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Qualifications of Financial Advisor in Punta Gorda

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 Punta Gorda, Florida
Financial Advisor Office Location Phone Number
Paul Savona,
Savona Financial & Insurance Agency
Serving Fort Myers-Cape Coral,
Cape Coral, FL  33914
(860) 388-9560
Sam Mazzola,
Financial Engines Advisors, LLC
9160 Forum Corporate Parkway,
Fort Myers, FL  33905
(877) 857-3030
Barry Cantrell II,
Financial Engines Advisors, LLC
6151 Lake Osprey Drive Suite 313,
Sarasota, FL  34240
(941) 360-2727
Evan R. Guido,
The Evan Guido Group- Private Wealth Management
One Sarasota Tower - 12th Floor,
Sarasota, FL  34236
(941) 906-2829
Sam Mazzola,
Financial Engines Advisors, LLC
4851 Tamiami Trail North,
Naples, FL  34103
(877) 857-3030
Jason Kohut,
Signet Financial Management, LLC
4851 Tamiami Trail North, Suite 200,
Naples, FL  34103
(239) 302-1715

Information on Qualified Financial Advisors in Punta Gorda

Qualifications CRD# 1079940
Series 7, 63

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


Office Location Serving Fort Myers-Cape Coral,
Cape Coral,
FL 
33914
Phone Number (860) 3889560

Paul began his career working for a "Big Eight" accounting firm, he was then recruited by a large insurance company where he was quickly promoted to Major Market Manager. Paul spent 35 years in the insurance industry building strong relationships with his clients managing over seventy advisors and employees, providing cost effective solutions for businesses and individuals. In 2005, Paul retired and soon after launched his own firm, Savona Financial & Insurance Agency. Paul continues to pride his career on his client relations and is dedicated to keeping Savona Financial & Insurance small enough to provide a one on one relationship with each client. Paul is a graduate of Bentley College where he earned his degree in Accounting and Finance.

About Savona Financial & Insurance Agency

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What's the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.



Qualifications CRD# 4227548
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 9160 Forum Corporate Parkway,
Suite 350,
Fort Myers,
FL 
33905
Phone Number (877) 8573030

Joined Financial Engines in 2011. Began his career in the financial services industry in 1996. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Associates degree in Accounting from Monroe Community College. Hometown is Pittsford, NY. Married with two children: Adam and Alexa.

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# 2959892
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 6151 Lake Osprey Drive Suite 313,
Sarasota,
FL 
34240
Phone Number (941) 3602727

Joined Financial Engines in 2014. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University. Married to Asha. They have three children.

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# 4418691
FirmCRD# 39-1236032
Series 7, 63, 65

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


Office Location One Sarasota Tower - 12th Floor,
Sarasota,
FL 
34236
Phone Number (941) 9062829

Who we serve, what we do for you and how we do it. Who We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work. Our services help many people with a focus on the needs of retirees or (those about to retire). What We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level. How We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events. Find out more at: evanguidogroup. com List of Services Client Experience Sample Client Reports

About The Evan Guido Group- Private Wealth Management

We focus on retirement planning and Rising Dividend Portfolios. Baird is an employee-owned, fully independent international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Combining deep expertise, long-term perspective and a belief that integrity is irreplaceable, we focus on achieving Great outcomes. Done well. for our individual, corporate, institutional and municipal clients. From 2004 - 2015, Baird has been recognized as one of the FORTUNE 100 Best Companies to Work For. Baird has $135 billion in client assets as of March 31, 2015. Baird Financial Advisors have been recognized in Barron's and other publications among the nation's top financial advisors.



Qualifications CRD# 4227548
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 4851 Tamiami Trail North,
Suite 200,
Naples,
FL 
34103
Phone Number (877) 8573030

Joined Financial Engines in 2011. Began his career in the financial services industry in 1996. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFSý) certification(s). Associates degree in Accounting from Monroe Community College. Hometown is Pittsford, NY. Married with two children: Adam and Alexa.

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# 4007586
FirmCRD# 105310
Series 7, 66

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 4851 Tamiami Trail North, Suite 200,
Naples,
FL 
34103
Phone Number (239) 3021715

As Managing Director at Signet Financial Management of SWFL, I strive every day to help my clients pursue their financial goals. I am committed to helping make a difference in the financial futures of the individuals, families, and business owners that I have the opportunity to work with. By taking the time to get to know my clients and understanding what matters the most to them, we are able to work together to create goal-based plans designed around their unique needs. If you have questions about potential investment solutions for retirement, providing for your childrens or grandchildrens education, or legacy planning, I welcome the opportunity to see how I might be able to help. Please call us at: 239-302-1715

About Signet Financial Management, LLC

Signet Financial Management was established in 1988. We have a local Naples Florida presence, and a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.



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