Northeast Florida FPA Directory




Showing Results:


Help

Designation Key


Viewing: Organization: Northeast Florida FPA, Affiliation: Board of Directors, End After 12/18/2018, Grace Days: 0




  ID 9
Name Ash, Michelle L. CFP®, RICP®, CASL®
Ash, Michelle L. CFP®, RICP®, CASL®


Bio Company
We help successful executives, entrepreneurs, individuals and families make work OPTIONAL. Our compelling process examines where you are, where you want to go, and what the gaps are that need to be addressed. We limit our practice to very successful individuals and families for whom we can have a truly meaningful impact. Through our process, we help you enhance your existing wealth, mitigate taxes, take care of your heirs, make sure your assets are not unjustly taken away, and, to the degree that you are charitably inclined - maximize any charitable interests you may have.

Click anywhere outside this box to close.
Company Paragon Wealth Strategies, LLC
Address 1 10245 Centurion Pkwy N Ste 106
Address 2
City State Zip Jacksonville, FL 32256
Phone (904) 861 0093
FAX
E-Mail michelle.ash@wealthguards.com
website http://www.wealthguards.com
Member of NE FL FPA   Affiliation Board of Directors
Position President








  ID 765
Name O'Leary, William A. JD, LLM (Tax)
O'Leary, William A. JD, LLM (Tax)


Bio


Click anywhere outside this box to close.
Company Legacy Planning Law Group
Address 1 3430 Kori Rd Ste 4
Address 2
City State Zip Jacksonville, FL 32257
Phone (904) 880 5554
FAX (904) 239 3298
E-Mail bill@legacyplanninglawgroup.com
website http://www.legacyplanninglawgroup.com
Member of NE FL FPA   Affiliation Board of Directors
Position President-Elect








  ID 885
Name Van Wie, Adam D. CFP®
Van Wie, Adam D. CFP®




Click anywhere outside this box to close.
Company Van Wie Financial
Address 1 1538 The Greens Way Ste 105
Address 2
City State Zip Jacksonville Beach, FL 32250
Phone (904) 685 1505
FAX (904) 685 1504
E-Mail adam@vanwiefinancial.com
website http://www.vanwiefinancial.com
Member of NE FL FPA   Affiliation Board of Directors
Position President-Elect








  ID 1088
Name Bittenbinder, Ulrike CFP®, CPWA®
Bittenbinder, Ulrike CFP®, CPWA®




Click anywhere outside this box to close.
Company Sapphire Wealth Consulting, Inc.
Address 1 917 1st St N Unit 703
Address 2
City State Zip Jacksonville Beach, FL 32250
Phone (904) 728 2769
FAX
E-Mail uli@sapphirewealth.net
website www.sapphirewealth.net
Member of NE FL FPA   Affiliation Board of Directors
Position Treasurer








  ID 9
Name Ash, Michelle L. CFP®, RICP®, CASL®
Ash, Michelle L. CFP®, RICP®, CASL®


Bio Company
We help successful executives, entrepreneurs, individuals and families make work OPTIONAL. Our compelling process examines where you are, where you want to go, and what the gaps are that need to be addressed. We limit our practice to very successful individuals and families for whom we can have a truly meaningful impact. Through our process, we help you enhance your existing wealth, mitigate taxes, take care of your heirs, make sure your assets are not unjustly taken away, and, to the degree that you are charitably inclined - maximize any charitable interests you may have.

Click anywhere outside this box to close.
Company Paragon Wealth Strategies, LLC
Address 1 10245 Centurion Pkwy N Ste 106
Address 2
City State Zip Jacksonville, FL 32256
Phone (904) 861 0093
FAX
E-Mail michelle.ash@wealthguards.com
website http://www.wealthguards.com
Member of NE FL FPA   Affiliation Board of Directors
Position President








  ID 569
Name Jones, Geraldine Beasley CFP®
Jones, Geraldine Beasley CFP®


Bio


Click anywhere outside this box to close.
Company Life Planning Partners, Inc.
Address 1 6550 St Augustine Rd Ste 302
Address 2
City State Zip Jacksonville, FL 32217
Phone (904) 448 5158
FAX (866) 807 6894
E-Mail cjones@lifeplanningpartners.com
website http://www.lifeplanningpartners.com
Member of NE FL FPA   Affiliation Board of Directors
Position Chairman








