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Name
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Guldi, Sean R. CFP®
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Click anywhere outside this box to close.
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Company
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B&C Financial Advisors
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| Address 1
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110 Professional Dr Ste 101
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| Address 2
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| City State Zip
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Ponte Vedra Beach, FL 32082
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| Phone
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(904) 813 9037
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| FAX
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| E-Mail
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| website
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| Member of
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NE FL FPA
Affiliation
Board of Directors
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| Position
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President
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Name
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Loss, Joseph K. CFP®
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Bio
Click anywhere outside this box to close.
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Company
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Life Planning Partners, Inc.
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| Address 1
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6550 St Augustine Rd Ste 302
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| Address 2
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| City State Zip
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Jacksonville, FL 32217
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| Phone
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(904) 448 5158
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| FAX
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| E-Mail
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| website
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| Member of
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NE FL FPA
Affiliation
Board of Directors
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| Position
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President-Elect
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Name
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Aguilar, Ian M. MBA, CFP®
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Click anywhere outside this box to close.
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Company
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Paragon Wealth Strategies, LLC
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| Address 1
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10245 Centurion Pkwy N Ste 106
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| Address 2
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| City State Zip
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Jacksonville, FL 32256
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| Phone
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(904) 861 0093
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| FAX
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| E-Mail
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| website
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| Member of
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NE FL FPA
Affiliation
Board of Directors
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| Position
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Secretary
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Name
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Snider, Scott W. CFP®, CRPC®
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Click anywhere outside this box to close.
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Company
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Paragon Wealth Strategies, LLC
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| Address 1
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10245 Centurion Pkwy N Ste 106
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| Address 2
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| City State Zip
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Jacksonville, FL 32256
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| Phone
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(904) 861 0093
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| FAX
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| E-Mail
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| website
|
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| Member of
|
|
NE FL FPA
Affiliation
Board of Directors
|
| Position
|
Chairman
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Name
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Berdet, Joshua I. CFP®
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Click anywhere outside this box to close.
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Company
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Cerity Partners
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| Address 1
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3625 Hendricks Ave
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| Address 2
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| City State Zip
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Jacksonville, FL 32207
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| Phone
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(904) 626 3853
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| FAX
|
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| E-Mail
|
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jberdet@ceritypartners.com
|
| website
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| Member of
|
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NE FL FPA
Affiliation
Board of Directors
|
| Position
|
Director at Large
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Name
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De Barros Gusmão, Filipe Augusto AAMS®
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Click anywhere outside this box to close.
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Company
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Gold Tree Financial, Inc.
|
| Address 1
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8596 Arlington Expy
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| Address 2
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| City State Zip
|
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Jacksonville, FL 32211
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| Phone
|
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(904) 725 0556
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| FAX
|
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(904) 720 1909
|
| E-Mail
|
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filipe@gtfjax.com
|
| website
|
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https://www.gtfjax.com/
|
| Member of
|
|
NE FL FPA
Affiliation
Board of Directors
|
| Position
|
Director at Large
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Name
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McDermott, Jeffrey P. CFP®
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Company
RIA serving the needs of young professionals and young families with option of a subscription model for low or $0 AUM clients.
Click anywhere outside this box to close.
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Company
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Create Wealth Financial Planning, LLC
|
| Address 1
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288 Heron Landing Rd
|
| Address 2
|
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| City State Zip
|
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Saint Johns, FL 32259
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| Phone
|
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(904) 201 3227
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| FAX
|
|
|
| E-Mail
|
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jeff@createwealthfp.com
|
| website
|
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www.createwealthfp.com
|
| Member of
|
|
NE FL FPA
Affiliation
Board of Directors
|
| Position
|
Director at Large
|
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Name
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Oerther, Adam T. CFP®
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Click anywhere outside this box to close.
|
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Company
|
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B&C Financial Advisors
|
| Address 1
|
|
110 Professional Dr Ste 101
|
| Address 2
|
|
|
| City State Zip
|
|
Ponte Vedra, FL 32082
|
| Phone
|
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(904) 273 9850
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| FAX
|
|
|
| E-Mail
|
|
adamO@bandcfinancial.com
|
| website
|
|
|
| Member of
|
|
NE FL FPA
Affiliation
Board of Directors
|
| Position
|
Director at Large
|
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Name
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Heymann, Ronald M. Jr, CFP®, ChFC®
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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.
|
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Company
|
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University of North Florida
|
| Address 1
|
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96042 Lanceford Ln
|
| Address 2
|
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| City State Zip
|
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Fernandina Beach, FL 32034
|
| Phone
|
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(904) 620 1000
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| FAX
|
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(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
|
|
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Name
|
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Brown, Christine P.
|
|
|
|
Click anywhere outside this box to close.
|
|
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
|
|
Contact Us |
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