Cdfa certification in Sarasota, Florida

Robert E. Messinger, CFS, CLU, ChFC, CDFA, CWS - UBS Financial Services Inc. is a renowned financial institution located at 1819 Main Street in Sarasota, Florida, United States. Specializing in a wide range of financial services, including wealth management, investment planning, and retirement solutions, our team of experts is dedicated to helping clients achieve their financial goals. With a strong focus on personalized service and tailored financial strategies, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world and achieve long-term financial success.

Steven Dahlquist is a Financial Advisor at Ameriprise Financial Services, LLC located at 1819 Main Street in Sarasota, Florida, United States. Steven holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Steven's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a strong focus on ethics and continuing education, Steven Dahlquist is dedicated to providing comprehensive financial advice to clients, including retirees, small business owners, high net worth individuals, and those with special financial needs.