining in Paris or will it be restricted... more

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only