Financial Planners Fort Lauderdale FL

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Fort Lauderdale, FL that can help answer your questions about Financial Planners.

Benjamin Tobias
Tobias Financial Advisors
(954) 424-1660
1000 S. Pine Island Road, #250
Plantation, FL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA, CPA/PFS

Charles Dolci
CWD Consulting, Inc.
(954) 581-8785
861 SW 58th Avenue
Plantation, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Hourly Financial Planning Services, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BBA, CMFC, CPA/PFS

Joel Bruckenstein
Global Financial Advisors, Inc.
(954) 885-1900
PO Box 277930
Miramar, FL
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, CMFC

Christopher Cannon
FirsTrust, LLC
(561) 477-3232
2385 Executive Center Drive, Suite 100
Boca Raton, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA

Elayne Pisarik
FirsTrust, LLC
(561) 477-3232
2385 Executive Center Drive, Suite 100
Boca Raton, FL
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Barry Katz
Caratel Financial Services, Inc.
(954) 916-2622
8201 Peters Road, Ste 1000
Plantation, FL
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Real Estate Investments, Retirement Planning & Distribution Rules, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Elizabeth Barrett
Sterling Wealth Advisors
(954) 771-1313
8201 Peters Road, Suite 1000
Plantation, FL
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Tax Planning, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MA

John Carrig
Gold Coast Financial Planning
(561) 750-6759
555 S. Federal Highway, Suite 210
Boca Raton, FL
Expertises
Middle Income Client Needs, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, Advising Employee Benefit Plan Participants, Planning Concerns for Corporate Executives, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Michael Koenig
FirsTrust, LLC
(561) 477-3232
2385 Executive Center Drive, Suite 100
Boca Raton, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®

Brian Rezny
Rezny Wealth Management, Ltd.
(800) 618-8577
2385 NW Executive Center Dr.
Boca Raton, FL
Expertises
High Net Worth Client Needs, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina