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 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.
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
Jakub Novak
Manager, Client Services, IFP
Jakub started his finance career in 2013 as a liaison helping key individuals get the necessary assistance. Mr. Novak currently assists to onboard and transition qualified financial advisors into IFP’s ecosystem. He also provides guidance and support to Tampa Financial Group's clients, upholding the level of service their clients deserve.
Mr. Novak is an employee of Independent Financial Partners and not alliliated with Tampa Financial Group.
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 affiliated with Tampa Financial Group.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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 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 affiliated with Tampa Financial Group.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Rachel Tate
Associate, Advisor Service, IFP
Rachel brings 9 years of financial industry experience to IFP, as well as extensive knowledge on the Pershing LLC platform. As a part of the IFP Service team, Rachel assists advisors and clients alike providing top notch service. The IFP Service team is an excellent resource for NetXInvestor issues, and platform lockouts.
Ms. Tate is an employee of Independent Financial Partners and not affiliated 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
Here to Help You!
For more than two decades, we’ve been helping people with their financial planning, investment management, and insurance protection needs. So whether you’re retired, if you’ve been through a major life change such as a divorce, or you’re a younger professional, we can help.
Do You Have A Financial Plan?
Having a plan is critical if you want financial security for your future. People who fail to plan often under-accumulate money for their retirement years. Let us help you create a plan and work toward the future you deserve.
Helping Small Business Owners Build Wealth.
You want to take care of your future, and we can help. We’re a small business, so we have a very intimate understanding of what small business owners deal with on a daily basis. Let us help you with your unique needs.