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Find Top Financial Advisors in Hollywood, Florida

Advisor Match

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

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 Hollywood, Florida
Financial Advisor Office Location Phone Number
Mark Rowley
Edelman Financial Engines, LLC
18851 NE 29th Avenue, Suite 501,
Aventura, FL  33180
(786) 463-4286
Justin Shure, MSF, CFP®
Endeavor Strategic Wealth, LLC
18851 NE 29th Avenue,
Aventura, FL  33180
(305) 744-5233
Sean Lamb
Creative Planning
---,
Fort Lauderdale, FL  33305
(954) 594-2155
Mike Hennessy
Harbor Crest Wealth Advisors
600 Corporate Drive,
Fort Lauderdale, FL  33334
(954) 210-7890
Jimmy Gonzalez
Anthem Advisors
117 NE 1 Avenue,
Miami, FL  33132
(305) 482-3002
Evan Wolk
Wolk Financial Management
6343 NW 72nd Pl,
Parkland, FL  33067
(954) 937-0232
Arnold Kiman
Creative Planning
601 South Federal Highway #110,
Boca Raton, FL  33432
(561) 223-7474
David Willett
Creative Planning
601 South Federal Highway #110,
Boca Raton, FL  33432
(561) 569-0496
Jennifer Lopez
Creative Planning
601 South Federal Highway #110,
Boca Raton, FL  33432
(561) 246-7072
Vicco von Buelow
Creative Planning
601 South Federal Highway #110,
Boca Raton, FL  33432
(305) 906-1215
David Balestriere
Edelman Financial Engines, LLC
7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West), FL  33434
(561) 288-4011

Information on Qualified Financial Advisors in Hollywood

Qualifications CRD# 4163141
FirmCRD# 104510
Series 66


Office Location 18851 NE 29th Avenue, Suite 501,
Aventura,
FL 
33180
Phone Number (786) 4634286

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# 4732894
FirmCRD# 152583
Series 66

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


Office Location 18851 NE 29th Avenue,
Suite 700,
Aventura,
FL 
33180
Phone Number (305) 7445233

Justin Shure is the Founder, and Wealth Advisor at Endeavor Strategic Wealth, LLC. He has an extensive background in comprehensive wealth management with particular depth in multi-generational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Justin specializes in managing high-net-worth relationships grounded in comprehensive financial planning. Justin has 15 years of experience at some of the industry's largest brokerage and wealth management firms. He spent 11 years with Charles Schwab advising high net worth, and ultra-high net worth clients with total assets in excess of $500 Million. Justin earned a Bachelor of Science in Accounting from Florida State University and a Master of Science in Finance (MSF) from Florida International University. He also holds the CERTIFIED FINANCIAL PLANNER" designation. In his spare time, Justin loves spending time outdoors with his wife Michelle, and their 2 young boys. He enjoys fishing, playing golf, and is a long time Miami Dolphins fan.

About Endeavor Strategic Wealth, LLC

At Endeavor Strategic Wealth, we combine thorough financial planning with customized investing to help you identify and achieve your most important life goals. Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to create customized investment portfolios, help minimize tax liabilities inside and outside of client portfolios, and advise clients on estate planning with the assistance of our expert partners.



Qualifications CRD# 3201193
FirmCRD# 105348


Office Location ---,
Fort Lauderdale,
FL 
33305
Phone Number (954) 5942155

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5376926
FirmCRD# 304194

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


Office Location 600 Corporate Drive,
Suite 502,
Fort Lauderdale,
FL 
33334
Phone Number (954) 2107890

Mike Hennessy, CFP®, CFA®, is the founder and CEO of Harbor Crest Wealth Advisors in Fort Lauderdale, Florida. Mike Hennessy has 10-plus years of experience as a portfolio manager and trader with BlackRock in New York City and a hedge fund in Boca Raton, Florida. He is a CERTIFIED FINANCIAL PLANNER professional and a holder of the right to use the Chartered Financial Analyst® designation. Mike graduated from Lehigh University in Pennsylvania with a Bachelor of Science (B.S.) degree in engineering and a minor in economics. He also studied abroad at the University of New South Wales in Australia while attending Lehigh University. After graduating, he entered the financial planning and investment management industry in New York City. Though Mike enjoyed the intellectual challenge of the markets while working on the institutional side of the business, he found something missing along that career path: seeing how he was positively impacting investors. Mike realized he wanted a more personal relationship with the people he served, helping families live their best financial lives using the skills he had learned. Today, Mike runs Harbor Crest Wealth Advisors, where he helps families, retirees, business owners, and the boating community get the attentive, comprehensive care they need for the best financial outcomes that align with their values.

About Harbor Crest Wealth Advisors

Are you worried about how you'll pay for your child's college tuition? About paying too much in taxes during retirement? About the stressors you might face when transitioning to life outside of the workforce? Harbor Crest Wealth Advisors gets it. At all stages of life, planning out your finances can be challenging, uncertain, and exhausting. But it doesn't have to be that way. Harbor Crest Wealth Advisors helps families find confidence and peace of mind. With over 10 years in the financial services industry, we know how to take complex problems and simplify them into a personalized, strong plan of action, and we work with you as an equal partner. We build a plan that encompasses more than just your investments we'll help you navigate all of the emotional and financial adjustments along the way. Located in Fort Lauderdale with service extended to the broader South Florida area, Harbor Crest Wealth Advisors works with families, retirees, business owners, as well as the boating community. We specialize in offering disciplined financial planning, tax planning, retirement planning, and investment management, helmed by founder and CEO Mike Hennessy, a CFA® charterholder and a CFP® professional.



Qualifications FirmCRD# 298454
Series 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 117 NE 1 Avenue,
5th Floor,
Miami,
FL 
33132
Phone Number (305) 4823002

Jimmy began his career in the financial services industry 19 years ago at the prestigious internship program for Merrill Lynch & Co., climbing through the ranks and working in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. He first attended Florida International University and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming a managing partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President - Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman's Club Award. Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane and their two dogs. They are committed to the local community by being involved with The Hurricane Club whose mission is to strengthen the academic and athletic excellence of the University of Miami's student athletes as well as with The Home Team, a non-profit organization that assists in the athletic and scholastic development of public school students in the greater Miami area.

About Anthem Advisors

Our goals are the same: Sound investment advice free from conflict of interest. It's that simple. That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products." After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that helps clients simplify some of lifes most complicated questions. For example, Do I have enough to retire with confidence?



Qualifications CRD# 4604354
FirmCRD# 4604354
Series 7, 24, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 6343 NW 72nd Pl,
Parkland,
FL 
33067
Phone Number (954) 9370232

Evan Wolk, Managing Director of Wolk Financial Management, Inc.has over 30 years experience in the financial services industry. Prior to founding WFM, Evan worked for Smith Barney in Boca Raton where he provided his clients a broad range of financial services including the development of investment strategies and the implementation of comprehensive financial plans. His experience includes retirement and education planning, equities, ETFs, 529s, fixed income, and insurance. Prior to moving to South Florida in 2002, Evan was a Vice President in the Securities Lending Department of J.P. Morgan (formally Chase Manhattan/Chemical Bank) where he was responsible for the sales and trading of a $100 billion highly successful diversified securities lending program. He also spent four years with Yasuda Bank and Trust Company (U.S.A) where he served as the investment manager of the securities lending department. While attending The George Washington University in Washington, D.C., Evan worked for the United States Department of State where he served as an Intelligence Operations Specialist responsible for preparing the daily classified morning summary of intelligence reports for the Secretary of State. Since relocating to South Florida, Evan has become an active member of the community. He has served as the Chairman of the Parkland Chamber of Commerce where he has been an active member for over fifteen years.

About Wolk Financial Management

Established in July of 2006, Wolk Financial Management is a full-service financial management firm under the direction of Evan Wolk. Evan believes that founding WFM better enabled him to provide his clients a high level of service while taking into account investment goals, time horizons, and risk tolerance.



Qualifications CRD# 4665386
FirmCRD# 105348


Office Location 601 South Federal Highway #110,
Boca Raton,
FL 
33432
Phone Number (561) 2237474

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 6184005
FirmCRD# 105348


Office Location 601 South Federal Highway #110,
Boca Raton,
FL 
33432
Phone Number (561) 5690496

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 2386699
FirmCRD# 105348


Office Location 601 South Federal Highway #110,
Boca Raton,
FL 
33432
Phone Number (561) 2467072

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5875613
FirmCRD# 105348


Office Location 601 South Federal Highway #110,
Boca Raton,
FL 
33432
Phone Number (305) 9061215

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 4790356
FirmCRD# 104510
Series 65


Office Location 7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West),
FL 
33434
Phone Number (561) 2884011

Im passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out and playing sports with my kids.

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.



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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?