The Financial Planning & Investment Group

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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

Jan Pretorius

Financial Advisor

Visit Jan Pretorius's website

Karen Purvis

CFP®

Financial Advisor

Visit Karen Purvis's website

Keith Paglierani

CFP®, AAMS

Financial Advisor

Visit Keith Paglierani's website

Michael Ramirez

Associate Financial Advisor

Visit Michael Ramirez's website

Gregory Hakim

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Gregory Hakim's website


Team

Stefan Hartung

Stefan Hartung

Client Service Coordinator

Lisa Clanor

Lisa Clanor

Practice Manager

Alana Harris

Alana Harris

Client Concierge

Keri Kirchner

Keri Kirchner

Office Manager

Joseph Rosenberry

Joseph Rosenberry

Practice Manager