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Top 30 financial advisors of 524 near 33545
Out of 400,000+ nationwide
Matt F
CFP®
Land O Lakes, FL
Made Financial Design
Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.
Stacy M
CFP®
Lutz, FL
Bayview Financial Planning
Stacy Miller is the Founder and CEO of BayView Financial Planning. She is a Certified Financial Planner® professional (CFP®) and specializes in guiding and empowering women, widows, and military/veteran families to invest in their own future financial security through the tides of life. She is a problem solver, and helping you find peace of mind is her love language. Stacy is an accomplished speaker and writer and has been featured in The Wall Street Journal, The New York Times, and many other media outlets. She is a fee-only fiduciary and is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Military Financial Advisors Association (MFAA), Equita Financial Network, and the XY Planning Network (XYPN). She has a Bachelor’s degree in Sociology from Boston University and a Master’s in Business (MBA/Finance) from Auburn University. Stacy is a military spouse to a retired U.S. Army officer and mom to two Gen Z sons who followed her advice and graduated college debt-free. She lives, works, volunteers, and paddleboards in Tampa Bay.
Christopher S
CFP®, Series 63, Series 65
Wesley Chapel, FL
Edward Jones
Jimmy T
ChFC®, Series 66
Wesley Chapel, FL
Edward Jones
Casey B
Series 66
Dade City, FL
Edward Jones
Samuel F
Series 63, Series 66
Lutz, FL
Fidelity
Sam Fisher is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies using Fidelity's tools and resources. He has been with Fidelity since 2021, initially serving as an Investment Consultant before assuming his current role in 2023. Sam's professional experience includes positions at Morgan Stanley Private Bank and Morgan Stanley as an AVP Mortgage Consultant and Financial Advisor, respectively, as well as various roles at USAA and Wells Fargo dating back to 2012. His background encompasses investment consulting, mortgage services, financial advising, and banking. Outside of his professional life, Sam has interests in beach activities, fitness, football, golf, movies, and traveling.
Ryan W
Series 66
Odessa, FL
Fidelity
Ryan Walstatter is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and sound investment strategies. He emphasizes working closely with clients to ensure mutual understanding throughout the financial planning process. Ryan has held multiple roles at Fidelity Investments, including Regional Support Lead, Interim Team Leader, and Central Relationship Manager from 2021 to 2024. Prior to joining Fidelity, he worked as a Private Client Banker at JP Morgan Chase and as a Transition Consultant at Raymond James. Outside of his professional work, Ryan has interests in beach activities, family activities, football, parenthood, skiing, and traveling.
Jim F
Series 66
Wesley Chapel, FL
Edward Jones
James R
Series 66
Hudson, FL
Edward Jones
Sami S
Series 63, Series 66
Lutz, FL
Edward Jones
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Top 30 financial advisors of 524 near 33545
Out of 400,000+ nationwide