Jody Zellner 

LPL Financial Advisor

 

Phone: (727) 475-8490

Email: jody.zellner@lpl.com

 

 

Meet Jody Zellner, CPFA

President | Safe Harbor Financial Advisors Inc.

I founded Safe Harbor Financial Advisors with a simple belief: people make better financial decisions when they have someone they trust to help them understand their options.

My work focuses on helping small and midsize business owners navigate the financial challenges of running a business while also addressing the financial needs of the people who make those businesses successful.

I understand that business owners face decisions that go well beyond their day-to-day operations. Providing competitive employee benefits, managing healthcare costs, establishing retirement plans, retaining valuable employees and planning for the future are all important pieces of building a successful business. My goal is to help business owners evaluate those needs and find practical solutions that support both their businesses and their employees.

I also work with individuals and families on retirement planning, investments, healthcare coverage, Medicare and insurance protection. I believe these decisions should be approached as part of a broader financial picture, not as isolated transactions.

Education is at the center of my approach.

I believe clients should understand the decisions they are making and why those decisions matter. Whether I am helping a business owner evaluate a retirement plan, explaining healthcare coverage options or working with an individual preparing for retirement, I take the time to explain choices in straightforward terms.

I hold the Certified Plan Fiduciary Advisor (CPFA) designation and the Non-Qualified Plan Consultant designation, reflecting my commitment to continued professional education in retirement planning and employer-sponsored benefit programs.

Building relationships beyond financial services

I believe that helping a business succeed often means connecting its owners with the right people and resources. Through my involvement in the Tampa Bay business community and the Ask the Expert series, I enjoy introducing business owners to professionals who can share their knowledge and help others make informed decisions.

At Safe Harbor Financial Advisors, my goal is to be more than a financial services contact. I want to be a trusted resource for business owners, employees and families as they navigate important financial decisions.

I welcome the opportunity to learn about your goals and explore how I may be able to help.