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303 Financial Planners in Florida
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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

Susan K. Bradley

CFP®, CeFT®

Founder

Specialties: Getting Divorced, Life Planning, Sudden Wealth, Women's Finances

Financial Advisor serving Florida and the surrounding communities.

Sudden Money Institute

10 Huntly Circle
Palm Beach Gardens, FL 33418
(888) 838-9446
+1 More Number
(561) 776-6209

Steven Trend

CFP®

Financial Planner

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.

Prudential Financial

14270 Evelyn Drive
Palm Beach Garden, FL 33410
(914) 441-4978
CONNECT WITH Steven
  • facebook link
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Christian T. Stearns

CFP®

Sustainable, Responsible and Impact (SRI) Financial Advisor

Specialties: Comprehensive Financial Planning

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

Conte Wealth Advisors

2740 Oak Ridge Ct, Ste 304
Fort Myers, FL 33901-9371
(239) 288-4237
CONNECT WITH Christian
  • facebook link
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Pete Kelly

CFP®

Specialties:

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

Raymond James Financial Services

1113 SE 47th Terr Ste #3
Cape Coral, FL 33904
(239) 540-1454

Maxine Weiner

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

2121 N. Ocean Blvd., 1003E
Boca Raton, FL 33431
(212) 532-4610

Set Carpintero

CFP®, EA

Senior Planner

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Resource Consulting Group

P.O. Box 4930
Orlando, FL 32802
(407) 422-0252

Thomas Seay Kluttz, III

CFP®

Senior Portfolio Manager

Specialties: Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

Huntington Private Bank

8889 Pelican Bay Blvd, Suite 100
Naples, FL 34108
(239) 260-6057

Daniel Mesa

CFP®

Managing Partner

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

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

BlackPoint Capital Partners

1200 Brickell Ave, Suite 1950 #1044
Miami, FL 33131
(305) 905-0531
CONNECT WITH Daniel
  • linkedin link

Jason Richmond

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Pruitt Richmond Wealth Management

19910 S Tamiami Trail, Suite D
Estero, FL 33928

Lemar Williams

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

801 International Pkwy, Ste 500
Lake Mary, FL 32746-4763
CONNECT WITH Lemar
  • linkedin link

Chris Toadvine

MS, CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

William R. Verhagen

CFP®, CPA, CFS, CLU®

President

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

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

Innovative Financial Solutions, Inc.

4 Concorde Lane, Ste 1
Palm Coast, FL 32137
386-597-2856

William M. Durham, Jr.

CFP®, CLU

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Estate Planning, Getting...More

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

WM Durham Associates LLC

2010 Raymond Diehl Rd., Ste, 102
Tallahassee, FL 32308
(850) 385-3578

Debra D. Greenblatt

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Greenblatt Financial Mgmt

7748 Wind Key Drive
Boca Raton, FL 33434
(301) 529-4688

Jeffrey A. Kutchmire

CFP®

Financial Advisor

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.

Cetera Investment Services

1715 N Westshore Blvd #260
Tampa, FL 33607
(813) 288-9707

Jubin Keyvan

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Javelin Enterprises/Profitable Financial Strategies

4613 N. University Dr, #372
Coral Springs, FL 33067
(954) 748-0708

Richard E. Krichbaum

CFP®

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.

Marquis Wealth Management Group

6208 Whiskey Creek Dr
Fort Myers, FL 33919-8763
(239) 823-5490

Karin A. Grablin

MBA, CPA, CFP®

COO/ Managing Partner

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

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

Carson Wealth Management

One North Tuttle Avenue, Ste 1
Sarasota, FL 34237
(941) 556-9004
CONNECT WITH Karin
  • facebook link

Stephen C. Schramm

CFP®

Principal

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

Financial Advisor serving Florida and the surrounding communities.

HBKS Wealth Advisors LLC

1000 SE Monterey Commons Blvd, Suite 101
Stuart, FL 34996
(772) 287-4110 x 1608

Andrew E. Laino

CFP®, CLU, CLTC

Financial Planner

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.

Laino and Associates Financial Group

1605 Main Street, Suite 1004
Sarasota, FL 34236
(941) 954-8700

Cheryl B. Bott

CFP®

Adviser

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Prosper Financial Advisers

9455 Koger Blvd. #102
St. Petersburg, FL 33702
(727) 823-3801

Lea Smith Johnson

CFP®, MBA, RFC, FIC

Owner, Founder, CEO, Independent 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.

Triple Crown Wealth Finance

3970 SR 64 E
Bradenton, FL 34208
(941) 462-2731
CONNECT WITH Lea
  • facebook link
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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

Preston A. Sizemore

CFP®

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.

Morgan Stanley Wealth Management

3801 PGA Blvd., Suite 700
Palm Beach Gardens, FL 33410
(800) 327-6187
+1 More Number
(561) 776-6494

Glenn Shipley

CFA, CFP®

Senior Vice President

Specialties: Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

The Northern Trust Company

1515 Ringling Blvd
Sarasota, FL 34236
(941) 329-2707

Luana Mobley Corral

CFP®, CFS, CLTC, BFA

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

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

Associated Financial Consultants & Investor Services

2699 Stirling Rd, Ste A200
Fort Lauderdale, FL 33312
(800) 741-5602 x119
+1 More Number
(954) 302-6321

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
  • linkedin link

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