Financial Transitionist Institute®
Company

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
Industry
Financial Services
Employees
7
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Alexi Gilmore-Manookian, Cfp®, Bfa™, Cka® Director - Learning Experience
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Sophie David Finance Student at Texas Christian University - John V. Roach Honors College
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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
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Tina Mitchell Freelance Writer, Editor, and Graphic Designer.
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Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

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