Bauerle Financial is a licensed CFP that excels in financial planning, retirement planning, tax planning, and estate planning. We believe that your health, family, friends, and happiness are more important factors to your quality of life than any economic ones.

Hours


Monday–Friday
8am–5pm

Phone
(407) 878-1229

Locations

OUR TEAM

Bauerle Financial has been family owned for two generations.

If you're looking for an advisory firm that not only manages your hard-earned assets but, provides you with the opportunity to explore the emotional and spiritual aspects of life through a discovery process that results in your ultimate peace of mind – then you have come to the right place.

WHY CHOOSE BAUERLE FINANCIAL?

Preparation that meets the unique needs of our clients.

We provide life planning — a comprehensive approach with a holistic plan that can help you with any decision in your life related to money, time, or health while also feeling comfortable with your future.

 

When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.

TODD BAUERLE

CERTIFIED FINANCIAL PLANNER

Todd Bauerle is a 30-year veteran practitioner managing over $100 million and is also someone who is about more than just money. At the age of 25, a firsthand disability experience transformed Todd's personal relationship with money.

 

Todd realized that preeminent financial advising requires a holistic approach, including intangible aspects such as emotional and spiritual issues.  While it is true that money can't buy happiness, the act of giving or a mindset of charity can bring freedom.

TAYLOR BAUERLE

INVESTMENT ADVISOR

Taylor started with CNL Securities shortly after graduating from Auburn University in 2013. Following his time establishing RIA channel for their investment product department – Taylor left to start his own business. He founded and built an international outsourcing company over the next few years. After growing the company to over a million dollars in revenue and building a global network of hundreds of contractors, an opportunity finally opened for him to join the family business at the end of 2017.

 

Since then he has gotten re-licensed and is currently working towards his CIMA certification which will be complete by 2021. Taylor's focus at Bauerle Financial since coming on board has been to streamline technology and to improve efficiency across every process in the business.

Lake Mary Offices

1525 International Pkwy Suite 2021
Lake Mary, FL 32746

Hours
Monday–Friday
8am–5pm

Phone
(407) 878-1229