Timothy Videnka
CFA®, CFP®
Forza Wealth Management
Chief Investment Officer & Principal
Timothy Videnka
CFA®, CFP®
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.
Specialties
- 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
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Timothy Videnka is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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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.
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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.
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Timothy Videnka is a Member of the Southwest Florida Estate Planning Council
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Timothy Videnka is Featured in Sarasota Magazine: "Local Wealth Advisor Earns CFP Designation"
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Sarasota Magazine Reports: "Forza Wealth Management Tops $100 Million in Assets Under Management"
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Timothy Videnka is Mentioned in Tampa Bay Newswire: "Forza Wealth Management celebrates fifth anniversary"
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Timothy Videnka is Interviewed on little fish podcast: "Get Lifelong Returns from Your Business w/ Forza Wealt
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Timothy Videnka is Quoted in the Business Observer: "Wealth management firms announce merger"
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Timothy Videnka is Quoted in the Tampa Bay Newswire: "Forza Wealth Management and K-Mack Financial Announce Merger"
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Timothy Videnka is Mentioned is Mentioned in the Herald Tribune's Grand Openings
Contact Timothy Videnka
Office Locations:
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7701 Holiday Dr
Sarasota, FL 34231
