Top financial advisors in Sunrise, 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 Sunrise, FL, or are planning your retirement here, you need advisors who understand how to navigate Florida's unique tax landscape. A common mistake is assuming no state income tax means no tax planning is needed, which overlooks federal taxes and local property or sales taxes.
- Federal tax focus. Confirm how they integrate federal income tax strategies with your overall financial plan, since Florida lacks state income tax.
- Property tax insights. Ask how they help manage property tax exposure, especially given Florida's reliance on property taxes for funding.
- Homestead protection knowledge. Check their experience advising clients on Florida's strong homestead protections that can impact your wealth migration and estate planning.
- Retirement income planning. Ensure they consider how sales and tourism-related taxes might affect your spending and income streams in retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Hector E
Series 63, Series 66
Sunrise, FL
Citigroup Global Markets
Hector Evangelista's 26 years of experience and focus on tax-loss harvesting equip him to address the federal tax planning challenges relevant to retirees in Sunrise, FL. Working at Citigroup Global Markets, a large firm known for multi-asset strategies and serving high-net-worth clients, he offers negotiable fees and tailored investment solutions that differentiate him from other advisors in the area.
Experience: 26 years
Avg account: $714,318
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Joseph G
Series 63, Series 65
Sunrise, FL
Guardian Life
Joseph Gass offers expertise in business exit strategies and tax-loss harvesting, which can be valuable for managing federal tax implications in Sunrise, FL. Affiliated with Primerica Advisors, a large firm, he provides flat-fee financial planning options and serves self-employed clients, bringing four years of industry experience and a background with multiple financial institutions.
Experience: 4 years
Avg account: $230,599
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Esteven L
Series 65
Sunrise, FL
Bison Wealth, LLC
Esteven Ladron De Guevara specializes in retirement income strategy and wealth management, making him well-suited to address the unique tax and retirement planning challenges in Sunrise, FL. His firm, Bison Wealth, LLC, serves high-net-worth clients with flat-fee and negotiable AUM structures, offering both discretionary portfolio management and multi-manager investment solutions, which distinguishes him from other local advisors.
Experience: 4 years
Avg account: $296,894
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Darren A
Series 63, Series 65
Sunrise, FL
Eagle Strategies (NY Life)
Darren Auster offers expertise in retirement income strategy and plans for business owners, making him well-suited for clients planning retirement in Sunrise, FL. His affiliation with Eagle Strategies, a large firm managing over $25 billion in assets, combined with 29 years of experience and flexible fee structures including hourly and subscription options, distinguishes him from other advisors in the area.
Experience: 29 years
Avg account: $235,446
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Andrea P
Series 65
Sunrise, FL
AP Financial Contingency Group Inc
Andrea Puerta Carreno offers expertise in annuities and financial planning with nine years of experience in Sunrise, FL, making her well-suited to address retirement income and tax planning challenges unique to Florida. Her firm provides customized Investment Policy Statements and manages assets non-discretionarily with a long-term approach, charging flat fees between $1,500 and $3,500, which may appeal to high-net-worth clients seeking independent advice.
Experience: 9 years
Avg account: $386,086
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