Financial Wisdom – From Education to Action
Simplifying Complex Issues & Implementing Efficient Financial Plans
We understand that financial matters can be overwhelming and complex. Our goal is to simplify these issues for our clients and break them down into both manageable steps and actionable strategies. By streamlining the implementation of financial plans, we strive to make the process as efficient and stress-free as possible. Our success is measured by our clients’ peace of mind knowing that their wealth is well taken care of and that they can focus on what matters most to them.
Committed Fiduciaries
As fiduciaries, we are bound by a legal and ethical duty to always act in our clients’ best interests. This commitment drives our decision-making process and ensures that our clients’ financial well-being is our top priority. We take pride in maintaining transparency, trust, and integrity throughout our client relationships.
Serving Clients Nationwide from our Home Base In Orlando
We are based in Orlando, FL, but our services extend across the nation. We believe in providing our clients with exceptional financial planning and investment management, regardless of their location. With the ability to serve clients wherever they are, we offer personalized guidance tailored to their unique needs.
Education and Financial Organization
Our business philosophy is deeply rooted in the belief that education and financial organization are key to empowering our clients. By fostering financial organization, we create actionable plans that bring clarity and confidence to our clients’ financial journeys.
Planning built around people, not portfolios
At Wisdom Planning Group, we believe good financial advice starts with a real conversation.
Amilka Delgado, CFP®
Founder & President
I founded Delgado Wealth Management, now known as Wisdom Planning Group, in 2014. Working with clients I genuinely like and who are receptive to our advice brings me immense satisfaction. As an independent fiduciary, I have the flexibility to prioritize my clients’ best interests, ensuring that the financial strategies we develop are tailored to their unique needs and goals.
My journey into the world of financial planning began in 1999 after serving honorably in the United States Marine Corps. I began by earning a Bachelor of Science degree from Palm Beach Atlantic University. As I grew in my career, I have recognized the importance of providing unbiased financial guidance to clients without conflicts arising from proprietary product sales, commonly found in large brokerage firms. This realization led me to establish Delgado Wealth Management, which later evolved into Wisdom Planning Group. My mission is clear: to assist families and individuals in Orlando by offering comprehensive financial solutions that focus solely on their success, not on the firm’s bottom line.
My personal background greatly influences my dedication to financial planning. Born in Cuba, I arrived in the United States at the age of six on a fishing boat in 1980. Growing up as a poor immigrant with a single mother who lacked financial planning skills inspired me to learn about financial planning and share my knowledge with others. I am driven by the desire to empower individuals and families with the tools and education they need to build a secure financial future.
With my children, Adrian, Kiana, and Angel, mostly grown, I am now an empty nester. I cherish the opportunity to include them in my life and business, teaching them about the importance of financial planning and how it can enable us to create meaningful experiences together, particularly through travel.
John Jones, CFP®
Partner and Senior Wealth Advisor
With over two decades of experience in the financial services industry, I specialize in comprehensive wealth management for high-net-worth individuals. As a Certified Financial Planner™, I provide holistic financial guidance tailored to my clients’ unique goals. I have a Bachelor of Science degree in Business Administration with a concentration in Organizational Leadership.
Born in Ohio and raised in Denver, Colorado, I have witnessed the remarkable growth and transformation of Orlando since making it my home in 1991. I value the importance of financial planning and prudent financial management, instilled in me by my upbringing.
I am actively involved in community initiatives such as Take Stock in Children and the Central Florida Early Learning Coalition. I find joy in educating clients and guiding them through the complexities of wealth management. With my background and dedication, I am committed to helping clients achieve their financial goals.
In my personal life, I cherish the time spent with my family, including my daughter, son-in-law, and grandsons. They live just a short plane ride away, allowing us to create lasting memories together. I am also a lifelong golfer, starting at around 11 years old. To me, it is a game that reflects life’s ups and downs and it reflects a lifetime of education–always learning and trying to improve oneself.
At Wisdom Planning Group, we are more than just financial advisors
We are partners in your financial success. Contact us today to discover how our comprehensive educational approach and personalized guidance can help you build a brighter financial future.