Advisors at this firm
Regan F
CFP®, Series 66
Nashville, TN
ProAthlete Wealth Management LLC
Regan Flaherty is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with ProAthlete Wealth Management LLC and has previously worked at firms including Peak Brokerage Services, Wells Fargo Clearing Services, and Raymond James & Associates. ProAthlete Wealth Management provides discretionary portfolio management, financial planning, and concierge services primarily to high-net-worth individuals and business entities, including professional athletes. The firm combines fundamental and technical analysis with both in-house and third-party managers, tailoring portfolios to clients’ objectives and risk tolerances while offering integrated business-management support.
George L
Series 63, Series 65
Boca Raton, FL
ProAthlete Wealth Management LLC
George Landa is a financial advisor with ProAthlete Wealth Management LLC in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Peak Brokerage Services, National Asset Management, and National Securities Corporation. He also owns ProAthlete Business Management, which provides non-investment business and personal financial guidance to clients. ProAthlete Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and business entities. The firm combines fundamental and technical analysis with both in-house and third-party managers, integrating concierge and business-management services tailored primarily to professional athletes and other high-net-worth individuals.
Stephen V
Series 65
Scarsdale, NY
ProAthlete Wealth Management LLC
Stephen Varlotta is a financial advisor at ProAthlete Wealth Management LLC holding a Series 65 designation. He has previously worked at SL Green Realty Corporation, Greystone Monticello, and Piper Sandler. ProAthlete Wealth Management provides discretionary portfolio management, financial planning, consulting, and concierge services to individuals and business entities, including high-net-worth clients. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, tailoring portfolios to client objectives and risk tolerances.
Michael L
CFP®, Series 66
Boca Raton, FL
ProAthlete Wealth Management LLC
Michael Landa is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with ProAthlete Wealth Management LLC and has previously worked with ProAthlete Financial Group and American Heritage Boca/Delrey. Landa is also affiliated with New York University. ProAthlete Wealth Management provides discretionary portfolio management, financial planning, consulting, and concierge services primarily to high-net-worth individuals and business entities, with a focus on professional athletes. The firm employs a combined fundamental and technical investment approach and integrates business-management support alongside traditional advisory services.