Financial Planners in Florida

Mace Barry Tamse

CFP^®, JD, CIMA, CMFC

First Vice President

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise

5200 Town center Cir, Ste 600
Boca Raton, FL 33486

+ 1 More Address

Ameriprise

3450 S Ocean Blvd
Highland Beach, FL 33487

(561) 226-5826

William R. Tomes, Jr.

CFP^®

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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

Total Wealth Planning & Management, Inc

PO Box 859
Ponte Vedra Beach, FL 32004

(866) 568-0003

Kurt Wittneben

CFP^®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Witt Financial Services, Inc.

1660 NE 38th Street
Oakland Park, FL 33334

(954) 294-1398

Jodi B. Perez

CFP^®, CEPA^®

Partner IFS / Senior Financial Advisor, 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.

Independent Financial Services

20635 Amberfield Dr, Ste 102
Land O' Lakes, FL 34638

(888) 811-1817

+1 More Number

(813) 908-2701

CONNECT WITH Jodi

Dennis E. Gagnon

CFP^®

Specialties:

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

Non-Traditional Wealth Management, LLC

4767 New Broad Street
Orlando, FL 32814

(407) 514-2671

Paul H. Auslander

CFP^®

Director of Financial Planning

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

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

ProVise Management Group, LLC

611 Druid Rd, Ste 105
Clearwater, FL 33756

(800) 633-3049

+1 More Number

(727) 441-9022

Michael L. Ellis, Jr.

CFP^®, CRPC^®

Owner & Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Madden Advisory Services

5200 Belfort Rd., Suite 410
Jacksonville, FL 32256

(904) 296-1127

CONNECT WITH Michael

Matthew Wisehaupt

CFP^®

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

Financial Advisor serving Florida and the surrounding communities.

Wisehaupt Bray Asset Management

3399 Pga Blvd, Ste 180
Palm Beach Gardens, FL 33410-2804

(561) 227-5085

CONNECT WITH Matthew

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

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

Richard A. Gotterer

CFP^®

Regional Director, Senior Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Calamos Wealth Management LLC

155 Morningside Dr
Coral Gables, FL 33133

+ 2 More Addresses

Calamos Wealth Management LLC

2020 Calamos Ct
Naperville, IL 60563

Calamos Wealth Management LLC

220 Alhambra Circle
Coral Gables, FL 33134

(305) 322-5072

Ryan E. Van Buren

CFS, CAS, CFP^®

Fiancial Planner

Specialties: Comprehensive Financial Planning

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

One Overvue

1955 22nd Ave
Vero Beach, FL 32960-3083

+ 1 More Address

One Overvue

9434 N US Highway 1
Sebastian, FL 32958-6395

(772) 778-9401

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

Roger S. Johnson

CFP^®

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

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

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714

(407) 869-9800

Barbara M. O'Neill

CFP^®, CRPC, CFEd

Professor

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Rutgers University

6695 SW 94th Circle
Ocala, FL 34481

(973) 903-7869

Tracy D. Gillette

CFP^®

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

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

1104 Nikki View Dr
Brandon, FL 33511

(813) 914-0440

Evan M. Shear

CFP^®

CERTIFIED FINANCIAL PLANNER™

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

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

CrossleyShear/Raymond James Financial Services

1515 International Pky, Suite 2019
Heathrow, FL 32746

(877) 953-PLAN

+1 More Number

(407) 215-7575

CONNECT WITH Evan

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

+1 More Number

(407) 210-3888

CONNECT WITH Ana

Jonathan N. Castle

MSFS, CFP^®

Managing Partner, Chief Investment Officer

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Paragon Wealth Strategies, LLC

10245 Centurion Pkwy N, Suite 106
Jacksonville, FL 32256

(904) 861-0093

CONNECT WITH Jonathan

Dave Brooks

MS,CFP^®,ChFC^®,CLU^®

District Advisor

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.

First Command Financial Planning

1120 N Eglin Pkwy
Shalimar, FL 32579

(850) 613-6990

Michelle Barron

CFP^®

Specialties: Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning,...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

CONNECT WITH Michelle

Hubert A. Ross

CFP^®, CPWA^®, ChFC^®

Wealth 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.

