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Expertise.com

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Fee-Only Network

 

FPA | Financial Planning Association

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National Association of Personal Financial Advisors

 

Westchase Rotary Foundation

 

CFP Board

A recognized standard of excellence for competent and ethical personal financial planning.

 

Account Custodians

  • CHARLES SCHWAB
  • TD AMERITRADE

 

South Tampa Chamber of Commerce

 

 

Better Business Bureau®

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Junior Achievement

 

Dimensional Fund Advisors

 

Digital Assets Council of Financial Professionals

 

dacfp certificate in blockchain and digital assets