Crpc Jeremy Sherman White Cfp

FAQ About Crpc Jeremy Sherman White Cfp

• What is Crpc Jeremy Sherman White Cfp's address?

  Crpc Jeremy Sherman White Cfp is located at
  Miami, Florida, United States

• What is Crpc Jeremy Sherman White Cfp's job title?

  Crpc Jeremy Sherman White Cfp is a
  I am a CERTIFIED FINANCIAL PLANNER Practitioner (CFP Practitioner) with more than 15 years of experience in the financial services industry. I also have a Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning. My focus is on retirement and estate planning because you worked hard for your money and you want to enjoy the benefits and maintain your quality of life. I collaborate with my clients' other advisors, such as their attorney or tax advisor so that as a team we can help them work towards their goals and bridge gaps that could cause concerns later. This includes trust designs, asset management programs, gifting strategies and generational planning. Coordination is a key factor in managing your risks and taking care of your family. I am an associate of Integrated Financial Partners, Inc. (IFP). Along with my team, we work to provide clients with independent financial advice and investment experience. We have the deep level of resources and infrastructure to support our clients with their growing needs and challenges. Recognized as one of the largest independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients’ other advisors seeking to ensure collaboration in all aspects of your financial life. Specialties: retirement planning, estate planning, investment strategies, legacy planning, charitable gifting, wealth building strategies, and business planning. Integrated Financial Partners

• What industry does Crpc Jeremy Sherman White Cfp currently work in?

  Crpc Jeremy Sherman White Cfp currently works in the
  Integrated Financial Partners

• What is Crpc Jeremy Sherman White Cfp's area of expertise?

  Crpc Jeremy Sherman White Cfp specializes in
  I am a CERTIFIED FINANCIAL PLANNER Practitioner (CFP Practitioner) with more than 15 years of experience in the financial services industry. I also have a Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning. My focus is on retirement and estate planning because you worked hard for your money and you want to enjoy the benefits and maintain your quality of life. I collaborate with my clients' other advisors, such as their attorney or tax advisor so that as a team we can help them work towards their goals and bridge gaps that could cause concerns later. This includes trust designs, asset management programs, gifting strategies and generational planning. Coordination is a key factor in managing your risks and taking care of your family. I am an associate of Integrated Financial Partners, Inc. (IFP). Along with my team, we work to provide clients with independent financial advice and investment experience. We have the deep level of resources and infrastructure to support our clients with their growing needs and challenges. Recognized as one of the largest independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients’ other advisors seeking to ensure collaboration in all aspects of your financial life. Specialties: retirement planning, estate planning, investment strategies, legacy planning, charitable gifting, wealth building strategies, and business planning.

• Which languages does Crpc Jeremy Sherman White Cfp speak? 

  Crpc Jeremy Sherman White Cfp speaks the following languages:
  No languages available.

• Which industries has Crpc Jeremy Sherman White Cfp previously worked in?   

  Crpc Jeremy Sherman White Cfp has prior experience in the following industries:
  Ameriprise Financial Services , Liberty Mutual Insurance

• What is Crpc Jeremy Sherman White Cfp’s work experience?  

  Crpc Jeremy Sherman White Cfp has the following professional experience:
  Integrated Financial Partners , Ameriprise Financial Services , Liberty Mutual Insurance .

• How can I find Crpc Jeremy Sherman White Cfp on LinkedIn?  

  You can view Crpc Jeremy Sherman White Cfp’s
  LinkedIn profile at LinkedIn URL.

• What are Crpc Jeremy Sherman White Cfp’s work email addresses?  

  Crpc Jeremy Sherman White Cfp’s work email addresses are
  [email protected] .

• What company does Crpc Jeremy Sherman White Cfp work for?  

  Crpc Jeremy Sherman White Cfp works at
  Integrated Financial Partners