Top financial advisors in Pompano Beach, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you recently moved to Pompano Beach or are considering it, you might be navigating how Florida's unique tax environment affects your financial plans. Without state income tax, it's easy to overlook other taxes like property and sales tax that can impact your budget and investments.
- Federal tax focus. Since Florida has no state income tax, ask how advisors prioritize federal tax strategies alongside local tax considerations.
- Property tax insights. Confirm how they incorporate Florida's property tax rates and homestead exemptions into your long-term planning.
- Wealth migration experience. Look for advisors familiar with clients relocating to Florida, as they understand the nuances of moving assets and adjusting financial plans.
- Sales tax impact. Discuss how they factor in Florida's sales tax on your spending and investment decisions to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Peter C
CFP®, Series 63, Series 65
Poompano Beach, FL
Wells Fargo Advisors
Peter Caruso's 33 years of experience and CFP® certification equip him to navigate the complexities of federal tax strategies and wealth migration for clients in Pompano Beach, FL. Affiliated with Wells Fargo Advisors, a large firm offering integrated banking and lending products, he specializes in business exit strategies and cash flow management, serving high-net-worth individuals with comprehensive planning tools.
Experience: 34 years
Avg account: $514,335
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Salvatore L
Series 66
Pompano Beach, FL
Kestra Advisory
Salvatore Labarbera in Pompano Beach offers expertise in retirement plans for business owners and business exit strategies, supported by 12 years of experience and a Series 66 credential. Affiliated with Kestra Advisory, a large firm known for fiduciary consulting and diverse investment platforms, he provides flat-fee and AUM-based pricing, distinguishing him from advisors with smaller firms or different fee structures.
Experience: 12 years
Avg account: $618,892
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James P
CFP®, Series 63
Pompano Beach, FL
LPL Financial
James Platania's 43 years of experience and CFP® certification equip him to navigate Pompano Beach's unique tax environment, including federal tax strategies and property tax considerations. Affiliated with LPL Financial, a large firm offering diverse investment solutions and supported by in-house research, he provides flat-fee financial planning, catering to a broad client base including business owners and retirees.
Experience: 43 years
Avg account: $399,489
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John R
CFP®
Pompano Beach, FL
Patuxent Financial Planning, LLC
John Ruark, a CFP® professional with over a decade of experience, offers general estate and tax planning in Pompano Beach, focusing on high-net-worth clients. His independent, fee-only practice employs a fundamental, long-term buy/hold/monitor investment strategy with a 0.75% AUM fee, distinguishing him from advisors with discretionary management or broader client bases.
Experience: 12 years
Avg account: $2,205,341
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Alex S
CFP®, Series 66
Pompano Beach, FL
Fidelity
Alex Smith in Pompano Beach, FL, is equipped to address financial planning in Florida's unique tax environment, leveraging his CFP® certification and experience with Fidelity's large-firm resources. His expertise in active portfolio management and charitable giving, combined with Fidelity's quantitative and algorithmic investment approach, distinguishes him from other advisors by offering a data-driven strategy tailored to diverse client needs.
Experience: 4 years
Avg account: $234,793
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