The founders of SFA believe that every man and woman in America deserves to have a retirement plan that provides them with the peace of mind that comes from knowing their assets and estate will be managed as they have directed.
Because we have a fiduciary responsibility to put our clients’ best interest first, Senior Financial Advisors Inc. strives to set the standard in how we do business with you. That is why we are proud to be members of:
We are a financial firm committed to helping people pursue their financial goals. We offer a range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
President & CEO
Larry Roby is the founder and President of Senior Financial Advisors. Larry strongly believes in the value of education. This belief has been the foundation of his business, as well as a factor in his move toward retirement planning....
Chief Operating Officer
Melody joined Senior Financial Advisors as an Administrative Assistant in 2013 and has since risen to the position of Chief Operating Office and part owner of the company. Having worked in retail management, she excels in....
David is a retirement industry veteran with over 15 years of experience helping clients achieve their retirement goals. David joins the firm after building one of the most respected boutique income planning firms in Tampa.