Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Katherine A
Series 66, Series 65
Sarasota, FL
Wealth Pro Advisors, Inc.
Katherine Abernathy is a financial advisor at Wealth Pro Advisors, Inc. in Sarasota, FL, with 13 years of industry experience. She holds the Series 66 and Series 65 credentials and has worked at Wealth Pro Advisors since 2013, as well as with Truvestments Capital, LLC and APW Capital. Wealth Pro Advisors, Inc. provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and business clients. The firm manages approximately $317 million across about 212 client relationships, offering customized and model portfolios through a mix of technical and fundamental strategies with ongoing monitoring and rebalancing.
David S
Series 63, Series 65
Sarasota, FL
Wealth Pro Advisors, Inc.
David Szabo is a financial advisor at Wealth Pro Advisors, Inc. in Sarasota, FL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wealth Pro Advisors and its predecessors since 2014. Outside of advisory work, Szabo is also an independent insurance agent. Wealth Pro Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals and small businesses, serving both high-net-worth and non-HNW clients. The firm manages approximately $308 million across about 205 clients using personalized and model portfolios with ongoing monitoring and rebalancing.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters