Wisdom Financial Planning

John Boyer is a CFP® professional with 36 years of experience in the financial services industry. He is the owner of John Boyer, Inc. and has held roles at Purshe Kaplan Sterling Investments, Inc. and Securities Service Network, Inc. He is also licensed as an insurance agent, providing life, disability, long-term care, and fixed annuity products. Wisdom Financial Planning offers financial planning and portfolio management services to individuals, families, trusts, and business owners. The firm employs a mix of fundamental and limited technical analysis with a long-term investment focus, incorporating tactical adjustments to manage downside risk.

Sarina Correa is a Series 65-licensed financial advisor with Wisdom Financial Planning in Tampa, FL, bringing 16 years of industry experience. She has worked at John Boyer, Inc. since 2012 and Securities Service Network, Inc. since 2001. Outside of financial advising, she is the owner and CEO of Shabby Divas Media, LLC, a social media consulting business serving small online businesses. Wisdom Financial Planning offers financial planning and portfolio management services to individuals, families, trusts, business owners, and certain broker-dealer customers. The firm employs a combination of fundamental and limited technical analysis with a primarily long-term investment approach, incorporating tactical shifts to manage downside risk and periodically rebalances client portfolios.