Ed de la Rosa of Solid Ground Financial founded his practice with a unique approach. He sets out to help families find money they are losing unknowingly and unnecessarily. Then, Ed uses the found dollars to help solidify their financial future, preferably without impacting their current lifestyle. Ed wants to help regardless of whether you are in your working years, accumulating for retirement, or already in your distribution years. Ed recognizes that opportunities to minimize both market risk and tax risk can be lost and could jeopardize your retirement without a retirement plan. By providing financial education, he can help those preparing for that next step to acquire the tools they need for a more secure path forward.  

Ed recognizes that people have worked hard for their money and that there is more to be gained by preventing the losses than choosing the winners. As a Certified Financial Fiduciary, he has embraced a higher standard in always serving his clients’ best interests.

Ed and his wife are avid hikers and take several trips per year to ‘conquer’ Mt. Rainier.

Evan Sussman is honored to serve as Senior Vice President for IFW.  Evan has been a successful financial professional for over 17 years.   On December 24th 2019, Evan was diagnosed with Stage 3 cancer, and is currently on the road to full recovery.  He is forever indebted to the doctors, nurses, and staff that took care of him.  Evan has dedicated his career to helping people secure their financial health and well-being. 

Prior to IFW, Evan was an Agency Sales Director at MassMutual South Florida from 2012 to 2019.  Evan began his financial services career in 2003 with AXA Advisors in Los Angeles, CA. He immediately became a role model and leader in helping his clients effectively meet their financial goals for retirement, college and insurance planning.  In 2006, he moved to South Florida and joined John Hancock in Miami as one of their top financial advisors and later transitioned to Mass Mutual.  

Evan attended Bernard E. Baruch College in New York where he studied finance. His licenses include FINRA series 6, 63, and a 2-15 (life, health and annuities). He was raised in Huntington, New York, with his twin sister and two older brothers. He has lived in several cities but South Florida is truly his home. “Family is extremely important and I am grateful to have them all here living in Florida so close to me". 

Evan's main charitable focus is now supporting other cancer patients and survivors.  Additionally, he is an active volunteer and business partner in the Dade and Broward County Schools.  An outdoor enthusiast and traveler, Evan spends his free time enjoying boating, wakeboarding, tennis, mountain biking, and skiing. His greatest joy is spending time with his two nieces, Sophia and Olivia, and nephew Asher.  He recently has added a new member to the family. A Miniature Schnauzer named Mia.

James founded REA with one goal in mind: Preparing his clients for a successful retirement by implementing proven retirement strategies covering the five important areas of the Financial Planning process. Through education and proper planning, he has brought his clients the peace of mind they deserve so they can focus on enjoying retirement. James has worked diligently for over 20 years in the financial services industry consulting and teaching thousands of students and retirees. Through his financial guidance and planning process many of his students have become clients and lifelong friends. James has been married to his lovely wife Kris for 27 years. Together they have 5 children and 3 grandchildren. James enjoys spending his personal time with his wife Kris and their family. He stays very active getting in the occasional basketball game with friends, golfing, and recently taken up long distance running. He feels it’s important to enjoy life to the fullest and you can do that by eating healthy, exercising, and living a life that’s pleasing unto the Lord. James is a passionate Christian serving locally at illuminate Church in Celebration.

Since 2013, Priscilla has helped her clients get the most out of their retirement. She has served hundreds of individuals and families; guiding them through their Medicare options, ensuring their income and assets are protected from changes in the economy, and protecting their families from unforeseen final expenses.

Priscilla is partnered with many carriers to provide a full range of coverage options for her clients including Medicare Supplements, Part C Advantage, and Prescription Drug Plans; Life Insurance; and Annuities as part of
their Retirement Planning.

Priscilla is deeply rooted in Central Florida. After moving to Orlando, she established herself in the Retail and Manufacturing industries, owned and operated a well-known business in Central Florida for 20 years, and started two adult vocations schools for 12 years.

Family is very important to Priscilla, and she loves to spend time with them as often as she can. Priscilla is also involved in her community and participates in fundraisers to help those in need. She also enjoys leather journal crafting and is passionate about providing support to her clients and getting to know new individuals and families in order to assist
them with their needs.

Passionate about helping individuals and families achieve their financial goals and secure their future. With years of experience in the financial industry, I have had the privilege of working with clients from various backgrounds and guiding them toward financial success.
 

Using a personalized and holistic approach to your financial plan. I understand every client is unique and tailor my strategies to meet your needs and aspirations. By carefully assessing your financial situation, risk tolerance, and long-term objectives, I will create a customized tax-efficient plan that provides a roadmap to financial security.

Tim has been in financial services since January 2008. Tim relocated to Florida from Wisconsin in 2004. Tim, Heather, and their daughter Kieralyn live in Eustis, Florida, and attend The Church of the Lakes in Leesburg, Florida. Tim enjoys traveling with his family, watching and playing sports, and scuba diving. He is an avid outdoorsman and hunter.

