James B. Dorman, Jr. CFP<sup>&reg;</sup> - Financial Advisor

James B. Dorman, Jr. CFP®

Dorman Financial Management PA

557 N Wymore Rd., Suite 201
Maitland, FL 32751
FINANCIAL ADVISOR'S WEBSITE
(407) 774-6815

General

James Dorman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dorman Financial Management PA in Maitland, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Banking, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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