Certified Financial Planner Board of Standards Inc.

E-MAIL THIS PAGE

PRINT THIS PAGE

News Sources

Disability Insurance

California
	Joe Appolito Associated Securities Corp. 38131 Tandika Trl N Palm Desert, CA 92211-7084 760-200-1680
	David W. Bennett Total Financial Concepts 4695 Macarthur Ct Ste 1000 Newport Beach, CA 92660-1865 949-225-9314
	Matthew J. Lum VIDA Wealth Partners 200 E. Carrillo Street Suite 302 Santa Barbara, CA 93101-7142 805-962-8455
Connecticut
	Vern C. Hayden Hayden Financial Group 830 Post Rd E Suite 102 Westport, CT 06880-5222 203-454-3377
Florida
	Conrad Santiago Ameriprise Financial Services, 719 Peachtree Rd Suite 100 Orlando, FL 32804-6821 407-206-7477
Georgia
	Jonathan Sard Sard Wealth Management Group, 1100 Johnson Ferry Rd NE Ste 695 Atlanta, GA 30342-1709 404-843-4483
Illinois
	Jaime M. Rojkind Rolei Financial Srvs Corp 737 N Michigan Ave Ste 1300 Chicago, IL 60611-6655 312-654-8200
Kentucky
	David K. Bohannon Consultants Corner Inc 9 Bersheba Dr Louisville, KY 40245-4903 502-241-4434
Massachusetts
	Herbert Karl Daroff Baystate Financial Services 699 Boylston St Ste 1400 Boston, MA 02116-4814 617-585-4502
Michigan
	James M. Knaus Global Wealth Advisors LLC 200 E. Big Beaver Troy, MI 48083-1208 248-457-4555
Missouri
	M. Eileen Dorsey Money Consultants Inc 7420 Williamsburg Colonial Ln Saint Louis, MO 63119-4444 314-963-9813
North Carolina
	James M. Richardson Ameriprise Financial Advisors 3720 Benson Dr Raleigh, NC 27609-7321 919-874-0024 (101)
New Jersey
	Harold E. Foster Financial Supermarkets Inc PO Box 3066 Paterson, NJ 07509-3066 973-427-0065
	Harold E. Foster Financial Supermarkets Inc PO Box 3066 Paterson, NJ 07509-3066 973-427-0065
New York
	Frank S. Lucia Ameriprise Financial Services, Inc. 31 Lewis St. Suite 403 Binghamton, NY 13901 607-238-1822
	Ian D. Quan-Soon IQ Financial Services, Inc. 3 Hanover Sq New York, NY 10004-2612 212-344-8337
	Francis Michael Zovistoski UHY Advisors NY, Inc. 66 State St Albany, NY 12207-2545 518-449-3166 (5916)
Ohio
	Larry Waller Waller Financial Planning Grp 941 Chatham Ln Ste 212 Columbus, OH 43221-2416 614-457-7026
Pennsylvania
	Ellen W. Fairbanks MD & A Financial Management CO 1001 E Entry Dr Pittsburgh, PA 15216-2943 412-571-3174
	Arnold H. Graf NEBSCO Financial Services 4107 Meadow Lane Newtown Square, PA 19073-1611 610-322-5596
Tennessee
	Charles Sims The Sims Financial Group, Inc 855 Ridge Lake Blvd., Suite 303 Memphis, TN 38120-9438 901-682-2410
Texas
	W. Ryan Poindexter M.D. Financial Services 4600 Post Oak Place Suite 108 Houston, TX 77027 713-966-3930

Go back to subject list.

< back to top