Financial Advisors in Tampa, FL

Helping you elevate your financial potential

10150 Highland Manor Drive

Suite 200-232

Tampa, FL 33610

Driving Directions

THE Tampa, fl TEAM

  • Barry Cantrell

    Director, Financial Planning

    Tampa-East, Tampa-Westshore

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    Barry Cantrell
  • Maria Santiago

    Director, Financial Planning

    Cincinnati, Florence, Tampa-East, Tampa-Westshore

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    Maria Santiago
  • Sam Mazzola

    Director, Financial Planning

    Naples, Rochester, Tampa-East

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    Sam Mazzola

 

 

 

 

Meet some of our clients

 

In their own words, clients explain how we've changed their lives.

Working with us in Tampa, FL

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Tampa – open by appointment only – is here for you, serving Tampa and eastern Hillsborough County. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

The latest insights from our experts