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813.908.2701

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Jeannie Holliday and Jodi Perez were named as Top Best-in-State Women Wealth Advisors by Forbes

Why work with a cfp®?

 

Jodie-02

Alexander Ezra, CFP®

Financial Advisor, RJFS

 

Branden Sears, AAMS®, CFP®

Portfolio Technician, IFS

Financial Advisor, RJFS

 

Jodi Perez, CFA, CDFA®

Partner, IFS

Senior Financial Advisor, RJFS

Learn more about

the importance of having a

CERTIFIED FINANCIAL PLANNER™

on your team.

What is a CERTIFIED FINANCIAL PLANNER™?

Becoming a CFP® is one of the most difficult and prestigious designations to obtain, as it requires a stringent process and and years of experience.  This professional designation is awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. to professionals in the finance industry after successful completion of the required standardized exams.

Why is this important?

An advisor who has completed the required steps to obtaining this designation reflects years of experience and high-level understanding of financial planning, taxes, estate planning, retirement, and much more.  Having a CFP® on your side means having an advisor who follows a fiduciary standard that will keep your finances and best interest at the forefront to result in reaching your financial goals.

How can a CFP® help me?

At IFS, our advisors are decorated with impressive credentials and designations to help navigate your financial decisions through every stage of life, whether that is through retirement, divorce, investing as a millennial, going through a colossal life transition, etc.  Contact us today to learn more about how we can serve you!