Financial Planning

I am an investment advisor representative of Gradient Advisors, LLC, an SEC registered investment advisor serving customers in Fort Myers, Florida and surrounding communities. My mission is to help local families and businesses with innovative financial strategies and planning.

As an investment advisor representative, I provide advice about securities to clients for a fee. Investment advisors receive compensation for providing advice regarding various investment products. Investment advisors are fiduciaries with an affirmative duty of ‘utmost good faith’ and full and fair disclosure of all material fact, as well as an affirmative obligation to employ reasonable care to avoid misleading clients.

As an investment advisor I strive to:

  • Put your interests first
  • Understand your specific financial situation
  • Offer straightforward advice that reflects your long-term goals

We offer our prospective clients an initial complimentary risk assessment where we provide third-party analysis of their current investments, personalized income projections and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.