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Best Financial Advisors in Orlando
Financial Planners in Orlando
The Orlando-Kissimmee-Sanford region is not only a hub for tourism and innovation, but it’s also home to a growing community of financial professionals shaping the local economy. From helping families plan for retirement to guiding small business owners through investment strategies, financial advisors and planners in this area play a pivotal role in managing wealth, mitigating risk, and creating long-term financial security.
At Digital Reference, we’ve curated a list of top financial advisors in the Orlando region through extensive research and careful evaluation.
Methodology: How We Chose These Orlando–Based Financial Advisors
🔎 Research-driven: Verified credentials (CFP®, CFA®, CPA), years of professional experience, and evidence-based financial strategies
📊 Client-reviewed: Genuine testimonials, satisfaction ratings, and proven client outcomes
🏆 Industry-recognized: Awards, published insights, and leadership within the financial planning community
🌴 Location-based: Advisors rooted in Orlando, with expertise in serving the area’s diverse mix of professionals, retirees, and business owners
Note: The advisors featured here stand out for their dedication, expertise, and commitment to helping Orlando-area clients achieve financial clarity and long-term success.
🌟 Meet the Financial Advisors Making a Difference in Orlando
🔶 Jeffrey Kuchinsky
Founder and Financial Advisor at JMK Wealth Advisors
Jeffrey Kuchinsky is a Certified Financial Planner® with extensive experience in retirement planning, wealth management, and investment strategies. He has built a reputation for delivering tailored financial solutions that align with each client’s long-term goals and lifestyle. Jeffrey emphasizes education and transparency, helping clients understand the rationale behind every financial decision. His approach combines technical expertise with a personal touch, ensuring clients feel confident and supported throughout their financial journey.
Why they stand out:
🔹 Strong expertise in retirement income strategies
🔹 Recognized for delivering personalized financial plans that account for lifestyle and long-term goals
🔹 Community-focused, hosting local financial education seminars
📌 Notable achievements include consistently high client satisfaction ratings and leadership in the local CFP® community
🔶 Angela Verdin
Chairman, Financial Planner and Advisory at Vistage Florida
Angela brings a collaborative, client-first approach to financial planning, helping individuals and families navigate complex financial decisions. She focuses on aligning investments and strategies with each client’s personal values and long-term goals. Angela is passionate about demystifying financial planning, making it accessible and understandable for all clients. She also dedicates time to local financial literacy initiatives, ensuring her community benefits from her expertise.
Why they stand out:
✨ Known for client-centric planning
✨ Expert in portfolio diversification and risk management
🔹 Engages actively with local organizations to promote financial literacy
🔶 Bernard Kiesel
Financial Professional-CPA and Certified Financial Planner at KDK Accountancy Corporation
Bernard Kiesel brings a unique combination of accounting and financial planning expertise, allowing him to deliver strategies that are both tax-efficient and wealth-focused. He works closely with clients to develop custom financial plans that align with long-term goals while mitigating risks. Bernard is committed to educating clients on complex financial concepts, making them accessible and actionable. His integrity, professionalism, and community involvement set him apart as a trusted advisor in the region.
Why they stand out:
🔹 CPA credentials enhance strategic tax planning
✨ Highly regarded for ethical, client-focused guidance
📌 Active in community financial education programs
🔶 Scott Brewster
Associate Advisor and Financial Planner at AllGen Financial Advisors
Scott Brewster provides comprehensive financial planning and investment guidance, helping clients achieve their long-term objectives. He emphasizes a holistic approach, integrating retirement planning, risk management, and wealth building strategies. Scott prioritizes client education, ensuring each individual understands the reasoning behind every recommendation. His hands-on, personalized approach has earned him recognition among Orlando’s financial planning community.
Why they stand out:
🔹 Focus on holistic planning and proactive wealth management
✨ Known for clarity in explaining complex financial topics
📌 Actively engages with professional networks to stay on top of industry trends
🔶 Syd Gomez
Financial Advisor at Orlando Wealth Management
Syd Gomez focuses on customized investment and retirement planning strategies to help clients achieve both short- and long-term financial goals. He is known for clarity and transparency, guiding clients through complex financial decisions with confidence. Syd also prioritizes community engagement, participating in programs that promote financial literacy and education. His dedication to client success and thoughtful approach make him a valued advisor in the area.
Why they stand out:
🔹 Expertise in retirement and risk management
✨ Engages clients in goal-driven planning conversations
📌 Recognized for community involvement and financial education initiatives
🔶 Mike Bensey
Wealth Advisor at Good Life Financial Advisors of Orlando
Mike Bensey provides comprehensive personal financial planning with a focus on investments, retirement, and risk management. He takes a highly personalized approach, ensuring strategies align with clients’ unique goals and circumstances. Mike is dedicated to building lasting relationships and providing ongoing guidance as clients’ needs evolve. His professionalism and expertise have made him a trusted advisor in the Orlando area.
