wiseradvisor

Find Top Financial Advisors in Apopka, Florida

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Apopka, Florida. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Apopka

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Apopka, Florida
Financial Advisor Office Location Phone Number
Eric Lasso
Edelman Financial Engines, LLC
1900 Summit Tower Boulevard,
Orlando, FL  32810
(321) 207-9017
Joseph Bert, CFP
Certified Financial Group, Inc.
1111 Douglas Ave.,
Altamonte Springs, FL  32714
(407) 869-9800
Rey Descalso
Privada Wealth Management
549 North Wymore Road,
Maitland, FL  32751
(321) 280-9081
Richard Reyes, CFP
Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL  32751
(407) 622-6669
David I. Strunc, CRPC® - Founding Partner
Sunrise Wealth Advisors
6052 Turkey Lake Rd. Ste. 101,
Orlando, FL  32819
(407) 237-0116
Nick J. Russell, CRPC® Founding Partner
Sunrise Wealth Advisors
6052 Turkey Lake Rd, Ste. 101,
Orlando, FL  32819
(407) 237-0117

Information on Qualified Financial Advisors in Apopka

Qualifications CRD# 3201387
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1900 Summit Tower Boulevard,
Suite 630,
Orlando,
FL 
32810
Phone Number (321) 2079017

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2007. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Florida and Master of Business Administration from University of Florida.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 827053
Series 63

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 1111 Douglas Ave.,
Altamonte Springs,
FL 
32714
Phone Number (407) 8699800

About Certified Financial Group, Inc.

Providing fee-based investment advice through our SEC-registered investment advisory firm, CFG has grown to be the largest independent firm in Central Florida having 10 Certified Financial Planner professionals under one roof. Listen to us on 96.5 FM, WDBO Radio every Saturday morning at 9 and come experience The Certified Difference!



Qualifications CRD# 4906080
FirmCRD# 124583
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 549 North Wymore Road,
Maitland,
FL 
32751
Phone Number (321) 2809081

In May of 2010, Rey Descalso left a large wirehouse to create a firm that would help his clients without call centers, proprietary products or the legacy liabilities of large Wall Street firms. He feels his experience in 2008 was a defining moment that guides him to this day: As an industry, we were not well-prepared for the credit crisis on many levels. We did not have appropriate risk management in place for the needs of many clients. This went beyond the pure numbers and drawdowns. We were not well-equipped to handle the emotional hardship many clients faced when everyone thought the financial world was crashing down around them. So, educating clients about risk management has become one of my most important priorities. Mr. Descalso has lived in the Central Florida area for most his life and attended Forest Lake Academy in Apopka. He received a Bachelors Degree in Theology at Southern Adventist University in 1997 and a Master of Divinity Degree from Andrews Theological Seminary in 1999. He and Rebecca, his wife of over 20 years, have a mischievous daughter, Olivia. All three of them enjoy Disney cruises and time at the beach.

About Privada Wealth Management

At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.



Qualifications CRD# 3084281
FirmCRD# 146151
Series 6, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly


Office Location 125 S. Swoope Ave,
Suite 109,
Maitland,
FL 
32751
Phone Number (407) 6226669

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.



Qualifications CRD# 4766050
FirmCRD# 421
Series 6, 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee


Office Location 6052 Turkey Lake Rd. Ste. 101,
Orlando,
FL 
32819
Phone Number (407) 2370116

David has been in the Financial Services industry for over 15 years whose experience ranges as Founding Partner of Sunrise Wealth Advisors, Financial Advisor for a select group of families in Central Florida and out of state, and coaching and training financial advisors.

About Sunrise Wealth Advisors

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC® and David I. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia, Maryland, New York, Louisianna, and Indiana. Your personal Sunrise Wealth Advisor is licensed with his Series 7, Series 66, and state insurance licenses. This allows your personal advisor to properly assist you in different aspects of your life including Retirement Planning, Investments, Insurance, and Financial Planning. Check out our commercial that airs on CNBC and TNT!



Qualifications CRD# 4955951
FirmCRD# 10299
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee


Office Location 6052 Turkey Lake Rd, Ste. 101,
Orlando,
FL 
32819
Phone Number (407) 2370117

A founding partner of Sunrise Wealth Advisors, Nick J. Russell is actively involved in his office as an Investment Advisor Representative and CRPC®. Nick truly believes in dedicating year-round time and attention to each and every one of his clients.Nick specializes in subjects including (but not limited to) Investment Advisement, Wealth Management, Retirement Planning. When he is not at the office, Nick enjoys traveling, spending time with his family and friends, golfing, and rooting for the Virginia Tech Hokies and Orlando Magic sports teams.

About Sunrise Wealth Advisors

Nick J. Russell, CRPC®, is a founding partner of Sunrise Wealth Advisors and developed the company via his firm belief that clients should be able to receive unbiased financial guidance. Nick has over 14 years of industry experience and currently services his clients in Investment, Insurance, and Financial Planning.



* Additional advisor listing is provided in partnership with YEXT

Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation

Are You A Financial Advisor
in Florida?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-
FREE GUIDE

Our guide will help you select the most qualified financial advisor for your needs.

DOWNLOAD Your Free Copy

FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?