Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
After beginning his career as a multiline agency owner, Carson quickly realized his real passion is in the financial services profession. Instead of walking away from the thousands of client relationships he had built up to that point Carson decided to instead focus on bringing more value to his clients by helping them with their financial advisory needs as well. To date he has invested huge amounts back into his agency in the form of new team members. The CP Insurance team is stacked with the top licensed agents in their area. Each agent specializes in just a few disciplines. Even though CPI is still a multiline agency, they set themselves apart from the competition by having dedicated agents who are focused on directed markets. The old saying “jack of all trades, master of none” is widely used to describe the multiline world; however, Carson and his team have distanced themselves from other agencies by becoming a team of leading authorities on every service they offer.
Carson has made Financial Services his own personal specialty within his agency. He has achieved incredible standards with the companies he represents and has earned many of their Top Agent awards year after year. When asked what sets him apart from others in his particular field Carson stated, “Too many times in our field we do an incredible job of making ourselves seem important and all knowledgeable and too poor a job of actually responding to the clients wants and needs. The reason we do more business than most is because we refer more business than most. Look, if it’s not a good fit then I don’t want to put you there even if it means losing a sale. I trust that if I take extra ordinarily good care of your needs, then down the road you will bump into someone you believe I can be of service to and you’ll send them my way. This is why it has become paramount to my success to work with other like minded professionals who specialize in areas where I do not. By working together, with the clients BEST interest in mind, we create a more productive, powerful, and effective team and thereby impact our collective clients lives in a much more positive way then we could all on our own. In creating this power team of ethical professionals I have guaranteed that my clients never lose and guaranteed that I will always win over my competitors. Maybe I am old fashioned, but I just believe if you treat people right, and make sound advisements regardless of how they affect my bottom line, then my clients will always take care of me and my family’s needs.”
John Hart has been Insurance licensed since 2006, in Tennessee, Arkansas, Georgia, Florida, and Virginia. A Million Dollar Round Table Member in 2014 and in 2015, he completed a program called Master Mentor with Circle of Wealth; very few advisors have this program across the country.
He was born and raised in Shelbyville, TN, and is proud to have lived there his entire life. John and Marilyn are members of the Church of Christ, and have been married for 33 years. They both love to travel, and have visited Israel and Hawaii many times.
John holds a Series 65 securities license and is registered as an Investment Adviser Representative through Horter Investment Management, an SEC Registered Investment Adviser located in Cincinnati, Ohio.
Bruce was born and raised in Baltimore, MD.He grew up with three loves: reading, sports, and everything related to the water.Whether he was swimming in the ocean or fishing in the Chesapeake Bay, he was right at home.Bruce embraced the Orioles and crabs in the summer, as well as football and oysters in the winter.
Bruce matriculated at the University of Maryland, and then proceeded to do additional post-graduate work at the University of Baltimore.From there, he went on to a string of successes in sales and management positions.
Bruce relocated to South Florida in the Spring of 2000 to take over as the Vice President of Sales and Marketing for The Original Big Tomato Franchise Co., Inc, a multiple award-winning franchise that he helped create offering gourmet tomato pies, salads and wraps.
After selling and opening several franchises in Dade, Broward and Palm Beach counties, Bruce turned his attentions to working with the franchisees to market and build their businesses.His success became their success, as they followed his example and grew their businesses.
It was during this time that Bruce decided to earn some additional income during evenings and weekends, and so signed on as an agent of The Hartford.After winning The Hartford's prestigious Launch Award, he went on to become one of their top agents nationwide, with his production consistently putting him in the Top 5 in his division.
Bruce says: "It was here that everything changed...I was getting paid to really help people in a significant way.The gratification and emotional satisfaction level was off the chart.I truly fell in love with this business."The next step was more difficult; leaving a business (and the equity) that he had helped build at The Original Big Tomato.
He also decided to open his advisory, SecuRetirement, Inc."Though The Hartford was a good company, my clients had many needs that they could not serve" says Bruce, "so I decided to open an independent agency to have access to other carriers with a full range of products.This way I could find the optimum solution at the best price point for my clients".
In the Spring of 2007 Bruce received the news that no one wants to hear: he was diagnosed with cancer.He endured numerous surgeries, chemotherapy, and radiation, often quoting the old adage: "that which does not kill us, only serves to make us stronger", and “If they can’t kill you with kindness, they’ll try to do it with radiation.”
