TREASURE COAST FINANCIAL PLANNING, INC. of VERO BEACH, FL is an SEC-registered investment adviser (CRD 166684). Regulatory assets under management: $241.5M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Guy Lawrence Bassini | PRINCIPAL OWNER, CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Anthony John Dzielski | SHAREHOLDER/VICE PRESIDENT | — |
| Angela Dawn Johnson | SHAREHOLDER/SECRETARY AND TREASURER | — |
| JOHNSON KIMBERLY DAWN | SHAREHOLDER/SECRETARY AND TREASURER | — |
| BASSINI GUY LAWRENCE | PRINCIPAL OWNER AND CHIEF EXECUTIVE OFFICER; PRINCIPAL OWNER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL OWNER, CHIEF EXECUTIVE OFFICER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| ZAMERSKI THEODORE JOSEPH | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| DZIELSKI ANTHONY JOHN | SHAREHOLDER/VICE PRESIDENT | — |