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
Anthony Welch (CRD# 2173192) is an Investment Advisor Representative working at Sarasota Capital Strategies,inc. in Osprey, FL and has over 17 years of experience in the finance industry. Anthony Welch 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.
Thomas F. Roberts, CFP® (CRD# 5096826) is the owner and Financial Planner at A New Approach Financial Planning in Lakewood Ranch, FL. He has over 10 years of experience in the finance industry.
Thomas F. Roberts has taken additional exams to become a Certified Financial Planner (CFP®). Certified Financial Planner™ professionals must pass the comprehensive Certification Examination, meet the CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP® Board's Code of Ethics and Professional Responsibility, Rules of Conduct and the Financial Planning Practice Standards.
As a CFP® professional and Registered Investment Advisor with the State of Florida, he is a fiduciary and puts clients' interests first.