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Strategic Alliances

 

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

 

JUNIOR ACHIEVEMENT

 

Dimensional Fund Advisors