Why they stand out:
🔹 Expertise in personal financial planning and retirement strategies
✨ Focus on tailored solutions for unique client needs
📌 Active in mentoring emerging financial professionals
🔶 Bruce Brandt
Financial Advisors and Managing Partner at Americas International Capital LLC
Bruce Brandt offers strategic financial planning and investment management for individuals and families in the Orlando area. He focuses on creating customized, goal-driven strategies that balance growth and risk management. Bruce emphasizes ongoing education and communication, ensuring clients understand each step of their plan. His dedication to client success and thoughtful approach to financial planning make him a standout professional.
Why they stand out:
🔹 Skilled in portfolio planning and risk management
✨ Offers personalized solutions to meet client objectives
📌 Recognized for active mentoring and community engagement
🔶 Alexander Ramos
Founder, Executive Director at My Assurance Pro Agency
Alexander Ramos is the founder of My Assurance Pro, where he provides comprehensive insurance and financial planning services tailored to clients’ unique goals. He combines insurance expertise with holistic financial strategies to ensure long-term security for families and businesses. Alexander is committed to education and transparency, helping clients understand the rationale behind every recommendation. His entrepreneurial perspective and client-first approach make him a trusted financial resource in the community.
Why they stand out:
🔹 Founder of a boutique advisory firm
✨ Combines insurance expertise with holistic financial planning
📌 Strong community engagement and client education focus
🔶 Ron Tamayo
Co-Founder & Financial Advisor at Moisand Fitzgerald Tamayo, LLC
Ron Tamayo is a Certified Financial Planner® who specializes in investment planning, retirement strategies, and tax efficiency. He is committed to providing personalized, actionable guidance tailored to clients’ financial goals. Ron emphasizes client education and clear communication, ensuring strategies are both effective and understandable. His leadership and dedication to long-term client success have made him a respected figure in the Orlando financial community.
Why they stand out:
🔹 Recognized for comprehensive wealth management strategies
✨ Active in client education and mentorship programs
📌 Co-leads a firm emphasizing strategic financial planning
🔶 Charlie Fitzgerald, III
Co-Founder & Financial Advisor at Moisand Fitzgerald Tamayo, LLC
Charlie Fitzgerald, III specializes in comprehensive financial planning for individuals and families, focusing on retirement and investment strategies. He takes a collaborative approach, working closely with clients to ensure their goals are fully supported. Charlie emphasizes transparent communication and education, making financial planning accessible and actionable. His thoughtful guidance and commitment to client success have earned him recognition in the Orlando area.
Why they stand out:
🔹 Deep expertise in retirement and investment strategies
✨ Focus on long-term client relationships and financial education
📌 Key contributor to firm’s reputation for excellence in wealth management
🔶 Brad Brescia
Financial Advisor at Moisand Fitzgerald Tamayo, LLC
Brad Brescia focuses on retirement planning, risk management, and wealth-building strategies for individuals and families. He prioritizes clear, personalized guidance, helping clients navigate complex financial decisions with confidence. Brad is committed to ongoing education and transparency, ensuring clients understand each step of their financial plan. His client-first approach and expertise make him a trusted advisor in the Orlando region.
Why they stand out:
🔹 Skilled in retirement planning and risk management
✨ Offers personalized, actionable guidance
📌 Actively mentors emerging professionals in the field
🔶 Paul Roldan
CEO & Financial Planner at AllGen Financial Advisors, Inc
Paul Roldan provides holistic financial planning and investment guidance, helping clients achieve long-term financial stability and growth. He emphasizes customized strategies that reflect each client’s goals, risk tolerance, and lifestyle. Paul also focuses on educating and empowering clients, giving them confidence in their financial decisions. His hands-on approach and dedication to client outcomes make him a highly respected advisor in the community.
Why they stand out:
🔹 Expertise in investment planning and retirement strategies
✨ Recognized for client-centric planning and education
📌 Engages in community outreach to promote financial literacy
Guiding Orlando’s Financial Future
The financial advisors of Orlando-Kissimmee-Sanford represent more than expertise—they are trusted partners shaping the region’s economic well-being. From helping local businesses navigate complex financial landscapes to guiding families toward long-term security, this community of professionals blends technical skill with a deep commitment to their clients and neighbors.
What sets this group apart is their unique combination of strategic insight, personalized service, and community engagement. Whether it’s crafting investment strategies, designing retirement plans, or mentoring emerging professionals, these advisors provide the guidance and perspective that help businesses, organizations, and individuals thrive in today’s dynamic financial environment.
At Digital Reference, our mission is to connect readers with transparent, trustworthy talent across industries. To keep learning, explore resources like:
- Finance Professionals: What Are They and What Do They Do?
- Finance Executives & What They Do
- Finance & Accounting Consultants: What Do They Do?
- Finance Consulting Services in the USA
By spotlighting these Orlando-area advisors, we aim to empower you to make informed decisions and foster meaningful partnerships. For additional insights and inspiration, explore our consulting resources or learn more about how we curate expert networks on our Digital Reference.
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