FINANCIAL PLANNERS

When you work with Legacy Wealth Management, you will always have a CERTIFIED FINANCIAL PLANNERTM professional working directly with you.

What are Certified Financial Planners?

A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark.

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MIKE BERRY
MIKE BERRYCERTIFIED FINANCIAL PLANNER™
LINDA EDEN-WALLACE
LINDA EDEN-WALLACECERTIFIED FINANCIAL PLANNER™
DAN FUNDERBURK
DAN FUNDERBURKCERTIFIED FINANCIAL PLANNER™, CERTIFIED KINGDOM ADVISOR®
JEFF FUNDERBURK
JEFF FUNDERBURKCERTIFIED FINANCIAL PLANNER™

MEET OUR SUPPORT STAFF

Our experienced staff is the backbone of our firm, they help with the day-to-day and keep the company running.

SUPPORT STAFF