We specialize in private and small business health coverage with creative and innovative products.
Miami-CFO brings CEOs the specific expertise they need for strategic growth – whether your company is growing, getting ready to grow or has grown beyond the capabilities of your current financial team
We specialize in: Life Insurance, Annuities, 401k/IRA rollovers, Long-Term Care, Disability Insurance, Future Planning, Retirement Planning, College Planning, and Business Succession Planning.
Charles Citrin graduated in 1972 from New York University Law School where he was a Root Tilden Scholar and from the University of Miami in 1969 where he graduated with honors in accounting.