Dave is a founding partner of Security Financial Management. He holds the designation of Certified Financial Planner. In 1983, Dave graduated from University of Florida with a degree in Business... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
2420 S. Lakemont Avenue, Suite 120, Orlando, FL 32814
Lee Blackwell is a Senior Financial Advisor with Wells Fargo Advisors Financial Network, and brings with him over twenty years of professional experience in this industry. Lee is registered with... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning
7575 Drive Phillips Boulevard, Suite 100, Orlando, FL 32819
I received the AAMS certification for Accredited Asset management Specialist. The College for Financial Planning awards the AAMS designation to individuals who successfully complete a 12-module professional education program, pass... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Karim Poonawala is a financial advisor with Financial Network Investment Corporation, which primarily works with Individuals and High Net Worth Individuals. Karim Poonawala operates out of Orlando, FL.
7345 W. Sand Lake Rd. Suite 208, Orlando, FL 32819
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