Stephen

Stephen "Patrick" Fallon, CFP®, CRC®

Vice-President

CERTIFIED FINANCIAL PLANNER™ Professional
Certified Retirement Counselor ®

24 Years of Experience in the financial services industry

Registered in AZ, CA, FL, GA, KY, MA, NC, NV, PA, TX, UT, VA, VT

Professional Qualifications

  • B.S. University of Tampa
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Retirement Counselor®
  • FINRA Series 6, 7, 63
  • Investment Adviser Representative

Specialty Services

  • Estate Planning
  • Financial Planning
  • Life Insurance
  • Insurance Planning
  • 403(b) Plans
  • 401(k)
  • IRA
  • Long Term Care Insurance

 

 

 

Phone (727) 578-2828 x140
Fax (727) 578-7600