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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 Tampa, 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 Tampa

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 Tampa, Florida
Financial Advisor Office Location Phone Number
Glenn Cummings
Big Financial Services, LLC
10150 Highland Manor Drive Suite 200,
Tampa, FL  33610
(813) 654-4718
Nathan Helms CFP® CIMA®
Ameriprise Financial
1103 W Cleveland St,
Tampa, FL  33606
(813) 334-6500
Michael Moffa
Prosperity Wealth Advisors, Inc.
3030 North Rocky Point Dr. West,
Tampa, FL  33607
(813) 321-1572
Tiffany O'Neal
Creative Planning
---,
Cape Coral, FL  33617
(813) 365-5390
Taylor Harroun
Creative Planning
---,
Cape Coral, FL  33556
(813) 541-9351
Nic Santana
Creative Planning
---,
Cape Coral, FL  33762
(727) 253-2130
Randy Hallier
Creative Planning
---,
Cape Coral, FL  33715
(239) 789-6983
Anthony Pressimone
Creative Planning
---,
Sarasota, FL  34211
(941) 773-3620

Information on Qualified Financial Advisors in Tampa

Qualifications CRD# 2314302
FirmCRD# 282580
Series 65

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


Office Location 10150 Highland Manor Drive Suite 200,
Tampa,
FL 
33610
Phone Number (813) 6544718

Glenn Cummings has been in the financial services industry for more than 25 years. Glenn founded Big Financial Services so he and his wife, Paula, could remain independent. He explains, "Because were not captive to a big-name money management corporation who dictates products, we have the advantage of being able to choose the best products based on your needs  not the bottom line of an investment company."Glenns focus is working with retirees, and those about to retire, who want to help protect their investments from downside risk. His strategy in terms of retirement planning is to manage investments and assets so that longevity risk, or the risk of running out of money during retirement, is mitigated for his clients. And of course, tax planning, estate planning and Social Security planning all factor into his holistic approach.

About Big Financial Services, LLC

At Big Financial Services, we believe everyone should be able to live the retirement theyve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.



Qualifications CRD# 5362846
Series 6, 7, 65, 66

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


Office Location 1103 W Cleveland St,
Tampa,
FL 
33606
Phone Number (813) 3346500

I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.

About Ameriprise Financial

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan’s business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.



Qualifications CRD# 4922901
FirmCRD# 4922901
Series 7, 66

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


Office Location 3030 North Rocky Point Dr. West,
Suite 150,
Tampa,
FL 
33607
Phone Number (813) 3211572

Michael Moffa is the president of Prosperity Wealth Advisors, Inc. Some of his accomplishments include being honoured as Central Floridas Premier Financial Advisor for 2016, as seen in The Wall Street Journal, and being a Forbes brand contributor. As a business owner himself, Michael understands the importance of having an objective, professional help in developing and implementing a financial plan. Michael leads a team of professionals who focus on clients they believe they can help in pursuing their financial objectives and goals. Their team serves clients experiencing major life changes, such as women in transition, family stewards, or thriving retirees. Whatever their particular needs, all of their clients share a common goal: to protect and grow their assets. Michael is a dedicated husband and a father to his two sons and daughter. He was born and raised in New York City, where he lived the majority of his life attending school and conducting a research analysis. He began his career as a computer network engineer before realizing his passion and transitioning into the financial industry. In his free time, Michael enjoys playing sports, attending and instructing mixed martial arts classes, playing an occasional round of golf, and global travelling.

About Prosperity Wealth Advisors, Inc.

At Prosperity Wealth Advisors, Inc., we focus on clients whom we believe we can help make a lasting difference in pursuing their financial objectives and goals. As a boutique firm, we offer a comprehensive suite of investment management and financial planning strategies, serving exclusive clientele of individuals, business owners, and affluent & ultra-high-net-worth individuals in order to provide high-level, personalized advisory service. Our team of fiduciary advisors specializes in serving clients experiencing major life changes, such as women in transition, family stewards, or thriving retirees. Whatever their particular needs, all of our clients share a common goal: to protect and grow their assets.



Qualifications CRD# 4592976
FirmCRD# 105348


Office Location ---,
Cape Coral,
FL 
33617
Phone Number (813) 3655390

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# 5478086
FirmCRD# 105348


Office Location ---,
Cape Coral,
FL 
33556
Phone Number (813) 5419351

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# 5996371
FirmCRD# 105348


Office Location ---,
Cape Coral,
FL 
33762
Phone Number (727) 2532130

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# 2405471
FirmCRD# 105348


Office Location ---,
Cape Coral,
FL 
33715
Phone Number (239) 7896983

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# 5003934
FirmCRD# 105348


Office Location ---,
Sarasota,
FL 
34211
Phone Number (941) 7733620

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.



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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?