When Surf’s Up, Never Paddle Out
Alone In Financial Whitewater!
At SPC, we believe… although you can’t stop the financial
waves from coming your way, you can learn how to SURF!
Survey your financial situation… Understand your tax consequences…
Reposition your investment portfolio…
Focus on tax integrated, wealth management financial strategies!
Our team of wealth management CFP® practitioners will not only help you float over life’s waves,
our tandem CPA master surf team, strapped with tax efficient buoyancy vests, will track financial
tax swells and help you dive through life’s unpredictable big waves, with a wealth management,
SPC Quiver board collection of balanced investment options, so your hopes & dreams don’t
carelessly get wiped-out and washed away in the surf.
If you would like the comfort of financially surfing with a certified financial professional, nationally
recognized as a 2015 / *FT 400 Top Financial Advisor & **Barron’s / Top 1, 200 Financial Advisor
(with over 30 years of Wisdom, Integrity and Acquired Trust) contact Edward Geoffrey Sella /
CPA/PFS, CFP® / President & CEO / SPC Financial™ at (301) 770-6800 or www.spcfinancial.com.
2015 & 2013 *FT 400 TOP FINANCIAL ADVISOR &**BARRON’S 2015 / TOP 1, 200 FINANCIAL ADVISOR
(Among Maryland’s Top 10 Advisors) **FT Award criteria; assets under management (AUM), asset growth, years of
experience industry certifications, FINRA compliance records & on-line accessibility. **Barron’s criteria: AUM, revenues
generated for advisor’s firms & quality of practice.
RJFS and SPC Financial, Inc., do not provide tax or legal advice. +Tax services and analysis are provided by the related
firm Sella & Martinic, LLC through a separate engagement letter with clients. Sella & Martinic, LLC is independent of
RJFS. Securities offered through Raymond James Financial Services, Inc. / Member FINRA/SIPC