Joseph Gifford

Citizens Private Client offers tailored financial planning and investment services, guided by a dedicated team of professionals committed to understanding each client's unique needs and goals. Collaborating closely with a CERTIFIED FINANCIAL PLANNER™ professional and other specialists, Citizens Private Client assists clients in creating and adjusting comprehensive financial plans throughout their lives. The firm also provides exclusive rewards through CitizensPlus™, enhancing the client experience with benefits such as investment matches and higher savings rates. By focusing on personalized support and comprehensive strategies, Citizens Private Client aims to help clients successfully navigate their financial journey and achieve their long-term objectives. Generated from the website

Fabricio Jimenez is a dedicated private client financial advisor at Citizens Wealth Management in Miami, FL, offering personalized financial planning services tailored to the unique needs and goals of clients and their families. His collaborative approach involves a team of qualified specialists to help navigate the complex financial landscape and adapt plans as clients' circumstances evolve. Citizens Wealth Management emphasizes building comprehensive financial strategies that align with clients' life stages and financial aspirations, providing ongoing support and access to exclusive rewards. The firm combines tailored advice with a range of benefits, including favorable savings rates and lending discounts, all while prioritizing the interests of its clients. Generated from the website

Certuity is a wealth management and multifamily office firm. We provide independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor held to the fiduciary standard, we act in our clients’ best interests so they can achieve their goals for today, tomorrow, and generations to come.