Wealth Management Services In Florida | About Lanza Financial

Providing Services to the Gulf Coast for Over 25 Years

Patrick G. Lanza, CPA, CFP®
Wealth Management & Certified Financial Planner™

Long ago back in 1944, his paternal grandfather started a business in New Orleans known as Victory Iron Works. As an immigrant from Sicily with little formal training his business thrived based upon a strong work ethic. Hence the family mantra of “From little acorns Big Oaks grow.”

Lanza Financial was founded by Patrick G Lanza, a practicing CPA in Public Accounting for over 25 years. He realized early in his career that he could serve his clients deeper with holistic financial planning that would at a minimum, allow them to retire with dignity.

Over the course of his CPA career, he worked in the disciplines of Accounting, Audit, Tax Planning and Compliance. In 2006 he acquired an ownership interest of a CPA Firm originated by a mentor, Allen J Lambert to form Lambert Lanza CPAs PA.

In 2011, Patrick formalized his financial planning Practice by obtaining his Series 6 license and in 2014 obtained his Series 7 and Series 65 license. He also became a licensed insurance representative in 2014.

Recognizing that the eight days to the week and 30 hours to the day were not sufficient to service his growing CPA Practice and Financial Services Practice he decided to focus his time, effort, and energy solely to his Financial Services Practice at the beginning of 2020.

As Patrick progressed in his career, he was fortunate to associate with many honorable people who mentored him professionally and personally. If there was a common thread of his mentors, it was “Take care of your client and everything will fall into place.” It may not be then and there. It may not be with that specific transaction. But if you do the right thing, even when no one is looking, everything will be fine.

Our Mission

At Lanza Financial, we care about you. Our mission is to understand and achieve what’s important to you by providing holistic wealth management and tax guidance that will empower you to make better financial decisions.

Our Values

What we do is more important than what we say. At Lanza Financial, we embody authenticity. We know what’s at stake. We know clients look to us for guidance. We take this responsibility seriously and speak plainly. We support you with a team of business and tax experts. We act from the heart. We are transparent about your financial strategy and communicate the details in an easy-to-understand manner. By listening to our clients and providing the best guidance to suit their needs, we create long term relationships that provide peace of mind.

Our Duty

As an independent advisor we always act in our clients’ best interest. We have strong conviction and take the fiduciary duties of care, confidentiality, loyalty, obedience, and accounting very seriously. We maintain our practice in accordance with the CFP® professional code of ethics:

  1. Act with honesty, integrity, competence, and diligence.
  2. Act in the client’s best interests.
  3. Exercise due care.
  4. Avoid or disclose and manage conflicts of interest.
  5. Maintain the confidentiality and protect the privacy of client information.
  6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.

This duty allows us to establish trust and long-term personal relationships with our clients. We use our high level of expertise to provide customized guidance and support to our clients’ complex financial needs.