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Soren T. Christensen

CFP®, CIMA®, ChFC®

Founder & Chief Planning Officer

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

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

Advanced Wealth Advisors

1415 PANTHER LN
Naples, FL 34109-7874
(239) 455-1100

Adam D. Van Wie

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Strivus Wealth Partners

1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
(904) 685-1505
CONNECT WITH Adam
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Brian Hughes

CFP®, CFA

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

River City Wealth Management

10175 Fortune Parkway, Unit 603
Jacksonville, FL 32256
(904) 374-9098
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David Ryan

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

JD Bowen Financial Group

2020 Hwy A1A, Suite 104
Indian Harbour Beach, FL 32937
(321) 733-1662

Kevin M. Arquette

CFP®

Wealth Manager

Specialties: 401(k)/403(b)/IRAs, Annuities, Estate Planning, Investment Management, Mutual Funds,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

WealthPoint Financial Planning

16023 N. Florida Ave
Lutz, FL 33549
(813) 255-2546

Robert W. Schlitt, Jr.

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Schlitt Investor Services, Inc

1717 Indian River Blvd, Suite 300
Vero Beach, FL 32960
(772) 567-1188

Jose Diego Gonzalez

CFP®, CIMA®, CCFC

Partner | Financial Planner

Specialties:

Financial Advisor serving Florida and the surrounding communities.

CameronDowning Inc.

4610 SW 5th Ter
Coral Gables, FL 33134-1922
(305) 564-3794

Aaron Aaron Simpson

CFP®,CLU®,ChFC®,RICP

Senior Vice President

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Moran Wealth Management

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

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

Taylor M. Schenone

CFP®,® AAMS ™

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Edward Jones

1500 Colonial Blvd, Ste 231
Fort Myers, FL 33907-1042
(239) 437-5900
CONNECT WITH Taylor
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Cole Hedge

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

8120 Lakewood Main St, Ste 201
Lakewood Ranch, FL 34202-5066
(240) 802-5117

David A. Frisch

CPA, PFS, CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

FRISCH FINANCIAL GROUP, INC.

2202 N. West Shore Boulevard, Suite 200
Tampa, FL 33607

FRISCH FINANCIAL GROUP, INC.

445 Broadhollow Road
Melville, NY 11747

FRISCH FINANCIAL GROUP, INC.

1140 Avenue of the Americas
New York, NY 10036-5803

Michael H. Agnello

CFP®, MBA

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

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

Agnello Financial Group, Inc.

712 N Olive Ave
West Palm Beach, FL 33401-4015
(561) 833-7080
CONNECT WITH Michael
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Phillip Q. Couture

CFP®

President

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

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

Couture Financial, Inc.

1800 2nd St, Ste 881
Sarasota, FL 34236-5988
(800) 553-3385
(941) 366-3551

Roxanne L. Alexander

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Beth W. Dominguez

CFP®, CPWA®, CPA

Wealth Planning Consultant

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

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

Raymond James Financial Services, Inc.

880 Carillon Pkwy
Saint Petersburg, FL 33716
(727) 567-6353

Ana N. Fernandez

CFP®

Financial Advisor

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

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

AllGen Financial Advisors

100 W Lucerne Cir, Ste 200
Orlando, FL 32801-3718
888-6ALLGEN
(407) 210-3888
CONNECT WITH Ana
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Gregory C. Collier, Sr.

CFP® AIF® CPFA®

Investment Management Consultant - RJFS

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

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

Collier Financial Solutions, Inc

2025 W Old Hwy 441
Mount Dora, FL 32757
(352) 385-0073
CONNECT WITH Gregory
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Marianela Collado

CPA/PFS, CFP®, CDS®

CEO & Senior Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors

1000 S. Pine Island Road, Ste 450
Plantation, FL 33324
(954) 424-1660
CONNECT WITH Marianela
  • linkedin link

Derrick Chandler

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

300 S Orange Ave, Ste 1170
Orlando, FL 32801
(877) 869-6228 x105
(407) 869-6228

Teri A. Rogowski

CFP®

Owner

Specialties: Estate Planning, Getting Divorced, Life Planning, Retirement, Sudden Wealth, Women's...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Day2Day Personal Financial, LLC.

3425 S Atlantic Ave, Apt 706
Daytona Beach, FL 32118-6361
(919) 357-0178
CONNECT WITH Teri
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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

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

Philip Herzberg

CFP®, CDFA,CTFA, AEP

Lead Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Team Hewins

20200 W Dixie Hwy, Suite 1009
Miami, FL 33180

Team Hewins

2255 Glades Rd #210E
Boca Raton, FL 33431
(786) 471-1220
CONNECT WITH Philip
  • linkedin link

David J. Blount

CFP®

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

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

Investment & Insurance Planning Services, LLC

261 Plaza Dr. Suite B
Oviedo, FL 32765
(407) 719-0940
CONNECT WITH David
  • facebook link
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Nicholas Chlumsky

CFP®, CRPC®

First Vice President - Investment Officer

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities,...More

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

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

7370 College Parkway, Suite 100
Fort Myers, FL 33907
(239) 479-7979

John M. West, III

MBA, CFP®

Advisor / COO / CCO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Spraker West Wealth Management, Inc.

334 West Morse Blvd.
Winter Park, FL 32789
(407) 478-7899
CONNECT WITH John
  • linkedin link

Keith E. Downey

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Stronghold Wealth Management

1005 W Cleveland Street
Tampa, FL 33606
(813) 775-7099

Jeanne J. Peterson

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Ameriprise Financial Services, LLC

6817 Southpoint Pkwy., Suite 1001
Jacksonville, FL 32216
(904) 475-2980
CONNECT WITH Jeanne
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Deborah Badillo

CFP®

Client advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Florida and the surrounding communities.

MEIRA WEALTH

121 Alhambra Plaza, STE 1000
Coral Gables, FL 33134-5025
(305) 670-4440
CONNECT WITH Deborah
  • linkedin link