Find Retirement Planners for Retirement Planning in Florida

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Florida, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Florida

David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208
(941) 7395006

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Joseph Bert, CFP

Certified Financial Group, Inc.

1111 Douglas Ave.

Altamonte Springs, FL 32714
(407) 8699800

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Robert Cox, MBA, Ph.D., ChFC, RICP, AEP

Cox Financial Group

17757 US Highway 19 N., Ste 100
Suite 100

Clearwater, FL 33764
(727) 4206358

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William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162
(352) 5613060

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NuVenture Financial Group

NuVenture Financial Group

13241 Bartram Park Blvd.
Suite 905

Jacksonville, FL 32258
(904) 2537600

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Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch, FL 34202
(941) 5005122

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Brian Glickman

Brian E Glickman CPA, RFC, PFS

2975 Bee Ridge Rd Suite C Room 4

Sarasota, FL 34239
(941) 9223772

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Michael Moffa, AIF®, AWMA®, CRPC®

Prosperity Wealth Advisors, Inc.

3030 North Rocky Point Dr. West
Suite 150

Tampa, FL 33607
(813) 3211572

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H. Lee Little, MBA, CFP®

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216
(904) 2967526

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Kenneth Levin CFF, RFC

Schlager Schlager & Levin

12525 New Brittany Blvd Bldg #30

Fort Myers, FL 33907
(239) 3330490

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Evan Conley

KASE Wealth Advisors

4302 Henderson Blvd
Suite 201

Tampa, FL 33629
(813) 7699915

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Jonathan Camarda CFP, CPWA, CMT, CAIA, CHFC, CFS, CLU

Peak Alpha Wealth Management

3010 3rd Street South
Suite A

Jacksonville, FL 32250
(904) 5005050

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Michael Gnefkow

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180
(954) 7417775

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Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 630

Orlando, FL 32810
(321) 2079017

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David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434
(561) 2883980

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Jimmy Gonzalez

Anthem Advisors

4000 Ponce de Leon Blvd
Suite 470

Coral Gables, FL 33146
(305) 4823002

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Robert Harwood

Harwood Financial Group

4601 W. North A Street

Tampa, FL 33609
(727) 5241427

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Richard Reyes, CFP

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751
(407) 6226669

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Daniel Roth, ChFC®

Cary Stamp & Company

110 Bridge Road

Tequesta, FL 33469
(561) 2812166

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D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997
(772) 3349592

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Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256
(904) 3982075

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Dwight Pendola CFP®

Horizon Wealth Advisors

9040 Town Center Parkway

Lakewood Ranch, FL 34202
(910) 3520751

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Dr.Jeff Camarda

Camarda Wealth Advisors, LLC

4600 Touchton Rd., Bldg. 100 Suite 150, Jacksonville, FL 32246
4371 Park Avenue (US 17), Suite 201, Fleming Island, FL 32003

Ponte Vedra Beach, FL 32082
(800) 2621083

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David I. Strunc, CRPC® - Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd. Ste. 101

Orlando, FL 32819
(407) 2370116

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David H. Morgan MSFS, CEP®, CFF

R.E.A.P., Llc

4651 salisbury Road
Suite 400

Jacksonville, FL 32256
(352) 4336565

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Paul Porter,CFP®

LPL Financial

808 Polk Street

Hollywood, FL 33019
(954) 9206644

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Kevin Campbell, Registered Fiduciary

Florida Fiduciary Wealth Management

1014 S Florida Ave

Lakeland, FL 33803
(863) 6880900

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CURTIS FRANCISCO, CFP, AIF

Asset Advisory Services,Inc

2141 Alt. Aia South
Suite # 400

Jupiter, FL 33477
(561) 7479550

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Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103
(239) 3021715

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Armand Atkinson, MS, CFP, CIMA, AIF

NBC Securities, Inc.

5426 Bay Center Dr, Ste 575

Tampa, FL 33609
(727) 6230346

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Andrew Gentile CFP,CLU,ChFC,CDFA

Novem Group

601 Heritage Drive
Suite 148

Jupiter, FL 33458
(561) 6235492

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Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211
(904) 7250556

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Al Baker, CFP®

Security Financial Management

2420 S Lakemont Ave
Suite 120

Orlando, FL 32814
(407) 6444686

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Nick J. Russell, CRPC® Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd, Ste. 101

Orlando, FL 32819
(407) 2370117

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Troy Garcia CFP®

Allen & Company

1401 S. Florida Ave.

Lakeland, FL 33803
(863) 6166351

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