Treasure Coast Financial Planning, Inc.

Anthony Dzielski is a CFP® with 19 years of experience in financial planning and wealth management. He is currently with Treasure Coast Financial Planning, Inc. in Vero Beach, FL, where he has worked since 2013. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a strategic allocation process with broad diversification and low-cost investments, integrating tax preparation and expertise into its advisory platform.

Guy Bassini is a CFP® professional with 30 years of experience at Treasure Coast Financial Planning, Inc. in Vero Beach, FL, where he has worked since 1996. He holds Series 63 and Series 65 licenses. Treasure Coast Financial Planning, Inc. offers comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a top-down, strategic allocation approach focused on diversification and low-cost core positions, integrating tax preparation and expertise into its advisory platform.

Diego Luna is a financial advisor at Treasure Coast Financial Planning, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, he worked in education and retail sectors, including positions at the University of Central Florida and Target Corp. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a top-down, strategic allocation approach with broad diversification and integrates tax preparation and expertise into its advisory platform.

Angela Johnson is a financial advisor at Treasure Coast Financial Planning, Inc. in Vero Beach, FL, holding a Series 65 credential. She has been with the firm since 2009. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a top-down, strategic allocation process using diversified, low-cost mutual funds and ETFs, integrates tax preparation and expertise into its advisory platform, and manages approximately $206.9 million in client assets.

Ryan Fink is a financial advisor at Treasure Coast Financial Planning, Inc. in Vero Beach, FL, holding a Series 65 designation with one year of industry experience. He also works as a CPA assisting with financial planning and tax preparation. Ryan’s background includes roles in tax and financial planning assistance and experience with various organizations prior to joining Treasure Coast Financial Planning. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a top-down, strategic allocation approach with broad diversification and integrates tax preparation and expertise into its advisory platform.