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Daniel A
Series 65
Melbourne, FL
Arbogast Financial Advisors, LLC
Daniel Arbogast is a financial advisor at Arbogast Financial Advisors, LLC in Melbourne, FL, holding a Series 65 designation with three years of industry experience. He has worked at Arbogast Financial Advisors since 2021, overlapping with his role at Michael L. Arbogast, CPA, PA since 2021. Arbogast Financial Advisors, LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs diversified investment strategies using equities, mutual funds, ETFs, and fixed-income instruments, combining fundamental and technical analysis with asset allocation frameworks, and integrates accounting coordination through its affiliation with a CPA firm.
Michael A
CFP®, Series 65
Melbourne, FL
Arbogast Financial Advisors, LLC
Michael Arbogast is a CFP® with 29 years of industry experience and serves as a financial advisor at Arbogast Financial Advisors, LLC. He has been a principal at the firm since 2008 and also owns and operates a CPA firm, Michael Arbogast, CPA, P.A., where he provides tax preparation and small business accounting services. Arbogast Financial Advisors, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach supported by fundamental and technical analysis and benefits from its integration with an accounting practice, enabling coordinated tax and financial planning.
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