Alliance Financial Partners, Inc. is an independent fiduciary wealth management and retirement income planning practice located on Florida Park Drive North in Palm Coast, Flagler County, Florida. Co-founded and led by President & CFO David Lee Fowler, CPFA®, MRFC® (CRD #5351001) and CEO Edward Emilio ('Eddie') Herrera, BFA™, CPFA®, RFC® (CRD #5777853), with investment advisory and brokerage services offered through SEC-registered LPL Financial LLC (CRD #6413, SEC File #801-10970), the firm serves retirees across Hammock Dunes, Grand Haven, Palm Coast Plantation, and greater Flagler County with behavioral financial advice, tax-efficient RMD and Roth conversion sequencing, Social Security and Medicare IRMAA planning, and multi-generational estate alignment.
Official Verification Sources: FINRA BrokerCheck Profile — David Lee Fowler, CPFA®, MRFC® (CRD #5351001); FINRA BrokerCheck Profile — Edward Emilio Herrera, BFA™, CPFA® (CRD #5777853); Alliance Financial Partners, Inc. Official Website
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-10970; fiduciary investment advisory and brokerage services offered through LPL Financial LLC (CRD #6413) from Alliance Financial Partners' headquarters at 1 Florida Park Drive North, Suite 105B, Palm Coast, FL 32137.
Issuer: FINRA / SEC IAPD / NAPA
Notes: Co-founded and led by President & CFO David Lee Fowler, CPFA®, MRFC® (CRD #5351001) and CEO Edward Emilio ('Eddie') Herrera, BFA™, CPFA®, RFC® (CRD #5777853).
Factual details and direct answers about Alliance Financial Partners, Inc. — LPL Financial's services, licensing, and credentials.
Who are the principal advisors at Alliance Financial Partners in Palm Coast?
Alliance Financial Partners, Inc. is co-founded and led by President & CFO David Lee Fowler, CPFA®, MRFC® (CRD #5351001) and CEO Edward Emilio ('Eddie') Herrera, BFA™, CPFA®, RFC® (CRD #5777853), providing fiduciary advisory services through SEC-registered LPL Financial LLC (CRD #6413, SEC File #801-10970).
How does Alliance Financial Partners assist Flagler County retirees with retirement income and rollovers?
Holding Certified Plan Fiduciary Advisor (CPFA®), Master Registered Financial Consultant (MRFC®), and Behavioral Financial Advisor (BFA™) credentials, the team guides Palm Coast retirees through 401(k) and Florida Retirement System (FRS) DROP rollovers, sustainable retirement paycheck design, RMD tax mitigation, and long-term care funding.
Where is Alliance Financial Partners located in Palm Coast?
The firm is located just off Palm Coast Parkway NW at 1 Florida Park Drive North, Suite 105B, Palm Coast, Florida 32137, serving Palm Coast, Flagler Beach, Bunnell, and Hammock Dunes.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.