President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

I established Largo Financial Services Inc. in 2000 with a vision to provide individuals and small business owners with the education and guidance needed to achieve financial freedom.  As a wealth strategist and award-winning insurance producer, I believe in helping my clients find money in places they may be throwing it away unknowingly and unnecessarily.  I have been featured on nationally syndicated media outlets, including CBS Radio Network, NPR, SiriusXM’s Urban View, WHUR, Clear Channel Radio Network and The Bev Smith Show. Additionally, I am  the author of the critically acclaimed Creating Generational Wealth®: What the Super Wealthy Know that You Need to Know. I believe continued hard work and dedication have earned me widespread recognition and awards.  For eight consecutive years, I have been awarded the ACE Award through American Classic Agency.  National Life Group has recognized me as a Chairman’s Club Qualifier and Diamond Club member, a significant recognition reserved for the company’s top insurance professionals nationwide.  I am also a distinguished member of the exclusive Million Dollar Round Table (MDRT), a global, independent association of more than 43,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 67 countries.  As a leading business figure, I have also been featured in Profile Magazine and Power Broker Magazine as one of the Top 25 Top Wealth Builders and Financial Professionals in the Tampa Bay Area. With nearly two decades of experience in the financial services industry, I continually study and train to stay current on the principles and trends of personal finance and wealth accumulation.  My “common sense”, pragmatic approach when considering financial alternatives stands out among others. Specialties include: - Wealth transfer - Retirement income - Life insurance - Long-term care insurance - Creating wealth - Business succession

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Certified Financial Fiduciary ®

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