Central Florida Wealth Management Group is a dedicated team of financial professionals based in Winter Park, FL. With a planning-based approach and a focus on risk management, they strive to make a meaningful impact on their clients' personal and professional lives. Whether it's maintaining their lifestyle, preparing their family for wealth stewardship, or preserving their values and legacy, the team is committed to serving each generation of their clients' families.
Led by Senior Vice Presidents Rick Berardo and Pranjal P.J. Mehta, the team offers customized strategies tailored to their clients' needs. Their services include portfolio construction, financial planning, asset management, and multi-generational wealth preservation and transfer strategies. With a commitment to quality client service and long-term relationships, Central Florida Wealth Management Group aims to be their clients' primary source of financial advice.
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