WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Wellington, 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.
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 Wellington, Florida|
|Financial Advisor||Office Location||Phone Number|
|Anthony Lofaso CFP®, CLU®, RICP®, ChSNC®
Palm Planning Group
5652 Corporate Way,
West Palm Beach, FL 33407
Edelman Financial Engines, LLC
7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West), FL 33434
Wolk Financial Management
6343 NW 72nd Pl,
Parkland, FL 33067
1800 North military Trail,
Boca Raton, FL 33431
Series 6, 7, 63, 65
Fee-Based, Based on Assets
5652 Corporate Way,
West Palm Beach,
FL 33407 Phone Number (561) 6896775
Palm Beach County resident since 1979, married to Blanca for 42 years with three grown sons and three grandchildren. EXPERIENCE: J.W. Cole Advisors, J.W. Cole Financial 2014 - Present Financial Consultant, AXA Advisors, LLC 1980 to 2014 Primarily responsible for helping individuals and businesses make informed choices about their money, primarily through comprehensive Financial Planning. Peace Corp Volunteer, Colombia 1974-1977 COMMUNITY SERVICE: Jaycees, West Palm Beach Chapter, President 1983-84; Rotary Club West Palm Beach, Member 2002-present, Board of Directors 2005, President 2011-2012; Civitan Club, 1988-1994, President 1991-92; Florida Easter Seals Society Palm Beach County, 1989-2011, Leadership Palm Beach County, 1996 graduate, President 2004-2005, Youth Leadership, Co-Chair 1997-2004, Adult Leadership Co-Chair 2005-2006, currently alumni; United Way Volunteer, Corporate & Allocation Committees, 1996-2011; Non Profit Resource Institute, Chairman, 2000-2004; Toastmasters International Talk of the Town Chapter, Past President, 1999-2000; Hispanic Chamber of Commerce of the Palm Beaches, Board Member 2003-2006,Member,2017-present; Palm Healthcare Foundation, Allocation/Grant Committee, 2006-20011; Palm Beach County Sports Commission,2010-Present Secretary Treasurer; VSA Board SENA Board member 2012-2016; Palm Beach Habilitation Center Member 2016 Present, Treasurer 2017, Board Chair 2018; The Gathering of Men Treasurer 2015-present.
Palm Planning Group provides wealth management services to simplify your financial life. Acheive your goals with our fiduciary focused financial planning services.
Series 6, 7, 63, 65
Fee Based Only - No Commissions
7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West),
FL 33434 Phone Number (561) 2883980
Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 2004. Successfully completed the Series 6, 7, 9, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Registered Financial Consultant (RFC®) ( certification(s). Bachelor of Science in Management Information Systems from University of Central Florida.
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.
Series 7, 24, 66
Fee-Based, Based on Assets, Commissions, Flat Fee
6343 NW 72nd Pl,
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.
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.
Series 7, 66
Fee-Based, Based on Assets, Flat Fee
1800 North military Trail,
FL 33431 Phone Number (561) 3671875
Cameron's focus is on developing and implementing innovative and customized financial strategies for a diverse group of affluent individuals, their families and businesses, as well as, understanding the unique needs of professional athletes.
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. Clients have access to a wide range of products from the worlds leading third-party institutions that complement UBSs own offerings.
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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?