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38 Top Rated
Financial Advisors in Florida

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brian Puckett

Align Wealth Management
CFP® CPA PFS
Brian Puckett, a financial fiduciary has been a Paladin Registry member since 2004. Brian is the partner in Align Wealth Management. Brian holds the Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications and has over 25 years of experience. Brian provides financial services to clients in the St Petersburg, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Searcy

Searcy Financial Services, Inc.
AIFA® CFP® ChFC®
Michael Searcy, a financial fiduciary has been a Paladin Registry member since 2004. Michael is the owner of Searcy Financial Services, Inc.. Michael holds the Accredited Investment Fiduciary Analyst , Certified Financial Planner , Chartered Financial Consultant certifications and has over 44 years of experience. Michael provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Wortman

Valeo Financial Advisors, LLC
CFP®
John Wortman, a financial fiduciary has been a Paladin Registry member since 2004. John holds the Certified Financial Planner certifications and has over 19 years of experience. John provides financial services to clients in the Indianapolis, Indiana area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Edward McDonough

McDonough Capital Management
CFP®
Edward McDonough, a financial fiduciary has been a Paladin Registry member since 2006. Edward is the owner of McDonough Capital Management. Edward holds the Certified Financial Planner certifications and has over 33 years of experience. Edward provides financial services to clients in the Orlando, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dr. Jeff Camarda

Camarda Wealth Advisory Group
CFA® EA
Dr. Jeff Camarda, a financial fiduciary has been a Paladin Registry member since 2009. Dr. Jeff is the partner in Camarda Wealth Advisory Group. Dr. Jeff holds the Chartered Financial Analyst , Enrolled Agent certifications and has over 32 years of experience. Dr. Jeff provides financial services to clients in the Fleming Island, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Edward Schmitzer

River Capital Advisors, L.C.
CFP® CPA PFS
Edward Schmitzer, a financial fiduciary has been a Paladin Registry member since 2007. Edward is the owner of River Capital Advisors, L.C.. Edward holds the Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications and has over 30 years of experience. Edward provides financial services to clients in the Jacksonville, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Fenedick

MF Advisers, Inc.
CPA
Matthew Fenedick, a financial fiduciary has been a Paladin Registry member since 2013. Matthew holds the Certified Public Accountant certifications and has over 16 years of experience. Matthew provides financial services to clients in the Jensen Beach, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Raginn Fusaro

Financial Engines Advisors
Financial Engines Advisors, a financial fiduciary has been a Paladin Registry member since 2014. certifications and has over 25 years of experience. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Harwood

Harwood Financial Group
Robert Harwood, a financial fiduciary has been a Paladin Registry member since 2015. Robert is the owner of Harwood Financial Group. certifications and has over 9 years of experience. Robert provides financial services to clients in the Tampa, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Morgan

R.E.A.P., LLC & REAP in Wealth Management, LLC
CEP™
David Morgan, a financial fiduciary has been a Paladin Registry member since 2015. David is the owner of R.E.A.P., LLC & REAP in Wealth Management, LLC. David holds the Certified Estate Planner certifications and has over 24 years of experience. David provides financial services to clients in the Flagler Beach, Florida area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Franklin

Franklin Legacy Financial, LLC
Michael Franklin, a financial fiduciary has been a Paladin Registry member since 2016. Michael is the owner of Franklin Legacy Financial, LLC. certifications and has over 14 years of experience. Michael provides financial services to clients in the Oviedo, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joseph Brockman

Brockman Wealth & Capital LLC
CFP®
Joseph Brockman, a financial fiduciary has been a Paladin Registry member since 2017. Joseph holds the Certified Financial Planner certifications and has over 20 years of experience. Joseph provides financial services to clients in the Naples, Florida area.
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Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tyler Emrick, CFP®

True Wealth Design
True Wealth Design, a financial fiduciary has been a Paladin Registry member since 2018. certifications. Firm provides financial services to clients in the Akron, Ohio area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Berman

Cherry Lane Capital LLC
Cherry Lane Capital LLC, a financial fiduciary has been a Paladin Registry member since 2018. certifications. Firm provides financial services to clients in the Boca Raton, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Berman

Cherry Lane Capital LLC
Ryan Berman, a financial fiduciary has been a Paladin Registry member since 2018. certifications and has over 9 years of experience. Ryan provides financial services to clients in the Boca Raton, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Isaac Hartmann

Allen & Company of Florida, Inc.
CFA® CFP®
Isaac Hartmann, a financial fiduciary has been a Paladin Registry member since 2019. Isaac holds the Chartered Financial Analyst , Certified Financial Planner certifications and has over 15 years of experience. Isaac provides financial services to clients in the Lakeland, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

D. Michael Burleigh

Peak Capital Management
CSA
D. Michael Burleigh, a financial fiduciary has been a Paladin Registry member since 2019. D. Michael is the owner of Peak Capital Management . D. Michael holds the Certified Senior Advisor certifications and has over 27 years of experience. D. Michael provides financial services to clients in the Stuart, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Cox

Cox Financial Group at Northwestern Mutual
AEP® ChFC® WMS RICP™
Robert Cox, a financial fiduciary has been a Paladin Registry member since 2019. Robert holds the Accredited Estate Planner® , Chartered Financial Consultant , Wealth Management Specialist , Retirement Income Certified Professional certifications and has over 20 years of experience. Robert provides financial services to clients in the Clearwater, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Charles Zimmerer

