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297 Financial Planners in Florida
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Geoffrey A. Frazier

CFP®, ChFC, CLU

President and CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Global Financial Private Client, LLC

2080 Ringling Boulevard, Second Floor
Sarasota, FL 34237
(941) 441-1624
CONNECT WITH Geoffrey
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Laura L. Rehbein

CFP®, APMA®, CRPC®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable &...More

Financial Advisor serving Florida and the surrounding communities.

Impavid Financial Advisors

13920 N Dale Mabry Hwy
Tampa, FL 33618
(813) 319-0011
CONNECT WITH Laura
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Laura K. Chiesman

CFP®

Managing Director & Advisor

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Savant Wealth Management

1300 Hwy A1A
Satellite Beach, FL 32937
(321) 773-7773
CONNECT WITH Laura
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Alexandra Armstrong

CFP®

Chairman

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Armstrong, Fleming & Moore, Inc.

700 John Ringling Blvd, #N309
Sarasota, FL 32436
(202) 887-8135

Alexis Hongamen

CFP®, CRPC®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Total Financial Planning, LLC

1120 Bella Vida Blvd
Orlando, FL 32828-6758
(407) 729-8516
CONNECT WITH Alexis
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Julie Rich

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Moran Wealth Management

5801 Pelican Bay Blvd
Naples, FL 34108
(239) 920-4440

A. Scott White

CFP®, ChFC, CLU

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Scott White Advisors

1510 Royal Palm Sqr Blvd, Ste 103
Fort Myers, FL 33919
(239) 936-6300

Scott E. Cadwell

CFP®

Managing Director, Partner & Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Carson Wealth

7958 Via Dellagio Way, Ste 300
Orlando, FL 32819-5419
+ 1 More Address

Carson Wealth

941 W Morse Blvd
Winter Park, FL 32789-3781
(407) 813-2550
CONNECT WITH Scott
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Charles J. May

CFP®

First Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission Financial Advisor serving Florida and the surrounding communities.

UBS Financial Services Inc

PO Box 368
Marco Island, FL 34146
+ 1 More Address

UBS Financial Services Inc

396 Alhambra Circle
Coral Gables, FL 33134
(786) 281-0206

Dorothy E. Bossung

CFP® CIMA® CPWA® RMA

Senior Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Choreo Advisors

4182 Bay Beach Lane, Unit 772
Ft Myers Beach, FL 33931
(312) 339-8893

Walter F. Burns

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Financial Advisor serving Florida and the surrounding communities.

Family Steward Wealth Consulting

46 Princewood Ln
Palm Beach Gardens, FL 33410-1493
(800) 286-1358
+1 More Number
(561) 624-3210

Thomas B. Conway

JD CFP® CTFA CIMA

President & Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Connemara Group, LLC

19 N. 5th Street Unit #1100
Fernandina Beach, FL 32034
(301) 321-3600

John E. Pinkley

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Investment Management,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Raymond James Financial

410 Hermitage Drive
Altamonte Springs, FL 32701
(800) 426-7449
+1 More Number
(407) 246-4973

Rubina K. Hossain

CFP®

Client Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Florida and the surrounding communities.

2222 Ponce de Leon Blvd
Miami, FL 33134
(305) 670-4440

William C. Miller

CLU, ChFC, CFP®, AEP

Managing Partner

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

Miller Wealth Advisors, LLC

1001 W Yamato Rd, Ste 306
Boca Raton, FL 33431-4403
(561) 613-0130

John G. Sellers

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Florida and the surrounding communities.

Sellers Financial Services, Inc

138 N Moon Ave, Suite B
Brandon, FL 33510
(800) 375-0211
+1 More Number
(813) 661-6602

J.D. Pellecchia

CFP®, CIMA, MBA, CKA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

PFS Financial

1405 W Swann Ave
Tampa, FL 33606
(813) 642-6111
CONNECT WITH J.D.
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John G. Espinosa

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

The John G. Espinosa Financial Group LLC

Po Box 162115
Miami, FL 33116
(305) 448-2020

Michael E. DeMassa

CFA, CFP®

Founder & Principal

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Forza Wealth Management

7701 Holiday Dr
Sarasota, FL 34231-5313
(941) 203-3748

Carl F. Nicolosi

CFP®

CFP(R)

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

PAMG Advisors

14311 Metropolis Ave, Ste 205
Fort Myers, FL 33912
(877) 768-7007
+1 More Number
(239) 768-7007

Cary R. Kleinfield

CFP®

Sr. Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Kleinfield Wealth Group

9726 Commerce Center Ct., Suite 2
Fort Myers, FL 33908
(239) 322-5020

Michael Hoeflich

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, LLC

5101 N 12th Ave, Ste A
Pensacola, FL 32504
(850) 476-5773
CONNECT WITH Michael
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Alex E. Petrone

CFP®

Partner

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Estate Planning, Life...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

CohnReznick LLP

2401 NW Boca Raton Blvd.
Boca Raton, FL 33431
(561) 953-1506

Beth A. Fleming-Brown

CFP® CLU CRPC

Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Lincoln Financial Advisors

P. O. Box 806
Windermere, FL 34786
(407) 551-4306

Matthew I. Botkin

CFP®, CPA/PFS, J.D.

CEO/President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Financial Advisor serving Florida and the surrounding communities.

Building Financial Solutions

7455 NW 108 Ave
Parkland, FL 33076
9547710100
CONNECT WITH Matthew
  • linkedin link

James A. Stokes

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Stokes Wealth

3117 Edgewater Drive
Orlando, FL 32804
(877) 843-4200
+1 More Number
(407) 843-4200
CONNECT WITH James
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Rebekah J. Fero

CFP®

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Asset...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

LPL Financial

18251 La Croix
Port Charlotte, FL 33948
(888) 625-5811
+1 More Number
(941) 625-5811

Tracy Burke

CFP®, ChFC

Partner and Investment Consultant

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Financial Advisor serving Florida and the surrounding communities.

Conrad Siegel Investment Advisors, Inc.

999 Vanderbilt Beach Rd - Suite 200, Suite 200
Naples, Florida 34108
(239) 325-1866

Jim Wesolowski

CFP®, CPA

CFP, CPA

Specialties: Comprehensive Financial Planning, Business Taxes, Life Planning, Retirement, Personal Taxes

Financial Advisor serving Florida and the surrounding communities.

J. Wesolowski Financial, LLC

2503 Del Prado Blvd S, Ste 500
Cape Coral, FL 33904
(800) 275-4975
+1 More Number
(239) 574-4449

Jonathan G. Cameron

CFP®

Co-Founder & Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

CameronDowning

5200 Blue Lagoon Drive, Suite 830
Miami, FL 33126
(305) 564-3794
CONNECT WITH Jonathan
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