Wisdom Planning Group

John Jones is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wisdom Planning Group in Orlando, FL, where he has worked since 2021. His prior experience includes roles at LPL Financial, Williamsburg Financial Group, IberiaBank, and Charles Schwab. Wisdom Planning Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm applies fundamental, quantitative, and modern portfolio theory to construct portfolios, often using discretionary trading authority and a range of investment strategies including long-term investing, margin, options, and alternative investments.

Amilka Delgado is a CFP® with 23 years of industry experience, currently serving at Wisdom Planning Group in Orlando, FL. She previously worked at Independent Financial Partners for five years and has managed Delgado Wealth Management, LLC, operating as Wisdom Planning Group, since 2014. Delgado is also a licensed insurance agent involved in the sale of life insurance and fixed annuities. Wisdom Planning Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in its investment approach and offers access to alternative strategies through a small advisory team.

Larry Foster is a financial advisor with Wisdom Planning Group in Lakeland, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Edward Jones, and various Cetera entities. Outside of advising, he is the owner of LEF Investments LLC, a real estate investment company specializing in buying and selling properties. Wisdom Planning Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental, quantitative, and modern portfolio theory in its investment approach and provides access to diverse asset classes including mutual funds, ETFs, hedge funds, and private equity.