WEALTHCARE FINANCIAL - Key Persons
Job Titles:
- Director, Head Trader, Alphastar Capital Management
Amy is the glue that holds it all together. As office manager, she makes sure that every member of the team is on top of each project, providing the best quality service possible to each client. She is also responsible for ensuring that every client of Wealthcare Financial receives updates on the status of their plans, new opportunities as they come available and can schedule a call or meeting with their representative.
Brooke is our Office Receptionist, and as the first point of contact at WealthCare Financial, she takes pride in creating a welcoming atmosphere for our clients and guests. Whether you're visiting our office or giving us a call, you can count on Brooke to assist you with any inquiries, appointments, or general assistance you may need. Brooke attended Florida Atlantic University and she graduated with a B.A. in Multimedia Studies with a minor in Dance. She is a student-athlete alumni of the FAU Dance Team, and is currently a member of the NHL Florida Panthers Dance Team, for the 2023-2024 Season. VAMOS GATOS!
David Traficante is a client of WealthCare Financial, LLC and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. David Traficante's comments may not be representative of any other person's experience with the firm.
"I have been working with Shaun Tarzy & Michael Boggiano in WealthCare Financial for almost a year. Managing personal finance while working in a busy job can always be stressful. It is a great relief to find someone knowledgeable and trustworthy who can help you. Both Shaun & Michael are very professional with solid work ethics. I value their advice, and strongly recommend them to anyone who is looking to grow their financial base."DR. MAYANK ROY
Eduardo (Ed) Boggiano, with over 30 years in the business world and 20 years of experience in the financial services industry, brings his expertise as a Financial Advisor and Managing Partner to WealthCare Financial. As a former Investment Advisor Representative, Ed used his investment experience to advise Foreign Nationals, Corporate Executives and 401k Plans. Ed is a graduate of the University of New Haven, Connecticut with a bachelor's in science in Industrial Engineering. He also holds a master's degree in Business Administration (MBA) also from the University of New Haven. Ed has been living in Boca Raton Florida since 1989, married to his wonderful wife Frabel with four children Michael, Rainer, Dariana and Kyle. Ed is also a proud granddad for three beautiful little girls, Keilani, Julissa and Madison Grace. His passions include high school and college football, Italian cooking and traveling, especially to the wonderful island of Saint Martin in the Caribbean along with his wife Frabel.
Hillary Kessler has spent the past five years helping her clients build and protect their assets. She believes knowledge is the key to a successful financial future. With her background, experience, and commitment to providing you with the resources you need to make financial decisions, she can help make your financial future as prosperous as you want and need it to be. She prides herself on getting to know each client so she can understand their individual needs and what matters most to them and their families. This helps her recommend strategies designed to meet your current needs, and more importantly, your future needs. Along with a well experienced team of professionals, she offers guidance to her clients to help them reach their financial goals. Hillary is originally from a small rural town in Iowa. She moved to Florida as a child and has spent the past 23 years growing here. She graduated from the Dwayne O. Andreas School of Law and obtained her Juris Doctorate degree in December 2014. She then went on to graduate from Florida International University with both a Master's Degree in Business and a Masters Degree In Finance in December 2016. She also maintains the following licenses: 2-15, Series 7 and Series 66. Hillary currently lives in Miami in the heart of the city. She enjoys cooking, spending time with her friends, and soaking up the city lights at night.
Job Titles:
- Alphastar As Vice President of Advisor Consulting
Jaren joined Alphastar as Vice President of Advisor Consulting. In this role, he serves as coach, coordinator and cheerleader to our advisors, helping them to build thriving advisory practices and to make the most of their relationship with Alphastar. Jaren has a passion for holistic financial planning and for the impact it can have in the businesses of our advisors as well as in the lives of their clients. Jaren holds the CERTIFIED FINANCIAL PLANNER™ certification as well as a Bachelor of Science in Electrical Engineering from North Carolina State University in Raleigh, NC. His diverse history of sales, financial planning and business ownership lends a wealth of experience and expertise to Alphastar and our advisor teams. Outside of his professional life, Jaren enjoys spending time with his family and his church. He is also an avid reader and fitness enthusiast who enjoys running, working out and being active.
Job Titles:
- Client Services, Paraplanner
John has been with WealthCare Financial for over three years. He graduated from Florida Atlantic University, with a degree in Business Administration and a focus on Marketing. During his tenure at WealthCare, he has helped create an ideal marketing experience while also helping put together financial plans with the partners of the firm. John's current role at WealthCare is learning more about the financial aspects of the firm and training to become a financial planner. Having graduated from high school in Alachua, Florida, just outside of Gainesville, John is an avid Gator fan. He is a former baseball player for Santa Fe High School. John also enjoys fishing and traveling in his free time.
Job Titles:
- Marketing & Event Coordinator / Marketing & Event Coordinator
Marketing & Event Coordinator Jordan is our Marketing and Event Coordinator here at WealthCare Financial and she is passionate about working with people. She is responsible for ensuring that all the work produced is done effectively and efficiently. Jordan attended Florida Atlantic University and she graduated with a B.A. in Multimedia Communications, focusing in journalism. She is a student-athlete alumni of the FAU Dance Team, and is currently a member of the NHL Florida Panthers Dance Team, for the 2023-2024 Season. GO CATS!
Job Titles:
- Financial Representative Intern
Kyle Boggiano is from Boca Raton, Florida. He is currently a Junior at Michigan State University, Broad College of Business. He is pursuing a degree in Management and a minor in Financial Planning and Wealth Management.
Kyle enjoys going to Michigan State football games and tailgates. Kyle also enjoys playing intramural sports such as football and basketball.
Job Titles:
- CDO - Chief Dog Officer. in Loving Memory of Luna: Our Loyal Office Companion
Luna, the elegant Weimaraner, graced our workspace with her gentle spirit and unwavering loyalty for nearly 15 wonderful years. Luna was not just a pet; she was an integral part of our office family. Luna had a knack for brightening the most mundane of days with her infectious enthusiasm and boundless energy. Though Luna may no longer be with us physically, her spirit lives on in the countless memories we shared. She taught us valuable lessons about loyalty, love, and living in the moment. Luna will forever remain an indelible part of our office's history.
Rest in peace, dear Luna. You will be missed but never forgotten. Thank you for 15 years of unwavering companionship and love.
Job Titles:
- Financial Representative Intern
Born in the dynamic streets of Brooklyn, New York, Mark has consistently showcased dedication and acumen in his journey. A member of the honors society from early in his undergraduate studies at Palm Beach State, Mark is now soon to graduate with a Bachelor's in Finance from Florida Atlantic University. His commitment extends beyond academics; over the past two years, he has honed expertise in the realms of forensic accounting and private equity. Outside the office, Mark passionately gives back to the community, volunteering at esteemed events such as "Boca Helping Hands" and "Taste of Recovery" in Delray. Fluent in both English and Russian, his diverse experiences include a transformative year spent in Israel at the age of 17. When not immersed in professional pursuits, you can find Mark contemplating strategies over a chessboard, on the hunt for the city's best desserts, or being enchanted by theatrical productions.
Mayank Roy is a client of WealthCare Financial, LLC and is not being compensated for sharing their opinion and experience with our firm. Any compensation creates a conflict of interest. Mayank Roy's comments may not be representative of any other person's experience with the firm.
Job Titles:
- Managing Partner, Co - Founder, Investment Advisor Representative, Insurance Professional
Michael Boggiano, is an integral piece of WealthCare Financial. Michael entered the Financial Services Industry working for a Fortune 100 company. After a few years, Michael's client list grew primarily focusing on Physicians and hospital executives. As Michael's success flourished in the industry he shortly became one of the founders and managing members of WealthCare Financial. Michael was able to grow WealthCare Financial into one of the leading firms in the industry who primarily work with Physicians and other medical professionals. With his experience in the business he has helped grow and expand the company's already thriving business. He has developed a passion for helping families achieve their financial and retirement goals. Michael was born and raised in South Florida and currently resides in Boca Raton, FL. He enjoys spending time with his family and friends. Also, he is an avid sports fan (Miami Dolphins) and enjoys golfing.
Job Titles:
- Managing Partner, Co - Founder, Investment Advisor Representative, Insurance Professional
Shaun Tarzy has spent over 15 years assisting clients with attaining their financial goals, retirement planning, and saving for their loved ones. Shaun began his career at a Fortune 100 firm, becoming a manager, before founding WealthCare Financial. As a managing partner of WealthCare Financial, Shaun has educated thousands of retirees and pre-retirees throughout South Florida. Shaun is an Investment Advisor Representative and is insurance licensed. He graduated with honors from Florida Atlantic University with a degree in finance and marketing. Shaun is a lifelong resident of Boca Raton, Florida and lives with his wife, Alexis, and son, Levi. Shaun enjoys spending time with his family, traveling internationally, and collecting mineral specimens. With his expertise, experience, and dedication to his clients, Shaun Tarzy is a trusted partner for anyone looking to secure their financial future. Shaun Tarzy is a reliable and experienced professional who is dedicated to helping his clients secure their financial future with his expertise and commitment. Shaun is a Registered Investment Advisor and is insurance licensed. He graduated with honors from Florida Atlantic University with a degree in finance and marketing. Shaun has lived in Boca Raton most of his life and was recently married. He and Alexis love traveling the world, eating exotic foods, and collecting mineral specimens.
Shezad is one of the most experienced members of the Wealthcare Financial team and has been a part of the team for over five years and has over ten years of experience in the field. As one of the top financial planners in the state, Shezad works with medical professionals and practices, helping them find reliable and affordable plans for retirement He provides investments through Cambridge Investment Research. Clients rely on Shezad experience to navigate them through challenging waters with changes in the economy both local and national.