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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 Deerfield Beach. 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 Advisor in Deerfield Beach

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.

Financial Advisors in Deerfield Beach, Florida
Financial Advisor Office Location Phone Number
Jason Dynan,
Executive Planning LLC
6919 SW 18th Street,
Boca Raton, FL  33443
(561) 292-0510
Michael Kalisch,
Kalisch Wealth
5550 Glades Rd Suite 500,
Boca Raton, FL  33431
(561) 475-5400
Jonathon Kollra,
Financial Engines Advisors, LLC
2255 Glades Rd. Suite 324A,
Boca Raton, FL  33431
2 S. University Dr. Suite 231,
Davie, FL  33324
(954) 741-7775
Paul Porter,CFP®,
LPL Financial
808 Polk Street,
Hollywood, FL  33019
(954) 920-6644
Jonathon Kollra,
Financial Engines Advisors, LLC
201 South Biscayne Blvd. 28th Floor,
Miami, FL  33131
9100 S Dadeland Blvd. Suite 1500,
Miami, FL  33156
(954) 741-7775

Information on Qualified Financial Advisors in Deerfield Beach

Office Location 6919 SW 18th Street,
Suite 200-410,
Boca Raton,
FL 
33443
Phone Number (561) 2920510

Bachelors of Business Administration, Finance, Florida Atlantic University. Series 65, Registered Investment Advisor. Founded, Operated and Sold Several Mutli-Million Dollar Companies. Extensive experience in all financial aspects of small/mid sized business. First hand experience working with high net worth individuals and business owners. Experience in real world application of financial management and Retirement Planning.

About Executive Planning LLC

At Executive Planning, we're specialists in helping real people plan for the future. Not just a future with a certain number, a future that represents the life you want for you and your family. We are a fee-based, fiduciary advisory firm, meaning we put your interests first. All our team members are paid a salary, so there's absolutely no incentive to push any products. Using Dimensional Fund Advisors, we build strong, low-cost portfolios based on disciplined, reality-tested principles. Executive Planning builds portfolios based on the science of capital markets. We help investors pursue higher expected returns using a dynamic implementation process that integrates Nobel Prize winning research, portfolio design, portfolio management and tax efficient trading.



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


Office Location 5550 Glades Rd Suite 500,
Boca Raton,
FL 
33431
Phone Number (561) 4755400

About Kalisch Wealth

KPW's wealth management model encompasses a multidisciplinary approach towards financial planning. Our ideal clients are physicians and affluent families that want to gain control of their financial lives, keep more of what they earn, and expose themselves less to litigation risk, taxes, and under-performing investments. Our firm's mission is to empower our clients by providing independent and objective advice. We strive to build strong relationships with our clients throughout the consultative process. Our best clients understand that comprehensive planning is a continual and dynamic process, and value unbiased and independent advice above all else. KPW prides itself on having a unique understanding of the complexities, challenges, and rewards, doctors and affluent families face. Through our multidisciplinary approach, we work closely with clients on their journey towards successful, long term financial success.



Qualifications CRD# 3047006
FirmCRD# 104510
Series 7, 9, 10, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2255 Glades Rd. Suite 324A,
Boca Raton,
FL 
33431
Phone Number (954) 7417775

Office Location 2 S. University Dr. Suite 231,
Davie,FL  33324

Joined Financial Engines in 2016. Began his career in the financial services industry in 1997. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Master's degree in Finance from Nova Southeastern University and Bachelor's degree in International Finance and Marketing from the University of Miami. Hometown is Coral Springs, FL. Jonathon enjoys vacations with family, golfing, and anything University of Miami sports.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 808 Polk Street,
Hollywood,
FL 
33019
Phone Number (954) 9206644

CERTFIED FINANCIAL PLANNER TM Over twenty-five years experience in the financial services industry. 20 years in present position as an independent Registered Investment Advisor Representative and Registered Principal. Registrations are held through LPL Financial. Education : B.A. University of Delaware Stonier Graduate School of Banking Boston University -Financial Planning CFP®

About LPL Financial

I am a CERTIFED FINANCIAL PLANNER™ professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with one on one service, communication, and bring together my knowledge and experience to support your financial objectives. My success is measured by your comfort level in knowing these objectives are being addressed.I have been in the financial services industry for over thirty years and have built my practice on:client service, integrity, and long term investment guidance. I specialize in the following: Financial Planning - Retirement/Estate/Education Retirement Plans - IRA's/Roth/Sep's/401k Rollovers Tax Sheltering - Tax Free Income / Charitable Remainder Trusts / 412i Plans / Cost Effective Investments - Money Managers / Wrap Accounts / Annuities



Qualifications CRD# 3047006
FirmCRD# 104510
Series 7, 9, 10, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 201 South Biscayne Blvd. 28th Floor,
Miami,
FL 
33131
Phone Number (954) 7417775

Office Location 9100 S Dadeland Blvd. Suite 1500,
Miami,FL  33156

Joined Financial Engines in 2016. Began his career in the financial services industry in 1997. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Master's degree in Finance from Nova Southeastern University and Bachelor's degree in International Finance and Marketing from the University of Miami. Hometown is Coral Springs, FL. Jonathon enjoys vacations with family, golfing, and anything University of Miami sports.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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