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Best Financial Advisors in Weston

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BeamaLife Corporation logo

BeamaLife Corporation

1792 Bell Tower Lane, Weston, FL 33326
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  • Certified Financial Planner (CFP)

BeamaLife Corporation is a boutique financial planning firm that caters to individuals and businesses in Weston and neighboring areas. Its services include college education, retirement, estate, charitable, and business succession planning. Its team customizes profit-sharing plans, buy-sell agreements, and asset protection strategies. It also offers disability, long-term care, and life insurance policies. Founder Neil Jesani holds a CFP designation and has been serving clients for two decades. He also authored a book titled "Win the War for Money & Success."

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David J. Doddo, C.P.A. logo

David J. Doddo, C.P.A.

304 Indian Trace, #536, Weston, FL 33326
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  • Retirement Planning

David J. Doddo, C.P.A., serves individuals and businesses in Weston and the surrounding communities. He helps clients take charge of their finances by providing them with an array of services, including financial, investment, retirement, estate, debt reduction, and federal and state income tax planning. He also offers comprehensive accounting and business consulting solutions. Doddo is affiliated with the American Institute of Certified Public Accountants and has worked for leading accounting and financial agencies such as Templeton Worldwide and BDO Seidman.

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Jay Shapiro & Assoc’s, CPA’s, PA logo

Jay Shapiro & Assoc’s, CPA’s, PA

1950 N. Commerce Pkwy. Suite 5, Weston, FL 33326
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  • Tax Planning

Jay Shapiro & Assoc’s, CPA’s, PA, caters to clients in the Weston metro and its surrounding areas. It provides clients with numerous financial services, such as audit and accounting, retirement and estate planning, tax preparation, and IRS representation. In addition, it offers litigation support and business consultation services. It has experience aiding clients from various industries, ranging from hotels and restaurants to homeowner associations. Its head and namesake, Jay Shapiro, has been in the industry for over 30 years.

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Joshua Nadal logo

Joshua Nadal

2893 Executive Park Dr. Suite 102, Weston, FL 33331
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  • Private Wealth Advisor

Joshua Nadal is a financial advisor who serves clients in the Weston metro and its surrounding communities. He helps small business owners with establishing and maintaining strategies that aim to secure the stability and security of their finances and other assets. He also devises retirement income strategies to help clients prepare for and enjoy their leisure years and their retirement. He also offers insurance protection, in keeping with his priority of helping clients safeguard against risks. Nadal is a representative of the Transamerica Financial Advisors.

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Mike Lynch, CFP logo

Mike Lynch, CFP

1792 Bell Tower Lane, Weston, FL 33326
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  • Certified Financial Planner (CFP)

Mike Lynch, CFP, addresses the financial planning needs of clients in Weston. He works with customers to create a strategy based on their time horizon, risk tolerance, current financial situation, and short and long-term goals. Lynch offers services such as investment analysis, insurance analysis, estate planning, and retirement planning. He also works as a Lincoln Financial Securities Corporation advisory representative. Lynch has been in the financial industry for 25 years and has conducted more than 200 public seminars on financial planning.

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My CPA logo

My CPA

15800 Pines Blvd, Suite 203, Pembroke Pines, FL 33027
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  • Certified Financial Planner (CFP)

My CPA offers financial and tax planning solutions to individuals and businesses in Weston. Its professionals develop plans to organize clients' financial resources, such as business ventures and income. They prepare and file customers' tax returns, represent them in IRS and FDR audits, and provide advice on dispute resolution. The company also offers business consulting to entities such as LLCs and S-corporations. Partner Tania C. Garces was instrumental in the overall asset management of an international client that houses prominent luxury resort brands and executives.

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Myriad Capital Private Wealth Management logo

Myriad Capital Private Wealth Management

6750 N. Andrews Ave, Suite 200, Fort Lauderdale, FL 33309
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  • Certified Financial Planner (CFP)

Myriad Capital Private Wealth Management is an independent, privately held company. It offers comprehensive financial management services to busy professionals, families, family-owned companies, and trusts in Weston. The firm's goal is to assist clients in increasing and preserving their wealth. It does this by offering securities through JW Cole Financial and guidance through JW Cole Advisors. President and CEO Riad Shanawany is a CFP and a Chartered Retirement Planning Counselor with more than two decades of financial services experience.

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Randall M Stafman CPA PA logo

Randall M Stafman CPA PA

17140 Royal Palm Blvd, Weston, FL 33326
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  • Retirement Planning

Randall M Stafman CPA PA serves the locals of Weston and the surrounding communities. The firm offers a variety of financial solutions to both individuals and businesses. These include tax planning and consulting, financial statement preparations, client bookkeeping, business consulting, entity selection, and assistance with accounting technology. Related services such as retirement and estate planning, drafting of trust taxes, and individual tax preparations are also available. The accountants at the firm have over 40 years of combined experience.

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Rassler Financial Strategies logo

Rassler Financial Strategies

138 Dockside Terrace, Weston, FL 33327
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  • Certified Financial Planner (CFP)

Rassler Financial Strategies caters to the wealth management needs of clients in Weston. Founder Scott Rassler, a financial adviser with Eagle Strategies, offers the firm's solutions for business, investment, and education planning. He also creates plans to meet his clients' goals for retirement and their children's education. In addition, he offers life, long-term care, and disability income insurance, as well as annuity products. Rassler is a qualifying and life member of the Million Dollar Round Table. His designations include CFS and CLU.

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WK Financial logo

WK Financial

1792 Bell Tower Lane, Weston, FL 33326
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  • Private Wealth Advisor

WK Financial caters to clients throughout Weston. It provides solutions and advice to stakeholders and companies facing financial problems. Its services include liquidity management and forecasting, contingency planning, capital structure modifications, cash flow analyses and business plan projections, asset sales, and financial analysis and support for preference or fraudulent conveyance actions. Founder William G. King brings over more than 30 years of industry experience and is a member of the American Bankruptcy Institute. WK Financial also offers forensic accounting and litigation support services.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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