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Eric K
Series 66
Cape Coral, FL
Retirement Wealth Advisors, LLC
Eric Kearney is a financial advisor at Retirement Wealth Advisors, LLC in Cape Coral, FL, holding a Series 66 designation with 19 years of industry experience. He has been with Retirement Wealth Advisors since 2018 and previously worked at Brookstone Capital Management. Kearney also conducts retirement education courses for the community through the SW Florida Education Network on a volunteer basis. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, no-load mutual funds, stocks, bonds, and model portfolios, primarily managing accounts on a discretionary basis.
Joseph L
Series 65
Cape Coral, FL
Retirement Wealth Advisors, LLC
Joseph Lanza is a Series 65-licensed financial advisor with Retirement Wealth Advisors, LLC, where he has worked since 2018. He has five years of industry experience and has prior work history including roles at Brookstone Wealth Advisors LLC and in the restaurant industry. Lanza is also a licensed insurance agent in Florida. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs a risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, primarily managing accounts on a discretionary basis with ongoing monitoring and rebalancing.
Donna K
CFP®, Series 65
Cape Coral, FL
Retirement Wealth Advisors, LLC
Donna Krohn is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Retirement Wealth Advisors, LLC, where she has worked since 2018, and also supports financial advisors through Holistic Financial Group, an educational platform. Outside of financial advising, she is involved with a vacation rental management business. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, serving a primarily pension and plan-focused client base.
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