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Todd M
CFP®, Series 63
Fort Myers, FL
Makke Financial Advisory Group
Todd Macke is a CFP® with 28 years of industry experience, serving as an advisor at Macke Financial Advisory Group since 1996. He holds the Series 63 designation and operates out of Fort Myers, Florida. Macke Financial Advisory Group provides comprehensive financial planning, investment management, pension consulting, and variable annuity sub-allocation services to individuals, trusts, estates, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in portfolio construction and offers a bundled family office program with lifestyle and concierge cash management support for clients.
Kevin J
CFP®, Series 65
Fort Myers, FL
Makke Financial Advisory Group
Kevin Jordan is a CFP® and Series 65-licensed advisor with six years of industry experience. He has been with Makke Financial Advisory Group since 2019. Prior to that, he worked at Herc Rentals and Bishop Verot High School. Makke Financial Advisory Group serves individuals, high-net-worth clients, trusts and estates, and pension/profit-sharing plans with investment management, financial planning, and pension consulting. The firm employs a two-advisor support model and uses a range of strategies, including derivatives and options, alongside technology tools and a unique family office program.
Joseph P
Series 65
Fort Myers, FL
Makke Financial Advisory Group
Joseph Pendenza is a financial advisor at Makke Financial Advisory Group in Fort Myers, FL. He holds a Series 65 designation and has been in the industry for one year. Prior to his current role, he worked with Stan's Coffee and had experience with several minor league hockey teams. Makke Financial Advisory Group serves individuals, high-net-worth clients, related trusts and estates, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and pension consulting, with a focus on tailored asset allocation and the use of advanced strategies including derivatives and options.
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