Antolino Wealth Advisors (operating through SEC-registered AA Financial Advisors, LLC, and formerly known locally as Finley Wealth Advisors) is a fiduciary retirement planning and wealth management firm located in Estero, Florida. Led by Certified Financial Planner principals Jesse Wohl, CFP® (President) and Christian Hertl, CFP® (Partner), the practice serves retirees, seasonal residents, and families across Estero, Bonita Springs, San Carlos Park, and southern Lee County with evidence-based investment management, retirement asset distribution modeling, and proactive tax planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Jesse Wohl, CFP®); Antolino Wealth Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-125806 (AA Financial Advisors, LLC dba Antolino Wealth Advisors); SEC-registered fiduciary investment adviser operating an Estero, FL office.
Issuer: Certified Financial Planner Board of Standards / SEC
Notes: Led by President Jesse Wohl, CFP® (CRD #5952535) and Partner Christian Hertl, CFP® (CRD #4914511).
Factual details and direct answers about Antolino Wealth Advisors's services, licensing, and credentials.
What is the SEC registration of Antolino Wealth Advisors in Estero?
Antolino Wealth Advisors provides fiduciary advisory services through AA Financial Advisors, LLC, an active SEC-registered Investment Adviser under CRD #119829 and SEC File #801-125806.
Who are the Certified Financial Planner (CFP®) principals at Antolino Wealth Advisors?
The firm's leadership includes President Jesse Wohl, CFP® (CRD #5952535) and Partner Christian Hertl, CFP® (CRD #4914511).
Where is Antolino Wealth Advisors located in Lee County?
The Estero office is located near Miromar Outlets and Corkscrew Road at 10600 Chevrolet Way, Suite 101, Estero, Florida 33928.
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