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Meet Our Team

Meet Our Team

At Success Wealth Management, our Mission is to make a significant impact on our clients’ financial lives through education, communication, and service that exceeds their expectations

 

Jorge is the President of Success Wealth Management, a Financial Planning & Wealth Management firm in Tampa. Due to his experience, education, and genuine care for each of his clients, Success Wealth Management grew 100% through referrals

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Karim Poonawala, or KP as his clients lovingly call him, is a wealth manager living and working in Orlando, Florida. He moved to Orlando (from East Lansing, Michigan) in 1985 and has lived in Central Florida ever since. He became a...

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Aaron Gilman, CFA®, CFP®

Chief Investment Officer

Responsibilities: Serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Asset Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and...

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Sarah Taylor, AIF®

Senior Compliance Analyst

I began mycareer in the financial industry in 1998 working with Hewitt Associates as a Benefits Representative specializing in Retirement Plans. In 2000 I moved to an Account Manager position with SunTrust Retirement Services, where I...

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Peter Nunley, CFA®

Director of Asset Management

Started in the financial industry in 2009 in Goldman Sachs’ Investment Banking Operations department in New York City. More recently, served as a Business Analyst for Citigroup’s global custody business in Tampa, Florida....

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