Find the Certified Financial Planner™
Who's right for you.

Rebekah J. Fero, CFP®

FSC Securities Corporation

18251 La Croix Ave
Port Charlotte, FL 33948-6188
Phone: (941) 625-5811
Fax: (941) 627-1517

Toll-free: (888) 625-5811

Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Medical & Health Issues
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.