Lincoln Financial Advisors: Florida
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Orlando

Bruce Chadbourne, Jr., CFP®, CPA*

Financial Planner

Phone

407-551-4310

For more than three decades, Bruce has been designing customized financial planning solutions for affluent individuals, successful executives, professionals and business owners in the areas of retirement, investment, estate and business succession planning.

Bruce’s honest communication style and passion for technical and analytical accuracy give him the unique ability to assist clients in navigating through complex financial issues and to motivate them to take important action toward the achievement of their wealth management goals.

“I am passionate about what I do and committed to delivering well thought out and accurate financial planning advice. My role is to assist my clients in building their wealth and preserving it for generations to come.”

Bruce’s education and professional qualifications include a Bachelor’s degree in Accounting from the University of Florida and earning the Certified Public Accountant (1976) quaification and CERTIFIED FINANCIAL PLANNER™ (1986) certification.
 

 

Stuart H. Farb, CLU, ChFC, CRPC

Financial Planner

Phone

407-551-4335

Stuart founded The Farb Financial Group and specializes in wealth accumulation and retirement planning for over 40 years. He has earned the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and  Chartered Retirement Planning Counselor (CRPC) designations. Stuart is pleased to be affiliated with Lincoln Financial Advisors, as the broker-dealer affords him the independence to evaluate and provide solutions towards creating financial planning strategies for his clientele.

Stuart has served as President of four different non-profit organizations in the Central Florida community including Rotary International, and continues to serve on many of their boards. He is past Chairman of both the Seminole County School Business Advisory Board, and the Finance Committee of Florida Citrus Sports.

Stuart is a resident of both Seminole and Brevard Counties, and has three grown children. His daughter, Rebecca Kauffman is a key member of the firm and has earned the CERTIFIED FINANCIAL PLANNER™ certification. He is proud to be married for over 40 years to the former Jo Ann Trippe of Winter Park, Florida.

  • Bachelor’s of Science Degree University of Florida
  • ChFC and CLU designations from the American College
  • CRPC designation from the College for Financial Planning
  • Life Member of Million Dollar Roundtable
  • Member, The Central Florida Estate Planning Council

 

Beth Fleming-Brown

Financial Planner

Phone

407-551-4306

Specializing in pre and post retirement planning for widows, divorcees, and couples for investments, income distribution, and estate planning, Beth Fleming-Brown works with her clients to enhance their financial independence and security while guiding them toward meeting their legacy objectives for their children and grandchildren, as well as any charitable interests they may have.

Beth graduated from Olivet College, Olivet MI with a Bachelor of Arts and has lived in Windermere FL for over 20 years where she has been active in local organizations including serving as a Windermere Town Council Person, The Windermere Tree Board, Local Cub Scout groups, St Luke’s Methodist Church, and supporting the area schools Partners in Education programs.

Beth has earned the CERTIFIED FINANCIAL PLANNER(TM) (CFP(R)) certification and the Chartered Life Underwriter (CLU™), Chartered Financial Consultant (ChFC™), and Chartered Retirement Planning Counselor (CRPC™) designations and has made a commitment to being a professional leader in addressing the key financial needs and issues of the retirement market.

With over twenty years in financial services, Beth’s values encompass integrity, competence, and diligence. Sagemark Consulting's philosophy of "Serve First, Last and AlwaysSM " was conceived over 60 years ago by legendary manager Stuart Smith and it still drives Beth’s business today.

 

Rebecca Kauffman, CFP®, CRPC®

Financial Planner

Phone

407-551-4333

Rebecca Kauffman joined The Farb Financial Group in 2007 and brought a new perspective and a security of continued service to a firm that has been providing wealth accumulation and financial planning for over 40 years. Specializing in investment planning, financial independence, insurance analysis, wealth accumulation and estate planning, Rebecca considers herself to be a “financial quarterback,” helping her clients coordinate their team of advisors in the different areas of their financial lives.

A native of Orlando, Rebecca has continued to be an active leader in the community. She is involved with numerous organizations including the Chamber of Commerce, and Rotary International, of which she is a past president of the Altamonte Springs club.

In addition to earning the CERTIFIED FINANICAL PLANNER™ practitioner certification, she also holds the Chartered Retirement Planning Counselor designation as well as being FINRA Series 6, 7, and 63 securities registered and Florida Life, Health, and Annuity licensed with Lincoln Financial Advisors Corp. Rebecca is also a member of the WISE Group for Lincoln Financial Network Women Advisors, WIFS (Women in Insurance & Financial Services), and the Central Florida Estate Planning Council.

She is a graduate of Florida State University, where she truly honed her life-long love of college football. Rebecca and her husband Sam, have 2 awesome children, Trippe and Emma. In her spare time, Rebecca and her family enjoy seeking thrills at Orlando’s various theme parks, and spending time surfing at the beach.

Rebecca Kauffman is a registered representative of Lincoln Financial Advisors Corp. The Farb Financial Group is not an affiliate of Lincoln Financial Advisors Corp.

 

Tom Shapiro

Financial Planner

Phone

407-551-4337