Christian Financial Planners in Florida

Looking for a Christian Financial Planner in Florida?

This page will help you find Christian Financial planners who are licensed to do business in Florida: Altamonte Springs, Bradenton, Casselberry, Cocoa Beach, Davie, Daytona Beach, Deerfield Beach, Fort Myers, Fort Lauderdale, Gainesville, Indian Harbor Beach, Jacksonville, Key West, Lake City, Longwood, Maitland, Melbourne, Miami, Orlando, Panama City, Pensacola, Sarasota, St. Petersburg, Tallahassee, Tampa, Vero Beach, Wesley Chapel, West Palm Beach, Winter Park

Dale P. Beals


Dale P. Beals | Christian Financial Advisor

Company: Dale Beals Financial Wisdom LLC

Address: 128 Captains Circle, Hendersonville, TN 37075

Phone: 615-414-1942


Email: [email protected]


Dale Beals Financial Wisdom LLC, is a fee-only Registered Investment Advisor(RIA). We are independent, and not affiliated with any broker-dealer, bank, or insurance company. We do not sell any financial products. Rather, we focus on managing investment portfolios for our clients. As an RIA, by law, we have accepted a fiduciary relationship with our clients, which legally requires us to put client interests first (unlike traditional brokerage, insurance, or bank advisors).

We also provide the mobile app PortfolioWisdom, which changes everything for the Individual Investor managing their 401k or their own investment accounts. This is a tool that helps the individual effectively manage his portfolio risk and asset allocations without spending an arm and a leg on commissions, annual fees, or subscriptions. This app runs on recent iPhones, Android devices (including Kindle), and the Chrome and Safari browsers.
The subscription cost for this app is $10 every two years. The methodology underlying PortfolioWisdom is the same one that Mr. Beals uses as a tool in managing his clients’ portfolios.

Disclaimer: Not Affiliated with

R. Joseph Ritter, Jr.


R. Joseph Ritter, Jr. | Christian Financial Advisor

Company: Zacchaeus Financial Counseling, Inc.

Address: PO Box 1981, , Hobe Sound, FL 33475

Phone: 866-862-2220


Email: [email protected]


R. Joseph Ritter, Jr. CFP® is a professional financial planner and founder of Zacchaeus Financial Counseling, Inc., a 501(c)(3) non-profit organization. He provides financial planning, financial counseling, and financial coaching to individuals regardless of their ability to pay. The organization serves low and middle income households, households in crisis, and households experiencing financial stress or strain. He also serves ministers, missionaries and other Christian ministry personnel. R. Joseph Ritter, Jr. CFP® holds a Masters degree in World Mission and Evangelism from Asbury Theological Seminary.

Disclaimer: Zacchaeus Financial Counseling, Inc. is a 501(c)(3) non-profit organization. As such, we impose income limits and certain other criteria on the clients we accept. To become a client of the organization, individuals must generally be in a low to middle income bracket or have a verifiable demonstration of need. Not Affiliated with

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