Florida Wealth Planning Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


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
Jess Cook

Jess Cook

BFA

Financial Advisor

Visit Jess Cook's website
Paul Streeter

Paul Streeter

APMA®, AAMS®, BFA

Financial Advisor

Behavioral Financial Advisor™
Visit Paul Streeter's website
John Joseph Lomba

John Joseph Lomba

ChFC®, APMA®, CRPS®, CLTC®, CMFC®

Financial Advisor

Managing Partner of Florida Wealth Planning Group
Visit John Joseph Lomba's website
Graham Edwards

Graham Edwards

Financial Advisor

Franchise Owner
Visit Graham Edwards's website
Larry J Woodruff Jr

Larry J Woodruff Jr

Financial Advisor

Visit Larry J Woodruff Jr's website
Michael Henson

Michael Henson

Financial Advisor

Visit Michael Henson's website
Michael Testoni

Michael Testoni

CFP®

Financial Advisor

Visit Michael Testoni's website
Tracey Lovitz

Tracey Lovitz

CFP®

Financial Advisor

Visit Tracey Lovitz's website
Staci W Leonard

Staci W Leonard

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Staci W Leonard'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
Jarrod Shoemaker

Jarrod Shoemaker

CFP®, BFA

Financial Advisor

Visit Jarrod Shoemaker's website
Dennis E Lott Jr

Dennis E Lott Jr

Financial Advisor

Visit Dennis E Lott Jr's website
David Thompson

David Thompson

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Thompson's website
Larry Peggs

Larry Peggs

RFC®

Financial Advisor

Visit Larry Peggs's website
Keith Kunzig

Keith Kunzig

Financial Advisor

Visit Keith Kunzig's website
Britt Barr

Britt Barr

Financial Advisor

Visit Britt Barr's website
Richard Manankil

Richard Manankil

Financial Advisor

Visit Richard Manankil's website

Team

Brandy Boone

Brandy Boone

Paraplanner

Veronica Conner

Veronica Conner

Financial Planning Specialist

Jean Gagnon

Jean Gagnon

Executive Assistant

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Bobby Pastor

Bobby Pastor

Office Manager,

Operations Manager
Linda Sperando

Linda Sperando

Client Service Manager

Joanna Deng

Joanna Deng

Paraplanner,

Operations Specialist
Destiny Kunzig

Destiny Kunzig

Paraplanner,

Operations Specialist
Robert Moritz

Robert Moritz

Operations Specialist

Leann Sabatini

Leann Sabatini

Operations Specialist,

Client Service Specialist
Jennifer Keller

Jennifer Keller

Operations Specialist,

Client Service Specialist
Rhonda Odle

Rhonda Odle

Operations Specialist,

Client Service Specialist