Family First Financial Planning currently has two financial planners on staff.  The firm requires that all planners have the CERTIFIED FINANCIAL PLANNER™ certification. This designation is earned by those competent in analyzing and developing personal and business financial plans through the successful completion of a rigorous 10-hour financial planning examination.  Topics covered on the comprehensive exam include the financial planning process, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance. In addition to the exam, certificants must have a college degree and must meet a work experience requirement. To maintain certification, CERTIFIED FINANCIAL PLANNER™ professionals must adhere to continuing education requirements as well as the Certified Financial Planner Board’s Code of Ethics.

The firm is also a member of the Garrett Planning Network.   The Garrett Planning Network Inc. is an international network of independent financial advisors and planners offering hourly as-needed financial planning and advice to anyone regardless of income. Our financial advisors and planners bring the collective wisdom of the entire network membership group to their own individual practice. It is not a secret, we feel it is simply best utilizing shared wisdom.

We specialize in the unique needs of everyday people. For consumers, that means affordable access to objective and expert advice when it’s needed:

• No net worth or account minimums required.

• No conflicts of interest regarding advisor compensation.

• No commissions.

• No sales pressure.

• No third-party sales incentives.

• No long-term contracts or asset management required.

Family First Financial Planning is a Registered Investment Advisor in the State of Florida. Please contact Family First Financial Planning for a copy of the firm’s Uniform Application for Investment Advisor Registration, Form ADV, Part II. This provides additional information about Family First Financial Planning.

Leslie has worked independently as a financial planner since 1998.  Prior to starting Family First Financial Planning, she worked over 15 years in the banking field, Leslie began her career as a Corporate Banking Officer and Leslie advanced to the position of Vice President, Private Banking Executive where she handled the investment and estate planning needs for affluent individuals. She recommended stocks, mutual funds, annuities, trust services, and loans best suited to the client’s needs.

Leslie also holds a B.S in Finance from Auburn University.   She is married to Robert and has four children, a stepson, Ryan, a son, Jake, and daughters Erin and Megan.

As the name of the company implies, family is first to Leslie. Leslie became interested in financial planning when she witnessed the impact that poor planning for her elderly grandmother had on the family. “The rigors of family life from being a daughter and a mother have taught me firsthand how important financial planning is for a family,” says Leslie. “We won’t sell you investments. We won’t guarantee you wealth and riches. What we will give you is the time, the information, and the opportunity to make the financial decisions that are right for you, your family, and your life.”

Greg Fant joined Family First in July, 2007, to share his 10 plus years of financial planning experience with individuals, families and small business owners.  He works with his clients in creating, implementing, monitoring and updating their personal financial success plans. Not only does he help them organize, document and understand their current situation but also works with them to design a complete, specific and unique plan to match their values, beliefs and dreams with practical and achievable financial objectives and goals.

In addition to his financial planning experience, Greg also had a career in the utility and telecommunications industries prior to joining the fee-only planning profession. Greg holds advanced degrees in business administration and statistics along with an undergraduate degree in mathematics. Greg and his wife, Maria, reside in Stuart, Florida and have 4 grown children, Phillip, Patrick, Gregory, Jr., and Marlena.

During his first career, Greg realized that many of his fellow co-workers and others in the community didn’t have a way to get simple, understandable answers to their financial planning questions.  From these informal conversations, Greg realized his passion to help people understand money matters would make an excellent second career.
 

Marguerite Gallo, born and raised in Brooklyn, NY, has for the past 15 years been a resident of both Florida and the lovely North Shore of Long Island.

Her background of excellent customer service includes 12 years of administrative experience and 22 years as a hairdresser. Marguerite’s hobbies include motorcycling, hiking, camping and gardening. Her two “children” are a puggle dog named Jozie and cat named Missie.