Don Purcell CPA/PFS
431 Woodcrest Street
Winter Springs, Flo 32708 map
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Don Purcell CPA/PFS
Stewardship Coach

what we do
Fee-for-service retirement/comprehensive financial planning*, Fee-based wealth management*, Faith-based investment
                      strategies*, Estate Planning, Business Planning*, Deferred
                      Compensation Programs, Risk Management and Insurance

Vision Statement
To help clients be good stewards over money and possessions.

Purpose Statement
To glorify God by serving His People

Mission Statement
To serve God’s people through intelligent and objective financial advice* based on the Truth and Wisdom of God’s Word.

Education, Honors and Achievements

Qualified Kingdom Advisor
Drake University (BSBA Accounting-1981)
Post-Baccalaureate studies at Harvard University (2003-09)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Chairman, True North Foundation (2009-10)

*Don Purcell is an Investment Advisor Representative offering securities and advisory services through United Planners Financial Services, Member FINRA, SIPC. Stewardship Advisory Group and United Planners Financial Services are not affiliated companies.