After treatment ended, Bruce returned to the career he loved, and was recruited by SeemanHoltz, a Boca Raton based advisory providing comprehensive services to the post retirement community.“It was an outstanding experience”, says Bruce, “they have a great team there, and I was able to advance my professional skills to the next level.Frankly, it was five of the best years of my life”.
Bruce was recruited as a Managing Associate with MassMutual.“I had grown as much as I could at my previous firm, and MassMutual represented an opportunity to grow with a great company in our industry…how could I say no?” quipped Bruce.
Finally, Bruce was selected as a Financial Educator for AFEA (American Financial Education Alliance, a 501(c)(3) Non-Profit). “Now is the time for me to really give back as an educator” says Bruce.“In order for me to devote as much time to this as possible, I re-opened the doors to SecuRetirement to allow for additional scheduling flexibility…it’s truly a dream come true for me.”
Today, Bruce is considered one of Florida's pre-eminent tax, income and retirement planners.He has penned reports and studies on retirement and income planning, as well as being a contributor to the Wall Street Journal. His fellow advisors refer to him as "The Professor" for his encyclopedic knowledge of retirement and Medicaid planning, advanced income strategies and product intricacies.
Bruce currently resides in Hollywood, FL with his beautiful wife Maria, their lovely daughter Karol, and gorgeous granddaughters Sofia and Lucia.
Jason got his start in the financial industry straight out of college in 2001 with Northwestern Mutual, working as a financial advisor. During his time at Northwestern he was one of their top producing first year agents. He completed the necessary requirements to become Series 6 and 63 licensed, so I that could further assist clients with their investment accounts.
As Jason’s career progressed, he pursued other professional training in the area of Sales and Management with larger corporate organizations such as Enterprise Rent A Car, Republic Bank, and Advent Financial. All the while Jason was continuing his education and training as it relates to the financial industry. These experiences opened the door to him becoming a prop trader for a private equity firm out of NY.
Jason later went on to develop his own proprietary day trading strategy that allowed him to trade multiple accounts each day in full automation. However, after more than 5 years of professionally day trading in volatile market conditions, he grew to appreciate the boring and consistent returns of insurance products. And, had a much greater appreciation for products that were tax efficient.
Ultimately this is how Lightpath Wealth Advisors was born. Jason loves to spend time with people educating them on the many benefits of using insurance products to grow and accumulate wealth in some of the most tax efficient vehicles in existence. His goal is to provide my clients with education and empower them to make informed decisions about where they save and invest their money.
Lisa grew up on the beautiful island of St. Croix, U.S. Virgin Islands. She graduated with Honors from the University of D.C with a degree in Computer Information & Systems Science.
If you ask Lisa how long she’s been in financial services, she will tell you “most of my life!”.Her father started in the industry in the late 1960’s.With her father being a successful advisor and income tax professional, she was consistently exposed to various financial concepts starting at a very young age, giving her the ideal foundation for her current career. With her down to earth style, her expertise is making financial concepts easier to understand.Lisa is passionate about empowering women through education so they can effectively take control of their financial future.
Lisa is a Series 65 Registered Investment Advisor Representative, a Certified Financial Fiduciary® (CFF) , and a licensed insurance producer.
Lisa is currently enrolled in a Certified Financial Planner Program at Old Dominion University.She is a proud mother of three sons and one daughter.Lisa is a life- long learner who loves to read, laugh and spend time with family and friends.
Mr. Leonard E. Parson is the Founder & President of CLP Financial Group Inc.With over three decades of experience in retirement planning, he has assisted thousands of clients in securing their financial future. This Norfolk native is a 1967 graduate of Booker T. Washington High School.He furthered his academic studies and received his Bachelor of Science degree in Business Administration in 1972 from Norfolk State University.
Mr. Parson is known to the community as a business man with a heart for the people.During the early 1980s, as the President of Quality Food Stores, he was noted as one of the largest employers of African Americans in the Peninsula.During his time in the Newport News area, he sponsored one of the largest feeding programs for the elderly. He also was instrumental in securing the first swimming pool for the Boys & Girls Club in the Peninsula. In the 1990s, he was the Regional Marketing Director for National College Funding Services.Under his leadership, the Hampton Roads area was the #1 region in the company to provide funding for students to attend college.
