How does the advisor help clients – Key Takeaways:
GWENDOLYN J. FLOYD, CPA, CFP(R) offers financial expertise and services to clients seeking to improve their financial well-being. She has a wealth of knowledge and experience in financial planning and management, and strives to help clients achieve their financial goals and stability.
Facts and Insights:
With over 10 years of experience in the financial industry, GWENDOLYN J. FLOYD, CPA, CFP(R) is a trusted and knowledgeable financial advisor who is committed to providing her clients with the best possible financial advice and services. As a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP), she has the expertise and qualifications to assist clients with all their financial needs.
She believes in building strong relationships with her clients and takes the time to understand their unique financial situations and goals. This allows her to create customized financial plans and provide tailored recommendations to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | 10 years |
Financial Services Offered:
- Financial planning
- Investment management
- Risk management
- Tax planning
- Estate planning
Client Types:
- Individuals
- Families
- Small business owners
- Retirees
Fees & Compensation:
GWENDOLYN J. FLOYD, CPA, CFP(R) operates on a fee-only compensation structure, meaning she does not earn commissions on financial products sold. This eliminates any potential conflicts of interest and ensures that her recommendations are solely based on the clients’ best interests. Her fees are transparent and are based on a percentage of the client’s assets under management.
Background:
GWENDOLYN J. FLOYD, CPA, CFP(R) has a strong educational background and holds a Bachelor’s degree in Accounting and a Master’s degree in Business Administration, with a concentration in Finance. She also regularly attends professional development programs and stays up-to-date with the latest industry trends and regulations to better serve her clients.
Financial Advisor Disclosures to Know:
As a financial expert, GWENDOLYN J. FLOYD, CPA, CFP(R) is committed to upholding professional and ethical standards in her practice. It is important for clients to be aware of any potential conflicts of interest or disciplinary actions. GWENDOLYN J. FLOYD, CPA, CFP(R) has a clean record with no disciplinary actions or complaints.
To learn more about GWENDOLYN J. FLOYD, CPA, CFP(R) and how she can help with your financial needs, please visit her website or schedule a consultation.