Green Era Financial LLC

Cary Green is a financial advisor with Green Era Financial LLC in Clearwater, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Bettr and Transamerica Financial Advisors, Inc. In addition to his advisory work, Green provides spiritual counseling and course guidance through a church organization. Green Era Financial LLC offers discretionary asset management to individual and high-net-worth clients, as well as retirement plan sponsors in a limited-scope ERISA 3(21) fiduciary capacity. The firm employs a multifaceted investment approach incorporating fundamental, technical, and charting analysis alongside modern portfolio theory and Monte Carlo simulations, managing accounts on a quarterly, discretionary basis.

Jean Jacques Widmaier is a financial advisor at Green Era Financial LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cambridge Investment Research Advisors and KNR Consulting and Wealth Management. Widmaier also operates as an independent insurance agent through his sole proprietorship. Green Era Financial LLC provides discretionary asset management to individual and high-net-worth clients, as well as retirement plan sponsors in a limited-scope ERISA 3(21) fiduciary capacity. The firm employs a range of investment methods and applies modern portfolio theory and Monte Carlo analysis to manage accounts on a quarterly discretionary basis.