Florian Financial Group LLC

Shane Curry is a financial advisor at Florian Financial Group LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for three years. Outside of his advisory career, he has experience in various roles including in the food service and energy sectors. Florian Financial Group serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary portfolio management, written financial planning, and retirement-plan advisory services. The firm utilizes tactical asset allocation models and a risk-managed strategy based on proprietary market indicators, typically managing portfolios on a discretionary basis in alignment with client Investment Policy Statements.

Robert Florian is a CFP®-credentialed financial advisor with Florian Financial Group LLC in Williamsville, NY, bringing 30 years with the firm and four years of industry experience. He is involved in a wellness app partnership called Well Fit Plus, which focuses on app functionality and marketing. Florian Financial Group LLC manages approximately $215 million for about 245 clients, including individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, written financial planning, and ERISA advisory services using tactical asset allocation and risk-managed strategies informed by third-party research.

Jeffrey May is a financial advisor at Florian Financial Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for 12 years. Florian Financial Group serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary portfolio management, written financial planning, and retirement-plan advisory services. The firm uses tactical asset allocation and a risk-managed strategy based on proprietary market indicators, typically managing portfolios on a discretionary basis according to each client’s Investment Policy Statement.