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Financial Planning

web12There are several options for Housestaff to plan for their future!

  • Local Financial Planning:

Total Planning:

DavidDavid Lerner is a financial representative at Total Planning located in Gainesville, FL.

As a Financial Representative in the North Florida Business Center, David utilizes his knowledge and experience to assist his clients in the areas of disability income insurance, life insurance, and investments. In 2015, David partnered with his father Keith to work with clients across the country in helping them reach their financial goals.

He received his Bachelor of Science degree Cum Laude from the University of Florida. While at the University of Florida, he was on the Southeastern Conference Academic Honor Roll from 2009 to 2012. David was a member of the University of Florida National Championship football team in 2008; he played four seasons from ‘08-’11. Mr. Lerner currently works with young professionals assisting them with insurance and financial needs as they begin their careers. David is continuing the established practice his father started twenty-five years ago. He currently resides in Gainesville, FL.

David Lerner
4881 NW 8th Ave, Suite 4
Gainesville, FL 32605
lerner.david@princor.com
phone: (352) 373-3000 fax: (352) 373-9887

Full Bio: Lerner Financial

  • Financial Planning within Florida:

Abentras:

R. West Wingate, RHU
Housestaff Disability Plan Consultant
155 Professional Drive
Ponte Vedra Beach, FL 32082
Office: 904-285-3300 Fax: 904-285-3363
West@abentras.com

For more information: http://www.abentras.com/UFCollegeofMedicine.html

  • Pappas Financial Services:

Jim Pappas
President
305-301-6133

Jim@pappasfinancial.net

 

  • Larson Financial Group

derrickDerrick Yohe is a senior financial advisor for Larson Financial Group located in Gainesville, FL
Services Include:
– Financial employment contract consulting
– Retirement and education funding
– Investment analysis and strategy
– Tax planning
– Risk management strategy
– Cash flow analysis
– Benefits planning
– Real estate planning
– Alternative investment analysis
– Estate planning

Derrick Yohe
Senior Financial Advisor
Email: derrick.yohe@larsonfinancial.com
Office: 904-371-3562
Cell: 954-529-1654

For more information: https://larsonfinancial.com/

 

  • Doctors WealthCare

Bart Singleton, RICP
Finacial Advisor
President of Doctors WealthCare
Phone: 239-449-8000
Fax:     239-210-9269

http://www.doctorswealthcare.com/

 

UF College of Medicine does not endorse any provider.