Polaris Wealth Management LLC

151 Regions Way, Ste 2C
Destin, FL 32541

(850) 502-2440

Jorge Padilla

CFP^®

Senior Client Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

MEIRA

9350 S Dixie Hwy, Ste 1500
Miami, FL 33156

(305) 670-4440

CONNECT WITH Jorge

Conrad Santiago

CFP^®, MSFS

Senior Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, LLC

719 Peachtree Rd, Ste 100
Orlando, FL 32804

(407) 206-7477

Ron Tamayo

CFP^®

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

200 S Orange Ave, Suite 2025
Orlando, FL 32801

(407) 869-6228

CONNECT WITH Ron

Mary M. Murphy

CFP^®

Wealth 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.

LPL Financial

2022 Grove Drive, SUITE A
Naples, FL 34120

(217) 306-5551

Matt Chancey

CFP^®

CFP

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

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

532 Worthington Dr
Winter Park, FL 32789-5246

(407) 832-0805

Ginger R. Snyder

CFP^®

Senior Vice President - Investments

Specialties: Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment...More

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

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

3810 Northdale Blvd, Ste 180
Tampa, FL 33624-1872

(877) 871-3472

+1 More Number

(813) 968-8716

Michelle L. Ash

CFP^®, RICP^®,CASL^®

Managing Partner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Paragon Wealth Strategies LLC

10245 Centurion Pkwy N, Ste 106
Jacksonville, FL 32256

(904) 716-0773

CONNECT WITH Michelle

Michael J. Tringali

CPA/PFS, CFP^®

President

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Investment Management...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Michael J. Tringali, P.A.

3760 N. Palomino Terrace
Beverly Hills, FL 34465

(352) 527-3465

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®, JD, CIMA, CMFC

Ameriprise

Ameriprise

CFP®

Total Wealth Planning & Management, Inc

CFP®

Witt Financial Services, Inc.

CFP®, CEPA®

Independent Financial Services

CONNECT WITH Jodi

CFP®

Non-Traditional Wealth Management, LLC

CFP®

ProVise Management Group, LLC

CFP®, CRPC®

Madden Advisory Services

CONNECT WITH Michael

CFP®

Wisehaupt Bray Asset Management

CONNECT WITH Matthew

CFP®

Pruitt Richmond Wealth Management

CFP®

Carson Wealth

Carson Wealth

CONNECT WITH Scott

CFP®

Calamos Wealth Management LLC

Calamos Wealth Management LLC

Calamos Wealth Management LLC

CFS, CAS, CFP®

One Overvue

One Overvue

CFP®

Family Steward Wealth Consulting

CFP®

Certified Financial Group

CFP®, CRPC, CFEd

Rutgers University

CFP®

CFP®

CrossleyShear/Raymond James Financial Services

CONNECT WITH Evan

CFP®

AllGen Financial Advisors

CONNECT WITH Ana

MSFS, CFP®

Paragon Wealth Strategies, LLC

CONNECT WITH Jonathan

MS,CFP®,ChFC®,CLU®

First Command Financial Planning

CFP®

River City Wealth Management

CONNECT WITH Michelle

CFP®, CPWA®, ChFC®

Polaris Wealth Management LLC

CFP®

MEIRA

CONNECT WITH Jorge

CFP®, MSFS

Ameriprise Financial Services, LLC

CFP®

Moisand Fitzgerald Tamayo, LLC

CONNECT WITH Ron

CFP®

LPL Financial

CFP®

CFP®

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

CFP®, RICP®,CASL®

Paragon Wealth Strategies LLC

CONNECT WITH Michelle

CPA/PFS, CFP®

Michael J. Tringali, P.A.

CFP^®, JD, CIMA, CMFC

CFP^®

CFP^®

CFP^®, CEPA^®

CFP^®

CFP^®

CFP^®, CRPC^®

CFP^®

CFP^®

CFP^®

CFP^®

CFS, CAS, CFP^®

CFP^®

CFP^®

CFP^®, CRPC, CFEd

CFP^®

CFP^®

CFP^®

MSFS, CFP^®

MS,CFP^®,ChFC^®,CLU^®

CFP^®

CFP^®, CPWA^®, ChFC^®

CFP^®

CFP^®, MSFS

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, RICP^®,CASL^®

CPA/PFS, CFP^®