Our Team
We're Here To Serve You.
Advanced Wealth Planning Group works with NBC Securities which functions as our broker-dealer. NBC Securities, Inc. is a full-service, registered broker-dealer and investment advisor whose primary goal is to provide investment services to clients through diverse products and services. Focusing on our core values, NBC Securities delivers a high level of customer service to all of our clients. Our management, administrative and sales personnel average over 20 years of industry experience and have investment expertise in various areas.
Our team consist of 40+ years of combined experience. We’re determined and passionate about helping our clients protect their assets, prepare for the future, reach their financial goals and build a strong investment portfolio.
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.