Broker Check

The Four Oaks Financial Team

George Cattat

Founder, Investment Strategist

(727) 272-7249

george.cattat@fouroaksfinancial.com

George Cattat is the founder of Four Oaks Financial, LLC.

As an Investment Strategist, over the past 20 years George serves as his client’s personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7, 63, 65 securities registrations. He is also a licensed Texas & Florida life and health insurance agent.

Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Lantana and loves spending time with his wife Rebecca and three children.

 

Jerry Bulaclac

Financial Advisor

813-317-6004

Jerry Bulaclac is an Investment Advisor Representative (IAR) serving his client’s since 2004.  Integral to his practice is advising his client’s on wealth accumulation, retirement income planning, budget analysis, portfolio management, wealth transfer strategies, and ongoing financial planning.

 

Jerry holds his Series 7 & 66 securities registrations. He also holds his State of Florida Life, Health, and Variable Annuity license.  Jerry lives in Tampa with his wife Kelly and 3 children.  He enjoys spending time with his wife and kids and actively volunteering in their sporting activities.

Kari Neller

Financial Advisor

727-421-5154

Kari Neller has been working in the securities industry since 2006.  Kari holds the Series 6 & Series 65 as well as a State of Florida Life, Health, and Variable Annuity License.

Kari believes that clients deserve a personal focus.  Whether your goal is wealth accumulation, retirement income planning or portfolio management, Kari will meet with you to discuss your needs and goals and help you create a plan tailored to meet them.

In Kari’s spare time she volunteers as a Guardian Ad Litem, representing abused or neglected children in court. 

IFP Asset Management

Aaron Gilman (Strategic Partner, IFP)

CHIEF INVESTMENT OFFICER, INDEPENDENT FINANCIAL PARTNERS

Serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Asset Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio...

Read more

Peter Nunley (Strategic Partner, IFP)

DIRECTOR OF ASSET MANAGEMENT, INDEPENDENT FINANCIAL PARTNERS

Responsibilities: Conducting due diligence for investments, providing assistance to advisors with investment- related tasks, forecasting market returns by running regression analyses using economic variables, assisting in the...

Read more