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Find Top Financial Advisors in Boca Raton, Florida

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Boca Raton, 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 Boca Raton

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 Boca Raton, Florida
Financial Advisor Office Location Phone Number
David Balestriere
Edelman Financial Engines, LLC
7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West), FL  33434
(561) 288-3980
Mark Rowley
Edelman Financial Engines, LLC
18851 NE 29th Avenue, Suite 501,
Aventura, FL  33180
(954) 741-7775
Anthony Lofaso CFP®, CLU®, RICP®, ChSNC®
Palm Planning Group
5652 Corporate Way,
West Palm Beach, FL  33407
(561) 689-6775

Information on Qualified Financial Advisors in Boca Raton

Qualifications CRD# 4790356
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West),
FL 
33434
Phone Number (561) 2883980

Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 2004. Successfully completed the Series 6, 7, 9, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Registered Financial Consultant (RFC®) ( certification(s). Bachelor of Science in Management Information Systems from University of Central 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# 4163141
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Commissions Only


Office Location 18851 NE 29th Avenue, Suite 501,
Aventura,
FL 
33180
Phone Number (954) 7417775

Since 2000, Ive been helping my clients achieve their best life possible. I work with them to help make this attainable by taking the time to clearly understand their background, needs and objectives. Then we collaboratively create a plan to help them reach every goal. Fun fact about me: I qualified for the 1996 Olympic trials in the mile.

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# 711251
FirmCRD# 124583
Series 6, 7, 63, 65

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


Office Location 5652 Corporate Way,
West Palm Beach,
FL 
33407
Phone Number (561) 6896775

Palm Beach County resident since 1979, married to Blanca for 42 years with three grown sons and three grandchildren. EXPERIENCE: J.W. Cole Advisors, J.W. Cole Financial 2014 - Present Financial Consultant, AXA Advisors, LLC  1980 to 2014 Primarily responsible for helping individuals and businesses make informed choices about their money, primarily through comprehensive Financial Planning. Peace Corp Volunteer, Colombia 1974-1977 COMMUNITY SERVICE: Jaycees, West Palm Beach Chapter, President 1983-84; Rotary Club West Palm Beach, Member 2002-present, Board of Directors 2005, President 2011-2012; Civitan Club, 1988-1994, President 1991-92; Florida Easter Seals Society Palm Beach County, 1989-2011, Leadership Palm Beach County, 1996 graduate, President 2004-2005, Youth Leadership, Co-Chair 1997-2004, Adult Leadership Co-Chair 2005-2006, currently alumni; United Way Volunteer, Corporate & Allocation Committees, 1996-2011; Non Profit Resource Institute, Chairman, 2000-2004; Toastmasters International Talk of the Town Chapter, Past President, 1999-2000; Hispanic Chamber of Commerce of the Palm Beaches, Board Member 2003-2006,Member,2017-present; Palm Healthcare Foundation, Allocation/Grant Committee, 2006-20011; Palm Beach County Sports Commission,2010-Present Secretary  Treasurer; VSA Board SENA Board member 2012-2016; Palm Beach Habilitation Center Member 2016 Present, Treasurer 2017, Board Chair 2018; The Gathering of Men Treasurer 2015-present.

About Palm Planning Group

Palm Planning Group provides wealth management services to simplify your financial life. Acheive your goals with our fiduciary focused financial planning services.



List of Additional Financial Advisors in or around Boca Raton, Florida
Financial Advisor Office Location Phone Number
Michael Kalisch
Kalisch Wealth
5550 Glades Rd Suite 500,
Boca Raton, FL  33431
(561) 475-5400
Michael Greenberg CFP®
Greenberg Financial Group
55 SE 2 Ave,
Delray Beach, FL  33444
(561) 738-6464
Phillip Krause
Krause Capital Inc.
401 E. Las Olas Blvd.,
Ft Lauderdale, FL  33301
(954) 661-5105
Paul Porter,CFP®
LPL Financial
808 Polk Street,
Hollywood, FL  33019
(954) 920-6644

Information on Additional Financial Advisors in or around Boca Raton, Florida

Michael Kalisch

Kalisch Wealth

Qualifications CRD# 4444873
Series 7, 24, 63, 65

Tel: (561) 4755400
5550 Glades Rd Suite 500,
Boca Raton,
FL 
33431


Michael Greenberg CFP®

Greenberg Financial Group

Qualifications CRD# 2437741
Series 7, 63, 66

Tel: (561) 7386464
55 SE 2 Ave,
Delray Beach,
FL 
33444


Phillip Krause

Krause Capital Inc.

Qualifications CRD# 5180089

Tel: (954) 6615105
401 E. Las Olas Blvd.,
Ft Lauderdale,
FL 
33301


Paul Porter,CFP®

LPL Financial

Qualifications CRD# 2543647
FirmCRD# 6413
Series 7, 24, 63, 65

Tel: (954) 9206644
808 Polk Street,
Hollywood,
FL 
33019


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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?