Jim Dorman CPA/PFS, CFP®

Jim Dorman CPA/PFS, CFP®

President & Senior Wealth Advisor

ROLE:

*  Provides Strategic Investment Concepts and Broad Executive Management

*  Financial Planning Review and Counsel

*  Investment Product Research

*  Strategic Life Coaching

*  Tax Returns & Tax Planning 



 


Phone (407) 774-6815
Fax (407) 645-1484