Brian L. Wade
CERTIFIED FINANCIAL PLANNER™, Inspirational Speaker
- Role
- President at Tampa Financial Group
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Brian L. Wade
Brian Wade has over 20 years of experience helping Tampa Bay families navigate challenging economic environments and retire on their own terms. He started his career in 1997 working for Guardian, but grew tired of offering proprietary products and went independent in 2003. After his departure, Mr. Wade started Tampa Financial Group to provide a fiduciary level of service and offer the products and services his clients deserve.Designations CERTIFIED FINANCIAL PLANNER™ Professional FINRA Series 6, 7, 63, & 66 with IFP Securities, LLC Life, health, and variable annuities licensed in Florida.Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a registered investment adviser. Third-party posts found on this profile do not reflect the view of IFP Securities, LLC and have not been reviewed by IFP Securities, LLC as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit
Experience
President
May 2003 — Present
CERTIFIED FINANCIAL PLANNER™ Professional FINRA Series 6, 7, 63, & 66 with IFP Securities, LLC Life, health, and variable annuities licensed in FloridaSERVICESRetirement Planning - Plan for your retirement with objective financial advice.Asset Management - We specialize in managing assets for individuals from all walks of life.(Asset allocation does not guarantee a profit or protect against loss.)Insurance - Insure that your wealth can withstand potentially devastating life events.
Education
University of South Florida
BA
1992 — 1996
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