Our Team

With more than 25 years of experience as a Financial Advisor, I specialize in financial planning for professionals across various fields, I have dedicated my career to helping  these professionals secure their financial futures. As a Retirement Income Certified Professional (RICP®) and an Accredited Investment Fiduciary (AIF®), I provide expert guidance in retirement income planning, pension optimization, and investment management.

I understand the unique challenges and opportunities people face when planning for retirement. My approach is built on Fiduciary principles, ensuring that every recommendation aligns with my clients' best interests. Whether navigating pension benefits, investment strategies, or tax-efficient retirement income, I strive to simplify complex financial decisions and empower my clients with confidence.

 Beyond finance, I am passionate about spending time outdoors fishing and hiking, e.g., financial education, mentoring, community involvement. I believe in building long-term relationships based on trust, education, and integrity.

Licenses held include Series 7 Series 65,63, and 6.

State licenses include Life, health Variable and fixed annuity including long term care.

Let’s connect! Reach out to me at jdelguidice@osaicwealth.com

Business Cellular (727) 599-4837 |  Text Only (727) 428-0829 |  Fax (727) 231-2910 | 16540 Pointe Village Dr. Suite 201-H |  Lutz, Florida 33558

I’m proud to call Pinellas County, Florida my home, having been raised here and deeply connected to the Bay area community. I earned my undergraduate degree in International Business and Finance, followed by a Masters of Business (MBA) from Jacksonville University's Davis College of Business (WinnDixie). For over half a decade, I’ve been dedicated to helping individuals, families, and business owners navigate the complexities of Financial, Estate, Retirement, and Business Planning.

My career began as a protégé to Joe, working closely with pensioned local and state government employees throughout the Tampa Bay area. Through this experience, I developed in-depth knowledge of the Florida Retirement System (FRS) and other local government pension programs. These plans require a high degree of specialization, and I take pride in being a trusted advisor in this space.

As my career has evolved, I’ve become a valuable resource for professionals, pre-retirees, retirees, sophisticated investors, and small business owners. My passion for assisting entrepreneurs is rooted in both my advanced business education and my own personal experience as a business owner. I understand that high-net-worth individuals and business owners often have access to unique and complex planning strategies—and I’m committed to helping them make the most of those opportunities.

I am deeply passionate about my profession and take pride in staying informed on the latest market trends, investment strategies, and regulatory updates. I strive to build lasting relationships grounded in trust, transparency, and integrity. 

Outside of my professional life, I enjoy spending quality time outdoors with family and friends—diving, fishing, and hiking. I’m also passionate about giving back through mentorship and active community involvement.

Licenses held include Series 7 and Series 65 in the State(s) of FL.

State licenses include Life, health Variable and fixed annuity including long term care in the State(s) of FL.

Let’s connect! Reach out to me at daniel@asset-tree.com