Florida Wealth Planning Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Abby Santiago

Abby Santiago

Financial Advisor

Visit Abby Santiago's website
Matthew Deckman

Matthew Deckman

Financial Advisor

Visit Matthew Deckman's website
Jess Cook

Jess Cook

Financial Advisor

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Paul Streeter

Paul Streeter

Financial Advisor

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John Joseph Lomba

John Joseph Lomba

Financial Advisor

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Graham Edwards

Graham Edwards

Financial Advisor

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

Financial Advisor

Visit Michael Testoni's website
Tracey Lovitz

Tracey Lovitz

Financial Advisor

Visit Tracey Lovitz's website
Tara J Showalter

Tara J Showalter

Financial Advisor

Visit Tara J Showalter's website
Staci W Leonard

Staci W Leonard

Financial Advisor

Visit Staci W Leonard's website

Team

Brandy Boone

Brandy Boone

Paraplanner

Veronica Conner

Veronica Conner

Financial Planning Specialist,

Operations Specialist
Jean Gagnon

Jean Gagnon

Executive Assistant

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager,

Client Service Specialist
Marilyn Lheureux

Marilyn Lheureux

Operations Specialist,

Client Service Coordinator
Nicholas Lomba

Nicholas Lomba

Operations Specialist,

Client Service Coordinator
Rob Moritz

Rob Moritz

Operations Specialist

Bobby Pastor

Bobby Pastor

Operations Specialist,

Office Manager
Linda Sperando

Linda Sperando

Client Service Manager

Leann Sabatini

Leann Sabatini

Operations Specialist,

Client Service Specialist
Victoria Conner Ayala

Victoria Conner Ayala

Operations Specialist,

Marketing Specialist
Joanna Deng

Joanna Deng

Operations Specialist,

Client Service Specialist