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| Anthony J. Rossetti, CFP® - President |
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Anthony J. Rossetti, CFP® , CRPC® - President and Founding Member
Penn State University, B.S. Finance
College of Financial Planning - Financial Planning Curriculum
- Principal of Heritage Financial Services, LLC
- Active Member of the Financial Planning Association
Prior Career Experience
- Past President and 4-year Board Member of the Financial Planning Association, Central Florida chapter
- Investment Advisor Representative with National Financial Resources, Equity Services Financial Advisors, and Raymond James Financial Services
- Registered Representative with AXA Advisors, LLC and Raymond James Financial Services, Inc.
- Mortgage Banking Analyst with Central Florida Investments
- Credit Analyst with Osceola National Bank (Colonial Bank)
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| Ana Fernandez, CFP® - Planning Associate |
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Ana Fernandez, CFP®, AWMASM- 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
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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.
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