Suncoast Advisory Group

Kyra Johnson
Client Realtionship Coordinator

Kyra Johnson is the Client Relationship Coordinator for Suncoast Advisory Group. Some of her responsibilities include:

  • Administrating client personal and financial information to various Suncoast Advisory Group client web sites and Strategic Alliances
  • Maintaining and updating all client virtual files and Client Relationship Management software
  • Researching information requests for clients

The Fine Print

Rick O. Helbing CFP, ChFC
Graduate of the University of Wisconsin
Whitewater, Bachelors of Science in
Political Science

CIGNA Financial Advisors 1984 to 1988
Suncoast Advisory Group 1988 to Present

Licenses
Securities (Florida)
Life and Health Insurance (Florida)

Designations
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)

Member in Good Standing
Financial Planning Association Sarasota/Manatee
Society of Financial Services Professionals
Medical Group Management Association

Named one of the top 150 advisors in the country for physicians by Medical Economics magazine.

Rick Helbing - Certified Financial Planner, Sarasota FL - Office: 941.375.7320 Fax: 941.827.2916 Cell: 941.320.5532
Mailing address: 15 Paradise Plaza #354 Sarasota, FL 34239 Office address: 1911 Lakeshore Dr., Sarasota, FL 34231
Rick O. Helbing is a Registered Representative with, and securities offered through LPL Financial, member of FINRA/SIPC. Investment advice and advisory services offered through Suncoast Advisory Group, a registered investment advisor and separate entity from LPL Financial.