Frank  Aguilera,  CFP<sup>&reg;</sup> - Financial Advisor

Frank Aguilera, CFP®

CFA, ChSNC

Senior Wealth Advisor

Aviance Capital Partners

480 N Orlando Avenue, Suite 236
Winter Park, FL 32789
FINANCIAL ADVISOR'S WEBSITE
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General

Frank Aguilera is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Aviance Capital Partners in Winter Park, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst (CFA)
  • Other - ChSNC

Insurance Licenses

  • Life insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes

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