GWENDOLYN J. FLOYD, CPA, CFP(R)

Overview

Gwendolyn J. Floyd, Cpa, Cfp(R) operates as a sole proprietorship with an individual owner and focuses on financial planning rather than large-scale advisory or asset-management operations. The firm is registered as a representative of a broker-dealer and provides financial planning services on a non-discretionary basis, charging clients on an hourly or fixed-fee basis. It does not present itself as a capital allocator, is not active in ESG investing, and is not set up as a multi-state advisory firm. The practice mixes accounting and planning expertise; the owner’s CPA and CFP credentials are central to the firm’s positioning. That combination, plus the hourly/fixed-fee model, suggests the client relationship centers on project-based or ongoing planning engagements rather than bundled, fee-based portfolio management.

Assets & Accounts

Investments & Alternatives