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Financial Planning Firms in Shalimar
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1120 N. Eglin Pkwy, Shalimar, FL
1120 N. Eglin Pkwy, Shalimar, FL
First Command's Financial Advisors in Shalimar, FL are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.
1120 N. Eglin Pkwy, 2B, Shalimar, FL
1120 N. Eglin Pkwy, 2B, Shalimar, FL
Ralph Kauzlarich graduated in 1988 from the United States Military Academy and commissioned as a U.S. Army Infantry Officer. After retiring as a Colonel with over 26 years of service, he worked in higher education and corporate leadership roles before joining the First Command Family as a Financial Advisor at the Jacksonville Beach, Florida office in 2019. In May of... Read More about First Command District Advisor - Ralph Kauzlarich
1120 N. Eglin Pkwy, Shalimar, FL
1120 N. Eglin Pkwy, Shalimar, FL
Christopher Wilson joined First Command Financial Services as a Financial Advisor in April 2015, following a 25-year career in the United States Air Force, where he attained the rank of Lt Col. Christopher understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.... Read More about First Command Financial Advisor - Chris Wilson, CFP®
1120 N. Eglin Pkwy, Shalimar, FL
1120 N. Eglin Pkwy, Shalimar, FL
As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Marissa Cross
1120 N. Eglin Pkwy, Shalimar, FL
1120 N. Eglin Pkwy, Shalimar, FL
Steve Vergara joined First Command Financial Services as a Financial Advisor in October 2008. Previously, he served as a banking center manager at Bank of America. A graduate of Robert Morris College with a bachelor's degree in business administration and an associate's degree in computerized business systems, Steve holds Series 6, 63 and 65 securities licenses plus state life, health... Read More about First Command Financial Advisor - Steve Vergara
1120 N. Eglin Pkwy, Shalimar, FL
1120 N. Eglin Pkwy, Shalimar, FL
Frank Painter joined First Command Financial Services as a Financial Advisor in February 2002. A graduate of Auburn University with a Bachelor of Science degree in Business, Frank holds Series 6 and 65 securities licenses plus Florida life, health and variable-product insurance licenses. Understanding that the single most powerful contributor to financial well-being is behavior, Frank works closely with each... Read More about First Command Financial Advisor - Frank Painter
1120 N. Eglin Pkwy, Shalimar, FL
1120 N. Eglin Pkwy, Shalimar, FL
Dave Brooks joined First Command Financial Services as a Financial Advisor in January 1996 and today is a Registered Principal and District Advisor for the company's Shalimar district. A graduate of the United States Military Academy at West Point (B.S., Mechanical Engineering), Dave served five years on active duty and seven years on reserve duty for the United States Army,... Read More about First Command District Advisor - Dave Brooks, CFP®