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Tampa Financial Planner & Tips for Choosing a Financial Advisor in Tampa

Providing Fee-only, Flat Retainer, Hourly, or Fee-based Financial Planning Service in Tampa

Please note, I am only accepting a small number of clients at this time.  

If you’re interested in working with a CFP® , CERTIFIED FINANCIAL PLANNER™ Professional, the most important thing is that you find someone whom you like, trust, and see value in the expertise they can provide to your finances.

Don’t be afraid to ask questions.  A good financial planner will take the time to explain your options to you, share with you the advantages and disadvantages of every option, that way you can make educated decisions for your future.

Trust yourself and listen to your gut when deciding whether or not you should work with a potential financial advisor.  Remember, no matter who you choose, that financial advisor or financial planner works for you and should always operate in your best interest.  It is important that you select someone who values you as a client and treats you with respect.

Jorge Blanco is a Certified Financial Planner™ in Tampa, FL

  • I work with individuals and couples of all ages who live across the continental U.S. and all over the world.

  • Many of my clients are business owners throughout Tampa Bay, so I have extensive experience with the unique financial planning needs that entrepreneurs require.

  • I also work with successful professionals, such as executives, lawyers, and physicians who need help navigating the complexities of their financial lives (retirement planning, student loans, taxes, investment management, etc).

  • I work with numerous baby-boomers and who are in the cusp of retirement as well dozens of them who are now retired enjoying the fruits of their hard work and our retirement planning guidance.

No matter how successful or wealthy someone is, everyone experiences money-related stress.  The goal of financial planning is to help our clients reduce and strive to eliminate that stress so they clients can feel confident with the decisions they make with their money. 

And a little quote I think it's timely during these times of uncertainty with the COVID 19 Pandemic and uncertainties surrounding the stock market:

"For over 240 years it's been a terrible mistake to bet against America, and now is no time to start." –Warren Buffett