Jaime Luna's Contact Details

Jaime Luna's Company Details

Like other financial advisors, PFS Financial specializes in wealth management – but that's where the similarities end. Our vision is to be your personal Chief Financial Officer, helping you to be good stewards of your financial blessings. We're committed to providing investment planning services within a principled, highly-ethical framework. We examine our clients' lifetime financial goals and provide any additional guidance, experience and understanding needed to pursue them.PFS is led by J.D. Pellecchia, a Tampa, Florida based Certified Financial Planner™ practitioner, Certified Investment Management Analyst® professional, and Certified Kingdom Advisor™ with over two decades of experience in successful financial analysis and investment planning .*Securities offered through IFP Securities, LLC, d/b/a Independent Financial Partners (IFP), member FINRA/SIPC: www.finra.org www.sipc.orgInvestment advice offered through IFP Advisors, LLC, d/b/a Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and PFS Financial are not affiliated.**Third-party posts found on this profile do not reflect the views of IFP Securities, LLC and have not been reviewed by IFP Securities, LLC as to accuracy or completeness.