5401 W Kennedy Blvd
Suite# 460
Tampa, FL 33609
813-770-9864
Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your children's' education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets.
Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.
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Firm Start Year
1995
No. of Employees
100-499
Bachelors in Economics - Economics
Eckerd College
- 05/2006
Masters of Science - Personal Financial Planning
College For Financial Planning
-12/2015
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https://www.retirementplanning.net/disclosure/1879196/retirementplanning-Advanced-Wealth-Planning-Group-detailed-disclosure.html
Securities and Advisory services offered through NBC Securities, Inc. Member FINRA/SIPC. A Registered Investment Advisor.