Financial Planners Palm Beach Gardens FL

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Mr. David B. Franken, CFP®
(561) 624-6439
3801 PGA Blvd., 10th Floor
Palm Beach Gardens, FL
Firm
UBS Financial Services Inc.
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Mr. Collin A. Meyer, CFP®
(561) 691-5300
3801 Pga Blvd Ste 801
Palm Beach Gardens, FL
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Investment Planning, Life Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. John A. Briggs, CFP®
(561) 691-5118
3399 PGA Blvd
Palm Beach Gardens, FL
Firm
Wells Fargo Advisors, LLC

Data Provided By:
Mr. Robert M. Burns, CFP®
(561) 775-8113
11512 Villa Vasari Dr # 28
Palm Beach Gardens, FL
Firm
Merrill Lynch & Co., Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Intergenerational Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000



Data Provided By:
Mr. Richard C. Hitchins, CFP®
(561) 832-9689
4440 Pga Blvd Ste 403
Palm Beach Gardens, FL
Firm
RC Hitchins Wealth Management

Data Provided By:
Mr. Tucker Paul Cory, CFP®
(561) 693-8641
5023 Dulce CT
Palm Beach Gardens, FL
Firm
Morgan Keegan & Company, Inc.

Data Provided By:
Mr. Kyle A Cain, CFP®
(561) 624-0615
3501 Pga Blvd Ste 100
Palm Beach Gardens, FL
Firm
Fidelity Investments
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning

Data Provided By:
Mr. Brent T. Fykes, CFP®
(561) 714-5131
3801 PGA Boulevard
Palm Beach Gardens, FL
Firm
GenSprings Family Offices
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Risk Management, Securities, Wealth Management
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $1,000,001 or more



Data Provided By:
Mr. John Patrick Jacupke, CFP®
(561) 627-0866
9121 N Military Trail
Palm Beach Gardens, FL
Firm
John Patrick Financial

Data Provided By:
Morgan Heitzhaus, CFP®
3399 Pga Blvd Ste 200
Palm Beach Gardens, FL
Firm
Raymond James

Data Provided By:
Data Provided By:

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