Our Qualifications

Paul D.J. Morgis, CFP^®, Ch FC, MBA

CERTIFIED FINANCIAL PLANNER™ Professional

FINANCIAL PLANNING PRACTICE

Having developed customized financial planning in Central Florida since 1989, Paul Morgis is a member of various national organizations and local endeavors. Mr. Morgis is experienced in all areas of financial planning which include insurance, tax strategies, investments, retirement planning, corporate benefits and estate and charitable planning and long term planning.

EDUCATION AND TRAINING:

B.S., Commerce and Finance, Wilkes
M.B.A., Masters in Business Administration, Kania School of Management, Scranton
CFP, Professional Education Program, College for Financial Planning
SERIES 7, General Securities Registration

CERTIFIED FINANCIAL PLANNER™ Professional

CFP^® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks of the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

Chartered Financial Consultant, American College

PAST AND PRESENT ORGANIZATIONS AND ACTIVITIES

Member, Tampa Bay Chapter of Financial Planning

Member, Financial Planning Association

Adjunct Professor, Toastmasters, Seminar Speaker

Member of various National Trade Credit Associations

Officer of various regional and national Trade Credit Associations

Radio Show Host:  FINANCIAL PLANNING MADE EASY AS LONG AS YOU "STAY ON THE BALL

WITH PAUL"  

REGISTRATIONS

Registered Investment Advisor, PFG Financial Advisors
Broker-Dealer, Cetera Advisor Networks, LLC member FINRA/SIPC