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Advisors near 34135
Out of 400,000+ nationwide
Charley C
CFP®, Series 63, Series 66
Naples, FL
Local Wealth Advisors
Jaime B
CFP®, CPA
Naples, FL
Susko Wealth Advisors
I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.
Patrick B
CFP®, Series 63, Series 65
Sanibel, FL
Bloomfield Asset Management, Inc.
Dennis B
CFP®, Series 65, Series 66
Bonita Springs, FL
River Tree Capital Management
Jamie B
Series 66
Naples, FL
Berger Wealth Management, LLC
Frank F
CFA®, Series 65
Naples, FL
Banyan Asset Management, Inc.
Robert F
Series 66
Naples, FL
RWF Wealth Management LLC
Charles O
CFP®, Series 65
Bonita Springs, FL
C. O. Overbey, Jr LLC
Aaron P
CFP®, Series 66
Naples, FL
Truevine Family Wealth
Randolph S
Series 63, Series 65
Estero, FL
R.E. Snow Private Wealth Management Group, LLC
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Advisors near 34135
Out of 400,000+ nationwide