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Allen D. Arntzen, CFP, CLU, ChFCAllen D. Arntzen, CFP, CLU, ChFC is a retired Largo Police Officer with over 28 years of municipal law enforcement. He also served in the federal law enforcement arena. During his tenure in local law enforcement, he also maintained an all-lines insurance agency, where he handled property and casualty insurance including automobile, homeowners, business bonding, as well as health, life and disability insurance.
He has a broad understanding of financial and insurance planning issues with a unique perspective on how these areas affect individuals and business owners and how to benefit them. He has appeared on Television and Radio and has written and spoken extensively on many topics. His education, training and experiences bring an exclusive view of finance and insurance, separating him from most advisors. Allen’s ability to draw on real-life experience with clients helps make the learning experience more relevant and personalized. His acute perception and judgment of complex issues helps to bring simplified solutions. He is a well-known financial educator and his retirement and college presentations have been widely attended in the Tampa Bay area. Allen has a highly developed area of expertise in regards to advising retirees, those about to retire and those who are concerned with educational funding. He knows how to make relationships work to meet the overall objective. Allan is a registered representative of Walnut Street Securities.
John CorsoJohn C. Corso is a financial advisor who has been in practice since 2003. While growing up in a large family with a financial services background, John saw first-hand the power of delivering superior service and attention to clients. After graduating from the University of South Florida, John remained in the Tampa Bay area and soon thereafter started his financial planning career.
John also serves as an integral member of his fraternal alumni organization, Sigma Nu, in the form of the social chairperson. Past involvement in other local community organizations include: University of South Florida Alumni Association, Carrollwood Area Business Association (CABA), Italian Club, and Junior Achievement of Hillsborough County. John’s financial planning practice incorporates many of the tools and lessons of these organizations into working with local individuals and business owners. By helping others achieve their income and retirement goals, he is carrying out his life’s mission. John’s clients come from several different backgrounds, encompassing the local business owner as well as individuals and families trying to establish a secure, financial future. For his clients in retirement, he provides up-to-date industry knowledge and application to make sure their best interests come first. The knowledge and experience that John has gained from his business and community relationships enables him to provide a network of working professionals to his clients that may be needed in implementing other aspects of the financial planning process. |
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