Anthem Advisors LLC
Charles Zimmerer, a financial fiduciary has been a Paladin Registry member since 2019. certifications and has over 6 years of experience. Charles provides financial services to clients in the Miami, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jimmy Gonzalez

Anthem Advisors LLC
Anthem Advisors LLC, a financial fiduciary has been a Paladin Registry member since 2019. certifications. Firm provides financial services to clients in the Miami, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott Martin, CFP®, CeXP

Scott Martin, CFP®, CeXP
CFP®
Scott Martin, CFP®, CeXP, a financial fiduciary has been a Paladin Registry member since 2020. Scott Martin, CFP®, holds the Certified Financial Planner certifications and has over 36 years of experience. Scott Martin, CFP®, provides financial services to clients in the Lake Mary, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Anthony Pressimone

Creative Planning
Anthony Pressimone, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 3 years of experience with Creative Planning firm. Anthony provides financial services to clients in the Sarasota, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Arnold Kiman

Creative Planning
CFP®
Arnold Kiman, a financial fiduciary has been a Paladin Registry member since 2020. Arnold holds the Certified Financial Planner certifications. He has over 5 years of experience with Creative Planning firm. Arnold provides financial services to clients in the Boca Raton, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Colby Winslow

Creative Planning
CFP® EA
Colby Winslow, a financial fiduciary has been a Paladin Registry member since 2020. Colby holds the Certified Financial Planner , Enrolled Agent certifications. He has over 2 years of experience with Creative Planning firm. Colby provides financial services to clients in the Orlando, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dan Davis

Creative Planning
CFP®
Dan Davis, a financial fiduciary has been a Paladin Registry member since 2020. Dan holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. Dan provides financial services to clients in the Naples, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Darsi McCarthy

Creative Planning
Darsi McCarthy, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 9 years of experience with Creative Planning firm. Darsi provides financial services to clients in the Naples, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Willett

Creative Planning
David Willett, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 1 years of experience with Creative Planning firm. David provides financial services to clients in the Boca Raton, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Henry Conlon

Creative Planning
Henry Conlon, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 6 years of experience with Creative Planning firm. Henry provides financial services to clients in the Saint Augustine, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jennifer Lopez

Creative Planning
CFP®
Jennifer Lopez, a financial fiduciary has been a Paladin Registry member since 2020. Jennifer holds the Certified Financial Planner certifications. He has over 3 years of experience with Creative Planning firm. Jennifer provides financial services to clients in the Boca Raton, Florida area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jim Boxma

Creative Planning
CFP® MBA
Jim Boxma, a financial fiduciary has been a Paladin Registry member since 2020. Jim holds the Certified Financial Planner , Master Business Administration certifications. He has over 3 years of experience with Creative Planning firm. Jim provides financial services to clients in the Marco Island, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Nic Santana

Creative Planning
CFP®
Nic Santana, a financial fiduciary has been a Paladin Registry member since 2020. Nic holds the Certified Financial Planner certifications. He has over 5 years of experience with Creative Planning firm. Nic provides financial services to clients in the Clearwater, Florida area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Randy Hallier

Creative Planning
CFP®
Randy Hallier, a financial fiduciary has been a Paladin Registry member since 2020. Randy holds the Certified Financial Planner certifications. He has over 10 years of experience with Creative Planning firm. Randy provides financial services to clients in the Saint Petersburg, Florida area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Sean Lamb

Creative Planning
CFP®
Sean Lamb, a financial fiduciary has been a Paladin Registry member since 2020. Sean holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. Sean provides financial services to clients in the Fort Lauderdale, Florida area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Steve Walsh

Creative Planning
Steve Walsh, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 3 years of experience with Creative Planning firm. Steve provides financial services to clients in the Santa Rosa Beach, Florida area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Taylor Harroun

Creative Planning
CFP® MPAS℠
Taylor Harroun, a financial fiduciary has been a Paladin Registry member since 2020. Taylor holds the Certified Financial Planner , Master Planner Advanced Studies certifications. He has over 3 years of experience with Creative Planning firm. Taylor provides financial services to clients in the Odessa, Florida area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tiffany O'Neal

Creative Planning
CFP® MBA
Tiffany O'Neal, a financial fiduciary has been a Paladin Registry member since 2020. Tiffany holds the Certified Financial Planner , Master Business Administration certifications. He has over 3 years of experience with Creative Planning firm. Tiffany provides financial services to clients in the Tampa, Florida area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Vicco von Buelow

Creative Planning
CFP® CPA MBA
Vicco von Buelow, a financial fiduciary has been a Paladin Registry member since 2020. Vicco von holds the Certified Financial Planner , Certified Public Accountant , Master Business Administration certifications. He has over 3 years of experience with Creative Planning firm. Vicco von provides financial services to clients in the Boca Raton, Florida area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Juan Grau

Creative Planning
CPA
Juan Grau, a financial fiduciary has been a Paladin Registry member since 2020. Juan holds the Certified Public Accountant certifications. He has over 0.5 years of experience with Creative Planning firm. Juan provides financial services to clients in the Winter Park, Florida area.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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