Financial Independence Advisors, LLC is an independent, CPA- and CFP®-led SEC-registered investment advisory firm located on Pablo Professional Court near Mayo Clinic Florida in Jacksonville's Intracoastal West corridor. Led by President Isaac J. Brohinsky, CPA/PFS, MAcc, Partner Ronald J. Cantlay, CPA, CFP®, and Partners Joel C. Chamberlain, CPA/PFS, and Kenneth R. Krey, CPA/PFS, the practice serves retirees, healthcare professionals, and families across Duval County with tax-integrated retirement income planning, fiduciary portfolio management, and multi-year tax minimization.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Financial Independence Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-127735; CPA-affiliated SEC-registered investment advisory firm headquartered in Jacksonville, FL.
Issuer: AICPA / CFP Board / Florida Board of Accountancy
Notes: Principals Isaac J. Brohinsky, CPA/PFS, MAcc (President & CCO; CRD #6711336), Ronald J. Cantlay, CPA, CFP® (Partner; CRD #5926385), Joel C. Chamberlain, CPA/PFS, MAcc (VP & Partner; CRD #7223741), and Kenneth R. Krey, CPA/PFS, CGMA.
Factual details and direct answers about Financial Independence Advisors, LLC's services, licensing, and credentials.
What is the SEC registration of Financial Independence Advisors, LLC in Jacksonville?
Financial Independence Advisors, LLC is registered with the U.S. Securities and Exchange Commission as an Investment Adviser under CRD #317193 and SEC File #801-127735.
Do the advisors at Financial Independence Advisors hold both CPA and CFP® credentials?
Yes, the firm's partners include Personal Financial Specialist CPAs and Certified Financial Planners, including President Isaac J. Brohinsky, CPA/PFS (CRD #6711336), Partner Ronald J. Cantlay, CPA, CFP® (CRD #5926385), and VP Joel C. Chamberlain, CPA/PFS (CRD #7223741).
Where is Financial Independence Advisors located in Duval County?
The firm's Jacksonville office is located at 4350 Pablo Professional Court, Jacksonville, Florida 32224, near San Pablo Road and Mayo Clinic Florida in the Intracoastal West area.
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