I am a trusted financial advisor to many, working with business owners and in advanced markets, specifically medical, legal, and with highly compensated sales professionals. My clients understand that a one-size fits all approach to planning and investing will not create favorable financial outcomes. I believe that my unique approach to goal planning, combined with past experience and knowledge in the markets I serve, enable me to provide tailored solutions to my client’s financial problems that work to reach optimal results.
An alumnus of The University of South Florida with a BS in Economics, I am a fourth generation Tampa native with deep roots in the community. I am also a proud graduate of Tampa Jesuit high school. My grandfather, Frank Llaneza, was regarded as a pioneer in the premium cigar industry and a pillar of the Tampa community. My father is a disabled CPA, so I have a thorough understanding of the importance of protecting and managing cash flow.
I entered the financial services industry in 2008, and joined Guardian Life and Park Avenue Securities in 2012, where I was awarded the agency's first Centurion Award. I have been featured in a number of publications, am a member of the Coastal Conservation Association and The Westshore Business Alliance, and am proud to be a representative in The Tampa Jesuit Alumni Council. I am also a preferred financial wellness provider for physicians-in-training through HCA East and West Florida teaching hospitals.
I come from a family of outdoors enthusiasts, am an avid fisherman, and regularly compete in professional tournaments. I've even managed to win a few. Ask me about the fishing tournament when I won a brand new boat!
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Westshore Financial Group Inc is not an affiliate or subsidiary of PAS or Guardian