Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Patrick Logue (CRD# 4589561) is an Investment Advisor Representative working at Prudent Financial Planning in Ave Maria, FL and has 1 year of experience in the finance industry. Patrick Logue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Marinelli (CRD# 4670011) is an Investment Advisor Representative working at Riverglades Family Offices, LLC in Naples, FL and has over 14 years of experience in the finance industry.
Kodie Fridley (CRD# 6336284) is an Investment Advisor Representative working at Independent Financial Partners in Bonita Springs, FL and has 3 years of experience in the finance industry.
J. Dak Hartsock (CRD# 5864610) is an Investment Advisor Representative working at ACI Wealth Advisors in Naples, FL and has over 5 years of experience as a portfolio manager and retirement planner. Mr. Hartsock is a nationally cited financial expert and an award winning portfolio manager. He is Chief Market Strategist at ACI Wealth Advisors.
ACI is a fiduciary wealth advisory that offers investment management and retirement income planning. ACI is one of a small group of advisories that have accepted the fiduciary responsiblity. Cerulli Associates, an independent research firm, identified...
Martin (in the financial industry since 1996) brings extensive experience in portfolio management and holistic client advisory. He is a internationally recognized expert (quoted in various business magazines incl. POLITICO), publisher, chief editor and speaker in ETFs and Structured Products related topics too.
His career spans two continents and includes work for firms in the U.S., Switzerland and his native Germany. Martin is covering the German Mittelstand in North America and U.S. Upper Middle Class individuals & HNWI families – his focus is to empower and enrich his clients financial horizon...