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Strategic Alliances

 

Google Screened and Reviews

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Expertise.com

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Fee-Only Network

 

FPA | Financial Planning Association

fpa

 

 

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

 

South Tampa Chamber of Commerce

 

 

Better Business Bureau®

Accredited Seals US Blue VerticalABSeal 2911x2625 cf32c50

 

Junior Achievement

 

Dimensional Fund Advisors

 

 

Digital Assets Council of Financial Professionals

 

dacfp certificate in blockchain and digital assets