Chet joined Nelson Financial Planning in August of 2018 . He is a Financial Planner with Nelson Financial Planning , Inc. (NFP) and a FINRA Registered Representative with Nelson Ivest Brokerage Services, Inc. (NIBS).

Chet is a Chartered Retirement Planning Counselor (CRPC™), a Financial Paraplanner Qualified Professional (PFQP®), a Notary Public in Florida, and he holds a Series 7 Securities License with FINRA, along with the Certified Financial Fiduciary® designation. 

What really inspires Chet is working side by side with clients through the personal and financial journey towards a safe and secure financial future. And with no account or investment minimums, he is ready to help anyone. 

When he’s not changing lives with successful financial planning, he is likely fishing, in the gym, or traveling to this next bucket-list destination. 

Marcus became a financial professional to help offer people what they needed. He quickly realized that most investment companies have their own agenda. Instead of pushing a corporate menu, he knew he wanted to provide tailored advice and options to his clients. The only answer was a reimagined legacy to become an independent, fiduciary financial professional. At Revision Wealth Management, he and his team help clients ReEnvision their retirement. 

Steven L. Rich is an Investment Adviser Representative and Licensed Insurance Professional with Anders & Anders Financial Group. With years of experience as a financial professional, Steven provides comprehensive financial planning strategies to pre – retirees and retirees whose financial goals include building wealth and maintaining financial confidence for themselves and their families.

Steven’s mission is to provide caring attention with comprehensive and impartial insight helping enable clients to act with confidence and ease planning their financial future. To do so, he provides in-depth and objective analysis to help optimize assets and work together.  He creates cash flow analysis, Social Security organization plan, reviews investment strategies, insurance options (including legacy planning) Medicare options, long term care and tax strategies.  He strategically incorporates his results into a holistic financial plan to help clients optimize wealth, providing optimize wealth, and help provide reliable income strategies throughout retirement. In addition, Steven periodically provides educational workshops at the local level.

Steven is a graduate of the Catsaskos School of business at William Patterson University.  He holds the following designations: Certified for Long Term Care (CLTC), Retirement Income Certified Professional, (RICP), Certified Financial Fiduciary® (CFF®), and National Social Security Advisor (NSSA). He has passed the Series 6, Series, 63 and Series 65 securities exams.

Steven and his wife Amanda have three children, Charlotte, Steven Jr. and Colin and reside in New Smyrna Beach. They enjoy their close-knit community and can often be seen taxiing around the area in their “electric blue” golf cart.

With a career spanning over four decades, in 1993, David Swanson founded Quantum Financial Group,an independent financial services firm dedicated to helping our clients meet their long-term objectives. When working with a financial professional it is important that all the moving parts of your plan work together, and we are committed to making that happen at the highest level, while always providing unbiased recommendations and impartial guidance based directly on your needs and goals. 

Our goal is to safeguard and protect both your financial dreams as well as the assets you have worked so hard to accumulate. And despite ever changing market volatility, and prevailing political and economic uncertainty, there are still proven time-tested strategies that can be implemented right now to ensure that one does not run out of income while also keeping one’s money securely protected from future market downturns. Additionally, we always remain focused on helping you achieve your financial dreams by providing various strategies for converting one’s savings into a long-term sustainable guaranteed income so that one can spend with confidence in retirement while enjoying the fact that their money is guaranteed, safe, and secure. 

As Certified Financial Fiduciaries we always provide our clients with excellent service. Building strong relationships with clients and their financial professionals is an integral part of developing a successful financial strategy. Our clients must maintain high expectations from their advisors, and we are committed to always exceeding them. Ultimately, we build and establish trust through competence, integrity, and transparency and always remain committed to helping our clients in building tax-advantaged wealth and creating guaranteed levels of income that they will never outlive. 

An industry Insider and Fiduciary, Mr. Rosenberg is a 35-year investment industry veteran, with experience as a successful financial planning professional, as well as an institutional distribution executive. He has helped thousands of families protect, preserve, grow, and create generational wealth. A family business for almost 70 years, he has been involved in every aspect of the planning process. As a distribution executive, he has consulted and helped to build products, platforms, and the infrastructure for distribution for some of the largest investment firms in the world. In addition, he has been a presenter and coached hundreds of the most successful financial advisors in the industry on public speaking and presentation skills, value proposition, branding, and practice management. He has been a regular contributor to American Media Periscope Television and Patriot TV (interviews recorded on his website).

Mr. Rosenberg graduated with a Bachelor of Arts from the University of Georgia and a Master of Business Administration (MBA) from the University of Miami school of business. He has earned the chartered life underwriter (CLU), chartered financial consultant (ChFC), and certified financial fiduciary (CF2) professional designations. He volunteers his time with sea turtle rescue operations, the Nature Conservancy, Florida beach and pier clean-ups, and diving assistance for wounded veterans. Passionate about his kids, the environment, and ocean photography. Author of Honest Conversations which is available on paperback, Kindle, and eBooks. www.rosenbergwealthmanagement.com for interviews and company information.