Brand Shank ChFC

Chartered Financial Consultant

 

 

Call 727-251-6000

 

brand@brandshank.net

 

 

 

 

Helping You Make Informed Decisions

Professional Designation

 

What is the ChFC® designation?

ChFC® (Chartered Financial Consultant®): The ChFC® designation is a mark of excellence for and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards.

How Can a ChFC® Help Me?

  • Help protect your assets and manage risk
  • Possibly enhance the value of your estate to take care of your loved ones
  • Build an investment approach to help you potentially reach your goals
  • Help to create a comprehensive financial approach
  • Understand the unique challenges associated with retirement income portfolios,  finance, ethics, and estate planning
Volunteering and community give back

Helped construct a Kaboom playground in a disadvantaged neighborhood in St. Petersburg.


Worked at numerous events to raise money to pay for college scholarships for Take Stock in Children.


Ryan Neice Foundation sponsor.


Provided assistance to Pinellas Education Foundation’s Planned Giving Committee.


Participated in the planning team for the Ford Next Generation Plan for education.


Serving on the Town of Belleair Historic Preservation Board.