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Dorman Financial Management, P.A. Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Dorman Financial Management, P.A. is a small financial planning firm based in Maitland, Florida, operating within the financial services sector. It pursues a holistic approach to planning, emphasizing in-depth analysis of factors that may influence a client’s financial and personal goals. The firm’s investment strategy seeks to reduce risk and capture gains by adjusting equity exposure seasonally, with quarterly portfolio reviews for all clients.

Its service offering includes retirement, estate, tax, beneficiary, insurance, and college planning, with plans re-evaluated every two years. As an SEC-registered investment adviser, the firm conducts business only in jurisdictions where it is properly registered or exempt from registration.

Find Dorman Financial Management, P.A. employees' phone numbers or email addresses

Dorman Financial Management, P.A. Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Dorman Financial Management, P.A.'s Leadership

  • Stylized image of a person
    P. B.
    Tax Consultant
    Mobile Phone

Dorman Financial Management, P.A. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Dorman Financial Management, P.A.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. B.
    Tax Consultant
    Mobile Phone
    Jul 09, 2024

Frequently Asked Questions

What is Dorman Financial Management, P.A. known for?

Minus sign iconPlus sign iconDorman Financial Management, P.A. was founded in 2001 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-407-774-****
. Explore Dorman Financial Management, P.A.'s company overview page for more information.

What is Dorman Financial Management, P.A.'s most common email format?

Minus sign iconPlus sign iconDorman Financial Management, P.A. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dorman Financial Management, P.A. email formats with LeadIQ.

How many employees does Dorman Financial Management, P.A. have currently?

Minus sign iconPlus sign iconDorman Financial Management, P.A. has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Dorman Financial Management, P.A.'s key employees and leadership?

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As of August 2026, Dorman Financial Management, P.A.'s key employees include:

  • Tax Consultant: P. B.

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