Filip Telibasa, CFP®

With almost 20 years of experience, I’ve guided clients at all stages of life through financial decisions as we build a future they feel confident about.

Today, I focus on mid-career professionals and business owners, helping them find balance between enjoying their money in the present and securing their longer term goals. My insights have been featured in popular media outlets like Forbes, Bloomberg, Investopedia, Yahoo Finance, and Realtor.com.

To me, wealth isn’t just about numbers. More so, it's a collection of meaningful experiences with the people who matter most to you. Money is simply a tool to multiply those moments.

I believe in progress over perfection and educating you on why recommendations are in your best interest. As your fiduciary, I value quality service over quantity, and am always available to answer your questions - no matter how basic or complex.

Although I am based out of Sarasota, FL, I work with clients virtually across the United States.