Tish Wold


CERTIFIED FINANCIAL PLANNER™

TISH.WOLD@RAYMONDJAMES.COM

 

There is an honesty and straightforwardness in everything Tish does, which is evident to her clients, her community, and her fellow non-profits board members. She credits the discipline and values instilled in her by the training she received at the U.S. Naval Academy.

Tish believes that people who work hard also deserve to play hard, without having to worry about the many details of managing their finances. It's why she takes her job as a CERTIFIED FINANCIAL PLANNER professional very seriously and has earned a reputation for being very knowledgeable, accountable and attentive to details.

She also believes people make good decisions when they have the right information, so she makes certain that her clients a receive full, unvarnished assessment of where they stand - and then reviews every detail, one by one. She is very goal oriented and will outline not only your long-term strategy, but also what you need to do each month to make progress toward reaching your goals.

Tish was raised in a suburb of St. Louis, where she lived until she received a Congressional nomination and appointment to the prestigious U.S. Naval Academy in Annapolis, Maryland. After four years of intense study, Tish earned her Bachelors of Science degree in applied mathematics and her commission as an Ensign in the United States Navy.

After 11 years of naval service in Washington, D.C., Honolulu, and Newport, Rhode Island, and a Navy transfer with her husband to Groton, Connecticut, their family finally settled in Largo, Florida.

She began her career in the financial services industry in 1999.  Tish became a CERTIFIED FINANCIAL PLANNER certificant in 2003.

In 2009, she founded Belleair Wealth Strategies, an independent firm. Through Raymond James, she is well equipped to provide the level of support her busy clients require. Furthermore, Raymond James' unique culture of independence frees Tish from any pressure of pushing proprietary investment products and allows her to make recommendations solely on the best interests of each client.

Active in the community, Tish is involved in the Pinellas Estate Planning Council, the Clearwater Yacht Club, the Greater Belleair Young Women's Society, AchieveHers (part of Clearwater Regional Chamber of Commerce), the Tampa Bay Chapter of the United States Naval Academy Alumni Association, the Morton Plant Mease Foundation, and Prince of Peace Lutheran Church.

Tish shares a passion for the sea with many of her clients who have a mutual interest in sailing or boating and she enjoys talking about their weekend trips and races. She finds that these conversations give her great insight into her client's lives.


WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.