Advanced Wealth Planning Group
Financial Services - Tampa, Florida, United States
Advanced Wealth Planning Group Employees
Advanced Wealth Planning Group Details
Providing financial advice to help you reach your goalsWelcome! My name is Armand, and I am the President of Advanced Wealth Planning Group and a Financial Advisor with NBC Securities, Inc as our broker dealer. Together, with my business partner Rob we make up the Atkinson-Alvarez Team & Advanced Wealth Planning Group. We take pride in utilizing the most up-to-date and powerful financial planning/wealth management tools & technology available to help guide our clients.Together we possess 42+ years of industry experience and are truly dedicated to our craft of being Certified Financial Planner™ (CFP®) professionals. Where applicable, we serve as fiduciary advisors to our clients and may manage money on a discretionary basis. We take a personalized approach to wealth management. We start by understanding what is important to you and your family, and why you value those areas, and building a trusting relationship. We will apply our investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. We believe in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline.
Advanced Wealth Planning Group Technologies
Analytics and Tracking
Braze