Neal A. Slafsky, CLU, ChFC, CFP®MANAGING DIRECTOR
Since 1986, Neal A. Slafsky has helped individuals and business owners make their financial dreams become reality. His philosophy of offering independent financial planning advice only after fully understanding a client's needs, goals and dreams serves as the foundation for all services offered by the firm.
As a nationally recognized expert in financial planning, Neal has shared his insights at numerous national industry conferences and video teleconferences. Reporters from Investment News, AdvisorToday, Insurance Networking News, Kiplinger's Personal Finance Magazine and South Florida Business Journal have sought him out to share his expertise on a wide range of wealth management topics.
You can only successfully advise someone about managing their wealth if you have a full understanding of what money means to them and what they want out of life.
- Financial Planning
- Corporate Retirement Planning
- Investment Management
- Individual Insurance
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter
- Chartered Financial Consultant
- Florida Life Health and Variable Annuity Insurance License
- FINRA Series 7, 24 and 63
- Married with three sons
- Active in the Jewish Federation of Broward County
- Youth Sports
- eMoney Advisor, Inc. Advisory Board
- Chair of United Capital Advisory Board Counsil
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.