Andrew J. Boneparth,  CFP<sup>&reg;</sup> - Financial Advisor

Andrew J. Boneparth, CFP®

CFS, MBA

Financial Advisor

Andrew J. Boneparth & Associates

6 Poplar Trail
Ocala, FL 34480
(561) 322-3300

General

Andrew Boneparth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Andrew J. Boneparth & Associates in Ocala, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources