RJ Financial Solutions LLC

About Us

As a resident of Osceola County for over 26 years, my passion is to help residents and business owners within communities of Kissimmee/Saint Cloud with their financial needs. My objective is to be viewed as a local and trusted resource.

My role as an Independent financial advisor is to help my clients achieve their financial goals. I accomplish this through a process which starts with me listening to my clients to find out what's important to them, asking questions to find out where they are and where they would like to be, understanding their comfort level with investing, reviewing their current situation, clearly and ethically educating them on their options, building a personalized strategy and regularly meeting with them to help them stay on track with their financial goals.

I have over 20 years of experience in various roles within financial services. I hold the Chartered Retirement Planning Counselor™ designation, I have advanced certification and knowledge of retirement planning, retirement terms and retirement accounts, including Individual Retirement Accounts and business/workplace retirement plans. From my securities registration, insurance licenses and ongoing education, I have a comprehensive knowledge of investments and personal insurance. This knowledge helps me to provide my clients with personalized strategies to add clarity as to how they can reach their financial goals, as well as the appropriate investment guidance. I am also able to offer them options to help protect their savings from unexpected risk and to generate income for their retirement.