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Qualifications of Financial Advisor in Loxahatchee

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Loxahatchee, Florida
Financial Advisor Office Location Phone Number
Andy Gentile, CFP®, CLU, ChFC, CLTC,
Ascend Wealth Management, LLC.
200 Ocean Trail Way,
Jupiter, FL  33477
(561) 529-2671
Michael Kalisch,
Kalisch Wealth
5550 Glades Rd Suite 500,
Boca Raton, FL  33431
(561) 475-5400
Jonathon Kollra,
Edelman Financial Engines, LLC
2255 Glades Rd. Suite 324A,
Boca Raton, FL  33431
(954) 741-7775
Jason Dynan,
Executive Planning LLC
6919 SW 18th Street,
Boca Raton, FL  33443
(561) 292-0510
Jonathon Kollra,
Edelman Financial Engines, LLC
2 S. University Dr. Suite 231,
Davie, FL  33324
(954) 741-7775
Paul Porter,CFP®,
LPL Financial
808 Polk Street,
Hollywood, FL  33019
(954) 920-6644
Carlos Rodriguez,
Edelman Financial Engines, LLC
18851 NE 29th Avenue,
Aventura, FL  33180
(786) 288-3437
Jonathon Kollra,
Edelman Financial Engines, LLC
201 South Biscayne Blvd. 28th Floor,
Miami, FL  33131
(954) 741-7775

Information on Qualified Financial Advisors in Loxahatchee

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 (561) 5292671

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# 4444873
Series 7, 24, 63, 65


Office Location 5550 Glades Rd Suite 500,
Boca Raton,
FL 
33431
Phone Number (561) 4755400

About Kalisch Wealth

KPW's wealth management model encompasses a multidisciplinary approach towards financial planning. Our ideal clients are physicians and affluent families that want to gain control of their financial lives, keep more of what they earn, and expose themselves less to litigation risk, taxes, and under-performing investments. Our firm's mission is to empower our clients by providing independent and objective advice. We strive to build strong relationships with our clients throughout the consultative process. Our best clients understand that comprehensive planning is a continual and dynamic process, and value unbiased and independent advice above all else. KPW prides itself on having a unique understanding of the complexities, challenges, and rewards, doctors and affluent families face. Through our multidisciplinary approach, we work closely with clients on their journey towards successful, long term financial success.



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

Compensation/Fee Fee Based Only - No Commissions


Office Location 2255 Glades Rd. Suite 324A,
Boca Raton,
FL 
33431
Phone Number (954) 7417775

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Office Location 6919 SW 18th Street,
Suite 200-410,
Boca Raton,
FL 
33443
Phone Number (561) 2920510

Bachelors of Business Administration, Finance, Florida Atlantic University. Series 65, Registered Investment Advisor. Founded, Operated and Sold Several Mutli-Million Dollar Companies. Extensive experience in all financial aspects of small/mid sized business. First hand experience working with high net worth individuals and business owners. Experience in real world application of financial management and Retirement Planning.

About Executive Planning LLC

At Executive Planning, we're specialists in helping real people plan for the future. Not just a future with a certain number, a future that represents the life you want for you and your family. We are a fee-based, fiduciary advisory firm, meaning we put your interests first. All our team members are paid a salary, so there's absolutely no incentive to push any products. Using Dimensional Fund Advisors, we build strong, low-cost portfolios based on disciplined, reality-tested principles. Executive Planning builds portfolios based on the science of capital markets. We help investors pursue higher expected returns using a dynamic implementation process that integrates Nobel Prize winning research, portfolio design, portfolio management and tax efficient trading.



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

Compensation/Fee Fee Based Only - No Commissions


Office Location 2 S. University Dr. Suite 231,
Davie,
FL 
33324
Phone Number (954) 7417775

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2543647
FirmCRD# 6413
Series 7, 24, 63, 65

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


Office Location 808 Polk Street,
Hollywood,
FL 
33019
Phone Number (954) 9206644

CERTFIED FINANCIAL PLANNER TM Over twenty-five years experience in the financial services industry. 20 years in present position as an independent Registered Investment Advisor Representative and Registered Principal. Registrations are held through LPL Financial. Education : B.A. University of Delaware Stonier Graduate School of Banking Boston University -Financial Planning CFP®

About LPL Financial

I am a CERTIFED FINANCIAL PLANNER™ professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with one on one service, communication, and bring together my knowledge and experience to support your financial objectives. My success is measured by your comfort level in knowing these objectives are being addressed.I have been in the financial services industry for over thirty years and have built my practice on:client service, integrity, and long term investment guidance. I specialize in the following: Financial Planning - Retirement/Estate/Education Retirement Plans - IRA's/Roth/Sep's/401k Rollovers Tax Sheltering - Tax Free Income / Charitable Remainder Trusts / 412i Plans / Cost Effective Investments - Money Managers / Wrap Accounts / Annuities



Qualifications CRD# 4885618
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 18851 NE 29th Avenue,
Suite 501,
Aventura,
FL 
33180
Phone Number (786) 2883437

Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 2005. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Finance and Real Estate from Florida State University and Certificate of Financial Planning from Flordia State University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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

Compensation/Fee Fee Based Only - No Commissions


Office Location 201 South Biscayne Blvd. 28th Floor,
Miami,
FL 
33131
Phone Number (954) 7417775

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



List of Additional Financial Advisors in or around Loxahatchee, Florida
Wealth Solutions, LLC Palm Beach Gardens, FL
Dito Private Client Services, Inc Palm Beach Gardens, FL
AXA Advisors, LLC West Palm Beach, FL
Wachovia Securities Palm Beach Gardens, FL
Wachovia Securities, LLC Palm Beach Gardens, FL
A. G. Edwards & Sons, Inc. West Palm Beach, FL
Financial Planning Corporation North Palm Beach, FL
Merrill Lynch West Palm Beach, FL
Merrill Lynch West Palm Beach, FL
Wachovia Securities, LLC West Palm Beach, FL
Lehman Brothers Palm Beach, FL
Quick and Reilly Palm Beach, FL
Westminster Financial Palm Beach, FL

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