Nina Avery


Nina Avery, CFP ®
Retirement Income Specialist
Serving Central Florida


Nina Avery has been helping individuals and business owners make informed financial decisions since 1995. Her primary focus has always been educating and empowering those she works with by giving them the tools and information needed to understand financial products and services; and how they best fit with the client’s life and goals in an ever-changing financial environment. In 2005, Nina affirmed her commitment to excellence and earned the prestigious designation of Certified Financial Planner®. Her integrity and attention to detail have earned her the respect of clients and those seeking an expert 2nd opinion from all walks of life.

Nina works with people to construct appropriate individual retirement strategies, as well as with business owners to help them educate and provide benefits for their employees, and their own families. Nina is a true educator with a “first do no harm” attitude. Nina is dedicated to restoring confidence with safe money solutions to help everyone create secure retirement incomes they can count on for the rest of their lives.


Nina is amazing. We trust her completely in managing our retirement funds. She’s extremely detail oriented and trustworthy. She has the highest level of integrity and professionalism. I would recommend her to anyone. ~Lucy, Palm Harbor, FL

I may know a thing about running a business, but when it comes to my own money, I am a total dope! Nina is always patient with me, explains everything (more than once) so I can understand it and I feel totally safe with her advice. She has a thirst for knowledge in the financial world and has always impressed me with her expertise across the board. I trust my family’s future in Nina’s good hands! ~Jody, Orlando, FL

Nina is a compassionate, detailed financial planner. I have watched Nina assist client’s of mine after a loved one’s death in a professional, compassionate, timely manner. ~Kathleen, Orlando, FL

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