Specialties
About Me
A Certified Financial Planner passionate about sustainable retirement income plans and encompasses all aspects of financial planning and holds all Line Insurance licenses, as well as a Retirement Income Certified Professional and Chartered Advisor in Philanthropy, and Estate & Legacy Planning.
A Certified Financial Planner passionate about sustainable retirement income plans and encompasses all aspects of financial planning and holds all Line Insurance licenses, as well as a Retirement Income Certified Professional and Chartered Advisor in Philanthropy, and Estate & Legacy Planning.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP, CLU, AEP, CAP, RICP, ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
Dantas Financial Planning offers Advisory Services through International Assets Investment Management, LLC., An SEC Registered Investment Advisor. Dantas Financial Planning and International Assets Investment Management, LLC are not affiliated entities. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices. Additional Information about your Investment Advisor may be found the SEC.gov. Adam Carey/ Dantas Financial may offer insurance products and receive commissions on products sold. Solicited insurance products are not tied to advisory services in any way unless they are Variable Life or Annuities.