Financial Transitionist Institute®
Financial Services
Palm Beach Gardens, Florida, United States
7 employees
- Employees
- 7
Financial Transitionist Institute® Overview
- Headquarters
- Palm Beach Gardens, Florida, United States
- Website
- financialtransitionist.com
- Industry
- Financial Services
- Employees
- 7
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Financial Transitionist Institute®
Transitions drive our profession. The Financial Transitionist Institute® (“FTI”) has pioneered financial life transitions planning for 25 years. *Financial advisors may earn the Certified Financial Transitionist® (CeFT®) designation and learn the science-based approach built by planners, for planners. It’s practical, repeatable, and universal—and rigorously tested with clients across all walks of life. *FTI also provides custom industry training programs for financial advisors through our professional development division. Contact info@financialtransitionist.com for details. *If you are an individual looking for guidance while you move through your own major life events, please visit our parent company, SuddenMoney.com. We understand the challenges of adapting to major life changes and we’ve been helping people just like you for over 25 years. If you’re ready to contact a financial advisor, you can go directly to our Certified Financial Transitionist® Directory at www.SuddenMoney.com.
Financial Transitionist Institute® Contact Details
- People in AeroLeads
- 4
Financial Transitionist Institute® Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Alexi Gilmore-Manookian, Cfp®, Bfa™, Cka® | Director - Learning Experience | Hawley, Pennsylvania, United States |
View
|
| Sophie David | Finance Student at Texas Christian University - John V. Roach Honors College | Dallas-fort Worth Metroplex, United States |
View
|
| Marc Sydow Cfp, Ceft Professional | 🤩let's Make Work Optional🤩 I Help Female Executives and Founders Achieve the Life They Want Now and Into the Future, by Understanding Them, Their |
View
|
|
| Tina Mitchell | Freelance Writer, Editor, and Graphic Designer. | Coeur D'alene, Idaho, United States |
View
|
Employees by Management Level
Individual contributor
3 profiles
Director
1 profile
Compare Similar Companies to Financial Transitionist Institute®
Financial Gravity
Financial Services
Financial Advocates
Financial Services
Financial Coach
Financial Services
Financial Synergies Wealth Advisors
Financial Services
Diamond Consultants - Financial Advisor Recruiters and Consultants
Financial Services
Financial Therapy Association
Financial Services
Sudden Money® Institute
Financial Services
Financial Freedom Wealth Management Group, LLC
Financial Services
Advisor Growth Strategies LLC
Financial Services
Financial Guideposts
Financial Services