Robin Vernon, Cfp®, Cdfa, Clu, Chfc Email and Phone Number

I take a holistic view of a financial plan, realizing client wealth is just a part of the whole picture. I guide clients through financial decisions to make the best use of their current financial strategies and resources. Taking the time to evaluate what a client is doing personally and professionally and measuring the effectiveness. Our firm develops Business and Financial plans for clients to achieve maximum profitability in their business and personal lives. We do this by creating cash flow designs and financial models to measure efficiency of investmentsAdvance planning in the areas of estate, business and tax strategiesSecurities Licensing: 7 & 66Insurance Licensing: Life, Health, Variable Annuity, Long-Term Care (FL 2-15)Designations: CLU®Registered Representative and Financial Advisor of Park Avenue SecuritiesLLC (PAS). Securities products and advisory services offered through PAS,member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. North Florida Financial is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

-Instructed class of 150 upper level students in Professional Sales and Finance-Assisted Professors in research