The Financial Planning & Investment Group

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for The Financial Planning & Investment Group
Team photo for The Financial Planning & Investment Group

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Advisors

Advisor photo for Jan Pretorius

Jan Pretorius

Financial Advisor

Visit Jan Pretorius's website
Advisor photo for Karen Purvis

Karen Purvis

CFP®

Financial Advisor

Visit Karen Purvis's website
Advisor photo for Keith Paglierani

Keith Paglierani

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Keith Paglierani's website
Advisor photo for Michael Ramirez

Michael Ramirez

Associate Financial Advisor

Visit Michael Ramirez's website
Advisor photo for Gregory Hakim

Gregory Hakim

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Gregory Hakim's website


Team

Lisa Clanor

Lisa Clanor

Practice Manager

Alana Harris

Alana Harris

Client Concierge

Keri Kirchner

Keri Kirchner

Office Manager

Joseph Rosenberry

Joseph Rosenberry

Practice Manager

Farnaz Tajadod

Farnaz Tajadod

Paraplanner

Susan Ford

Susan Ford

Client Relationship Coordinator