Joseph M. Feldman,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph M. Feldman, CFP®

President

Feldman Wealth Advisory, LLC

783 South Orange Ave, Suite 230
Sarasota, FL 34236
FINANCIAL ADVISOR'S WEBSITE
(941) 260-9174

General

Joseph Feldman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Feldman Wealth Advisory, LLC in Sarasota, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AZ,DC,FL,MD,NJ,NC,VA
  • Health/disability insurance: AZ,DC,FL,MD,NJ,NC,VA
  • Fixed annuities: AZ,DC,FL,MD,NJ,NC,VA
  • Variable annuities: NJ,NC,VA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation, Insurance, Retirement

More

Helpful Financial Planning Resources