Top Financial Advisors in Florida

Anthony Landi is a seasoned financial advisor at Sterling Bridge Financial Group, based in Tampa, FL. With over seven years of diverse experience, Anthony specializes in retirement planning, investment management, and tax planning. He holds several prestigious certifications, including CFP and ChFC, and is well-versed in the complexities of financial markets. His commitment to building meaningful relationships with clients allows him to deliver tailored strategies that align with their personal goals and aspirations. Anthony’s approach is rooted in the Sterling R.I.G.H.T Process™, which prioritizes understanding each client’s unique circumstances and objectives. He believes that financial planning should not only prepare individuals for retirement but also empower them to enjoy their lifestyles without fear of financial uncertainty. By breaking down complex financial concepts into actionable steps, he aims to bridge the gap between knowledge and confidence, enabling clients to navigate their financial futures with ease. Whether guiding clients through market volatility or assisting in legacy planning, Anthony is dedicated to being a trusted ally on their financial journey.

Dan Moisand Tamayo is a seasoned financial advisor with 23 years of experience, serving clients in Orlando, FL, and beyond through Moisand Fitzgerald Tamayo. A Certified Financial Planner (CFP), Dan specializes in retirement planning, wealth management, and tax planning, allowing him to deliver comprehensive financial strategies tailored to each client's unique circumstances. Understanding that financial decisions can be overwhelming, Dan is dedicated to cutting through the noise of modern financial planning. He fosters close relationships with clients, guiding them to envision their financial futures while ensuring they stay organized and on track. Dan's commitment to a fee-only model eliminates conflicts of interest, ensuring that every recommendation truly serves the client's best interests. Whether helping mid-career families build for the future or assisting retirees in navigating complex financial landscapes, Dan approaches each situation with clarity and purpose, making the financial journey a collaborative and empowering experience.

Sebastian Guerra is a dedicated financial advisor at Guerra Wealth Advisors in Miami, FL, with eight years of experience specializing in wealth management, retirement planning, and estate planning. As a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA), Sebastian combines his extensive knowledge with a genuine commitment to helping clients navigate their financial journeys. His approach emphasizes understanding individual goals and values, ensuring that every financial strategy is tailored to the unique needs of each client. Drawing inspiration from his father’s legacy of service, Sebastian is passionate about transforming the retirement experience for families in South Florida. He believes that retirement should provide freedom and security, not stress or uncertainty. Through the Guerra Freedom Plan, he guides clients through a thoughtful five-step process designed to increase returns, reduce taxes, and protect legacies. With a track record of helping thousands bridge the retirement income gap, Sebastian’s focus is on empowering clients to make informed decisions that align with their aspirations, fostering lasting relationships built on trust and respect.