FPA of Tampa Bay Directory




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Viewing: Organization: FPA of Tampa Bay, Affiliation: Board of Directors, End After 8/11/2020, Grace Days: 0




  ID 6318
Name Perez, Jodi B. CFP®
Perez, Jodi B. CFP®




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Company Independent Financial Services, Inc.
Address 1 20635 Amberfield Dr Ste 102
Address 2
City State Zip Land O Lakes, FL 34638
Phone (813) 908 2701
FAX
E-Mail
website
Member of FPA Tampa Bay   Affiliation Board of Directors
Position President








  ID 36521
Name Burkhart, Robert Chase CFP®
Burkhart, Robert Chase CFP®




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Company CapTrust
Address 1
Address 2 400 N Tampa St Ste 1800
City State Zip Tampa, FL 33602
Phone (813) 218 5000
FAX
E-Mail
website
Member of FPA Tampa Bay   Affiliation Board of Directors
Position President-Elect








  ID 8145
Name Csenge, Stephen J. CFP®, AIF®
Csenge, Stephen J. CFP®, AIF®




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Company
Address 1
Address 2 14111 Kensington Oak Pl
City State Zip Largo, FL 33609
Phone (727) 735 5003
FAX
E-Mail
website
Member of FPA Tampa Bay   Affiliation Board of Directors
Position Treasurer








  ID 6755
Name Zmistowski, Michael J. CRC®, RFC®
Zmistowski, Michael J. CRC®, RFC®


Bio


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Company Financial Planning Advisors
Address 1
Address 2 200 S Hoover Blvd Ste 102
City State Zip Tampa, FL 33609
Phone (813) 679 2822
FAX
E-Mail
website
Member of FPA Tampa Bay   Affiliation Board of Directors
Position Chairman








  ID 7538
Name Barber, Timothy D. CFP®
Barber, Timothy D. CFP®




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Company Retired
Address 1
Address 2 14611 Village Glen Cir
City State Zip Tampa, FL 33618
Phone
FAX
E-Mail
website
Member of FPA Tampa Bay   Affiliation Board of Directors
Position Director, Pro Bono Programs








  ID 7063
Name Elliott, Paul Sidney JD, CFP®
Elliott, Paul Sidney JD, CFP®




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Company Attorney at Law
Address 1 PO Box 274204
Address 2
City State Zip Tampa, FL 33688
Phone (813) 265 1314
FAX
E-Mail
website
Member of FPA Tampa Bay   Affiliation Board of Directors
Position Director At Large








  ID 36745
Name Heagy, Brad CFP® CDFA
Heagy, Brad CFP® CDFA




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Company BNY Mellon Wealth Management
Address 1 9410 Georgian Park LN #103
Address 2
City State Zip Tampa, FL 33626
Phone (813) 405 1224
FAX
E-Mail
website
Member of FPA Tampa Bay   Affiliation Board of Directors
Position Director At Large








  ID 36816
Name Turner, Kimberly L. PhD, CFP, ChFC, CLU, CAP
Turner, Kimberly L. PhD, CFP, ChFC, CLU, CAP




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Company
Address 1
Address 2 2644 Whittler Brand
City State Zip Odessa, FL 33556
Phone (321) 961 9932
FAX
E-Mail
website
Member of FPA Tampa Bay   Affiliation Board of Directors
Position Director At Large








  ID 35668
Name Henriksson, Olof Tobias MBA, CFP®, CIMA®
Henriksson, Olof Tobias MBA, CFP®, CIMA®




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Company Ernst & Young Investment Advisers LLP
Address 1 1297 Eden Isle Blvd NE
Address 2
City State Zip Saint Petersburg, FL 33704
Phone (727) 309 4579
FAX
E-Mail
website
Member of FPA Tampa Bay   Affiliation Board of Directors
Position FPA of Florida Liaison








  ID 6471
Name Brown, Christine P.
Brown, Christine P.




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Company FPA of Tampa Bay
Address 1
Address 2 12157 W Linebaugh Ave PMB 312
City State Zip Tampa, FL 33626-1732
Phone (813) 814 1630
FAX
E-Mail FPA@PlanningTampaBay.org
website
Member of FPA Tampa Bay   Affiliation Board of Directors
Position Chapter Executive
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