My Profile | Network In Action
  • Basic Information

  • Company
    Florida Wealth Planning Group
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    As a financial advisor my first priority is to understand the goals of my clients. More often than not, the reason my clients engage with me is to help create opportunities for their families and charities they care about. My passion lies in what money can accomplish for my clients, their family and the organizations they care about.
  • About me
    I was born and raised in Boston Mass. My family origin is from Portugal and we maintain those relationships to this day. I graduated from Bay State College and immediately entered into the financial services industry. I've had the benefit of learning from some of the most recognized asset managers in the country; Putnam Investments, New England Financial/MetLife and now Ameriprise Financial since 2010. We moved to Tampa in 2000 and raised our three boys into responsible adults.
  • Profession
    I am the managing partner of a wealth management practice called Florida Wealth Planning Group. I'm responsible for directing investment strategies across the practice.
  • Title
    Managing Partner
  • Hobbies and interest
    Healthy Living and Lifestyle. I enjoy working out and outdoors. I love being near the ocean. I enjoy boating and snorkeling. I enjoy travel especially places rich in ancient history. I've explored the Mexican Ruins of Tulum and Chichen Itza to Ancient Rome and Iberian Peninsula.
  • Website
  • Contact Information

  • City / Town
  • Describe your perfect referral
    I work with individuals who have amassed a sum of wealth either liquid or illiquid (such as a business) who are interested in growing and protecting that wealth through responsible asset management and guidance.
  • State
  • Country
    United States
  • Special offers to the group
    My initial consultations are complimentary
  • LinkedIn Profile
  • Education

  • College / University
    Bay State College
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Are you looking to grow your wealth and reduce your risk of loss?
    Are you concerned about running out of money in retirement?
    Are you interested in passing your wealth or business to your family in the most effective way possible?
  • Describe How You Would Like To Be Introduced Via Email
    A simple email connecting me with the referral which I would then reach out to via email to set up a phone call or virtual meeting. Example: "Hello John, I'm connecting you with my friend Amy. I told her about how you help with money management and financial decision making. I'll let the two of you work out a time that would be good to connect."