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CFP®, AIF®, CDFA™, MBA

Steven D. Kurland

Steven D. Kurland has more than 30 years of experience serving clients' diverse needs. As a Financial Representative with 360 Financial Firm, he focuses on providing comprehensive strategies for individuals and business owners. Steven is licensed to offer life, health, and variable annuities in the State of Florida as well as having his Series 6, 7, 63, and 65 securities registrations. Steven is also registered and licensed for securities and insurance in several other states. Steven earned a Bachelor of Science degree in Electrical Engineering from The Pennsylvania State University, and a Masters of Business Administration from Loyola University of Maryland.
 

CFP®: CERTIFIED FINANCIAL PLANNER™

CDFA™: CERTIFIED DIVORCE FINANCIAL ANALYST™

AIF®: ACCREDITED INVESTMENT FIDUCIARY ®

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Thomas Dirscherl

Financial Advisor

As a Financial Advisor with 360 Financial Firm, Tom focuses on providing comprehensive strategies for individuals and business owners. He holds his Series 7 and 66 securities registrations and is licensed to offer Life, Health and Disability Insurance and Fixed, Indexed and Variable Annuities in the State of Florida.. Tom earned a Bachelor of Science degree in Physical Science from Radford University. He is a former member of the PGA of America.

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San Juanita Murphy

Financial Representative

San Juanita Murphy has more than 10 years of experience serving clients’ diverse needs. As a Financial Representative with 360 Financial Firm, she focuses on providing comprehensive strategies for individuals and business owners. San Juanita is licensed to offer Life, Health and Variable Annuities in the State of Florida as well as having her Series 6 securities registration.

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Timothy K. Liyakasa

Operations Manager

Timothy Liyakasa is a New York native with 20+ years of experience in serving clients in both New Jersey and Florida. He earned his Bachelor of Arts degree in Sociology from Florida Atlantic University. Timothy is sensitive to the individual needs of clients and finds satisfaction in empowering others. He currently holds his 2-15 license to offer life, health, and disability insurance, as well as fixed and immediate annuities in the State of Florida.

(407) 636-6333

Our Team
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2250 Lucien Way Suite 200, Maitland, FL 32751

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here

By following the link, you consent to receipt of the Form CRS electronically.

360 Financial Firm, LLC and JWC/JWCA are unaffiliated entities.

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IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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Check the background of this financial professional on FINRA's BrokerCheck

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