A complete list of active advisors currently associated with Wisdom Financial Planning

Warmer can help you find a great advisor at Wisdom Financial Planning or one who fits your needs even better.

Wisdom Financial Planning provides financial planning and investment advisory services to individuals, high-net-worth clients, families, trusts, business owners, and retirement plans. Its services include one-time or limited-scope financial plans (hourly or fixed fees), discretionary and non-discretionary portfolio management, annuity-management advice, and consulting for certain brokerage customers. The firm’s investment approach is primarily long-term and fundamentally driven, with portfolios typically built from diversified, low-cost ETFs and mutual funds and adjusted or rebalanced as market conditions or client circumstances warrant. Accounts are monitored on an ongoing basis and the firm can advise on or manage held-away assets using a third-party technology platform while working through a qualified custodian relationship. Noteworthy aspects that distinguish the firm from many peers include that the firm’s principal is a licensed insurance professional who may recommend insurance products and receive customary commissions, creating a potential conflict of interest with advisory recommendations. The firm also provides compensated consulting services to a broker-dealer, offers ERISA retirement-plan advisory options, and operates as a compact two-advisor practice managing roughly $165 million for about 185 clients.

To learn more about the advisors currently working at Wisdom Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Boyer	Tampa, FL	37
Sarina Correa	Tampa, FL	16

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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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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