Retire Your Way Dream it, plan it, live it.

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Our Team

At Transparent Financial, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

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FERNANDO GONZALEZ

 Co-Founder & Financial Professional

Fernando Gonzalez

Co-Founder & Financial Professional

 
Fernando Gonzalez is a financial professional with more than 20 years of experience in banking, insurance, and retirement planning. Known for his relationship-driven approach, he is passionate about helping individuals and families feel confident and prepared for their financial future. Originally from Cuba and raised in South Florida, Fernando brings resilience, integrity, and a strong sense of family to the work he does with clients.

Outside the office, Fernando enjoys golfing, sports games, and spending time with his partner, Marjo, their daughter Leila, and their cavapoo, Olive.

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SEAN BURKE

 Co-Founder & Financial Advisor

Sean Burke

Co-Founder & Financial Advisor

 
Sean Burke is a seasoned financial advisor with more than 13 years of experience helping families plan for retirement and long-term financial security. He holds a bachelor’s degree in business and a master’s degree in financial valuation and investment management. His career includes experience in investment banking, advising at Fidelity Investments, and independent advisory firms, where he has worked with thousands of families and helped manage hundreds of millions in client assets.

Outside the office, Sean enjoys golfing, boating, and spending time with his wife, Brooke, their daughter Blake, and their two dogs, Woods (Golden Retriever) and Greyson (Bernedoodle).

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RAVI BALU, CFP

 Financial Analyst

Ravi Balu, CFP

Financial Analyst

 
Bio coming soon...

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COMPLIMENTARY EBOOK: Beyond Your 401(k)

Wondering what to do with your old 401(k) or whether an IRA rollover makes sense for your situation? Get clarity and confidence with our in-depth guide, Beyond Your 401(k). This 12-page guide empowers you to make informed decisions — with insights tailored to life’s changing moments.

In the guide, you’ll find:

  • Real-life scenarios showing how job changes, layoffs, or retirement could affect your 401(k) rollover options.

  • Comparisons between 401(k) and IRA features — including investment flexibility, fees, liquidity, and creditor preservation.

  • Strategies for optimizing your retirement income, covering Roth conversions, penalty-free withdrawal options, and annuity choices.

Download your free retirement guide now and take the first step toward taking control of your financial future.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

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READ MORE ABOUT Our Services Below

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

IRA Legacy
Planning

Tax-Efficient
Strategies

Wealth
Management

Retirement
Income Strategies

Asset Protection
Strategies

IRA/401(k)
Rollovers

Investments

Annuities

Attend Our Upcoming Event

We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.

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Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.

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561.777.9658