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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Paula M. Taylor, CFP®

Lake Mary Wealth Management, LLC

3098 W. Lake Mary Blvd.
Suite 200
Lake Mary, FL 32746-6742
View on Map
(407) 328-1515

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

Contact
Carl F. Nicolosi, CFP®

Private Asset Management Group, LLC

14311 Metropolis Ave.
Ste 205
Fort Myers, FL 33912-4442
View on Map
(239) 768-7007

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Mary E. Baldwin, CFP®

Baldwin & Associates

1735 W Hibiscus Blvd
Ste 200
Melbourne, FL 32901-2608
View on Map
(321) 722-0511

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Wealth Management

Contact
F. Carlyle Tiller, CFP®

Credit Suisse Securities (USA) LLC

777 South Flagler Drive
Suite 1400 West Tower
West Palm Beach, FL 33401-6161
View on Map
(561) 366-2506

Compensation Method: None Provided
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Insurance Planning, Investment Management, Wealth Management

Contact
Joshua M. Howell, CFP®

Wells Fargo Advisors

1107 West Marion Ave
Punta Gorda, FL 33950-5372
View on Map
(941) 833-3273

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

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

Contact
Wayne Mason Anderman, CFP®

HD Vest

9118 Griffin Rd Ste A
Cooper City, FL 33328-3540
View on Map
(954) 533-7750

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
George Karp, CFP®

HOWARD KAYE INSURANCE AGENCY

5100 Town Center Cir Ste 550
Boca Raton, FL 33486-1008
View on Map
(561) 417-5883

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, Insurance Planning

Contact
Renee Martone-Cecil, CFP®

Ameriprise Financial

7317 Merchant Ct Ste B
Sarasota, FL 34240-8464
View on Map
(941) 907-0708

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Lauren Elizabeth Silva, CFP®

Ameriprise Financial Services, Inc.

205 N Armenia Ave Ste 102
Tampa, FL 33609-2322
View on Map
(813) 870-0892

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Retirement Income Management

Contact
James M. Schless, CFP®

First Command Financial Planning

590 Wells Rd Ste 2
Orange Park, FL 32073-2978
View on Map
(904) 269-8772

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Comprehensive Financial Planning, Debt Management, Government and Military, Insurance Planning, Long-Term Care, Small Business Planning

Contact
Ramesh J. Gulati, CFP®

Gulati Asset Management

4910 Wood Duck Cir
Vero Beach, FL 32967-7227
View on Map
(772) 231-1070

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Investment Management, Investment Planning

Contact
David Wilfredo Vera, CFP®

Merrill Lynch Bank & Trust Co., Fsb

15949 NW 14th Ct
Pembroke Pines, FL 33028-1633
View on Map
(954) 701-0130

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Planning

Contact
Douglas L. O'Connor, CFP®

290 Fiddlers Point Dr
Saint Augustine, FL 32080-6199
View on Map

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Cheryl H. Osborne, CFP®

Ameriprise Financial, Inc.

9015 Strada Stell Ct Ste 103
Naples, FL 34109-4373
View on Map
(239) 593-9494

Compensation Method: Commission and Fee
Minimum Investable Assets: $350,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, Insurance Planning, Investment Planning, Women's Finances

Contact
Stephen C. Schramm, CFP®

HBKS Wealth Advisors

1000 SE Monterey Commons Blvd
Ste 101
Stuart, FL 34996-3327
View on Map
(772) 287-4110

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

Contact
Charles M Shanberg, CFP®

J.W. Cole Financial

3001 Countryside Blvd.
Clearwater, FL 33761-2721
View on Map
(727) 724-2224

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Investment Planning

Contact
Virgil E. Lambert, CFP®

AXA Advisors LLC

100 SE 3rd Ave Ste 1200
Fort Lauderdale, FL 33394-0002
View on Map
(954) 356-5580

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Janet Andrea Nichols, CFP®

Raymond James & Associates

100 N Tampa St
Suite 2400
Tampa, FL 33602-5809
View on Map
(813) 202-1166

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Insurance Planning, Investment Planning, Long-Term Care

Contact
Steven A. Newman, CFP®

Hummel Voight

2700 Westhall Ln Ste 135
Maitland, FL 32751-4195
View on Map
(407) 629-7792

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning

Contact
Derek A. DeLoreto, CFP®

Wells Fargo Advisors

818 A1A N Ste 102
Ponte Vedra Beach, FL 32082-8210
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Banking, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Elder Care, Employee and Employer Plan Benefits, Estate Planning

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