Tampa Financial Group

Brian L. Wade, CFP®

Founder of Tampa Financial Group, CERTIFIED FINANCIAL PLANNER
Office: (813) 314-2294
Cell: (813) 748-7874
Email: brian@tampafinancialgroup.com

Bio

Brian Wade has over 21 years of experience helping Tampa Bay families navigate challenging economic environments and retire on their own terms. He started his career as a financial advisor in 1997 working for Guardian Investor Services, 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.

In his spare time, Brian participates in speaking engagements, with previous experience at the University of Tampa Finance Week, as a keynote speaker for Business Network International’s (BNI) International Networking Week, and as a Business Network International (BNI) educational coordinator. Contact him to see if he can speak at your next event.

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Your Family Comes First

The Tampa Financial Group is dedicated to helping families in the Tampa Bay Area get the financial advice they deserve.

We hold ourselves to the fiduciary standard, extending our services with only you and your loved ones in mind. Through the good times and bad, our team will be here to be your financial counselor and confidant.

Tampa Financial Group is an independent financial planning firm. An independent financial advisor works for you, not for a bank or an insurance company. As an independent firm, we provide advice that is based only on your situation, and not influenced by what a large financial institution may want you to do with your money.

Services

Financial Planning

Get hands-on advice and an investment professional that works toward your personal financial goals.

Wealth Management

From tax reduction strategies to risk management, our team can help high-net-worth clients get support they need.

Insurance Planning

Insulate your finances from potentially devastating life events and strive to give your family peace of mind.

Our Team

Michelle Soto

Administrative Assistant

Michelle Soto joined Tampa Financial Group as an undergraduate student at the University of South Florida, majoring in Global Business. As the administrative assistant for the firm, Michelle leverages her knowledge to provide a concierge level of service to TFG’s clientele. She is responsible for delivering personalized services to each client, resolving issues in a timely fashion, and coordinating the day-to-day intricacies of the firm.

Office: (813) 314-2294
Email: michelle@tampafinancialgroup.com

Aaron Gilman

Chief Investment Officer, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.

Mr. Gilman is an employee of Independent Financial Partners and not alliliated with Tampa Financial Group.

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Pete Nunley

Director, Asset Management, IFP

Pete Nunley conducts due diligence for investments, helps advisors with investment-related tasks, forecasts market returns by running regression analyses using economic variables, assists in the surveillance of LPL, Schwab, Fidelity, and TD Ameritrade accounts, and much more. He also serves on IFP’s Investment Advisory Committee.

Mr. Nunley is an employee of Independent Financial Partners and not alliliated with Tampa Financial Group.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Jayne Alford

Divisional President, IFP Insurance Group

Jayne Alford represents IFP Insurance Group to independent financial advisors of all backgrounds and expertise. She consults on concepts, case design, on the use of risk transfer tools including life insurance, disability, long term care, and annuities.

Ms. Alford is an employee of Independent Financial Partners and not alliliated with Tampa Financial Group.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Our Partner

Tampa Financial Group has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support our firm needs. In turn, this allows us to give clients like you the service they deserve.

IFP fully supports advisor independence, allowing our firm to take advantage of the many services they offer while putting your interests above all else. We’re also able to leverage their network of financial advisors and subject matter experts from across the nation to address even the most complex needs of our clients.

Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences