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Best Financial Advisors in Tampa
Financial Planners in Tampa
The Tampa Bay area is a thriving hub for retirees, professionals, and entrepreneurs, each facing unique financial opportunities and challenges. From retirement transitions to managing sudden growth in wealth, financial advisors in Tampa-St. Petersburg-Clearwater play an essential role in guiding smart decisions. With so many choices in the region, selecting the right partner comes down to expertise, trust, and measurable results.
Methodology: How We Chose These Tampa Bay Financial Advisors
At Digital Reference, our mission is to connect you with financial advisors who deliver lasting impact. Our methodology is grounded in:
✨ Research-driven evaluation: Background checks, proven strategies, and case studies.
💬 Client feedback: Reputation for trustworthiness, clarity, and results.
🏆 Industry recognition: Credentials, awards, and thought leadership.
📍 Local presence: Advisors embedded in the Tampa-St. Petersburg-Clearwater community.
This spotlight introduces professionals making a difference in Tampa Bay’s financial future. For more context, explore Finance Professionals: What Are They and What Do They Do? and Finance Consulting Services in the USA.
🌟 Meet the Featured Financial Advisors in Tampa Bay Area
♦️ Brian L. Wade
CERTIFIED FINANCIAL PLANNER™, Inspirational Speaker, President at Tampa Financial Group
Brian Wade brings decades of experience to clients seeking long-term financial stability in the Tampa Bay region. His work emphasizes clarity and strategy, with a special focus on retirement and legacy planning. Known for his approachable style, he works closely with both individuals and families to align investments with life goals. Brian’s career reflects a dedication to practical solutions backed by technical expertise.
💡 Why Brian Wade stands out as a Financial Advisor:
🔹 Extensive experience in retirement and wealth management
✨ Focuses on long-term client relationships
📌 Known for approachable, client-first communication
🌟 Trusted partner for both families and professionals
♦️ George F. Cerwin
Certified Financial Planner™ Professional at GFC Financial Management
George Cerwin is a Tampa-based CFP® who specializes in helping clients simplify complex financial decisions. His approach blends technical expertise with relatable guidance, ensuring clients understand the strategies behind their plans. George has worked with a diverse set of clients, from retirees to small business owners, building long-lasting trust across the community. His ability to create actionable strategies makes him a valued advisor in the region.
💡 Why George Cerwin stands out as a Financial Advisor:
🔹 Skilled at simplifying complex strategies
✨ Strong track record of building client trust
📌 Experience with diverse client needs across Tampa Bay
🌟 Emphasizes practical, actionable financial guidance
♦️ Deidre M. Fernald
President & Financial Advisor, Fernald Financial, LLC
Deidre Fernald is known for her detail-oriented approach to financial planning. She has guided families, retirees, and professionals through strategies that balance today’s needs with tomorrow’s goals. Her work is rooted in transparency, ensuring clients feel informed and empowered throughout the planning process. Deidre’s reputation reflects her dedication to both technical precision and client advocacy.
💡 Why Deidre Fernald stands out as a Financial Advisor:
🔹 Transparent, client-centered strategies
✨ Experience across family and retirement planning
📌 Reputation for detail and precision
🌟 Empowers clients with clear financial knowledge
♦️ Travis Sickle
President | Wealth Advisor at Sickle Hunter Financial Advisors
Travis Sickle has become a familiar name in Tampa through both his advisory work and his presence in financial education. His practice specializes in retirement planning and wealth management, with a strong emphasis on educating clients along the way. Travis is known for simplifying financial concepts through videos, blogs, and client conversations. His combination of expertise and accessibility makes him an influential advisor in the community.
💡 Why Travis Sickle stands out as a Financial Advisor:
🔹 Recognized for financial education and client communication
✨ Specializes in retirement planning and wealth growth
📌 Strong digital presence to reach broader audiences
🌟 Trusted for simplifying complex financial concepts
♦️ James Baskey
Financial Advisor / Tax Specialist at Sickle Hunter Financial Advisors
James Baskey is an Enrolled Agent specializing in tax-focused financial planning. His expertise helps clients navigate complex tax codes while aligning strategies with wealth goals. James works with individuals and businesses across the Tampa Bay region, providing clarity in both compliance and growth. His strong tax background makes him an indispensable partner in financial planning.
💡 Why James Baskey stands out as a Financial Advisor:
🔹 Deep expertise in tax-focused strategies
✨ Works with both individuals and businesses
📌 Simplifies tax complexity for long-term clarity
🌟 Provides compliance and growth-focused solutions
♦️ Thomas M. Yannetti
Director of Financial Planning | Wealth Management Advisor at Taylor Financial
Thomas Yannetti is one of Tampa’s most credentialed advisors, bringing expertise across financial planning, retirement, and wealth management. With multiple designations, he delivers technical precision while keeping strategies approachable for clients. Thomas has earned a reputation for his thorough, analytical approach and long-term vision. His credentials and client dedication position him as a leading advisor in the region.
