Florian Financial Group LLC

Shane Curry is a financial advisor at Florian Financial Group LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for three years. Outside of his advisory career, he has experience in various roles including in the food service and energy sectors. Florian Financial Group serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary portfolio management, written financial planning, and retirement-plan advisory services. The firm utilizes tactical asset allocation models and a risk-managed strategy based on proprietary market indicators, typically managing portfolios on a discretionary basis in alignment with client Investment Policy Statements.

Robert Florian is a CFP® with over 30 years of experience in financial advising, currently operating through Florian Financial Group LLC in Williamsville, NY. He holds Series 63 and Series 65 licenses and has been involved with his firm since 1996. Outside of his advisory work, he participates in a wellness app partnership called Well Fit Plus, which he started in 2016. Florian Financial Group serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary portfolio management, written financial planning, and retirement-plan advisory services. The firm employs tactical asset allocation and a risk-managed strategy using proprietary market indicators, managing portfolios that typically combine actively managed mutual funds, index funds, and ETFs in accordance with client Investment Policy Statements.

Jeffrey May is a financial advisor at Florian Financial Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for 12 years. Florian Financial Group serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary portfolio management, written financial planning, and retirement-plan advisory services. The firm uses tactical asset allocation and a risk-managed strategy based on proprietary market indicators, typically managing portfolios on a discretionary basis according to each client’s Investment Policy Statement.