Advisor at Saint Francis Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Saint Francis Capital
Location
Winder, GA 30680
Credentials
Series 65
Industry experience
10 years
1.5% of assets under management annually, paid quarterly in advance
Account minimum: $50,000
Saint Francis Capital
2015 - Present (11 years)
Perpetual Trustees
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, CPA, PFS™
Dacula, GA
Piece of Wealth Planning LLC
I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.
Series 66
Dacula, GA
Edward Jones
Series 63, Series 66
Commerce, GA
Edward Jones
CFP®, Series 66
Flowery Branch, GA
Edward Jones
Series 63, Series 66
Athens, GA
Edward Jones
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Bogart, GA
Edward Jones
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