  ID 1027
Name Guldi, Sean R. CFP®
Guldi, Sean R. CFP®




Click anywhere outside this box to close.
Company B&C Financial Advisors
Address 1 110 Professional Dr Ste 101
Address 2
City State Zip Ponte Vedra Beach, FL 32082
Phone (904) 813 9037
FAX
E-Mail sean.guldi@gmail.com
website
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








  ID 746
Name Heymann, Ronald M. Jr, CFP®, ChFC®
Heymann, Ronald M. Jr, CFP®, ChFC®


Company
Fee-only financial planning, investment management, and family office services. We serve a client base in Jacksonville, FL and throughout the southeastern United States.

Click anywhere outside this box to close.
Company Davis Capital Management
Address 1 4788 Hodges Blvd Ste 201
Address 2
City State Zip Jacksonville, FL 32224
Phone (904) 223 0510
FAX (904) 223 0512
E-Mail ronheymann@gmail.com
website http://www.daviscapitalsite.com/default.htm
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








  ID 504
Name Landrau, Daniel L. CFP®, CRPC®
Landrau, Daniel L. CFP®, CRPC®


Bio


Click anywhere outside this box to close.
Company Ameriprise Financial
Address 1 4601 Touchton Rd E Ste 3120
Address 2
City State Zip Jacksonville, FL 32246
Phone (904) 380 2384
FAX (607) 380 2323
E-Mail daniel.l.landrau@ampf.com
website http://www.ameripriseadvisors.com/daniel.l.landrau/
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








  ID 1139
Name Loss, Joseph K. CFP®
Loss, Joseph K. CFP®




Click anywhere outside this box to close.
Company Life Planning Partners, Inc.
Address 1 6550 St Augustine Rd Ste 302
Address 2
City State Zip Jacksonville, FL 32217
Phone (703) 209 1505
FAX
E-Mail jloss@lifeplanningpartners.com
website
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








  ID 1122
Name Snider, Scott CFP®, CRPC®
Snider, Scott CFP®, CRPC®




Click anywhere outside this box to close.
Company Mellon Money Management LLC
Address 1 232 Southern Oak Dr.
Address 2
City State Zip Ponte Vedra Beach, FL 32081
Phone (904) 580 4698
FAX
E-Mail ssnider@mellenmoney.com
website
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








  ID 885
Name Van Wie, Adam D. CFP®
Van Wie, Adam D. CFP®




Click anywhere outside this box to close.
Company Van Wie Financial
Address 1 1538 The Greens Way Ste 105
Address 2
City State Zip Jacksonville Beach, FL 32250
Phone (904) 685 1505
FAX (904) 685 1504
E-Mail adam@vanwiefinancial.com
website http://www.vanwiefinancial.com
Member of NE FL FPA   Affiliation Board of Directors
Position President-Elect








  ID 508
Name Schnusenberg, Oliver PhD, CFP®
Schnusenberg, Oliver PhD, CFP®


Bio


Click anywhere outside this box to close.
Company University of North Florida
Address 1 Department of Accounting and Finance
Address 2 1 UNF Drive
City State Zip Jacksonville, FL 32224
Phone (904) 620 1224
FAX
E-Mail oliver.schnusenberg@gmail.com
website
Member of NE FL FPA   Affiliation Board of Directors
Position Public Relations








  ID 470
Name Mallini, Judson T. CFP®
Mallini, Judson T. CFP®




Click anywhere outside this box to close.
Company Together Planning
Address 1 2631 NW 41st St Ste E-2
Address 2
City State Zip Gainesville, FL 32606
Phone (904) 476 7758
FAX (904) 313 4590
E-Mail jmallini@togetherplanning.com
website
Member of NE FL FPA   Affiliation Board of Directors
Position FPA of Florida Liaison








  ID 1
Name Brown, Christine P.
Brown, Christine P.




Click anywhere outside this box to close.
Company FPA of Northeast Florida
Address 1 12157 W Linebaugh Ave
Address 2 PMB 312
City State Zip Tampa, FL 33626-1732
Phone (866) 730 4530
FAX
E-Mail FPA@NortheastFloridaFPA.org
website http://NortheastFloridaFPA.org
Member of NE FL FPA   Affiliation Board of Directors
Position Chapter Executive
Contact Us




    Showing 1 - 13 of 13 found (Page 1 of 1)