Jeff Ackler, CFP®

Wealth Management Advisor

(407) 584-1414

Jeff Ackler is a CERTIFIED FINANCIAL PLANNER™ professional, who began his career in the Financial Services Industry in 1992. Jeff began his career at Dreyfus Corporation in Uniondale, NY, working with clients and prospects and...

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Isabel Ortiz, CFP®

Wealth Management Advisor

(407) 584-5444

Isabel began her career in the financial services industry shortly after graduating from The University of Central Florida in 2020. She gained industry experience by interning at a small financial planning firm before starting with...

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Or you may simply call or text us at (407) 584-1414 or send us an email.

Locations in Orange, Seminole, and Lake Counties.

Why we believe you should only work with a CERTIFIED FINANCIAL PLANNER™ professional:

ETHICS MATTER

When you choose a financial advisor, you’re looking for a partner to help you achieve your goals. CERTIFIED FINANCIAL PLANNER™ professionals understand the responsibility of being entrusted with your future, so they choose to commit to a high standard of behavior. To become certified, in addition to meeting education, examination and experience requirements, candidates must make a commitment to the CFP Board to abide by standards set forth in the CFP Board’s Code of Ethics and Standards of Conduct. The Code of Ethics lists the principles that guide a CFP® professional’s behavior. The Standards of Conduct elaborate on several “duties” that a CFP® professional must fulfill as part of their certification. The cornerstone of the Code and Standards is a CFP® professional’s duty to act as a fiduciary.

THE CODE OF ETHICS

  • As part of their certification, a CFP® professional agrees to a Code of Ethics that requires them to
  • Act with honesty, integrity, competence and diligence
  • Exercise due care
  • Maintain the confidentiality and protect the privacy of client information
  • Act in the client’s best interests
  • Avoid or disclose and manage conflicts
  • Act in a manner that reflects positively on the financial planning profession and CFP® certification.

THE FIDUCIARY DUTY

As part of their certification, a CFP® professional commits to the CFP Board’s Fiduciary Duty. A CFP® professional commits to the CFP Board that they will act as a fiduciary, and therefore, act in their client’s best interests, at all times when providing financial advice to a client. That means your CFP® professional has made a commitment to:

  1. Place your interests above their own interests, or the interests of their firm.
  2. Avoid conflicts of interest to you, obtaining your informed consent and properly managing the conflict.
  3. Continue to put your interests first, even when acting under a conflict of interest.
  4. Comply with the terms of the client engagement and follow your directions, so long as they are reasonable and lawful.
  5. Act with care, skill, prudence and diligence based on your goals, risk tolerance, objective, financial status and personal circumstances.

Why we believe you should only work with a SmartVestor Pro:

Why we believe you should work with a SmartVestor Pro:

We Agree to the SmartVestor Code of Conduct
We believe everyone deserves access to professional investing guidance.

We Provide a Refreshing Twist on Financial Planning
We have the heart of a teacher, not the attitude of a salesman. We strive to be advisors you can feel comfortable talking to and someone you can trust. We'll work together to create a plan to help you work towards your goals.

We Care About Your Future
We're more than a "financial or investment advisor" - We're someone you can relate to and share your dreams with. We fit your investments to your life, help you understand what you're investing in and why, and encourage you to stick with your long-term goals.

*The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Merit Wealth Advisors or LPL Financial.

In addition to phone and video/screen sharing meetings, we are where you are!

Current Office Locations:

North Orlando: 1060 Maitland Center Commons Blvd - Suite 365 - Maitland FL 32751

South Orlando: 2151 Consulate Drive - Suite 15-2 - Orlando FL 32837

East Lake/West Orange: 1303 Limit Ave - Suite 200 - Mount Dora FL 32757


*Other professional meeting locations available such as Clermont!



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