*Halina T. Cegielski, Esq.

Wealth advisor

Ms. Cegielski joined Anchor Wealth Management Group LLC. in 2021. Her focus in the practice is on wealth planning, multi-generational transfers and protection strategies. Halina brings a wealth of knowledge and experience from her extensive law career to the firm. Halina’s primary focus is to create a trusting relationship with her clients, while protecting their families and legacy.

*Halina T. Cegielski, ESQ. is not affiliated with JW Cole .

EDUCATION AND DESIGNATIONS

  • B.A. Psychology, Florida Atlantic University, Boca Raton, FL
  • J.D. University of Miami School of Law, Miami, FL
  • Florida Family and Circuit Court Certified Mediator

AREAS OF FOCUS

  • Retirement income planning
  • Small business retirement and benefits planning
  • Comprehensive protection planning
  • Multi-generational transfers
  • Estate planning

PROFESSIONAL ASSOCIATIONS/ EXPERIENCE

  • Auction Chair for 3 years for the Fundraiser “For the Public Good” at Legal Aid Service of Broward County and the recipient of “Volunteer Shining Star”
  • Member of Florida Bar in good standing since 2005.
  • Florida Supreme Court Certified Circuit Civil and Family Mediator
  • Volunteer for Junior Achievement USA teaching 5th graders at local elementary school.
  • Supports Equine Rescue & Adoption Foundation in Palm City, FL.
  • Fluent in Polish and proficient in Russian