Northeast Florida FPA Directory




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Viewing: Organization: Northeast Florida FPA, Affiliation: Board of Directors, End After 2/21/2024, Grace Days: 0




  ID 1533
Name Scammon, Andrew
Scammon, Andrew




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Company Future Home Loans
Address 1 224 3rd St N
Address 2
City State Zip Jacksonville Beach, FL 32250
Phone (562) 743 0111
FAX
E-Mail
website www.effectiveretirement.com
Member of NE FL FPA   Affiliation Board of Directors
Position President








  ID 1099
Name McDermott, Jeffrey P. CFP®, CSLP®
McDermott, Jeffrey P. CFP®, CSLP®


Company
RIA serving the needs of young professionals and young families with option of a subscription model for low or $0 AUM clients.

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Company Create Wealth Financial Planning, LLC
Address 1 288 Heron Landing Rd
Address 2
City State Zip Saint Johns, FL 32259
Phone (904) 201 3227
FAX
E-Mail
website www.createwealthfp.com
Member of NE FL FPA   Affiliation Board of Directors
Position President-Elect








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




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Company B&C Financial Advisors
Address 1 110 Professional Dr Ste 101
Address 2
City State Zip Ponte Vedra Beach, FL 32082
Phone (904) 273 9850
FAX
E-Mail
website
Member of NE FL FPA   Affiliation Board of Directors
Position Chairman, Treasurer








  ID 1475
Name Berdet, Joshua I. CFP®
Berdet, Joshua I. CFP®




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Company Cerity Partners
Address 1 3625 Hendricks Ave
Address 2
City State Zip Jacksonville, FL 32207
Phone (904) 626 3853
FAX
E-Mail
website
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








  ID 1534
Name De Barros Gusmão, Filipe Augusto AAMS®
De Barros Gusmão, Filipe Augusto AAMS®




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Company Gold Tree Financial, Inc.
Address 1 8596 Arlington Expy
Address 2
City State Zip Jacksonville, FL 32211
Phone (904) 725 0556
FAX (904) 720 1909
E-Mail
website https://www.gtfjax.com/
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








  ID 1026
Name Oerther, Adam T. CFP®
Oerther, Adam T. CFP®




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Company B&C Financial Advisors
Address 1 110 Professional Dr Ste 101
Address 2
City State Zip Ponte Vedra, FL 32082
Phone (904) 273 9850
FAX
E-Mail
website
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








  ID 1501
Name Thompson, Peachie Gayne AALU, ALMI, ACS
Thompson, Peachie Gayne AALU, ALMI, ACS


Bio


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Company Peach Insurance Services, LLC
Address 1 425 Town Plaza Ave Ste 1
Address 2
City State Zip Ponte Vedra Beach, FL 32081
Phone (904) 539 9779
FAX
E-Mail peachie@peachinsurance.net
website https://peachinsurance.net/
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








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




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Company FPA of Northeast Florida
Address 1 12191 W Linebaugh Ave #312
Address 2
City State Zip Tampa, FL 33626
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




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