Planning and securing your future finances because that's what matters most...
Financial Planning For
Every Stage of Your Life
Financial Planning for Every Stage of Your Life
We cannot control how we start out in life. However, we can build plans and make the decisions
necessary to ensure we accomplish and exceed all that we set out to achieve in the marathon of
life.
Financial Planning – “A collaborative process that helps maximize a client’s potential for meeting
life goals through financial advice that integrates relevant elements of the client’s personal and
financial circumstances.” CFP Board’s Code of Ethics and Standards
Our Mission
We build value-driven relationships with our clients to through the asset accumulation, conservation, and distribution phases during our client’s lifetimes.
By creating a financial plan, our goal is to map out key areas of opportunity to optimize achieving financial goals for many generations of savers and families.
Our firms believe that by establishing a financial plan, we can illustrate during any time in the client relationship, that our advice is objective and in their best interest.
When our clients follow advice that is in their best interest, we find that they accomplish their goals efficiently and safely.
We build successful financial plans for our clients by following a process driven to maximize reaching their goals.
Our process consists of the following steps- 1. Build and Understanding of our Clients Personal and Financial Circumstance 2. Identifying, Prioritizing, and Selecting Goals 3. Analyzing the Clients Current Course of Action and Potential Alternative Courses of Action 4. Develop the Financial Planning Recommendations. 5. Presenting the Financial Planning Recommendations 6. Implementing the Financial Planning Recommendations 7. Monitoring Progress and Updating
the Course of Action in The Financial Plan
By following this time-tested process, our clients grow wealthier and have peace of mind knowing that their advisor is working for them and their family’s best interest.
Click the Work With Us button below for an Appointment to Take the First Step!
Meet the Team
Alexander Tecle, Financial Advisor
Prior to becoming an Independent Financial Advisor, Alexander served as Financial Consultant for Fidelity Investments for 10 years advising over 500 households and was responsible for over $600 million in assets under management. In his career he has helped over 1000 individuals successfully retire.
Mr. Tecle was raised in Miami. He procured a double Bachelor of Science degree in Finance & Accounting from Florida State University in 2006 and he went on to complete his Master’s in Business Administration at Florida International University.
Alexander has held several insurance and securities licenses for many years. In 2016, he received a Master of Science degree in Taxation from Florida Atlantic University.
Mr. Tecle is actively involved in leadership positions with various non-profit organizations that strengthen the fabric of the communityby promoting the cultural arts and education programs in Miami-Dade Public Schools.
Charles J. Zimmerer, ESQ, CPA, Financial Advisor
Mr. Zimmerer was born in Salisbury, Maryland. Majoring in finance and international business, he graduated with a Bachelor of Science degree from Florida Atlantic University in May 2000.
Thereafter, he graduated from the University of Florida’s Frederic G. Levin College of Law in May 2003 with a Juris Doctor Cum Laude and obtained his Uniform Investment Adviser Law license in securities to provide investment advice in 2013. Charles served as a criminal prosecuting attorney until 2007, when he became eligible to sit for the CPA examination and was licensed as a Certified Public Accountant in Florida.
Prior to becoming an independent financial advisor, he practiced international tax law in his private practice on Brickell Key. Mr. Zimmerer is experienced in IRS defense, tax and estate planning. There are many Lawyers, CPA’s, Criminal Prosecutors, and Financial Advisors in the world. Only one person has all these credentials in suite. That one person is Mr. Charles J. Zimmerer. Allow him to be your advocate in all matters financial!