Timothy Videnka


Forza Wealth Management

Chief Investment Officer & Principal

Timothy Videnka


Forza Wealth Management

Chief Investment Officer & Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Timothy Videnka, CFA®, CFP®

Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country

Timothy Videnka is a Sarasota, FL fee-only financial planner. Forza Wealth Management provides comprehensive wealth management, including retirement goal planning and investment advice to help business owners, corporate executives and high net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Timothy Videnka is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Timothy Videnka is a fee-only financial advisor at Forza Wealth Management, located in Sarasota, FL.  Tim holds both the CFA and CFP® designations and has 20 years of industry experience working with clients and helping them achieve their financial goals.  Prior to joining FORZA in 2016, he was the head of the Investment Department at Caldwell Trust Company directing the investment strategies for the firm’s $800 million under management.  

Our diverse work experience over the past 20 years at major brokerage firms and trust companies inspired us to start Forza in order to provide independent objective advice to our clients. We are committed to building long-term relationships and keeping our clients first. We look forward to the next 20 years of advising clients through life's journey. We put clients first in the investment adviser relationship without competing interests from related firms or shareholder profits.

As independent investment advisers focusing on clients over $1 million in assets, we at Forza Wealth Management work together with your attorney, CPA and other professionals for an integrated wealth management approach.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sophisticated Investors
  • Liquidity From Closely Held/Family Business Sale

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Timothy Videnka is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst

    Timothy Videnka is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • CFA Institute

    Timothy Videnka is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

  • Financial Planning Association
    Timothy Videnka is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Timothy Videnka

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Office Locations:

  • 7701 Holiday Dr
    Sarasota, FL 34231

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