💡 Why Thomas Yannetti stands out as a Financial Advisor:
🔹 Multiple professional designations for advanced planning
✨ Expertise in retirement, wealth, and investment strategies
📌 Analytical approach with practical execution
🌟 Recognized for technical precision and client focus
♦️ Jorge I. Blanco
President | Financial Advisor / CFP® Certified Financial Planner at Success Wealth Management
Jorge Blanco brings an impressive array of credentials to his financial advisory practice. His career focuses on helping individuals, families, and business owners develop long-term strategies for sustainable success. Jorge is especially skilled at integrating retirement, investment, and business succession planning. His ability to balance technical expertise with client values has made him highly respected in Tampa Bay.
💡 Why Jorge Blanco stands out as a Financial Advisor:
🔹 Holds multiple advanced financial planning designations
✨ Expertise in both individual and business financial planning
📌 Skilled in succession planning and wealth preservation
🌟 Combines technical knowledge with client-centric focus
♦️ Daniel Pappas
Founder | Financial Planner at DWF Wealth Management
Daniel Pappas is known for his ability to connect with clients and simplify complex financial decisions. His practice emphasizes clarity and confidence, ensuring individuals and families feel supported at every step. Daniel’s work spans retirement planning, investments, and wealth growth strategies. He is recognized for his approachable communication style and client-first mindset.
💡 Why Daniel Pappas stands out as a Financial Advisor:
🔹 Focuses on clarity and client confidence
✨ Experience with retirement and investment strategies
📌 Known for approachable, transparent communication
🌟 Builds trust through long-term client relationships
♦️ Armand Atkinson
President | CERTIFIED FINANCIAL PLANNER™ | Advanced Wealth Planning Group
Armand Atkinson brings deep academic and professional expertise to his financial practice. With a CFP® and CIMA® designation, he combines investment management with holistic planning strategies. Armand is known for precision in analysis and for tailoring solutions to fit client needs. His ability to integrate data-driven insights with personal priorities sets him apart in the Tampa Bay financial community.
💡 Why Armand Atkinson stands out as a Financial Advisor:
🔹 Dual credentials in planning and investment management
✨ Analytical, data-driven financial strategies
📌 Strong focus on aligning with client goals
🌟 Recognized for combining technical expertise with empathy
♦️ Jason Mickool
Founder and CEO of Florida FInancial Advisors at Florida Financial Advisors
Jason Mickool is a Tampa financial advisor known for his entrepreneurial perspective and client-focused planning. His career reflects years of experience helping clients achieve balance between risk management and wealth growth. Jason works closely with families and professionals, ensuring plans adapt to both changing markets and personal goals. His reputation is built on trust and consistent results.
💡 Why Jason Mickool stands out as a Financial Advisor:
🔹 Known for entrepreneurial and adaptive strategies
✨ Strong focus on balancing risk and growth
📌 Trusted partner for families and professionals
🌟 Builds long-term relationships through consistency
♦️ Dillon Nemeth
Managing Partner, Financial Advisor at Elevate Financial Planning and Wealth Management
Dillon Nemeth represents a new generation of financial planners in Tampa Bay. His practice is built around accessibility, helping young professionals and families establish a clear financial foundation. Dillon emphasizes financial literacy and empowerment, making planning approachable for clients at all stages. His focus on education and trust highlights his role as a modern advisor.
💡 Why Dillon Nemeth stands out as a Financial Advisor:
🔹 Advocates for financial literacy and empowerment
✨ Focuses on young professionals and families
📌 Makes financial planning approachable and relatable
🌟 Represents Tampa’s next generation of advisors
♦️ Wyatt Davy
Associate Vice President & Financial Advisor at Florida Financial Advisors
Wyatt Davy is recognized for his holistic approach to financial advising. He focuses on integrating investments, retirement strategies, and lifestyle planning into cohesive roadmaps. Wyatt is known for his emphasis on building strong, long-term relationships grounded in transparency and care. His approachable style resonates with individuals and families across Tampa Bay.
💡 Why Wyatt Davy stands out as a Financial Advisor:
🔹 Holistic approach combining lifestyle and finance
✨ Emphasizes transparency and long-term trust
📌 Known for approachable, client-friendly planning
🌟 Focused on cohesive, goal-driven strategies
♦️ Tyler Trunko
Financial Advisor at Florida Financial Advisors
Tyler Trunko is a CFP® whose practice emphasizes modern, goal-based financial planning. He works with professionals and families to create strategies that adapt to changing needs and markets. Tyler is recognized for his collaborative, education-focused style that empowers clients to take ownership of their financial journeys. His approachable professionalism defines his role in Tampa Bay.
