Senior Vice President, Investments
CurrentMy focus is to build comprehensive financial plans and investment strategies for high net worth/high income individuals and small businesses. Specifically, our team focuses on, and are experienced in all stages of retirement planning: planning for retirement, nearing retirement, and living in retirement. I have been a financial advisor in the Orlando area since 2000. In 2008 I earned the designation of CERTIFIED FINANCIAL PLANNER™ Professional. By being certified by the CFP Board… Show more My focus is to build comprehensive financial plans and investment strategies for high net worth/high income individuals and small businesses. Specifically, our team focuses on, and are experienced in all stages of retirement planning: planning for retirement, nearing retirement, and living in retirement. I have been a financial advisor in the Orlando area since 2000. In 2008 I earned the designation of CERTIFIED FINANCIAL PLANNER™ Professional. By being certified by the CFP Board, I have taken the extra steps to demonstrate my professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements. Our team is a family business consisting of Allen D. Brinckerhoff (Senior Vice President-Investments) and his two sons, David A. Brinckerhoff & Matthew L. Brinckerhoff (Associate Vice President-Investments). Together we have more than 55 years of combined experience helping clients plan and invest for their future. Our unique family team structure allows for diversification of research capabilities and areas of expertise, as well as a clear succession plan so that we can serve you and your family for generations to come. Our services include, but are not solely limited to:• Retirement Planning• Financial Planning• Asset Management• Portfolio Analysis• Asset Allocation• College Planning• Estate Planning• Tax Planning• Risk Management (Insurance) Show less
