Financial Insurance Sales

Gregory B Fant Sr., CFP

**** ** ******* **** *****, Stuart, FL 34997

772-***-**** (H) 772-***-****(C)

********@*****.***

A Personal Financial Coach providing education, direction and encouragement

to individuals and families in support of the successful fulfillment of

their unique life goals and objectives.

Skills Summary

. Certified Financial PlannerTM

. Teaching personal financial concepts and definitions.

. Application of the entire financial planning process.

. Developing comprehensive, detailed solutions to personal financial

challenges.

. Assisting clients in monitoring progress toward all financial and life

goals.

. Designing goal-aligned portfolios.

. Income tax preparation and strategies.

. Knowledge of estate planning concepts.

. Use of Internet sites and tools for instruction and fact-finding.

Financial Planning Experience

. 15 years in the financial services industry in various capacities.

. Two years leading employer-sponsored workshops on personal financial

planning topics from getting organized to retirement cash flow, estate

and income tax planning.

. Fee-only financial planning focusing solely on the client's requirements.

. Over 10 years in investment and insurance sales.

. Conducted comprehensive client interviews to help them determine current

financial circumstances, establish goals and identify other issues that

might affect financial plans.

. Performed insurance need evaluations.

. Constructed debt-elimination programs for clients.

. Developed and implemented savings and investment strategies to assist

clients in achieving long-term financial goals.

. Assisted clients in implementation of action items through completion of

necessary forms and/or contacting service providers.

Additional Experience

. Corporate experience includes procurement, contract development and

administration, materials management, risk management, information

systems, budgeting and accounting, and process quality improvement.

Employment History

Personal Financial Planner/Educator 2006 - Present

Florida Power & Light Company 1980 - 2006

Education

M.B.A. and M.S. in Management Science (Operations Research / Statistics),

University of Miami

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