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Qualifications of Financial Advisor in Jensen Beach

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Financial Advisors in Jensen Beach, Florida
Financial Advisor Office Location Phone Number
D. Michael Burleigh,
Peak Capital Management
953 NE Jensen Beach Blvd,
Jensen Beach, FL  34957
(772) 334-9592
Andy Gentile, CFP®, CLU, ChFC, CLTC,
Ascend Wealth Management, LLC.
200 Ocean Trail Way,
Jupiter, FL  33477
(678) 869-5585
Jonathon Kollra,
Financial Engines Advisors, LLC
2255 Glades Rd. Suite 324A,
Boca Raton, FL  33431
(954) 741-7775
Steve Crossett,
Financial Engines Advisors, LLC
4865 North Wickham Road Suite 108,
Melbourne, FL  32940
(321) 751-6162

Information on Qualified Financial Advisors in Jensen Beach

Qualifications CRD# 144600
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 953 NE Jensen Beach Blvd,
Jensen Beach,
FL 
34957

Phone Number (772) 3349592

I follow a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care. Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.

About Peak Capital Management

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. Seven Step Educational Process Identify lifetime objectives & strategies Understand all your options Determine your risk profile Build your stable allocation model Optimize your investment allocations Identify tax reduction and catastrophic protection strategies Schedule regular periodic reviews Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.



Qualifications CRD# 1199626
Series 7, 24, 51, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 200 Ocean Trail Way,
Ste 1105,
Jupiter,
FL 
33477

Phone Number (678) 8695585

Andy has an extensive background in the financial services industry. He began his career with American Express Financial Advisors in 1983, and worked with them until joining Prudential Financial in 1998. Andy then founded his independent practice, Ascend Wealth Management, LLC. in 2009 with the belief that an objective approach is more beneficial for his clients. Andy earned a Bachelor of Arts degree in Economics from Fordham University in New York, New York. He also holds the Certified Financial Planner (CFP®) designation from the College of Financial Planning, and the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF) from the American College along with the Certified Long-Term Care (CLTC) designation. He holds the Series 7, 24, 51, 63 and 65 licenses with FINRA and various state insurance licenses. Andy is also an active member in various industry groups as a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (FSP), and the Financial Planning Association (FPA). In 2004 Andy became a member of the prestigious Research Agency Group (RAGS) of the Life Insurance Marketing and Research Association (LIMRA).

About Ascend Wealth Management, LLC.

At Ascend Wealth Management we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client. Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams - for tomorrow, and well into the future. At Ascend Wealth Management, our initial meeting begins with a discussion about you and your unique situation as we explore your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future. A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Integrating your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals. Achieve new heights. Ascend.



Qualifications CRD# 3047006
FirmCRD# 104510
Series 7, 9, 10, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2255 Glades Rd. Suite 324A,
Boca Raton,
FL 
33431

Phone Number (954) 7417775

Joined Financial Engines in 2016. Began his career in the financial services industry in 1997. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Master's degree in Finance from Nova Southeastern University and Bachelor's degree in International Finance and Marketing from the University of Miami. Hometown is Coral Springs, FL. Jonathon enjoys vacations with family, golfing, and anything University of Miami sports.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Qualifications CRD# 1977387
FirmCRD# 104510
Series 7, 8, 63, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 4865 North Wickham Road Suite 108,
Melbourne,
FL 
32940

Phone Number (321) 751-6162

"Joined Financial Engines in 2007. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Economics and Finance from the University of West Florida. Hometown is Dunedin, FL. Married to Fane. They have two children: Emily and David. Steve enjoys golfing, movies, and politics."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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