Donald B. Furlong,  CFP<sup>&reg;</sup> - Financial Advisor

Donald B. Furlong, CFP®

CLU

Financial Planner

Capital Point Financial Group

1680 Fruitville Road, Suite 202
Sarasota, FL 34236
FINANCIAL ADVISOR'S WEBSITE
(941) 893-1777

General

Donald Furlong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Point Financial Group in Sarasota, FL and the surrounding communities.

Financial Advisor Overview

Specializing in comprehensive financial planning and planning for families caring for individuals with special needs.

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Financial Advisor Experience

Over 35 years in the financial services field

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial Member FINRA/SIPC. Investment Advice offered through Capital Point Financial Group LTD., a registered investment advisor and separate entity from LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning, Retirement, Special Needs

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Helpful Financial Planning Resources