FPA Suncoast Directory




Showing Results:


Help

Designation Key


Viewing: Organization: FPA Suncoast Chapter, Affiliation: Board of Directors, End After 6/30/2022, Grace Days: 0




  ID 676
Name Mattia, Laura H. Ph.D., MBA, CFP®
Mattia, Laura H. Ph.D., MBA, CFP®


Bio


Click anywhere outside this box to close.
Company Atlas Fiduciary Financial, LLC
Address 1
Address 2 2201 Cantu Ct Ste 116 A
City State Zip Sarasota, FL 34232
Phone (941) 879 9290
FAX
E-Mail
website https://atlasfiduciary.com/
Member of FPA Suncoast   Affiliation Board of Directors
Position Director - At Large








  ID 885
Name Wetzig, Angela CFP®, MRFC
Wetzig, Angela CFP®, MRFC




Click anywhere outside this box to close.
Company Sage Wealth Consulting, LLC
Address 1 6151 Lake Osprey Dr Ste 300
Address 2
City State Zip Sarasota, FL 34240
Phone (941) 500 3660
FAX
E-Mail angela.wetzig@sagewealthconsulting.com
website sagewealthconsulting.com
Member of FPA Suncoast   Affiliation Board of Directors
Position Director - At Large








  ID 657
Name Barrie, Marjorie LTCP, CLTC
Barrie, Marjorie LTCP, CLTC


Bio


Click anywhere outside this box to close.
Company ACSIA Partners
Address 1 8023 Collingwood Ct
Address 2
City State Zip University Park, FL 34201
Phone (941) 355 7600
FAX (941) 360 6996
E-Mail
website
Member of FPA Suncoast   Affiliation Board of Directors
Position Secretary








  ID 887
Name Wells, Erin R CIC, CISR
Wells, Erin R CIC, CISR




Click anywhere outside this box to close.
Company Wells Inspection Services LLC
Address 1
Address 2 1432 Roosevelt Dr
City State Zip Venice, FL 34293
Phone (941) 303 2939
FAX
E-Mail
website https://www.wellsinspservices.com
Member of FPA Suncoast   Affiliation Board of Directors
Position Treasurer








  ID 662
Name Chavers, Kimberly L. Esq.
Chavers, Kimberly L. Esq.


Bio Company
Chavers Law, PLLC represents investors and advisers nationwide in securities, regulatory, compliance and financial industry employment matters. Ms. Chavers' work with both investors and advisers sets her apart from the competition as she has gained insight and knowledge of the financial services industry and the respect of lawyers nationwide on "both sides of the aisle." Chavers Law, PLLC regularly represents and counsels financial advisers and investment advisers in matters, including, but not limited to: • CFP Board inquiries, notice of investigations, and formal disciplinary actions, including appeals. Ms. Chavers also counsels CFP Professionals regarding compliance with CFP Board's Rule of Conduct, Standards, and Code of Ethics requirements, including, but not limited to assisting financial planners with questions regarding disclosure and mandatory reporting requirements, during the application process, as well as reinstatement proceedings for CFP Certificants eligible for reinstatement. • CRD Record and BrokerCheck disclosure disputes and Expungement proceedings. • FINRA 8210 Inquiries and FINRA Enforcement Defense. • State & insurance license, registration, examination and disciplinary matters. • Financial industry employment issues & broker transition matters, such as review of, and consulting with respect to, employment agreements, separation agreements, promissory notes, and all aspects of a broker or adviser's employment relationship with his investment advisory firm and/or broker-dealer. • FINRA arbitration, litigation and mediation matters. Ms. Chavers has represented investors in matters involving fraud and other broker misconduct, as well as brokers and individual financial advisers in FINRA Dispute Resolution in all stages of the litigation process, including researching and preparing pleadings and filing statements of claim, analyzing defenses and asserting counterclaims, discovery and motion practice, oral arguments, mediation,

Click anywhere outside this box to close.
Company Chavers Law, PLLC
Address 1 5317 Charlie Brown Ln
Address 2
City State Zip Sarasota, FL 34233
Phone (941) 374 7979
FAX
E-Mail
website https://chaverslawfl.com/
Member of FPA Suncoast   Affiliation Board of Directors
Position Past President








  ID 104
Name Brown, Christine P.
Brown, Christine P.




Click anywhere outside this box to close.
Company FPA of the Suncoast
Address 1 12191 W Linebaugh Ave
Address 2
City State Zip Tampa, FL 33626
Phone (866) 730 4530
FAX
E-Mail christine.brown@FPASuncoastPlanning.org
website http://FPASuncoastPlanning.org
Member of FPA Suncoast   Affiliation Board of Directors
Position Chapter Executive
Contact Us




    Showing 1 - 6 of 6 found (Page 1 of 1)