Our Qualifications
Experience Matters…
The Financial Sense People’s founder is Barbara Stetzko, CFP®, CERTIFIED FINANCIAL PLANNER Professional, CDFA®. Barb has been a financial and business planning professional for individuals and major corporations since 1979. Her passion is client protection and education, taking her national practice to a high level of excellence in the industry. She has authored extensive client education materials, workshops, and audio recordings, as well as being quoted in print and on the radio.
Professional Licenses and Affiliations…
- Stock Broker, Series 7, and 63, Registered Representative in multiple States
- Investment Advisory Representative
- The Financial Sense People, LLC, is registered as an Insurance Agency in the state of Florida
- Series 24 General Securities Principal
- Life, Health, Variable Annuity Insurance licensed, in multiple States
Educated Staff...
Our staff has a passion for perfection. Our respect for detail means your plan is handled right the first time. Our focus is on the clearly defined goal of providing individual attention to you and your family needs. We have been providing our services to people just like you for decades. Every memeber of our staff has the education necessary to serve your needs.