About John Troncoso
As founder of the Troncoso Group, and Certified Financial Planner®, John Troncoso is an award-winning financial advisor featured on TV and in national publications.
He helps families, medical professionals, entrepreneurs, executives, and athletes safeguard their wealth and legacy - in Tampa and nationwide.
Recent Articles and Financial Insights by John Troncoso

Legacy Planning for Business Owners: 2026 Guide
How can business owners best protect their company and provide for their family who depend on it? Our top legacy…
John Troncoso CFP®, CRPC®, CPWA®

Retirement Planning for the Self-Employed: 2026 Guide
Retirement planning as a self-employed professional comes with more responsibility—but also more flexibility. This guide breaks down the best retirement…
John Troncoso CFP®, CRPC®, CPWA®

Trump Accounts for Kids: What Parents and Grandparents Should Know Before Opening One
New Trump Accounts offer a tax-advantaged way to save for a child’s future. Here’s what families should know before opening…
John Troncoso CFP®, CRPC®, CPWA®
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