portrait of Brent Forlow
FINANCIAL ADVISOR

Brent Forlow

CFP®, CEPA®, AAMS™
1620 Placida Road, Englewood, FL 34223opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Values and Faith Based Investing

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Kerri Crawford
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(941) 475-5187

Fax

(888) 234-2780

Office Address

1620 Placida Road
Englewood, FL 34223opens in a new window

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