John Troncoso

Background

About John Troncoso

As founder of the Troncoso Group, a Certified Financial Planner®, and an award-winning financial advisor featured on TV and in national publications, I help families, medical professionals, entrepreneurs, executives, and athletes safeguard their wealth and legacy. OUR APPROACH TO WEALTH MANAGEMENT As we help clients achieve their financial goals, my team and I are driven by the three C's in all our work: character, competency, and compassion. 1⃣ Character: As a client, your needs are our #1 priority. We strive to fulfill those needs while maintaining the highest level of integrity in all we do. 2⃣ Competency: As professionals, we are relentless in improving our skills and our practice by expanding our knowledge and developing relationships with other world-class professionals to better serve you. 3⃣ Compassion: Our clients are an extension of our families - and we care about them as such. One great quote that drives me daily is: “People don't care how much you know, until they know how much you care.” – Theodore Roosevelt. CORE SERVICES Specializing in a comprehensive range of financial services, we help high-net-worth individuals with: Wealth Management and Investing Business Financial Planning Retirement Planning Estate Planning and Asset Protection Tax Minimization EXPERTISE AND SPECIALIZATIONS My certifications as a Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®) through the Yale School of Business, and Chartered Retirement Planning Counselor (CRPC®), equip me with the skills to advise a diverse range of clients on nearly every facet of financial planning. Thanks to the range of unique backgrounds and expertise of the advisors on our team, we also offer highly specialized financial guidance to- Medical Professionals - Business Owners and Entrepreneurs - Pre-retirees and Retirees - Widows and Divorcees - Executives - Athletes STRENGTHENING OUR COMMUNITY TOGETHER My team and I pride ourselves on being active within our local community in the Tampa Bay area. I personally work with several non-profits within Tampa’s medical system, including Johns Hopkins, BayCare, Florida Council of Economic Education, and Young Catholic Professionals. When not working, I enjoy golf and spending time with my wife and three beautiful children. If you’d like to discuss your financial future, feel free to reach out to me directly: P:(813) 968-3249 E: thetroncosogroup@jaffetilchin.com W: https://troncosogroup.com/