Florida Wealth Planning Group

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Kris Kasturi

Kris Kasturi

Private Wealth Advisor

Visit Kris Kasturi's website
Abby Santiago

Abby Santiago

Financial Advisor

Managing Partner
Visit Abby Santiago's website
Matthew Deckman

Matthew Deckman

Financial Advisor

Financial Planning Specialist
Visit Matthew Deckman's website
Michael Testoni

Michael Testoni

Financial Advisor

Visit Michael Testoni's website
Jess Cook

Jess Cook

Financial Advisor

Visit Jess Cook's website
John Joseph Lomba

John Joseph Lomba

Financial Advisor

Vice President
Visit John Joseph Lomba's website
Paul Streeter

Paul Streeter

Financial Advisor

Visit Paul Streeter'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
Staci W Leonard

Staci W Leonard

Financial Advisor

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

Tracey Lovitz

Financial Advisor

Visit Tracey Lovitz's website
Tara J Showalter

Tara J Showalter

Financial Advisor

Managing Director
Visit Tara J Showalter's website

Team

Brandy Boone

Brandy Boone

Paraplanner

Jean Gagnon

Jean Gagnon

Executive Assistant

Veronica Conner

Veronica Conner

Financial Planning Specialist,

Operations Specialist
DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Linda Sperando

Linda Sperando

Client Service Manager

Robert Moritz

Robert Moritz

Operations Specialist

Bobby Pastor

Bobby Pastor

Office Manager,

Operations Manager
Leann Sabatini

Leann Sabatini

Operations Specialist,

Client Service Specialist
Nicholas Lomba

Nicholas Lomba

Operations Specialist,

Client Service Coordinator
Victoria Conner

Victoria Conner

Operations Specialist,

Marketing Specialist
Joanna Deng

Joanna Deng

Operations Specialist,

Client Service Specialist