Northeast Florida FPA Directory




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Viewing: Organization: Northeast Florida FPA, Affiliation: Board of Directors, End After 8/21/2019, Grace Days: 0




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


Bio


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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








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




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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®




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Company Sapphire Wealth Consulting, Inc.
Address 1 125 Sawbill Palm DR
Address 2
City State Zip Ponte Vedra Beach, FL 32082
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.

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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 michelle.ash@wealthguards.com
website http://www.wealthguards.com
Member of NE FL FPA   Affiliation Board of Directors
Position Chairman








  ID 1010
Name Aguilar, Ian CFP®
Aguilar, Ian CFP®




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Company Mellen Money Mangement, LLC
Address 1 232 Southern Oak Dr
Address 2
City State Zip Ponte Vedra Beach, FL 32081
Phone (904) 580 4698
FAX
E-Mail ian.aguilar34@gmail.com
website
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








  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 sean.guldi@gmail.com
website
Member of NE FL FPA   Affiliation Board of Directors
Position Director at Large








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




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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 (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®




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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 569
Name Jones, Geraldine Beasley CFP®
Jones, Geraldine Beasley 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 (866) 807 6894
E-Mail cjones@lifeplanningpartners.com
website http://www.lifeplanningpartners.com
Member of NE FL FPA   Affiliation Board of Directors
Position FPA of Florida Liaison








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




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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




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