CFP in Broadview Heights OH

Our People

At Financial Management Strategies, Inc., our team is what makes us different. Every Advisor and staff member brings not only expertise but a genuine commitment to helping clients achieve their financial goals. Whether it’s individual investment management, retirement plan design and management, or financial planning, our team combines knowledge, experience, and a personal approach to guide clients with confidence.

Our Advisors and colleagues hold a wide range of advanced degrees and professional designations, including:

Accredited Asset Management SpecialistSM (AAMS®)
Accredited Estate Planner® (AEP®)
Certified in Long-Term Care (CLTC)
CERTIFIED FINANCIAL PLANNERTM (CFP®)
Certified Public Accountant (CPA)
Chartered Advisor for Senior Living® (CASL®)
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
Chartered Mutual Fund CounselorSM (CMFC®)
Chartered Retirement Planning CounselorSM (CRPC®)
Chartered Retirement Planning SpecialistSM (CRPS®)
Juris Doctor (JD)
Life Underwriting Training Council Fellow (LUTCF)
Masters of Business Administration (MBA)
Our team is committed to staying current with the latest industry knowledge. Every year, Associates and staff participate in both in-house and industry continuing education programs, and several pursue advanced certifications and designations. This ensures we can provide the most up-to-date advice and solutions to help clients navigate a complex financial landscape.

All of our Advisors hold the appropriate securities registrations and insurance licenses in compliance with Federal and State regulations, so clients can feel confident knowing their financial guidance is grounded in both expertise and integrity.