The DACFP Advisor Directory
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Alabama
Adam Karron
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(786) 288-3438 | Email@EmailAddress.com
Jeffrey Janson
Summit Wealth Partners, LLC
9045 Strada Stell Court
Suite 101
Naples, FL 34102
Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas.
(555) 000-1111 | Email@EmailAddress.com
Kevin Garvey CFP | RFC
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
7900 Glades Road, Suite 310, Boca Raton, FL 33434
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(561) 288-3980 | Email@EmailAddress.com
Lonnie Gordon Ogulnick
CEO | Gordon Wealth
Gordon Wealth is a financial life practice designed to provide advice ranging from Investments, retirement planning, Capital Markets, Asset Allocation, Strategic life coaching and Real Estate. Lonnie has passed the Series 7, 63, 9, 10, 24, 65, and real estate/business brokerage exams, Lonnie is happily married to his wife Dara and has two daughters Leah and Ella.
(786) 360-5227 | Email@EmailAddress.com
Alaska
Adam Karron
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(786) 288-3438 | Email@EmailAddress.com
Jeffrey Janson
Summit Wealth Partners, LLC
9045 Strada Stell Court
Suite 101
Naples, FL 34102
Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas.
(555) 000-1111 | Email@EmailAddress.com
Kevin Garvey CFP | RFC
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
7900 Glades Road, Suite 310, Boca Raton, FL 33434
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(561) 288-3980 | Email@EmailAddress.com
Lonnie Gordon Ogulnick
CEO | Gordon Wealth
Gordon Wealth is a financial life practice designed to provide advice ranging from Investments, retirement planning, Capital Markets, Asset Allocation, Strategic life coaching and Real Estate. Lonnie has passed the Series 7, 63, 9, 10, 24, 65, and real estate/business brokerage exams, Lonnie is happily married to his wife Dara and has two daughters Leah and Ella.
(786) 360-5227 | Email@EmailAddress.com
Arizona
Adam Karron
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(786) 288-3438 | Email@EmailAddress.com
Jeffrey Janson
Summit Wealth Partners, LLC
9045 Strada Stell Court
Suite 101
Naples, FL 34102
Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas.
(555) 000-1111 | Email@EmailAddress.com
Kevin Garvey CFP | RFC
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
7900 Glades Road, Suite 310, Boca Raton, FL 33434
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(561) 288-3980 | Email@EmailAddress.com
Lonnie Gordon Ogulnick
CEO | Gordon Wealth
Gordon Wealth is a financial life practice designed to provide advice ranging from Investments, retirement planning, Capital Markets, Asset Allocation, Strategic life coaching and Real Estate. Lonnie has passed the Series 7, 63, 9, 10, 24, 65, and real estate/business brokerage exams, Lonnie is happily married to his wife Dara and has two daughters Leah and Ella.
(786) 360-5227 | Email@EmailAddress.com
Arkansas
Adam Karron
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(786) 288-3438 | Email@EmailAddress.com
Jeffrey Janson
Summit Wealth Partners, LLC
9045 Strada Stell Court
Suite 101
Naples, FL 34102
Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas.
(555) 000-1111 | Email@EmailAddress.com
Kevin Garvey CFP | RFC
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
7900 Glades Road, Suite 310, Boca Raton, FL 33434
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(561) 288-3980 | Email@EmailAddress.com
Lonnie Gordon Ogulnick
CEO | Gordon Wealth
Gordon Wealth is a financial life practice designed to provide advice ranging from Investments, retirement planning, Capital Markets, Asset Allocation, Strategic life coaching and Real Estate. Lonnie has passed the Series 7, 63, 9, 10, 24, 65, and real estate/business brokerage exams, Lonnie is happily married to his wife Dara and has two daughters Leah and Ella.
(786) 360-5227 | Email@EmailAddress.com
California
Adam Karron
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(786) 288-3438 | Email@EmailAddress.com
Jeffrey Janson
Summit Wealth Partners, LLC
9045 Strada Stell Court
Suite 101
Naples, FL 34102
Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas.
(555) 000-1111 | Email@EmailAddress.com
Kevin Garvey CFP | RFC
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
7900 Glades Road, Suite 310, Boca Raton, FL 33434
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(561) 288-3980 | Email@EmailAddress.com
Lonnie Gordon Ogulnick
CEO | Gordon Wealth
Gordon Wealth is a financial life practice designed to provide advice ranging from Investments, retirement planning, Capital Markets, Asset Allocation, Strategic life coaching and Real Estate. Lonnie has passed the Series 7, 63, 9, 10, 24, 65, and real estate/business brokerage exams, Lonnie is happily married to his wife Dara and has two daughters Leah and Ella.
(786) 360-5227 | Email@EmailAddress.com
Colorado
Adam Karron
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(786) 288-3438 | Email@EmailAddress.com
Jeffrey Janson
Summit Wealth Partners, LLC
9045 Strada Stell Court
Suite 101
Naples, FL 34102
Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas.
(555) 000-1111 | Email@EmailAddress.com
Kevin Garvey CFP | RFC
Director, Financial Planning | Edelman Financial Engines
Ranked #1 independent advisory firm by Barron’s
7900 Glades Road, Suite 310, Boca Raton, FL 33434
When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
(561) 288-3980 | Email@EmailAddress.com
Lonnie Gordon Ogulnick
CEO | Gordon Wealth
Gordon Wealth is a financial life practice designed to provide advice ranging from Investments, retirement planning, Capital Markets, Asset Allocation, Strategic life coaching and Real Estate. Lonnie has passed the Series 7, 63, 9, 10, 24, 65, and real estate/business brokerage exams, Lonnie is happily married to his wife Dara and has two daughters Leah and Ella.
(786) 360-5227 | Email@EmailAddress.com