. In 1989, he received his Bachelors of Science Degree in Finance with a minor in Actuarial Science from the University of Florida. Immediately after receiving his Bachelor’s degree, he began his career with a large financial services firm, but soon realized the many limitations of being a single line financial advisor. He is also a member of the Financial Planning Association (FPA) and the Society of Financial Service Professionals (SFSP).
In 2013, after nine years as a Board Member, he was named Chairman of the Board of the Ear Research Foundation. He is also a partner with the Economic Development Corporation for Sarasota County and was a featured financial professional in the 2008-2009 Community Profile created for the Gulf Coast by the EDC. In addition, Mr. Frazier’s participation in the EDC extends to include his membership in the Financial Services Cluster Board - promoting and strengthening collaborative and educational resources for businesses and individuals.
At SimplePath Retirement, helping you meet your financial retirement needs is our FIRST priority.
Whether you’re just thinking about retiring, establishing a retirement strategy for your business or are already enjoying retirement, at SimplePath Retirement, we’d like to help you design a strategy appropriate for your financial situation.
Sign Up To Receive Helpful Tips!
We seek to help guide professionals and business owners to a more confident future! We work on assisting them through financial lifestyle planning and exit strategies from their businesses or careers through retirement plan rollovers, income and legacy planning.
SimplePath Retirement, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
KEY FACTS ABOUT SIMPLEPATH RETIREMENT, LLC
-
US Businesses
-
Companies in Florida
-
Pinellas County Companies
- Company name
- SIMPLEPATH RETIREMENT, LLC
- Status
- Active
- Filed Number
- L15000024710
- FEI Number
- 47-3113299
- Date of Incorporation
-
February 10, 2015
Age - 11 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://simplepathretirement.com
- Phones
-
(727) 304-6000
(727) 304-6001
(813) 235-0927
SIMPLEPATH RETIREMENT, LLC NEAR ME
- Principal Address
- 220 Alt 19,
PALM HARBOR,
FL,
34683,
US
See Also