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Armand Atkinson, ChFC®, CLU®, CIMA®, CDFA®, CFP®, AIF®
Advanced Wealth Planning Group

Tel: 813-770-9864
5401 W Kennedy Blvd, Ste 460
Tampa, FL 33609
Advanced Wealth Planning Group | Financial Advisor in Tampa ,FL

Building Wealth. Building Relationships.



About Armand Atkinson

Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline.

Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Certified Investment Management Analyst (CIMA) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations.

He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful.

Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling.

Armand is a member of the following Professional Associations & Organizations:

* College for Financial Planning Alumni Association
* Eckerd College Alumni Association
* Financial Planning Association of Tampa Bay
* Investment Management Consultants Association


About Advanced Wealth Planning Group

Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER (CFP) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your childrens education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets.

Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.

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General Information

Firm Start Year:   1995
No.of Employees:   100-499
Insurance License#:   Florida P097260
Name of Broker/Dealer:   NBC Securities, Inc.
Name of Custodial Firm:   RBC Correspondent Services
States Licensed in:   Based on licenses and registrations I hold, I may conduct business in CO, FL, LA, MD, MA, NC, OH and TN.
Number of Years with Current Firm:   7
Work with the following types of clients:   Investment Clubs, Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types:   Commodities, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Video Conference, Our Offices, Via Email, Your Office, Via Phone, Your Home, Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Variable Annuity, Life, Disability, Long Term Care, Variable Life, Health
Financial Organization Memberships:   Investment Management Consultants Association, Financial Planning Association (FPA)
Non-Financial Organization Memberships:  

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Hourly, Based on Assets, Flat Fee, Commissions
Fee % Based on Assets:   Varies
Hourly Rate:   $150
Additional Details on Charges:   Typical fee is 1% of assets under management.

$5,000 - $99,999 1.50% $100,000 - $1,000,000 1.00% $1,000,001-$2,500,000 .85% $2,500,001 And Greater Management fee negotiable
Minimum Fee Charged for Managed Accounts:   N/A
Minimum Fee Charged for Hourly Planning Accounts:   N/A

Education

Bachelors in Economics - Economics   Eckerd College - Saint Petersburg, FL
- 05/2006
Masters of Science - Personal Financial Planning  College For Financial Planning - Denver, CO
-12/2015

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Financial Services

Financial Advice & Consulting

Armand takes time to get to know each and every client and their unique financial planning & investments needs. Only after he has a clear understand of what each client is trying to accomplish does he begin the process of financial planning.

Financial Planning for Individuals

Armand truly enjoys working with individuals and couples and helping them develop a road map for their financial lives that addresses both their current & future needs. Armand's comprehensive financial plans cover the following areas: Investment Planning, Retirement Planning, Insurance Planning, College Planning, Tax Planning & Estate Planning.

Financial Planning for Businesses

Armand will work with small business owners to ensure that they are utilizing an appropriate and cost effective retirement savings plan for their company and employees. He will also review ancillary benefits such as life and disability insurance.

Insurance Planning

Armand believes that insurance planning is an integral part of a comprehensive financial plan. As a CERTIFIED FINANCIAL PLANNER, a thorough insurance review is carried out for all clients as part of the financial planning process to ensure that the right coverages are in place. He will focus on Life, Disability (income protection), Long-Term Care and Health Insurance. Armand currently holds his 2-15 license, and is a licensed insurance agent in the State of Florida.

Annuities

Annuities can be an integral part of a comprehensive plan. Armand will utilize due care in reviewing current annuities that clients may own and is extremely careful when researching and selecting potential annuity solutions for his clients. Armand currently holds his 2-15 license, and is a licensed insurance agent in the State of Florida and may recommend annuities as part of a broad list of solutions for his clients.

Investment Advice & Management

As a Certified Investment Management Analyst (CIMA®) professional, Armand takes time to review each clients specific risk tolerance and takes great care in selecting suitable portfolios and third party money managers for client accounts. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Armands basic investment philosophy is built upon risk management using a disciplined process of investment consulting. Every investment contains some degree of risk. Even those investments with lower returns and perceived risk carry inflation and purchasing power risk. The major ingredient in risk management is diversification through an appropriate asset allocation. Many people diversify by owning several different mutual funds. The challenge often is that they may own some of the same underlying stocks. Having multiple funds which own the same stocks is not diversification.

Retirement Planning

Retirement can be a period of 20, 30 or more years of ‘unemployment’. Armand takes retirement planning very seriously. Before recommending that a client retires, he will complete a comprehensive financial plan that addresses all aspects of retirement planning including retirement income distribution planning and evaluating the most tax efficient way on how to spend & invest assets over your retirement years.


Faqs

Do you have a customer satisfaction or refund policy?

Yes. Either party may terminate the relationship in writing.

Why should I choose you as my financial advisor?

Armand has a degree in Economics from Eckerd college and a Master of Science degree in Personal Financial Planning. He currently holds the following professional designations & licenses: CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Other - ChFEBC, AWMA, CRPC, CMFC, & MPAS. Finra 7, 66 & Florida Life, Health & Variable Annuities 2-15.

What are your qualifications? What is your education background?

He applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline.

How do you charge for your services?

Investment Planning & Advice, Retirement Planning, College Planning, Tax Planning and Comprehensive Financial Planning.

How are you compensated? How will I pay for your services?

Armand can be compensated by a Flat Fee for Financial Advice, Commission or a Fee on assets under management. He prefers to give each client the choice to select the method of compensation that is most suitable for their situation.

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Disclaimer

Securities and Advisory services offered through NBC Securities, Inc. Member FINRA/SIPC. A Registered Investment Advisor.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Apollo Beach Belleair Beach
Brandon Clearwater
Clearwater Beach Crystal Beach
Dover Dunedin
Gibsonton Holiday
Indian Rocks Beach Land O Lakes
Largo Lithia
Lutz New Port Richey
Odessa Oldsmar
Palm Harbor Palmetto
Pinellas Park Plant City
Riverview Ruskin
Safety Harbor Saint Petersburg
Seffner Seminole
Sun City Center Tampa
Tarpon Springs Thonotosassa
Valrico Wesley Chapel
Wimauma Zephyrhills

Awards & Recognitions

Awards & Recognitions Armand receiving the Innovation Award
(02/28/2015)

A picture of Armand receiving the Innovation award from JHS's COO & CEO on 02/28/2015.


Awards & Recognitions Innovation Award
(02/28/2015)

Rewarded for his use of technology and for his dedication to furthering his knowledge and expertise. Since joining JHS Capital Advisors, Armand has earned his CFP & CIMA certifications.

Compensation Arrangements

Check

News & Events

Social Security tax changes could hit small busine
When: 08/15/2014
Details:Armand's article on Social Security that was featured in the Tampa Bay Business Journal. ...more


Making Sense Of Emerging Markets
When: 03/02/2015
Details:Armand was interviewed for this piece by Financial Advisor Magazine on Emerging Markets. ...more

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