Beverly Whitman, CFP
Beverly P. Whitman, CPA, CFP
Certified Financial Planner in Ponte Vedra, FL
https://www.whitmanwealth.com/
Address:466 Town Plaza Avenue, Suite 330
Ponte Vedra, FL 32081
About Beverly Whitman
Beverly Whitman is a financial professional at Beverly P. Whitman, CPA, CFP located in Ponte Vedra, Florida. Beverly Whitman holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Beverly Whitman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Beverly Whitman466 Town Plaza Avenue, Suite 330
Ponte Vedra, FL 32081
Phone Number:
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Website:
https://www.whitmanwealth.com/
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