Locations
-
TAMPA, FL
-
Ed de la Rosa Certified Financial Fiduciary® (CFF), Certified Exit Planning Advisor (CEPA®)
Financial Strategist
Ed de la Rosa has spent the last three decades in the financial services industry serving hundreds of clients. He is passionate about helping people minimize market risk and tax burdens with comprehensive retirement plans. He focuses on developing a secure path forward.
With extensive knowledge as a member of Ed Slott’s Elite IRA Advisor Group℠, he provides expert retirement income solutions and tax-efficient planning. Joining the Smarter Retirement Solutions team, he leads our service to families and federal employees across the Gulf Coast.
Corporate Office:
601 S Harbour Island Blvd Suite 109
Tampa, FL 33602Rocky Point:
3030 N. Rocky Point Dr. West, Suite 150
Tampa, FL 33607Westshore:
5401 W Kennedy Blvd Suite 100
Tampa, FL 33609 -
ST. PETE, CLEARWATER, ROCKY POINT
-
Ed de la Rosa Certified Financial Fiduciary® (CFF), Certified Exit Planning Advisor (CEPA®)
Financial Strategist
Ed de la Rosa has spent the last three decades in the financial services industry serving hundreds of clients. He is passionate about helping people minimize market risk and tax burdens with comprehensive retirement plans. He focuses on developing a secure path forward.
With extensive knowledge as a member of Ed Slott’s Elite IRA Advisor Group℠, he provides expert retirement income solutions and tax-efficient planning. Joining the Smarter Retirement Solutions team, he leads our service to families and federal employees across the Gulf Coast.
3030 N. Rocky Point Dr. West, Suite 150
Tampa, FL 33607 -
ORLANDO, FL
-
John F. Ripley Certified Financial Fiduciary® (CFF), CLTC®, FRC℠, ChFEBC℠
Investment Adviser Representative
When you come to our Orlando locations, you’ll meet John Ripley, who will walk you through the Smart Steps of our comprehensive income planning to a fulfilling and secure retirement.
In addition to providing comprehensive financial planning services, John also has the experience and focus in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. Through extensive training, John has learned the particulars of the various federal benefit programs, and helps federal families to make the most of those benefits – both while working and into retirement.
6900 Tavistock Lakes Blvd Suite 400
Orlando, FL 32827941 W Morse Blvd Suite 100
Winter Park, FL 327895323 Millenia Lakes Blvd Suite 300
Orlando, FL 32839 -
AUSTIN, TX
-
Clint Connell FRC℠
Investment Adviser Representative
When you come to our Austin locations, you’ll meet Clint Connell, who will walk you through the Smart Steps of our comprehensive income planning to a fulfilling and secure retirement.
In addition to providing comprehensive financial planning services, Clint also has the experience and focus in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. Through extensive training, Clint has learned the particulars of the various federal benefit programs, and helps federal families to make the most of those benefits – both while working and into retirement.
Arboretum
8911 N Capital of Texas Hwy Suite 4200
Austin, TX 78759Bee Cave
12600 Hill Country Blvd Suite R-275
Bee Cave, TX 78738 -
COLORADO SPRINGS, CO
-
Terry Thomason
Business Consultant at Smarter Retirement Solutions
Terry Thomason, of Replica Wealth Advisors Inc, hosts our federal education events in Colorado Springs, CO. He provides comprehensive income planning for a fulfilling and secure retirement.
In addition to providing comprehensive financial planning services, Terry also has the experience and focus in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. Through extensive training, Terry has learned the particulars of the various federal benefit programs and helps federal families to make the most of those benefits – both while working and into retirement.
Academy
1155 Kelly Johnson Blvd Suite 111
Colorado Springs CO 80920Downtown
121 S Tejon St Suite 201
Colorado Springs, CO 80903Disclosure:
Advisory services are offered through Replica Wealth Advisors Inc., a Registered Investment Advisor in the State of Colorado. Insurance products and services are offered through Mountain Range Insurance Advisors, an affiliated company. Replica Wealth Advisors Inc. and Mountain Range Insurance Advisors are not affiliated with or endorsed by the Social Security Administration or any government agency. Whenever you invest, you are at risk of loss of principal as the market does fluctuate. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Replica Wealth Advisors Inc. works on a “Best Efforts” basis and does not promise or guarantee any results. Past performance does not represent future results. -
DENVER, CO
-
John F. Ripley Certified Financial Fiduciary® (CFF), CLTC®, FRC℠, ChFEBC℠
Investment Adviser Representative
When you come to our Denver locations, you’ll meet John Ripley, who will walk you through the Smart Steps of our comprehensive income planning to a fulfilling and secure retirement.
In addition to providing comprehensive financial planning services, John also has the experience and focus in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. Through extensive training, John has learned the particulars of the various federal benefit programs, and helps federal families to make the most of those benefits – both while working and into retirement.
Eldorado Ridge:
11001 W 120th Ave Suite 400
Broomfield, CO 80021Downtown Denver:
1580 Logan St, Floor 6
Denver, CO 80203Fort Collins:
155 E Boardwalk Suite 400
Fort Collins, CO 80525Aurora:
6105 S Main St #200
Aurora, CO 80016 -
PHOENIX, AZ
-
John F. Ripley Certified Financial Fiduciary® (CFF), CLTC®, FRC℠, ChFEBC℠
Investment Adviser Representative
When you come to our Phoenix locations, you’ll meet John Ripley, who will walk you through the Smart Steps of our comprehensive income planning to a fulfilling and secure retirement.
In addition to providing comprehensive financial planning services, John also has the experience and focus in working with federal employees because of their unique planning needs – helping to balance their exceptional government benefits with the rest of their, sometimes, complex financial picture. Through extensive training, John has learned the particulars of the various federal benefit programs, and helps federal families to make the most of those benefits – both while working and into retirement.
Phoenix / Surprise, AZ:
W. Bell Road Suite 212
Surprise, AZ 85374Chandler, AZ:
4435 E Chandler Blvd Suite 200
Phoenix, AZ 85048 -
KANSAS CITY / OVERLAND PARK, KS
-
Garridan Baldomino
Financial Strategist
Garridan Baldomino has served clients for two decades in the financial services industry. As a Kansas native, he was born and raised with Midwest values of caring for others, humility, and integrity. He focuses on developing client relationships one person at a time. With extensive knowledge of life insurance case design, he brings expertise to medical insurance solutions and tax-efficient retirement planning.
Garridan assists our team nationwide with timely insights on the ever-changing medical expense landscape facing our clients. His ability to ascertain the most advantageous combinations of private, public, and employer-sponsored benefit programs allows our team to provide up-to-date and timely information to clients, helping them make the best decisions related to these expenses in their budget.
Overland Park, KS:
8101 College Blvd. Suite 100 Overland Park, KS 66210 -
INTERNATIONAL CLIENTS
-
John F. Ripley Certified Financial Fiduciary® (CFF), CLTC®, FRC℠, ChFEBC℠
Investment Adviser Representative
Smarter Retirement Solutions enjoys serving clients living outside of the continental United States. With staff members who are former military and expatriates themselves, we understand the challenges of living abroad and feeling disconnected from the normal opportunities for services “back at home”.
We serve clients from Italy to The United Arab Emirates, and from Japan to Australia. Our team has developed sophisticated document transfer and virtual retirement planning capabilities in order to be able to serve clients worldwide.
