Luzod Wealth Management & Planning of Raymond James is a fiduciary retirement planning and private wealth management practice located on Chapel Park Drive in Wesley Chapel, Florida, serving retirees, corporate executives, and families across Wesley Chapel, Zephyrhills, Dade City, and Land O' Lakes. Led by Associate Vice President Ryan Luzod, CFP®, ChFC®, CIMA® within the Raymond James Wesley Chapel branch managed by Senior Vice President Paul E. Lentini, CFP®, ChFC®, the practice delivers institutional portfolio construction, retirement income engineering, and legacy planning.
Official Verification Sources: FINRA BrokerCheck Profile (Ryan Luzod, CFP®, ChFC®, CIMA®); FINRA BrokerCheck Profile (Paul Elbert Lentini, CFP®, ChFC®); SEC Investment Adviser Public Disclosure (Raymond James & Associates, Inc.); Luzod Wealth Management & Planning Official Website
Issuer: SEC / FINRA (Raymond James & Associates, Inc.)
Notes: SEC File #801-10418; fiduciary investment advisory and brokerage services offered through Raymond James & Associates, Inc. (CRD #705) at its Wesley Chapel, FL branch.
Issuer: CFP Board / The American College / Investments & Wealth Institute
Notes: Led by Associate Vice President & Financial Advisor Ryan Luzod, CFP®, ChFC®, CIMA® (CRD #3201686) alongside Wesley Chapel Branch Manager & Senior Vice President Paul Elbert Lentini, CFP®, ChFC® (CRD #4368398).
Factual details and direct answers about Luzod Wealth Management & Planning of Raymond James's services, licensing, and credentials.
What advanced designations does Ryan Luzod hold at the Wesley Chapel Raymond James office?
Ryan Luzod (CRD #3201686) holds the Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Certified Investment Management Analyst® (CIMA®) credentials, practicing alongside Wesley Chapel Branch Manager Paul E. Lentini, CFP®, ChFC® (CRD #4368398).
What retirement services does Luzod Wealth Management & Planning provide to Pasco County seniors?
The practice provides retirement cash-flow stress testing, CIMA®-guided institutional asset allocation, tax-efficient distribution planning across IRAs and 401(k)s, Social Security and pension analysis, and estate coordination.
Where is Luzod Wealth Management & Planning located in Wesley Chapel?
The office is located near the Wiregrass Ranch and State Road 56 corridor at 29145 Chapel Park Drive, Wesley Chapel, Florida 33543.
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