Patrick Kenny

Patrick Kenny, based in Jupiter, FL, is dedicated to helping clients achieve their financial dreams through tailored financial strategies that reflect individual goals and priorities. His team emphasizes a personalized approach, ensuring that every financial decision enhances the quality of life for their clients while adapting to the dynamic nature of their financial situations. With expertise in retirement planning, financial management, risk assessment, and wealth management, the team works collaboratively to align financial products and services with clients' evolving needs. Their commitment to nurturing financial well-being allows clients to confidently navigate their financial journeys and capitalize on emerging opportunities. 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.

Rafael Cruz, a private client financial advisor at Citizens Wealth Management in Fort Lauderdale, offers a collaborative and comprehensive approach to financial planning, tailored to meet the unique needs and goals of individuals and families. With a dedicated advisory team, Citizens Private Client assists clients in developing personalized financial strategies and adjusting them as life circumstances evolve. The services at Citizens Wealth Management include customized financial planning, expert advice from certified professionals, and exclusive rewards for members. Clients benefit from a commitment to understanding their financial journeys while accessing specialized lending discounts and higher savings rates. Generated from the website