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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At cardinale Financial Group, we know how to plan for change and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to put you in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Our Three-Step Process

Assess

Assess

Data-driven analysis is the foundation for everything we do.

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Strategy

Strategy

Individualized strategies so that your goals are always a priority.

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Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

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Meet Our Team

Frederick Cardinale

Frederick P. Cardinale, CPA/PFS, CFP®, CTRS

Managing Member and Wealth Advisor

(813) 991-1910

(813) 991-1708

Maisie Stradley

Maisie M. Stradley

Financial Services Coordinator

(813) 991-1910

(813) 991-1708

Aileen Velez

Aileen Velez

Accounting and Tax Preparation Specialist

(813) 991-1910

(813) 991-1708

Cayla Sirois

Cayla Sirois

Administrative Assistant

(813) 991-1910

(813) 991-1708

Paula Parada

Paula Parada

Tax Professional

(813) 991-1910

(813) 991-1708

What Our Clients Have To Say

Jane Awesome

"..I can now focus on having fun with my family instead of worrying about finances."

Diana Prince

"They helped me map out a financial plan that's right for me and my family."

Carol Danvers

"Their suggestions showed that they were looking out for my best financial interests."

Resource Center

Retirement

Retirement

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Investment

Investment

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Insurance

Insurance

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Tax Planning

Tax Planning

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Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

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