CEO / President at Financial Education & Designs
Naples, Florida
Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge, CEO / President, is a licensed independent financial professional at Financial Education & Designs in Naples, Florida with 52+ years of experience. Specializing in Tax Planning, Estate Planning, Social Security Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 913-449-4804 / 239-300-3852
Email: [email protected]
Website: https://www.emil-wansa.com/
Licensed Independent Financial Professional · 52+ Years Experience · SafeMoney Certified™
Over 50 Years of Financial Excellence
With over 50 years of financial experience working with individuals and small companies across a myriad of financial services, Emil J. Wansa brings unparalleled expertise to every client relationship. Since 1974, Emil has been serving his communities by providing meaningful, high-quality service and solutions.
Professional Designations
Emil has earned these prestigious professional credentials:
NSSA - National Social Security Advisor
CLTC - Certified Long-Term Care
LTCP - Long-Term Care Professional
FRC - Federal Retirement Consultant
Senior Financial Concierge
Fixed Index Annuity Expertise
Emil has been offering and educating consumers on fixed index annuities since 1995—over 29 years of specialized experience. Understanding that there are eight distinct types of annuities, Emil emphasizes the importance of awareness, education, and proper implementation to ensure clients receive the right annuity solution for their unique situation.
Personalized Service
Emil looks forward to determining how he may be of best service to you in your unique financial situation.
Contact Emil today to discuss your retirement planning needs in Naples, Florida.
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Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge at Financial Education & Designs offers Tax Planning, Estate Planning, Social Security Planning in Naples, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.