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Quote Of The Week: Shopping For A Financial Advisor

“If you want professional help, shop for a financial adviser who is a certified financial planner or is a certified public accountant with a personal finance specialist designation. Use an adviser who discloses fees and has fiduciary responsibility to put your interests first.” Linda Stern, How to Break Bad Investment Habits, AARP Magazine, June 21, […]

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Congratulations To Anthony LaBrake, CFP On His Promotion!

Congratulations To Anthony LaBrake, CFP On His Promotion!

Congratulations to Anthony LaBrake, CFP® on his recent promotion to Client Advisor. Anthony was born and raised in the suburbs of Philadelphia. He attended the University of Miami and graduated with a Bachelor of Arts in economics with minors in business administration and entrepreneurship. Anthony has always had a strong interest in the financial markets, as well as […]

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Anthony’s Hockey Team Wins League Championship!

You may not always think of South Florida and ice hockey in the same breath, but Associate Client Advisor Anthony LaBrake, CFP® shows that, despite the palm trees and sandy beaches, many diehard hockey fans now call South Florida home. Anthony has been playing the game since he was 7 and continues to play today on […]

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