FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

549 North Wymore Road
Suite 110B
Maitland, FL 32751
(321) 280-9081

  LinkedIn

Rey Descalso

(321) 280-9081

 

Client Login

 

We are pleased to make available to our clients a personalized, high-impact financial planning experience to help you forge a clearer path toward your financial goals: 

WEALTH PLANNING - Click here to access our all-in-one comprehensive wealth planning resource, the Privada Wealth Dashboard, which supports every stage of your life.  

WEALTH REPORTING - Click here to access our wealth reporting resource, which is your source for consolidated account information and performance reporting

If you do not already have a log in for either of these resources, please click here to contact us.