Take a Look at The Center Through the Years

Click on the years below to see what we were up to!

About The Center:

• Center for Financial Planning, Inc.® was founded in 1985 and is a Registered Investment Advisor (RIA) and affiliated with Raymond James Financial Services

• 30 person, collaborative team that includes 10 client facing financial planners who all possess the CERTIFIED FINANCIAL PLANNER™ designation

• The Center currently serves over 950 families and manages over $1.1B in client assets

• Our mission is simple –  “Improving lives through financial planning done right”

• Our target client is between the ages of 50 and 65 with investable assets of at least $500,000

• Our team focuses on financial planning – this means we review and provide advice on virtually every aspect of one’s financial life should they request it

What We Offer:

• Partnering with The Center as part of your retirement transition plan allows you to focus on client service, business development and successful client transitions

• Track history of successfully transitioning firm founders and a retiring advisor while maintaining client stability and business continuity

• History of developing people, building careers and capacity

• Passionate team with capacity to serve your clients at a high level upon your retirement

Qualifications:

• Be at least two years and no more than five years from retirement

• Assets under management minimum of $50M

• Revenue of at least $200,000 with fee structure primarily from fee based accounts

• Must have clean U4/U5

• Similar investment philosophies

• The ability to provide financial planning advice to clients

• Experience with Tamarac CRM, Tamarac Reporting and MoneyGuidePro – helpful but not required