Meet Your Advisors

Anthony J. Rossetti, CFP^® - President and Founding Member

Penn State University, B.S. Finance

College of Financial Planning - Financial Planning Curriculum

Principle of Heritage Financial Services, LLC

Active Member of the Financial Planning Association

Prior Career Experience -

Credit Analyst with Osceola National Bank (Colonial Bank)

Mortgage Banking Analyst with Central Florida Investments

Registered Representative with AXA Advisors, LLC and Raymond James Financial Services, Inc.

Investment Advisor Representative with National Financial Resources, Equity Services Financial Advisors and Raymond James Financial Services

Past President and 4-year Board Member of the Financial Planning Association, Central Florida chapter

Ana Fernandez, CFP^® - Planning Associate

Wesleyan College, B.F.A.

University of Central Florida - Financial Planning Curriculum

Investment Advisor Representative of Heritage Financial Services, LLC

Financial Planning Association Member,

Estate Planning Council of Central Florida Member

Prior Career Experience -

Tax Preparer for H&R Block

Registered Representative with AXA Advisors, LLC and Raymond James Financial Services, Inc.

Investment Advisor Representative with Equity Services Financial Advisors and Raymond James Financial Services

Community Involvement & Volunteerism -

Metropolitan Business Association of Central Florida, 2005 - Present, Business Member

Harbor House/Orange County Center Against Domestic Violence, 1999-2005; Board Member, President, Donor Relations Chair

Orange County Child Abuse/Domestic Violence Commission, 2005; Commission Member

Orange County's (M/WBE) Minority/Women Business Enterprise, 2001-2002; Advisory Board Committee Member

The certification marks above are owned by Certified Financial Planner Board of Standards, Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.