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
Leslie Kelly (CRD# 1014305) is an Investment Advisor Representative working at American Financial Advisors Inc., a registered investment advisor, in Orlando, FL and has over 33 years of experience in the finance industry. Leslie Kelly 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. She also achieved her AIF® (Accredited Investment...
Carlos Dias (CRD# 5315390) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Lake Mary, FL and has 12 years of experience in the finance industry.
Sandy King (CRD# 5992503) is an Investment Advisor Representative working at Alconbury Trust L.l.c in Lake Mary, FL and has over 15 years of experience in the finance industry.
We work with British Nationals now living in the US or Americans who worked in the UK and built up pensions and investments in the UK. We have options for UK Pensions and investments if you are no longer returning to the UK.
Is your pension still in the UK? We provide assistance and advice relating to UK Pensions and investments.