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Our Team

Ralph W. Sevelius, Jr., MBA, CFP®

Founder, Senior Wealth Advisor

(813) 616-3770


Ralph’s ultimate goal is for his clients to someday look back on their life with no regrets, knowing that they’ve accomplished exactly what they wanted to with the time and money they had.Ralph graduated from Wake Forest...

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Kimberly Terenzi

Practice Manager



Kim plays a pivotal role in enhancing your overall experience at Boardwalk Wealth Solutions.

 She is dedicated to orchestrating and optimizing the various facets of operations to better serve you. She also serves to guide...

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