A complete list of active advisors currently associated with Your-Financial-Lifeguard

Warmer can help you find a great advisor at Your-Financial-Lifeguard or one who fits your needs even better.

The firm provides personalized financial planning and investment advisory services to individuals, high‑net‑worth clients, retirement plans, and business entities. Offerings include modular financial plans, assistance with retirement-account rollovers, and outsourced portfolio management accessed through third‑party managers and a technology platform. Investment recommendations emphasize asset allocation grounded in Modern Portfolio Theory and are implemented primarily with mutual funds and exchange‑traded funds; discretionary trading authority is typically granted to the selected third‑party manager while the firm reviews reports and consults with clients. Financial planning is delivered on an hourly or fixed‑fee basis and the firm conducts periodic account reviews and ongoing coordination with sub‑advisers and plan recordkeepers. Noteworthy for a small independent adviser, the firm’s principal is a licensed CPA with the Personal Financial Specialist credential and provides accounting services through an affiliated entity, dedicating a portion of practice time to those services. The combination of an accounting affiliation, retirement‑plan fiduciary work (including plan design and participant education), and use of an automated third‑party management platform — with fee billing handled through that platform — distinguishes the firm from many peers.

To learn more about the advisors currently working at Your-Financial-Lifeguard, 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
Christopher Revak	Bradenton, FL	12

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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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