Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Florida > Stuart > Daniel P. Todzia, CFP®
Find the Certified Financial Planner™
Who's right for you.

Daniel P. Todzia, CFP®

Southeast Financial Planning & Consulting, Inc.

969 S Federal Hwy
Ste 200
Stuart, FL 34994-3716
Phone: (772) 286-9485
Fax: (772) 286-2851

Toll-free: (800) 929-5163

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Retirement
  • Sudden Wealth
  • Personal Taxes

 

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.