Name: Frederick P. Cardinale
Job Title: CPASM/PFS CFP®, Managing Member and Wealth Advisor
Contact Details: firstname.lastname@example.org
Expertise: Fred has a strong and lengthy background in taxation and financial concepts which has driven him to respond to clients’ needs in many financial areas including: retirement, taxes, college planning, insurance, investments and business solutions.
The firm uses a team approach to provide complete financial solutions, using eight common wealth management issues, to its family and business owner clients. The firm’s mission is to help clients establish, grow and protect wealth, giving them the time and resources to enjoy life as they wish.
Fred earned a degree in Accounting from Rochester Institute of Technology. He is a Certified Public Accountant in Florida and New York State. He holds the designations of Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®). He became a financial advisor and Investment Advisor Representative with Avantax in 1996 and holds series 6, 7, 26, 63 and 65 securities licenses and is insurance licensed in several states. He has owned his own firm and led his team since 1978, with offices in both Florida and New York State.
He is a member of American Institute of CPAs, Florida Institute of CPAs, Financial Planning Association and the North Tampa Chamber of Commerce. Fred has taught accounting and taxation and is a frequent speaker and presenter to various local organizations.
Frederick P. Cardinale CPASM/PFS CFP®
Where accounting and financial planning^ work together!
23546 State Road 54, Lutz, FL 33559
Phone (813) 991-1910 * Fax (813) 991-1708
*^Frederick P. Cardinale CPASM/PFS CFP®, Advisory Representative, CA Insurance License #0G48587