Social Security & IRMAA Medicare Advisors in Florida

Florida residents planning for retirement can connect with 46 professionals who hold the National Social Security Advisor (NSSA®) or IRMAA Certified Planner (IRMAACP™) certification. These advisors specialize in Social Security claiming strategies, Medicare enrollment, and IRMAA surcharge planning for clients in Tampa, Melbourne, Winter Park, Sarasota, Palm Coast, and Daytona Beach Shores, and communities across Florida.

Whether you need help deciding when to claim Social Security benefits, coordinating spousal and survivor strategies, or managing Medicare premiums and income-related adjustments, the certified Florida advisors below can guide your retirement income planning. Browse the directory and connect directly with a professional near you.

46 Advisors in Florida

Andrew Gibbons

Financial Planner, Sarasota Private Trust Company

Sarasota, FL

Angel Pinkerton

Executive Vice President, Holland Financial, Inc.

Ormond Beach, FL

Arama Martinez

Retirement Consultant, Absolute Best Insurance

Vero Beach, FL

Connie Wiltfong

Financial Professional, Capstone Planning, LLC

Palm Coast, FL

Dan Natoli

Financial Advisor, Natoli Financial Planning

Naples, FL

Dan Saccal

Financial Advisor, Vision Wealth Management

West Palm Beach, FL

Denise Kovach

CFP®, AIF®, NSSA®, Certified Financial Group, Inc.

FL

Derrick Mims

Founder, IAR, Turnstart Wealth, LLC

Palm Beach Gardens, FL

Emily Bass

Financial Professional, Velten Waterhouse Advisors

Melbourne, FL

Ernie Camerino

Retirement Consultant, Charting the Course, LLC

FL

Fraser Allport

Owner, The Total Advisor, LLC

Daytona Beach Shores, FL

Hilary Zaragoza

President / Owner ZARA Financial Group, ZARA Financial Group

Palm Harbor, FL

NSSA®IRMAACP™

J. Clark

Senior Vice President, Senior Solutions Insurance Agency

Port St. Lucie, FL

NSSA®IRMAACP™

Joel Braschler

Owner Reform Financial Group, Reform Financial Group

Wesley Chapel, FL

NSSA®IRMAACP™

John Clark

Senior Solutions Insurance Agency

Port St Lucie, FL

Karen Roberts

Financial Advisor, The Emerald Financial Group

Boca Raton, FL

Karina Hinkelmann

Senior Wealth Advisor, MG&A Wealth

Plantation, FL

Karl Hanna

Financial Advisor, Safe Harbor Fiduciary LLC

Pensacola, FL

Keith Wiltfong

Certified Financial Planner™, Capstone Planning

Palm Coast, FL

Kim Falbo

President, RetirePro

Clearwater, FL

NSSA®IRMAACP™

Lee Sasser

Financial Advisor, Brust Wealth Advisors through Raymond James

Ponte Vedra, FL

Lou Kloppe

Estate Planner, Nations 1st Financial

FL

Mark Collier

Financial Advisor, Beacon Retirement Strategies

Lake Mary, FL

Martina Nevitt

Licensed Agent, Assure Health & LIfe Options

Bradenton, FL

Melissa Devolve

Senior Financial Advisor, Merrill Lynch

Winter Park, FL

Michael Cook

Supplemental Lines Manger, Florida Educators Insurance & GAC Wealth Management Solutions

Spring Hill, FL

Michael Nelson

Consultant, First American Entitlement Services LLC

Davenport, FL

Paul Villanova

Regional Vice President TruStage Annuities Credit Union Channel, TruStage

Navarre, FL

Pedro Perolini

Financial Professional, Clarity Financial Solutions

Weston, FL

Philip Weinstein

CEO, Retirement Income Solutions Group, Inc.

Boynton Beach, FL

NSSA®IRMAACP™

Quinn Berven

Financial Advisor, Transparent Retirement Group

Tampa, FL

Rayna Reyes

Retirement Specialist, American Federal

Orange Park, FL

Richard Timm

Agent / Advisor, VeltenWaterhouse Advisors

Melbourne, FL

Rob Field

Partner and Financial Planner, Nelson Financial Planning

Winter Park, FL

NSSA®IRMAACP™

Sandy Risgaard

Sr. Financial Planner, ProVise Management Group

Tampa, FL

Shelly Fackler

Fiduciary Financial Advisor, J&J Wealth Advisors

Palmetto, FL

Skipper Waller

Investment Advisor Representative, Annuity Benefits Counselors Inc

Milton, FL

Stephen Poll

CERTIFIED FINANCIAL PLANNER®, Clay Financial

Bonita Springs, FL

NSSA®IRMAACP™

Steven Rich

Founder & Financial Advisor, New Smyrna Beach Retirement Solutions

New Smyrna Beach, FL

Tara Sheppard

Insurance Agent, Sheppard

Keystone Heights, FL

Terri Ritchie

Principal | Financial Advisor, CAPTRUST

Tampa, FL

Timothy Sanford

Financial Services Professional, Heritage Financial Retirement & Insurance Services

Tampa, FL

Tony Bryan

Wealth Strategist, Truist Wealth

Orlando, FL

Travis Smyczynski

CERTIFIED FINANCIAL PLANNER™ Professional, Ausdal Financial Partners

FL

Walter Godfrey

Retirement Advisor, Godfrey Wealth & Retirement Group

Sarasota, FL

William Gruntler

CEO & Founder, Asset Protection Group

Sunrise, FL

← Browse the full national advisor directory