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Our Associates

Dana Binsbachar, AAMS®, AIF®, CEP®, CRPC® conferred by College for Financial Planning

President/ Financial Planner

(772) 340-1200

If there are two things that Dana Binsbachar is passionate about, it's his career and his faith. As a financial planner, Dana gets to help people with something that most of his clients don't know about or don't enjoy and in the process...

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Henry Binsbachar, CFP®,CPFA,RFC®

Financial Planner



While growing up, Henry watched family members and friends make both wise and poor monetary decisions. These situations along with watching his father’s experience in the industry along the way made him have a passion to help...

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