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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
Mark J. Samwebber, CFP®

Morgan Stanley

2 N Tamiami Trl Ste 1100
Sarasota, FL 34236-5560
View on Map
(941) 364-7430

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, Education Planning, Estate Planning, Retirement Income Management, Retirement Planning, Wealth Management

Contact
Duncan C. Dewahl, CFP®

Waddell & Reed, Inc.

2290 Lucien Way
Ste 200
Maitland, FL 32751-7043
View on Map
(407) 916-7700

Compensation Method: None Provided
Minimum Investable Assets: $100,000
Languages: English

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

Contact
Amy B Garbrecht, CFP®

UBS Financial Services

295 1st St S
Winter Haven, FL 33880-3272
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(863) 295-9052

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

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

Contact
James Edgar Estep , CFP®

Everest Financial Advisors

9000 Sheridan St Ste 110
Pembroke Pines, FL 33024-8805
View on Map
(954) 233-1960

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

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

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, General Financial Planning

Contact
Chad D. Schafer, CFP®

Securian Financial Services, Inc.

3025 Bonaventure Cir Apt 201
Palm Harbor, FL 34684-4706
View on Map
(813) 384-3888

3025 Bonaventure Cir Apt 201
Palm Harbor, FL 34684-4706
View on Map
(813) 215-3182

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, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management

Contact
Jean P. Larsen, CFP®

JP Financial Center Inc

402 Dona Dr
Nokomis, FL 34275-2612
View on Map
(941) 488-5326

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

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

Contact
Matthew D. Saneholtz, CFP®

Tobias Financial Advisors

1000 S. Pine Island Rd, STE 250
Plantation, FL 33324-3910
View on Map
(954) 424-1660

Compensation Method: Fee Only
Minimum Investable Assets: $300,000
Languages: English

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

Specialties: Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning, Tax Planning, Wealth Management

Contact
Elaine King, CFP®

Bessemer Trust

801 Brickell Ave Ste 2250
Miami, FL 33131-4944
View on Map
(305) 670-4440

Compensation Method: Salary
Minimum Investable Assets: $10,000,000
Languages: Spanish, English

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

Specialties: Asset Allocation, Budget Development, Divorce Issues, Estate Planning, General Financial Planning, Intergenerational Planning, Investment Planning

Contact
Thomas A Whelan, CFP®

Wells Fargo Advisors

200 E Las Olas Blvd Ste 1820
Fort Lauderdale, FL 33301-2246
View on Map
(954) 519-1132

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: Asset Allocation, Education Planning, Employee and Employer Plan Benefits, General Financial Planning

Contact
Glenn B. Shane, CFP®

United Capital Financial Advisers

33920 US Highway 19 N Ste 155
Palm Harbor, FL 34684-2619
View on Map
(727) 789-5833

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

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

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Insurance Planning, Investment Management, Retirement Income Management

Contact
Russell W. O'Brien, CFP®

PNC Wealth Management

3001 Ocean Drive
Suite 301
Vero Beach, FL 32963-6102
View on Map
(772) 231-6302

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: English

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

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management

Contact
Thomas J. Cooper, CFP®

Global Wealth Consultants, LLC

8031 Princeton Dr
Naples, FL 34104-6668
View on Map
(239) 284-9280

8031 Princeton Dr
Naples, FL 34104-6668
View on Map
(239) 280-1296

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

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

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Healthcare Planning, Intergenerational Planning, Investment Management

Contact
Solomon F. Schick, CFP®

Solomon F Schick & Assoc Inc

210 N Wymore Rd
Winter Park, FL 32789-3455
View on Map
(407) 647-4490

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

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

Specialties: Estate Planning

Contact
Linda C. Norman, CFP®

Raymond James

1900 SE 18th Ave
suite 200
Ocala, FL 34471-8235
View on Map
(352) 629-9138

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

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

Contact
Mary T. Williams, CFP®

Raymond James & Associates

1314 E Venice Ave Ste 100
Venice, FL 34285-7160
View on Map
(941) 374-3584

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, Divorce Issues, Insurance Planning, Long-Term Care, Retirement Planning, Women's Finances

Contact
Alan Pascale, CFP®

Raymond James Financial Serv

1101 N Lake Destiny Rd Ste 365
Maitland, FL 32751-7103
View on Map
(407) 740-7740

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: Spanish, English

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

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, General Financial Planning, Healthcare Planning, Insurance Planning

Contact
Thomas John Schneberger, CFP®

307 Blackbird Ct
Bradenton, FL 34212-2944
View on Map
(941) 747-3202

Compensation Method: Fee Only
Minimum Investable Assets: $0
Languages: Spanish, English

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

Specialties: Accounting, Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Contact
David A. Rosato, CFP®

Northwestern Mutual Financial Network

23160 Fashion Dr Ste 217
Estero, FL 33928-2567
View on Map
(239) 676-2307

6777 Del Mar Terrace
Naples, FL 34105-5032
View on Map
(239) 354-1125

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: Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Healthcare Planning, Insurance Planning, Investment Planning

Contact
Anne A. Allensworth, CFP®

Alder Allensworth

12708 Summit St
Tampa, FL 33612-4059
View on Map
(727) 560-7502

Compensation Method: Fee Only
Minimum Investable Assets: $10,000
Languages: English

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

Specialties: Comprehensive Financial Planning, Elder Care, Estate Planning, General Financial Planning, Government and Military, Life Planning, Life Transitions

Contact
John David Pesterfield, CFP®

Raymond James Financial Servic

3560 Cardinal Point Dr Ste 102
Jacksonville, FL 32257-9238
View on Map
(904) 247-3406

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: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning

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