Florida Wealth Planning Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Kris Kasturi, Private Wealth Advisor serving the Seminole, FL area - Ameriprise Advisors

Kris Kasturi

CRPC®

Private Wealth Advisor

Visit Kris Kasturi's website
Abby Santiago, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Abby Santiago

CFP®, CLU®

Financial Advisor

Managing Partner of Florida Wealth Planning Group
Visit Abby Santiago's website
John Joseph Lomba, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

John Joseph Lomba

ChFC®, APMA®, CRPS®, CLTC®, CMFC®

Financial Advisor

Managing Partner of Florida Wealth Planning Group
Visit John Joseph Lomba's website
Tara J Showalter, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Tara J Showalter

JD, CFP®, CRPC®, APMA®

Financial Advisor

Managing Director of Florida Wealth Planning Group
Visit Tara J Showalter's website
Larry Peggs, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Larry Peggs

RFC®

Financial Advisor

Visit Larry Peggs's website
Britt Barr, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Britt Barr

Financial Advisor

Visit Britt Barr's website
Michael Henson, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Michael Henson

Financial Advisor

Visit Michael Henson's website
Larry J Woodruff Jr, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Larry J Woodruff Jr

Financial Advisor

Visit Larry J Woodruff Jr's website
Graham Edwards, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Graham Edwards

Financial Advisor

Franchise Owner
Visit Graham Edwards's website
Richard Manankil, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Richard Manankil

Financial Advisor

Visit Richard Manankil's website
David Thompson, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

David Thompson

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Thompson's website
Tracey Lovitz, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Tracey Lovitz

CFP®

Financial Advisor

Visit Tracey Lovitz's website
Jarrod Shoemaker, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Jarrod Shoemaker

CFP®, BFA, APMA®

Financial Advisor

Visit Jarrod Shoemaker's website
Jess Cook, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Jess Cook

BFA

Financial Advisor

Visit Jess Cook's website
Paul Streeter, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Paul Streeter

APMA®, AAMS®, BFA

Financial Advisor

Behavioral Financial Advisor™
Visit Paul Streeter's website
Dennis E Lott Jr, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Dennis E Lott Jr

Financial Advisor

Visit Dennis E Lott Jr's website
Matthew Deckman, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Matthew Deckman

CRPC®, CMFC®

Financial Advisor

Financial Planning Specialist
Visit Matthew Deckman's website
Michael Testoni, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Michael Testoni

CFP®

Financial Advisor

Visit Michael Testoni's website
Staci W Leonard, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

Staci W Leonard

CFP®

Financial Advisor

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

Team

Brandy Boone

Brandy Boone

Paraplanner

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
Joanna Deng

Joanna Deng

Financial Planning Analyst

Rhonda Odle

Rhonda Odle

Operations Specialist,

Client Service Specialist
Jennifer Keller

Jennifer Keller

Operations Specialist,

Client Service Specialist
Robert Moritz

Robert Moritz

Operations Specialist