For the last several years, as the President of CLP Financial Group Inc., he has used his holiday celebrations for his clients to raise tens of thousands of dollars for charity, notably, the Southeastern VA Food Bank, the US Marines Toys for Tots and the Southside Boys and Girls Club in Norfolk, VA. To date, he is noted as the largest ongoing independent business donor for the Southside Boys and Girls Club.Mr. Parson was the first in his family to graduate from college.Therefore, in the spirit of fostering a pathway to success through education, for the last several years, CLP has given over $30,000 in scholarships to high school seniors in the Hampton Roads area to assist with furthering their college education.
Mr. Parson has received national and international recognition for his work in the area of retirement planning.However, his most cherished awards were being honored as an Impacting Lives Honoree for the New Journal and Guide and as a Distinguished Alumni for the Norfolk Education Foundation.
Mr. Parson is a health and fitness enthusiast.He has worked out with the same group of friends at the YMCA Mount Trashmore for over 30 years.
He has been married for over 38 years to his wonderful wife Sandra and is the proud father of two children, Kyleah and Kyle.
Richard was hired to head up the Senior Services Division at Atlas Advisory Group. This group is an integral part of the “Holistic Planning” process that Atlas employs to help prepare clients for Social Security distribution, Medicare planning, Long Term Care and Retirement Income planning.
Richard works closely with clients to help design comprehensive, flexible financial plans with the goal of wealth optimization. He tailors each client’s investment portfolio to their unique goals and objectives with an intention of minimizing risk. The financial world is constantly in flux and Richard takes pride in educating his clients and their advisors on how the changing investment landscape can impact their ability to plan for the future.
To better prepare his clients in planning for retirement, Mr. Gustafson has acquired the National Social Security Association designation and is a member of NAMSMAP (National Association of Medicare Supplements and Medicare Advantage Producers). Additionally, Mr. Gustafson has been recognized by the Prudential Insurance Co. as reaching the level of “Masters Council” and has achieved’ The A List Gold Sales Award’ from Allianz. These awards are granted based on the sales of insurance products.
Richard graduated from Rutgers University with a B.A. in 1987. He got his start in the financial services industry with Ameritas as a career agent in 2009, and quickly rose to the “Leaders Court”. “Leaders Court” is based on production of sales of insurance products and securities.
He also holds FINRA licenses 7, 63, and 65, as well as, licenses in life, disability, and health insurance.
Jonathan Vasquez is a strategic retirement planner to Los Angeles' top financial services company. Jon serves his clients by educating and explaining ways to maximize retirement accounts to include 403b, 457, 401ks, and IRAs.
Additionally, Jon has advised many state and federal employees on retirement solutions. His unique blend of strategies and discipline has produced a demonstrated track record of successful outcomes for his clients. He is frequently sought after to speak on issues related to retirement planning and how clients can mitigate – and ultimately overcome – significant risk.
As an Air Force veteran, Jon completed 3 overseas tours and continues to help military veterans and local communities.
Jon lives in Thousand Oaks with his high school sweetheart Alexis and 2 young boys, Daxton and Declan. Alexis works alongside Jon, as an Investment Advisor Representative . Working as a team, they provide some of the most unique strategies and ideas for all situations. When not working, they enjoy spending time with family and participating in outdoor activities.
Fortunato (Fortune) Puleo was born in Sicily and moved to the United States at the age of 6. By the age of 10, he worked with his family in their pizza place and quickly learned the value of work ethic. Early mornings and late nights were just things he thought everyone did. Fortune later learned the mason trade from his father and became a union bricklayer. By 19 years of age, he became the youngest journeyman in his local and was helping 30-year-old rookies with the skill of masonry.
In 1988, Fortune’s passion turned to the financial industry and realized the work ethic he embraced at an early age would be a major benefit for his clients. When Fortune founded Vista Finance Group, LLC, he set out with the objective to help clients eliminate as much confusion as possible in the planning of their financial futures.
Fortune is very diligent in helping his clients achieve their long-term financial objectives by utilizing sound insurance products.Fortune believes everyone should have someone with honesty, integrity and commitment to help make things simpler and less complicated for their financial plans.
Fortune is a lucky husband and proud father of two wonderful children, Dante and Giselle.
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