Our Firm

Arthur A. Finkle, CLU, ChFC graduated from the University of Florida in 1964 with a Bachelor of Science in Business Administration.  He received his Chartered Life Underwriters designation in 1973, Advanced Pension Planning Certification in 1975 and his Chartered Financial Consultant certification in 1985.  

Daniel A. Finkle, CFP(R) graduated from the University of Florida in 1996 with a Bachelor of Arts in Business Administration.  He completed the American College CFP(R) Certification Curriculum in 2007 and received his CERTIFIED FINANCIAL PLANNER (TM) designation in 2009.