wiseradvisor

Michael Moffa
Prosperity Wealth Advisors, Inc.

Tel: (813) 321-1572
3030 North Rocky Point Dr. West
Suite 150
Tampa, FL 33607
Prosperity Wealth Advisors, Inc. | Financial Advisor in Tampa ,FL

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.


General Information

Firm Start Year:   2005
No.of Employees:   2-4
Insurance License#:   P000399
Name of Custodial Firm:   Fidelity, Schwab/TD Ameritrade, Pershing, LPL Financial
States Licensed in:   FL, NY, NC
Number of Years with Current Firm:   15
I work with the following types of clients:   Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses


Services

Investment Types:   Alternative Investments, Stocks, Mutual Funds, Bonds, Options & Futures, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At your office, At your home, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life, Annuity
Financial Organization Memberships:   Financial Planning Association (FPA), Paladin Registry


Firm Information

Advisor's Number of Clients:   250+
Advisor's Number of Managed Clients:   250+
Advisor's Number of Planning Clients:   250+


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Flat Fee



Faqs

  • What services do you offer? Financial Planning Services, Retirement income planning, Wealth Management, 401k Rollovers, Business Planning, Estate Planning and Tax Planning
  • Will you be the only person working with me? Our Team will assist with all client interactions.
  • Have you ever been charged with any breaches? NO
  • What financial institution(s) do you represent? We represent and custody clients assets with the following institutions such as Fidelity, TD Ameritrade, Charles Schwab, Pershing and LPL Financial
  • How do you charge for your services? Financial Planning
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Disclaimer

Investment advice offered through Prosperity Wealth Advisors, Inc., a registered investment advisor.

Michael Moffa

Michael Moffa

CRPC®, AWMA, AIF

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.

My Team

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 3:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 1:00 PM

Communities Served

Apollo Beach Belleair Beach
Brandon Clearwater
Clearwater Beach Dunedin
Gibsonton Holiday
Indian Rocks Beach Land O Lakes
Largo Lithia
Lutz New Port Richey
Odessa Oldsmar
Palm Harbor Pinellas Park
Plant City Riverview
Ruskin Safety Harbor
Saint Petersburg Seffner
Seminole Sun City Center
Tampa Tarpon Springs
Thonotosassa Valrico
Wesley Chapel

Compensation Arrangements

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