- Certified Financial Planner (CFP)
Why choose this provider?
Asset Planning Group is an independent wealth management firm that has been serving the residents of Hialeah and the surrounding areas for more than 25 years. It offers a wide range of financial services, including investments and assets management, retirement income planning, and estate planning. In addition, the firm provides clients with 401(k) rollover services. Its wealth advisor, Katherine Hart, has been working in the financial planning industry for more than 16 years. She is a member of the Financial Planning Association.