About Gasparilla Financial
Rooted in Tampa. Built on Trust. Focused on Your Future.
At Gasparilla Financial, we believe financial planning should feel clear, structured, and personal. It should give you confidence, not confusion, and support the life you’re building today while preparing you for what comes next.
Our company was founded on a simple idea: when you combine the right people, shared values, and a disciplined approach, you can create something meaningful for the clients and community you serve.
Our Story
Rob and Steve began working together in 2023 at Westshore Financial. From the start, it was clear they shared a similar mindset, not just in how they approached financial planning, but in how they approached life. They both believed that to truly serve clients well, you have to enjoy what you do and who you do it with.
Over time, they saw an opportunity to do more.
By late 2025, they realized they were underutilizing their reach and relationships across the Tampa Bay area. They wanted to build something that felt more connected to the community they call home - something that reflected both their professional experience and personal values.
That vision became Gasparilla Financial.
While their foundation was shaped by the principles and discipline they developed at Westshore Financial, their goal was to create a firm that resonated more deeply with the people of Tampa Bay: families, business owners, and professionals looking for thoughtful guidance and a long-term relationship.
Our Mission
At Gasparilla Financial, our mission is to protect what matters most by helping families and businesses build sustainable, long-term financial strategies.
We believe financial decisions should be made with structure and intention. That means focusing on:
- Clear financial organization
- Strong cash flow management
- A defined order of operations
Rather than reacting to immediate needs, we take a comprehensive approach by looking at the full financial picture to help clients make coordinated, confident decisions.
Rooted in Tampa Bay, we care deeply about the people in our community. We’re committed to being more than just advisors - we aim to be a trusted, lifelong resource for those we serve.
Our Vision
Our vision is to become Tampa Bay’s most trusted lifelong financial ally- where families and businesses turn for clarity, confidence, and coordination at every stage of their financial journey.
We believe financial planning should evolve beyond one-time advice. It should be:
- Structured
- Disciplined
- Built for the long term
Our goal is to help clients build enduring wealth, protect what matters most, and create meaningful legacies for generations to come.
By staying rooted in our community and collaborating with trusted professionals, we strive to elevate the standard of financial advice across Tampa Bay.
Our Community & Relationships
Tampa is home and being part of this community matters to us.
We are proud to support and work with organizations that make a meaningful impact, including:
- Hillsborough County Dental Association
- Grace Family Church
- Clearwater Bar Association
- Jesuit High School of Tampa Alumni Council
- Jesuit Dad’s Club
- Coastal Conservation Association
Giving Back
Our commitment to Tampa Bay and Florida goes beyond financial planning.
We actively support initiatives that strengthen our community, including:
- Sponsoring and participating in the Habitat for Humanity Tampa Veterans Initiative
- Mentoring and coaching financial advisors through The Guardian Network®
- Providing financial wellness education for HCA Teaching Hospitals in North and West Florida
We believe in using our knowledge and resources to make a positive difference, both financially and personally.
A Team Approach to Financial Planning
At Gasparilla Financial, we believe the best outcomes come from collaboration.
No single advisor can do everything, and the most effective financial plans are built with a team of professionals working together toward the same goal.
We carefully select and maintain relationships with trusted partners, including:
- CPAs
- Estate Planning Attorneys
- Property and Casualty Insurance Specialists
- Bankers
- Realtors
- Mortgage brokers
By working alongside these professionals, we help ensure your financial plan is coordinated, complete, and aligned with your long-term goals.
Why Gasparilla Financial
With over 20 years of experience in financial services, our team brings a thoughtful, practical perspective to every client relationship.
We focus on:
- Building long-term partnerships
- Simplifying complex decisions
- Creating structured, actionable plans
- Supporting clients through every stage of life
Whether you’re growing a business, building wealth, or preparing for retirement, our goal is to provide steady guidance, so you can move forward with confidence.
Let's Get Started
Financial planning doesn’t have to feel overwhelming. With the right structure and the right partner, it becomes a clear path forward.
Schedule a Meeting
Connect with our team to start building a financial strategy tailored to your goals.
Learn More About Our Services
Explore how we help individuals, families, and businesses plan for the future.
Experienced In Financial Clarity
Serving Families and Businesses Nationwide
20+ Years of Experience
With over 20 years of experience in financial planning and investment strategy, our team helps Florida business owners, professionals, families, and retirees build clarity and confidence around their financial future. We provide disciplined, practical guidance tailored to your goals, not generic solutions.
Get Started Today
From business growth to retirement sunsets, Gasparilla Financial is here to provide steady guidance at every stage.
Whether you are building, protecting, or preparing for what’s next, our team is ready to help you move forward with clarity.