Northeast Florida FPA Directory




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Viewing: Organization: Northeast Florida FPA, Affiliation: Board of Directors, End After 5/20/2022, Grace Days: 0




  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) 813 9037
FAX
E-Mail
website
Member of NE FL FPA   Affiliation Board of Directors
Position President








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


Bio


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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
E-Mail
website
Member of NE FL FPA   Affiliation Board of Directors
Position President-Elect








  ID 1010
Name Aguilar, Ian M. MBA, CFP®
Aguilar, Ian M. MBA, CFP®




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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
website
Member of NE FL FPA   Affiliation Board of Directors
Position Secretary








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




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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
website
Member of NE FL FPA   Affiliation Board of Directors
Position Chairman








  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 jberdet@ceritypartners.com
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 filipe@gtfjax.com
website https://www.gtfjax.com/
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








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


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 jeff@createwealthfp.com
website www.createwealthfp.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 adamO@bandcfinancial.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.

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Company University of North Florida
Address 1 96042 Lanceford Ln
Address 2
City State Zip Fernandina Beach, FL 32034
Phone (904) 620 1000
FAX (904) 223 0512
E-Mail
website http://www.daviscapitalsite.com/default.htm
Member of NE FL FPA   Affiliation Board of Directors
Position University Relations|Student Outreach








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




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Company FPA of Northeast Florida
Address 1 12191 W Linebaugh Ave
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
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