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Advisors near 34134

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Charley C

CFP®, Series 63, Series 66

Naples, FL

Local Wealth Advisors

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Jaime B

CFP®, CPA

Naples, FL

Susko Wealth Advisors

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Inherited wealth General retirement planning Baby Boomers (Born 1946-1964)
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Patrick B

CFP®, Series 63, Series 65

Sanibel, FL

Bloomfield Asset Management, Inc.

Wealth management Passive / index investing Retirement income strategy
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Dennis B

CFP®, Series 65, Series 66

Bonita Springs, FL

River Tree Capital Management

Active portfolio management Concentrated stock management Private / alternative investments
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Jamie B

Series 66

Naples, FL

Berger Wealth Management, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Frank F

CFA®, Series 65

Naples, FL

Banyan Asset Management, Inc.

Active portfolio management Options & derivatives strategies
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Robert F

Series 66

Naples, FL

RWF Wealth Management LLC

Wealth management Passive / index investing Active portfolio management
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Charles O

CFP®, Series 65

Bonita Springs, FL

C. O. Overbey, Jr LLC

General tax planning Wealth management Active portfolio management
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Aaron P

CFP®, Series 66

Naples, FL

Truevine Family Wealth

Options & derivatives strategies Wealth management
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Randolph S

Series 63, Series 65

Estero, FL

R.E. Snow Private Wealth Management Group, LLC

Private / alternative investments Real estate investing Options & derivatives strategies
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