About Us — FPM Pro | Meet the Team Behind Your Financial Freedom

About FPM Pro

The Team Behind Your Financial Freedom

FPM Pro LLC was founded on a simple belief: everyone deserves access to professional financial planning — not just the wealthy.

Meet With Us → (407) 494-3342

Our Founder

Bertram F. Simmons Jr.

With over a decade of professional tax preparation experience, Bertram founded FPM Pro LLC to bring full-service financial planning to everyday families and individuals — not just those who can afford expensive advisors.

As a licensed insurance agent operating under PHP Agency, one of the fastest-growing financial marketing organizations in America, Bertram has access to 40+ insurance carriers. This means every recommendation is based on what is best for you — not which company pays the highest commission.

His vision for FPM Pro is simple: one team handles your taxes, life insurance, health coverage, Medicare, and business benefits. Nothing falls through the cracks. Every piece of your financial picture works together.

"Freedom Plan Management" means exactly what it says — a plan for your financial freedom, managed professionally.

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What We Stand For

Our Values

Trust

HIPAA-compliant systems, transparent pricing, and no hidden fees. Your data and your finances are safe with us.

Expertise

Licensed professionals with real credentials — not chatbots. Though we do use AI to serve you faster and more accurately.

Accessibility

Bilingual service in English, Spanish, and Haitian Creole. Nationwide coverage. Mobile-friendly from start to finish.

Community

Rooted in community partnerships and financial education. We believe in lifting up the neighborhoods we serve.

Our People

Meet the Team

Bertram Simmons

Founder & CEO

10+ years of professional tax preparation experience. Licensed insurance agent with PHP Agency. Passionate about making financial planning accessible to everyone.

Jeffrey

Technology Lead

Drives FPM Pro's AI and automation strategy. Responsible for systems integration, client portal technology, and operational efficiency.

Jonathan

Insurance Analytics

Specializes in life insurance illustrations, carrier analysis, and retirement planning strategies. Ensures every policy recommendation is data-driven.

Hiring

Coming Soon

Spanish Language Specialist

We are expanding our bilingual team to better serve our Spanish-speaking clients with dedicated, culturally-informed financial guidance.

Hiring

Coming Soon

Haitian Creole Specialist

Growing our team to provide full-service financial planning in Haitian Creole — reaching communities that are too often underserved.

Our Partnership

Backed by PHP Agency

FPM Pro operates under PHP Agency — one of the fastest-growing financial marketing organizations in America. This gives us access to 40+ insurance carriers, industry-leading training, and a nationwide network of financial professionals.

When you work with FPM Pro, you get the personal attention of a local team with the resources and carrier access of a national organization. We are never locked into one company — we shop the market to find your best fit.

40+

Insurance Carriers

States Covered

Rated Carriers

Giving Back

Rooted in Community

Financial Literacy

We host workshops and educational sessions on budgeting, insurance fundamentals, tax preparation tips, and retirement planning — free of charge to community members.

Local Partnerships

We partner with churches, community organizations, and local businesses to bring financial services directly to the neighborhoods that need them most.

Serving the Underserved

Multilingual support in English, Spanish, and Haitian Creole ensures language is never a barrier to financial planning. Everyone deserves a seat at the table.

Ready to Work With Us?

Book a free consultation with our team. No pressure, no obligation — just honest guidance about your taxes, insurance, and financial plan.

Or call directly: (407) 494-3342 · [email protected]