Armand A. Atkinson, MS, CFP®, ChFC®, CIMA®, AIF®
CERTIFIED FINANCIAL PLANNER™ Professional
ACCREDITED INVESTMENT FIDUCIARY™
WEALTH MANAGER
Armand A. Atkinson applies investment and wealth planning strategies to provide comprehensive solutions for business owners, families, and individuals. He believes in a systematic approach to money management and the importance of having a detailed process that is based on a foundation of intellectual rigor and discipline.
Having more than 17 years of professional investment management experience, he holds a Master’s of Science Degree in Personal Financial Planning. He also holds the CIMA® designation through the Wharton School at the University of Pennsylvania and the CFP® designation among other industry recognized designations.
Mr. Atkinson serves as a 403(b)/457 advisor for Pinellas Country Schools, Manatee County Schools, St. Petersburg College and the State College of Florida. Armand is licensed to conduct business in AL, CA, CO, FL, GA, ID, KY, LA, ME, MD, MA, MT, NV, NJ, NM, NY, NC, OH, TN, TX, & VA.
He currently resides in St. Petersburg, Florida serving the Tampa Bay, Florida area where he enjoys networking and community involvement.
When not researching stocks/markets, Armand enjoys cycling, travelling, and spending time with his wife Maria, and his three children, Amelia, Abby, & Armand J.W.
Qualifications:
- BA in Economics & MS in Personal Financial Planning
- CFP®– CERTIFIED FINANCIAL PLANNER™ Professional
- EA® – Enrolled Agent
- ChFC® – Chartered Financial Consultant from the American College
- CIMA®– Certified Investment Management Analyst™ from the Investment & Wealth Institute
- AIF®– Accredited Investment Fiduciary
- CLU®– Chartered Life Underwriter from the American College
- MPAS®, AWMA®, CRPC®, CMFC®– designations from the College for Financial Planning
- CDFA® – Certified Divorce Financial Analyst
- ChFEBC℠ – Chartered Federal Employee Benefits Consultant
- Graduate of Dave Ramsey’s Financial Peace University
- FINRA Licenses: Series 7, Series 66
- Florida Life, Health & Variable Annuities Licenses
Recognitions
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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