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 Moreno, Peelen, Pinto and Clark
Celebrates 50 Years of Service  Back

Now one of the oldest operating financial services providers in Florida

Orlando-February 1, 2011- A milestone like this one does not come along very often.  Orlando based Moreno, Peelen, Pinto and Clark is celebrating 50 years of providing financial planning services to the Central Florida area.  The anniversary coincides with the re-branding of the firm, which will be known from here on out as MPC.  Though the name has changed over the decades, the commitment to the countless clients who have helped to bring them this far never has.  

Along with the name change, MPC has launched a new website that helps to reinforce the vision and mission that the firm represents.  Though the name has been streamlined, the foundational principles upon which MPC was built remain the same. Since its opening on February 1, 1960, the firm has always maintained the belief that a key element to successful financial planning, both for businesses and individuals, is the advisor's breadth and depth of expertise.  It is this expertise, coupled with the ability to explore a client's specific needs and desires, which sets MPC apart.

MPC is uniquely qualified to provide this expertise while maintaining a proud tradition of customer service excellence. Each advisor specializes in one or more specific areas of business and personal planning.  Collectively, they offer each client the opportunity to take advantage of the diverse knowledge base of the MPC professionals while forming a financial advisory team that is tailor-made for their unique circumstances.

MPC encourages everyone to visit the new website www.mpc-wm.com, to learn more about the range of specialized services that MPC provides.

About MPC

In today's constantly changing business environment, it is imperative to be in a preemptive position regarding the latest practices and policies affecting employer rules, tax strategies, and financial trends. MPC receives wide ranging counsel from CPAs, attorneys, and a number of national experts, allowing them to anticipate these trends rather than just reacting to them.

Over the course of a half century in practice, MPC has learned time and again that financial confidence is priceless. Each team member passionately pursues this ideal in every possible way. At MPC, they not only help clients grow their wealth, they help them maintain it.  MPC helps to form solid foundations and sound financial strategies, all managed by seasoned professionals.

While proud of their longevity, in many ways, MPC feels that they are just getting started.  They hope to make the next half century even better than the first, for each client and stakeholder.  For more information, please visit the website.

About Moreno Peelen Pinto & Clark

In today’s constantly changing business environment, it is imperative to be in a preemptive position regarding the latest practices and policies affecting employer rules, tax strategies, and financial trends. MPC receives wide ranging counsel from CPAs, attorneys, and a number of national experts, allowing them to anticipate these trends rather than just reacting to them.

Over the course of a half century in practice, MPC has learned time and again that peace of mind is priceless. Each team member passionately pursues this ideal in every possible way. At MPC, they not only help clients grow their wealth, they help them maintain it.  MPC helps to form solid foundations and sound financial strategies, all managed by seasoned professionals.

While proud of their longevity, in many ways, MPC feels that they are just getting started.  They hope to make the next half century even better than the first, for each client and stakeholder.  For more information, please visit www.mpc-wm.com.

The Team

Rob Clark CFP®, specializes in comprehensive financial planning.  Rob is the Chairman of MPC's investment committee, and he works closely with associate advisor Andrew Keefer, a Chartered Financial Analyst candidate, in analyzing markets and indexes daily, as well as managing MPC's proprietary asset allocation models.

Lisa Moreno-Haramboure specializes in designing executive and employee health benefit plans. With more than 20 years experience, Lisa regularly consults national health carriers on better ways to provide services during these turbulent financial times.

Tony Moreno, Jr. ChFC®, a Chartered Financial Consultant, oversees the estate and business planning divisions of the firm. He is an expert in assisting family businesses and corporations transitioning to the next generation or selling their business outright. He's been recognized nationally for his success.

Scott Peelen ChFC®, a  Chartered Financial Consultant, has a unique way of approaching business development by integrating it with government relations. In these times, when government plays a bigger and bigger role in all of our lives, Scott recognizes the importance of dealing regularly with state and federal leaders, who in turn look to him for advice and counsel from the business owner's perspective.  This approach has been immensely helpful for many of our clients.

Christina Pinto CFP®, specializes in comprehensive financial planning and managing risk for individuals as well as business owners.   Christina focuses on understanding the unique challenges women face with retirement and long term care planning.

It is important to note that Tom Ruggie, their longtime associate in Lake County, will continue to work with MPC.  He will maintain his primary office in Tavares, where he has been located for 13 years, operating as Ruggie Wealth Management.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, A Registered Investment Advisor and separate entity from LPL Financial.
 Source: Moreno Peelen Pinto & Clark

CONTACT: Cristina M. Calvet-Harrold, +1-407-832-4814,
cristina@cchmarketing.com                           

 

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