Gwendolyn J. Floyd, Cpa, Cfp(R)

Overview

Gwendolyn J. Floyd, Cpa, Cfp(R) is a solo advisory practice organized as a sole proprietorship and operated by the named individual. The practice emphasizes financial planning services and functions as a registered representative of a broker-dealer rather than a traditional multi-adviser firm. Fee arrangements are simple and client-facing: hourly charges and fixed fees are the stated pricing models. The firm is not described as an active ESG investor, a pension consultant, a multi-state adviser, or a capital allocator.

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Investments & Alternatives

Location & Offices