A New Approach Financial Planning

A New Approach Financial Planning (CRD# 139575) is a financial advisory firm headquartered in Lakewood Ranch, FL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at A New Approach Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Thomas F. Roberts
CRD#: 5096826
9040 Town Center Parkway Suite 111-B, Lakewood Ranch, FL 34202
103
Wealthminder
score

Thomas F. Roberts, CFP® (CRD# 5096826) is the owner and Financial Planner at A New Approach Financial Planning in Lakewood Ranch, FL.  He has over 10 years of experience in the finance industry.

Thomas F. Roberts has taken additional exams to become a Certified Financial Planner (CFP®).  Certified Financial Planner™ professionals must pass the comprehensive Certification Examination, meet the CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP® Board's Code of Ethics and Professional Responsibility, Rules of Conduct and the Financial Planning Practice Standards.

As a CFP® professional and Registered Investment Advisor with the State of Florida, he is a fiduciary and puts clients' interests first.

2
Laura H. Mattia
CRD#: 4525025
Sarasota, FL
96
Wealthminder
score

Laura Mattia (CRD# 4525025) is an Investment Advisor Representative working at A New Approach Financial Planning in Sarasota, FL and has over 14 years of experience in the finance industry. Laura Mattia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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