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Amber B

CFP®, Series 65

Estero, FL

ANTOLINO Wealth Advisors

Amber Braatz is a CFP® with six years of industry experience, currently advising at ANTOLINO Wealth Advisors. She has previously worked at AA Financial Advisors, LLC and Finley Wealth Advisors, and has a background in healthcare through RB Health / Avidity Home Healthcare. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing financial planning and investment management through its UltraVision System® and UltraVision Club™ membership tiers. The firm employs a multi-dimensional asset allocation strategy using various investment models and tools to create customized portfolios and ongoing reviews.

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments Retired Founder/Business Owner Mid-Career Professionals Established Professionals
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Douglas F

CFP®, Series 63, Series 66

Estero, FL

ANTOLINO Wealth Advisors

Douglas Finley is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with ANTOLINO Wealth Advisors and previously spent 20 years at Finley Wealth Advisors. Finley has worked at several firms, including Haisman Wealth Management, LPL Financial, and Merrill. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans with financial planning and investment management. The firm employs a multi-dimensional asset allocation approach and offers a planning process called the UltraVision System®, along with ongoing membership tiers and portfolio management services.

Passive / index investing Active portfolio management Income planning Real estate investing Private / alternative investments Retired Founder/Business Owner Mid-Career Professionals Established Professionals
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