Florida Wealth Planning Group

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.



Advisors

Kris Kasturi

Kris Kasturi

CRPC®

Private Wealth Advisor

Visit Kris Kasturi's website
Abby Santiago

Abby Santiago

CFP®, CLU®

Financial Advisor

Managing Partner of Florida Wealth Planning Group
Visit Abby Santiago's website
John Joseph Lomba

John Joseph Lomba

ChFC®, APMA®, CRPS®, CMFC®

Financial Advisor

Managing Partner of Florida Wealth Planning Group
Visit John Joseph Lomba's website
Tara J Showalter

Tara J Showalter

JD, CFP®, CRPC®, APMA®

Financial Advisor

Managing Director of Florida Wealth Planning Group
Visit Tara J Showalter's website
Larry Peggs

Larry Peggs

RFC®

Financial Advisor

Visit Larry Peggs's website
Britt Barr

Britt Barr

Financial Advisor

Visit Britt Barr's website
Michael Henson

Michael Henson

Financial Advisor

Visit Michael Henson's website
Larry J Woodruff Jr

Larry J Woodruff Jr

Financial Advisor

Visit Larry J Woodruff Jr's website
Graham Edwards

Graham Edwards

Financial Advisor

Franchise Owner
Visit Graham Edwards's website

Richard Manankil

Financial Advisor

Visit Richard Manankil's website
David Thompson

David Thompson

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Thompson's website
Tracey Lovitz

Tracey Lovitz

CFP®

Financial Advisor

Visit Tracey Lovitz's website
Jarrod Shoemaker

Jarrod Shoemaker

CFP®, BFA

Financial Advisor

Visit Jarrod Shoemaker's website
Jess Cook

Jess Cook

BFA

Financial Advisor

Visit Jess Cook's website
Paul Streeter

Paul Streeter

APMA®, AAMS®, BFA

Financial Advisor

Visit Paul Streeter's website
Dennis E Lott Jr

Dennis E Lott Jr

Financial Advisor

Visit Dennis E Lott Jr's website
Matthew Deckman

Matthew Deckman

CRPC®, CMFC®

Financial Advisor

Financial Planning Specialist
Visit Matthew Deckman's website
Michael Testoni

Michael Testoni

CFP®

Financial Advisor

Visit Michael Testoni's website
Staci W Leonard

Staci W Leonard

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Staci W Leonard's website

Team

Brandy Boone

Brandy Boone

Paraplanner

Jean Gagnon

Jean Gagnon

Executive Assistant

Veronica Conner

Veronica Conner

Financial Planning Specialist,

Operations Specialist
Linda Sperando

Linda Sperando

Client Service Manager

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Bobby Pastor

Bobby Pastor

Office Manager,

Operations Manager
Victoria Conner

Victoria Conner

Marketing Specialist,

Client Service Specialist
Joanna Deng

Joanna Deng

Paraplanner,

Operations Specialist
Destiny Kunzig

Destiny Kunzig

Paraplanner,

Operations Specialist
Rhonda Odle

Rhonda Odle

Operations Specialist,

Client Service Specialist
Jennifer Keller

Jennifer Keller

Operations Specialist,

Client Service Specialist
Leann Sabatini

Leann Sabatini

Operations Specialist,

Client Service Specialist
Robert Moritz

Robert Moritz

Operations Specialist