💡 Why Tyler Trunko stands out as a Financial Advisor:
🔹 Focused on modern, goal-based planning
✨ Known for collaborative, education-driven approach
📌 Works with both families and professionals
🌟 Provides adaptable, future-focused strategies
♦️ Jeff Schlotterbeck
Certified Financial Planner at Water Street Wealth Management
Jeff Schlotterbeck brings a forward-thinking perspective to financial planning, blending traditional expertise with digital asset certification. His work focuses on guiding clients through both conventional wealth strategies and emerging financial opportunities. Jeff is respected for bridging innovation with stability, offering clients balanced strategies. His ability to adapt to modern markets highlights his leadership in Tampa’s advisory space.
💡 Why Jeff Schlotterbeck stands out as a Financial Advisor:
🔹 Expertise in both traditional and digital assets
✨ Certified in modern financial innovations
📌 Blends stability with forward-looking strategies
🌟 Recognized as a leader in adapting to change
♦️ Feraud Calixte
Partner | Lead Financial Planner at Fortitude Financial Planning, LLC
Feraud Calixte brings legal and financial expertise to his advisory practice. As both a JD and CFP®, he provides clients with comprehensive, multi-disciplinary planning. His work emphasizes empowerment and education, particularly in underserved communities. Feraud’s dedication to accessibility and precision makes him a standout in the Tampa financial ecosystem.
💡 Why Feraud Calixte stands out as a Financial Advisor:
🔹 Dual credentials in law and financial planning
✨ Focus on education and empowerment
📌 Serves a diverse client base with tailored strategies
🌟 Dedicated to accessibility and financial inclusion
♦️ Daniel J. Wendol
President & Financial Advisor, Dolphin Financial Group
Daniel Wendol focuses on retirement income planning and helping clients transition into financial security. His work emphasizes protecting assets while creating sustainable income streams. Daniel’s approachable and educational style helps clients feel confident about their future. His expertise in retirement transitions makes him a valued partner in Tampa Bay.
💡 Why Daniel Wendol stands out as a Financial Advisor:
🔹 Expertise in retirement income strategies
✨ Known for approachable, educational style
📌 Focus on protecting assets and sustaining income
🌟 Trusted for guiding smooth retirement transitions
♦️ Cassandra Smalley
Founder & CEO at Cassandra Smalley Wealth Management
Cassandra Smalley combines her CFA and CFP® designations to deliver sophisticated, data-driven financial planning. She works with professionals, families, and organizations to build investment strategies grounded in research. Cassandra is recognized for her thought leadership and her dedication to advancing financial literacy, particularly among women. Her mix of technical expertise and advocacy defines her role in Tampa Bay.
💡 Why Cassandra Smalley stands out as a Financial Advisor:
🔹 Dual CFA and CFP® expertise for advanced strategies
✨ Advocates for women’s financial literacy
📌 Strong background in research-based investment planning
🌟 Thought leader in advancing the profession
♦️ Dena Minning
President & Senior Portfolio Manager, Personal Asset Management
Dena Minning is a Tampa-based financial professional focused on creating personalized strategies for long-term success. She emphasizes clarity and confidence, ensuring clients feel equipped to handle financial challenges. Dena’s work includes guiding professionals and families through both growth and transitional phases. Her approachable style reflects her commitment to accessible financial planning.
💡 Why Dena Minning stands out as a Financial Advisor:
🔹 Personalized, client-focused financial strategies
✨ Known for approachable and clear guidance
📌 Works with families and professionals in transition
🌟 Builds client confidence in financial decision-making
♦️ Stacy J. Miller
Founder and CEO | Certified Financial Planner® at BayView Financial Planning
Stacy Miller is a CFP® whose work emphasizes personalized, comprehensive financial planning. She focuses on empowering clients to align wealth strategies with life goals. Stacy’s approach balances technical expertise with empathy, ensuring clients feel supported throughout their financial journey. Her dedication to clarity and empowerment makes her a trusted advisor in the region.
💡 Why Stacy Miller stands out as a Financial Advisor:
🔹 Focus on empowerment and clarity in planning
✨ Comprehensive wealth management strategies
📌 Known for empathetic, client-focused service
🌟 Trusted partner for long-term financial security
Where Tampa Bay’s Financial Future Takes Shape
The financial advisors of Tampa-St. Petersburg-Clearwater are more than service providers—they’re partners in building resilience for families, businesses, and communities. In a region that blends entrepreneurial growth with a strong retirement population, these professionals bring balance, foresight, and personal connection to every plan they create. Their expertise ensures clients feel equipped not just for today’s decisions, but for the opportunities and challenges ahead.
What sets this community apart is its combination of technical excellence and local insight. Many advisors here have deep roots in Tampa Bay, giving them a unique understanding of the area’s evolving needs and ambitions. They embody trust, collaboration, and innovation—values that make financial planning a transformative experience rather than just a transaction.
At Digital Reference, we spotlight leaders like these because they reflect our mission of transparency and meaningful connections. 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
The advisors shaping Tampa Bay’s financial future are proof that when strategy meets community, lasting success follows. If you’re ready to take the next step, let Digital Reference be your trusted guide..
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