Foundational Wealth Planners is a fiduciary financial planning and wealth management practice located on International Parkway in Lake Mary, Seminole County, Florida. Led by Managing Partners Alexander M. ("Alex") Utsey, CFP® and Nicole Granakos Green alongside Senior Partners Daniel A. Polón, CFA® and Amaris Turner, MBA, the multidisciplinary team serves retirees, corporate executives, and families across Lake Mary, Heathrow, Sanford, and Longwood with CFP®-led retirement income planning, Chartered Financial Analyst® (CFA®) portfolio construction, and legacy risk management.
Official Verification Sources: FINRA BrokerCheck Profile (Alexander McIver Utsey, CFP®); SEC IAPD Individual Profile (Nicole Granakos Green); FINRA BrokerCheck Profile (Daniel Albert Polón, CFA®); Foundational Wealth Planners Official Website
Issuer: CFP Board / CFA Institute / FINRA / SEC IAPD
Notes: Led by Managing Partner Alexander McIver ('Alex') Utsey, CFP® (CRD #6544307), Managing Partner Nicole Granakos Green (CRD #6644163), Senior Partner Daniel Albert Polón, CFA® (CRD #7431311), and Senior Partner Amaris Turner, MBA.
Issuer: SEC / FINRA (LPL Enterprise, LLC & LPL Financial LLC)
Notes: Fiduciary investment advisory and brokerage services offered through LPL Enterprise, LLC and SEC-registered affiliate LPL Financial LLC (CRD #6413, SEC File #801-10970).
Factual details and direct answers about Foundational Wealth Planners's services, licensing, and credentials.
What professional credentials do the partners at Foundational Wealth Planners in Lake Mary hold?
The firm combines Certified Financial Planner™ (CFP®) and Chartered Financial Analyst® (CFA®) credentials, led by Managing Partners Alex Utsey, CFP® (CRD #6544307) and Nicole Granakos Green (CRD #6644163) and Senior Partners Daniel Polón, CFA® (CRD #7431311) and Amaris Turner, MBA.
What retirement services does Foundational Wealth Planners provide to Seminole County seniors?
The team builds customized retirement income and distribution plans, CFA®-managed investment portfolios, tax-aware RMD and Roth conversion strategies, Social Security claiming analyses, and long-term care protection plans.
Where is Foundational Wealth Planners located in Lake Mary?
The office is located at 952 International Parkway, Suite 104, Lake Mary, Florida 32746, convenient to Interstate 4, Heathrow, Sanford, and Longwood.
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