Aif Ty Mccormack Cfp Cap Cpfa Msf Email & Phone Number | I am the 401k Specialist/Wealth Advisor at Aksala Wealth. Aksala is the largest member firm of Avantax Wealth Management in the state of Florida. Collectively, Avantax helps manage over 67 billion in client assets. I graduated from Auburn University with M.B.A. and M.S. Finance dual Masters degrees in May 2015. I received my undergraduate degree (Chinese and International Trade) from Clemson University in May 2013. I am always continuing my education. Currently I have obtained the FINRA Series 7 and 66 licenses while having passed the prestigious CERTIFIED FINANCIAL PLANNER Exam. To sit for the CFP exam, I had to complete an intensive 12 month crash course on a wide variety of financial planning topics ranging from Income Tax Planning to Estate Planning to Fiduciary Responsibility. In total, I was required to spend over 1000 hours to complete the course as well as 400 hours preparing for the exam. I am a devout Catholic who keeps God at the center of all my decisions in life. I am fluent in Mandarin Chinese. I love Clemson and Auburn athletics, especially football. I have a amazing wife and wonderful dog, whom I spend many weekends with. My biggest passion however is helping people out. Nothing gives me more fulfillment than the feeling of positively impacting someone's life. If you have any additional questions for me, do not hesitate to contact me on my cell phone-(407) 720-8999. Blessings Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social

Aif Ty Mccormack Cfp Cap Cpfa Msf

I am the 401k Specialist/Wealth Advisor at Aksala Wealth. Aksala is the largest member firm of Avant...
Greater Orlando, Greater Orlando, United States

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Aif Ty Mccormack Cfp Cap Cpfa Msf’s Email rtmccor@clemson.edu

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Aif Ty Mccormack Cfp Cap Cpfa Msf’s Location Greater Orlando, Greater Orlando, United States

Aif Ty Mccormack Cfp Cap Cpfa Msf’s Current Industry Aksala Wealth Advisors

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Work Experience

Aksala Wealth Advisors

401k Specialist/Wealth Advisor

2020-07-01 00:00:00 - Present

Hub International

VP Financial Services

2020-04-01 00:00:00 - 2020-06-01 00:00:00

Transamerica

Financial Representative

2014-08-01 00:00:00 - 2015-08-01 00:00:00

Sfp Synergy Financial Partners

Director of YES Program

2014-08-01 00:00:00 - 2015-07-01 00:00:00

Auburn University

MBA Student

2013-08-01 00:00:00 - 2015-05-01 00:00:00

Altria

Sales And Marketing Intern

2014-05-01 00:00:00 - 2014-08-01 00:00:00

Us Sports Camps

Recreation Director

2011-07-01 00:00:00 - 2013-07-01 00:00:00

Clemson University

Tutor

2012-01-01 00:00:00 - 2013-05-01 00:00:00

The Hire List

Head Of Business Development/Advertising

2012-03-01 00:00:00 - 2013-01-01 00:00:00

Aurora

Account Manager, Corporate Trainer

2012-05-01 00:00:00 - 2012-08-01 00:00:00

The Mccormack Law Firm

Summer Intern

2009-05-01 00:00:00 - 2009-08-01 00:00:00

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FAQ About Aif Ty Mccormack Cfp Cap Cpfa Msf

Aif Ty Mccormack Cfp Cap Cpfa Msf is located at
Greater Orlando, Greater Orlando, United States

Aif Ty Mccormack Cfp Cap Cpfa Msf is a I am the 401k Specialist/Wealth Advisor at Aksala Wealth. Aksala is the largest member firm of Avantax Wealth Management in the state of Florida. Collectively, Avantax helps manage over 67 billion in client assets. I graduated from Auburn University with M.B.A. and M.S. Finance dual Masters degrees in May 2015. I received my undergraduate degree (Chinese and International Trade) from Clemson University in May 2013. I am always continuing my education. Currently I have obtained the FINRA Series 7 and 66 licenses while having passed the prestigious CERTIFIED FINANCIAL PLANNER Exam. To sit for the CFP exam, I had to complete an intensive 12 month crash course on a wide variety of financial planning topics ranging from Income Tax Planning to Estate Planning to Fiduciary Responsibility. In total, I was required to spend over 1000 hours to complete the course as well as 400 hours preparing for the exam. I am a devout Catholic who keeps God at the center of all my decisions in life. I am fluent in Mandarin Chinese. I love Clemson and Auburn athletics, especially football. I have a amazing wife and wonderful dog, whom I spend many weekends with. My biggest passion however is helping people out. Nothing gives me more fulfillment than the feeling of positively impacting someone's life. If you have any additional questions for me, do not hesitate to contact me on my cell phone-(407) 720-8999. Blessings Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Aif Ty Mccormack Cfp Cap Cpfa Msf currently works in the Aksala Wealth Advisors |

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Aif Ty Mccormack Cfp Cap Cpfa Msf has prior
experience in the following industries:
Hub International | Transamerica | Sfp Synergy Financial Partners | Auburn University | Altria | Us Sports Camps | Clemson University | The Hire List | Aurora | The Mccormack Law Firm

Aif Ty Mccormack Cfp Cap Cpfa Msf has the following professional experience:
Aksala Wealth Advisors | Hub International | Transamerica | Sfp Synergy Financial Partners | Auburn University | Altria | Us Sports Camps | Clemson University | The Hire List | Aurora | The Mccormack Law Firm