Daniel Wendol
Retirement Planning Specialist. Helping people in the Tampa Area manage a seamless transition from work to retirement as a CERTIFIED FINANCIAL PLANNER™ professional.
Dolphin Financial Group of Tampa Bay, acts in a fiduciary capacity to help people make life's toughest financial decisions. Our typical clients are people who are looking to retire, are in the process of retiring, or who have recently begun their retirement. They face similar financial decisions which revolve around these issues: Retirement Income, health insurance and Medicare, long-term care and nursing home avoidance, sending family to college, pension options, social security strategy, downsizing or moving to a new home, outliving income, leaving a legacy to children and grandchildren, helping aging parents or children, managing debts, increasing returns on investments, developing a retirement budget, and paying for exciting vacations.
