
CONSORTIUM MEMBER SINCE 2020
Alan Bratic
CFP®
ThompsonBaker Financial, LLC
61 Cordova Street
St. Augustine, FL 32084
St. Augustine, FL 32084
Member Profile
Client Vision
An independent financial services firm, ThompsonBaker Financial draws on hands-on and astute financial experience to create tailored strategies for our clients’ retirement, income and investment planning needs. We are a long-standing and prominent member of the St. Augustine community, with a deep experience, a wide variety of options and careful attention to managing risk.
Areas of Expertise
- Retirement Planning
- Investment Management
Education/Certification
- CERTIFIED FINANCIAL PLANNER
Outside The Office
Alan enjoys spending time with his family in their beautiful beach community. In his spare time, Alan loves to play golf and tennis.