James A. Wyrostek,  CFP<sup>&reg;</sup> - Financial Advisor

James A. Wyrostek, CFP®

CLU, ChFC, AEP

Managing Principal

Wyrostek Financial Group, LLC

9966 SW 78th Ln
Ocala, FL 34481-3203
FINANCIAL ADVISOR'S WEBSITE
(260) 437-4713 CONNECT WITH James
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General

James Wyrostek is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wyrostek Financial Group, LLC in Ocala, FL and the surrounding communities.

Financial Advisor Experience

... James Wyrostek, CFP®, ChFC, AEP, is Managing Principal of Wyrostek Financial Group, a Fee Only Financial Planning Firm. In addition to forming Wyrostek Financial Group LLC in October 2018, Mr. Wyrostek has been a Life Coach at Christ Centered Coaching LLC since September 2015.  Previously, Mr. Wyrostek retired from a 20-year career as a Certified Financial Planner with Ameriprise Financial (formerly American Express Financial Advisors) and IDS Life Insurance Company in September 2010, and from April 1974 to December 1989, he was the Owner and President of Wyrostek Renbarger Associates, Inc., a business and tax consulting firm.  Mr. Wyrostek also holds the Accredited Estate Planner® (AEP®) and Chartered Life Underwriter (Emeritus) (CLU®) designations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: Florida
  • Health/disability insurance: Florida
  • Fixed annuities: Florida

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Sudden Wealth

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