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Ted Black, CFP®
(407) 260-6999

What is a Certified Financial Planner?TM

 

 


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   Ted Black, CFP®
   Client Advisor/President

 

 

Objective:

To help guide you through, and be your advocate in an ongoing process of managing and protecting your personal financial resources.
 

On Being Independent:

As an independent, privately owned and operated firm, we are free to recommend solutions that are based solely on your needs. This may not be as obvious as it sounds. Many advisors, among other constraints, are limited and/or highly motivated to recommend only those products offered by their employer.

We  have created an atmosphere of open communication, familiarity and trust that offers you an opportunity to receive truly personalized, unbiased advice regarding your financial situation.
 

Professional Background:

Ted is a 27-year veteran of the financial services industry. Throughout his career he has focused his efforts on becoming an ever better personal financial advisor and investment manager to individual families and small business owners.

In addition to working on a one-to-one basis with clients, he spent  nearly 3 years as Director of Securities Investment for a private advisory firm. His principle responsibility was managing roughly $150 million in client accounts. Ted’s area of expertise in investment management is building portfolios of no-load mutual funds.

He has shared his thoughts and insights on personal financial planning as a contributing writer to a mutual fund investment publication, and as a guest on a nationally syndicated financial radio program.

In 1995, he pursued the advantages of independence with the goal of offering clients comprehensive, unbiased financial planning and investment advice. Today, Ted is the President and owner of LongView, Inc.
 

Formal Education:

Bachelor of Science in Business Administration (B.S.B.A.) from the University of Central Florida.
 

Certifications;

CERTIFIED FINANCIAL PLANNERTM Practitioner.
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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This website is for informational purposes only and does not represent a complete description of our services. This website is not a solicitation or offer to buy or sell securities or investment advisory services. Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market of other financial information, is obtained from sources we believe to be accurate; however, we do not guarantee the timeliness or accuracy of such information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no warranties expressed or implied as to the accuracy, completeness or results obtained from any information posted on this or any linked website.

Information on this website does not involve the offering of personalized investment or financial planning advice. Rather, it is limited to providing only general information on investment, retirement, and financial planning ideas, services, and products.

Any and all charts, graphs, stock and/or mutual fund quotes are for illustrative purposes only. They do not depict actual investments, actual results, or actual client experiences and results.

Hyperlinks on this website are listed for convenience only. LongView, Inc. does not take responsibility for the information, products, services or advice found via these hyperlinks.

We invite you to read our Privacy Policy.

LongView, Inc. is a Registered Investment Adviser in the State of Florida.

LongView, Inc. 740 Florida Central Parkway, Suite 2000, Longwood, FL 32750 Telephone: (407) 260-6999.

For more information, contact Ted Black, CFP® at (407) 260-6999, ext. 120.

What might have lead you to our site: Central Florida Certified Financial Planner; Certified Financial Planner in Central Florida; Orlando Retirement Planner; Central Florida Independent Investment Advisor; Retirement Planner in Central Florida; Orlando Area Investment Advisor

 

 

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