David Kulju, CFP® has helped individual, family and business clients protect and increase assets through result-oriented financial planning, since 2005. During this time, David has utilized financial strategies learned while obtaining his B.S.in Biochemistry, Finance and Economics at State University of New York at Buffalo.
David completed requirements to be a Certified Financial Planner™ at University of South Florida in Tampa. Developing long-term client financial wellness is David's mission.
Focus on Financial – A Professional Approach
At Focus On Financial, our clients always come first. We recognize that your financial goals are both long-term and short-term. That explains why Focus on Financial develops strategies to ensure that your unique goals are achieved in an organized, safe financial environment. Focus On Financial will make sure your investments are on course to meet your dreams with a financial plan that is specific to your goals and your portfolio.
Focus On Financial and You
While understanding your objectives is the cornerstone of a solid investment plan, understanding the strengths and weaknesses in your current portfolio allows Focus On Financial to make concrete recommendations. Your financial plan will include targeted milestones that will enable us to track your path to the future. As it has for thousands of our clients, our comprehensive investment strategy will benefit and protect you.
Focus on Financial – Transparency For You
Once your Focus On Financial plan is implemented, you can expect seamless and transparent follow-up. You will be provided all information you want whenever you want it. Because our financial planning is a transparent strategy, you will also receive your ongoing portfolio performance report regularly.
Periodically. we will meet to review your plan. If needed, we will recommend revisions as circumstances and markets change. Working with you, we will help define achievable goals by tapping into the broad range of resources offered by Focus on Financial and then personalizing them to suit your needs. From investment analysis to money management, we provide the experience, knowledge and tools to help work toward your financial goals and financial security.
Focus on Financial and You - Step by Step
Focus On Financial is located in the 6-Story office building. Please enter main lobby go up the elevators to the 2nd Floor, Suite 200. Please park in second floor of the parking ramp.
KEY FACTS ABOUT FOCUS ON FINANCIAL, LLC
-
US Businesses
-
Companies in Florida
-
Manatee County Companies
- Company name
- FOCUS ON FINANCIAL, LLC
- Status
- Inactive
- Filed Number
- L11000014919
- FEI Number
- NOT APPLICABLE
- Date of Incorporation
-
February 3, 2011
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://focusonfinancial.com
- Phones
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(813) 421-3008
(888) 426-2893
(813) 404-2718
FOCUS ON FINANCIAL, LLC NEAR ME
- Principal Address
- FOCUS ON FINANCIAL,
602 135th St E,
Bradenton,
FL,
34212,
US
See Also