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Nationally Recognized Financial Advisory Firm

Charles Schwab Pacesetter IMPACT Award™ Winner

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  • Best Financial services in Orlando
  • Financial Services in Orlando
  • Expertise
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2016 Pacesetter IMPACT Award™ Winner

Preferred Financial Advisory Firm for Rollins College

Find Your Path to Financial Freedom

FOUNDATION

Figure out where you are, to see where you can go. We’ll work together to make sense of your financial statements and develop a risk management strategy. Then, we’ll develop a plan to get rid of consumer debt for life, so you can truly build wealth.

FORMATION

Plan, plan, plan.
We maximize your investments to get you on track for retirement and college tuition for your kids. We’ll even look at your mortgage and see if it makes sense to pay it off sooner than later.
 

FREEDOM

Peace of mind, for your whole family.
We’ll collaborate directly with your attorney and other professionals, so you have an entire team focused on protecting your legacy. You get to focus on your loved ones, enjoying life, and giving back to the community.

Meet the Team

Liz Castro

Liz Castro

Client Service Associate

Liz Castro

Client Service Associate

Yolanda Copeland

Yolanda Copeland

Financial Advisor

Yolanda Copeland

Financial Advisor

Robert Cortes

Robert Cortes

Financial Advisor

Robert Cortes

Financial Advisor

Ana Fernandez, CFP®

Ana Fernandez, CFP®

Financial Advisor

Ana Fernandez, CFP®

Financial Advisor

Kristyn Fultz

Kristyn Fultz

Client Support Specialist

Kristyn Fultz

Client Support Specialist

Kathryn Hite, CFP®

Kathryn Hite, CFP®

Financial Advisor

Kathryn Hite, CFP®

Financial Advisor

Jason Martin, CFP®, CMT

Jason Martin, CFP®, CMT

CIO & Co-Founder

Jason Martin, CFP®, CMT

CIO & Co-Founder

Paul Mazon

Paul Mazon

Financial Advisor

Paul Mazon

Financial Advisor

Paola Rojas

Paola Rojas

Director of Operations

Paola Rojas

Director of Operations

Paul Roldán, CFP®

Paul Roldán, CFP®

CEO & Co-Founder

Paul Roldán, CFP®

CEO & Co-Founder

Edwin Salazar

Edwin Salazar

Financial Advisor

Edwin Salazar

Financial Advisor

Ryan Staton

Ryan Staton

Financial Analyst

Ryan Staton

Financial Analyst

Karen Vergara

Karen Vergara

Financial Advisor

Karen Vergara

Financial Advisor

Jamie Wise

Jamie Wise

Client Service Associate

Jamie Wise

Client Service Associate

#AllGenFamily News

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