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111 results for Insurance in Naples, FL
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Jason Baum, CFA, CFP®, ChFC®, MBA
Providing services: Financial Planning, Financial Advisory, Personal Tax Planning, Wealth Management, Retirement Planning, Insurance, Accounting
Naples, FL
Summary: My goal has always been to do what I love and, in the process, be able to assist and educate others while doing so. I have a genuine passion for helping others to improve their financial well-being and as a result lead more fulfilling lives. Any personal success comes only as the result of the success of my clients; my dedication to them is through continual learning and research and a proactive approach deeply rooted in common sense. "Each of us has been put on earth with the ability to do something well. We cheat ourselves and the world if we don't use that ability as best we can. " - George Allen Sr., Virginia state senator and a trial attorney. CWA Asset Management Group (“CWA”) reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA Asset Management Group, LLC will not accept purchase or sale orders via social media messaging systems. CWA Asset Management Group, LLC is not responsible for unsolicited content posted by third parties. Nothing contained on social media platforms representing CWA, or its employees should be interpreted as investment, legal tax or other advice nor is it to be relied on in making an investment or other decision. CWA Asset Management Group, LLC may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. The information or content made available is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security or investment strategy including an interest in any investment vehicle managed or advised by CWA or its affiliates. Designations and/or awards are not indicative of an Advisor’s past or future performance and should not be construed as an endorsement of CWA by any third-party.
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Summary: I am excited to be working and leading in the Global Benefits space for over 20 years. I love my OneDigital Global Team and the work that we do advising Human Resource and Finance professionals at Multinational Companies every day. We are fortunate to always be in growth mode, and bringing on new talent that shares our passion for all things Global.
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Summary: Means Finance - https://meansfinance.com/ helps agencies limit or eliminate policy turnover due to non payment of premiums. Ideal for (i) personal lines non standard auto, (ii) excess lines such as truckers, roofing and contractors and (iii) self pay benefits programs. FREE to agencies!
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Liza Johnson Wong
Providing services: Life Insurance, Insurance, Financial Planning, Retirement Planning
Naples, FL
Summary: Liza is a prolific angel investor with a portfolio spanning over 40 startups, with products as diverse as a trauma care solution, a novel shoulder replacement treatment, a smart sprinkler system, and a content monetization platform. She has also invested in pre-IPO opportunities across various sectors including AI, fintech, and media tech. Liza's passion for investing in under-discovered or underserved markets led her to focus on the life insurance sector: a trillion-dollar industry that lags in technological uptake and 21st-century marketing practices. There is no other established market where 50% remains untapped, presenting a significant opportunity. A mere 1% gain in this market equates to a $10 billion opportunity. For that reason, in 2024 she founded life insurance disruptor SafeReign. Liza began her career in TV media and joined Spafax, a pioneer in the nascent in-flight video industry in the 1980s, as the first Head of Advertising Sales. Spafax led the way in in-flight video advertising, targeting a captive audience that enabled them to remain the world leader in inflight entertainment today. Liza's next venture was China Media, where she collaborated with mainland state broadcasters to showcase foreign programming on a large scale, including the syndication of Formula One.
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Niurka Sanchez
Providing services: Retirement Planning, Financial Planning, Insurance, Health Insurance, Life Insurance
Naples, FL
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Rodiana Andis, MDY, CPIA
Providing services: Insurance, Life Insurance, Auto Insurance, Homeowners Insurance, Small Business Insurance, Commercial Insurance, Notary
Naples, FL
Summary: Over 25 years of experience in the insurance industry including owning, managing operations, directing sales and administrative experience. Highly organized and detail focused Operations / Sales Manager with an exceptional track record of effectively leading and managing a team which exceeded all sales quotas and maintained superior customer satisfaction.
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W. Dean Burdette
Providing services: Financial Advisory, Financial Analysis, Financial Planning, Retirement Planning, Wealth Management, Life Insurance
Naples, FL
Summary: We are known for inspiring our clients to aspire for greater things. That means living a life that's greater than before, where every experience is greater than the last, and the legacy left behind is greater than money. We are able to accomplish this with the GreaterThan Retirement Plan. The five Prudent Pillars covered in our proprietary, comprehensive retirement plan include: - Income - Investments - Taxes - Legacy - Health Care We start by having a Vision visit. That visit is for you to share with us what your ideal retirement looks like. At the end of the Vision visit, we will only make one decision; should we schedule the Belief visit? The belief visit is where we get to share with you the probability of accomplishing your ideal retirement. At the Belief visit, we will also make only one decision; Do we want to work together? If the answer to that question is yes, then we will schedule a Greater Things visit. This is where we start the process of implementing your GreaterThan Retirement Plan and continue to manage that plan to flex for unexpected lifestyle situations as you encounter them in your retirement. Helping our clients expand their vision of what's possible and empowering them to live that vision through retirement is the true outcome of our work. Although not born in Florida, Dean has lived in Naples for over 44 years. Dean and his four children (Ian, Aiden, Peyton, and Calen) live in Naples. Dean enjoys coin collecting, hiking, and soccer in his spare time and is very involved with his church. Insurance products are offered through the insurance business Prudent Financial Services, LLC. Prudent Financial Services, LLC. is also an Investment Advisory practice that offers products and services through Brookstone Capital Management, LLC (BCM), a Registered Investment Adviser. BCM does not offer insurance products. The insurance products offered by Prudent Financial Services, LLC. are not subject to Investment Advisor requirements. Prudent Financial Services, LLC., and BCM are not affiliated companies. Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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Robin Minch
Providing services: Insurance, Homeowners Insurance, Marketing Strategy, Marketing Consulting
Naples, FL
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Eric R. Schwartz
Providing services: Financial Advisory, Financial Planning, Insurance, Retirement Planning
Naples, FL
Summary: For more than 30 years, I have been providing comprehensive wealth advisory to entrepreneurs, private and public technology industry executives, and professional athletes. Prior to co-founding Transcend, I was a Senior Vice President at UBS Private Wealth Management and Smith Barney (now Morgan Stanley). I have been recognized by Barron’s, The Financial Times, and Forbes in its annual lists of top advisors. I hold a B.S. from Plattsburgh State University of New York and a Certified Investment Management Analyst designation from the Wharton School of Business.