Home | 21st Century Financial

Where Legacy, Protection, and Purpose Come Together

Helping you protect what matters today while building confidence for tomorrow.

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You Are Our Specialty

Every client is different. Your financial plan should be too.

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We Rise By Lifting Others

Honesty, integrity, and trust are the cornerstones of our practice.

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Our Core Value Proposition

The resources of a large firm with the personal attention of a small practice.

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What We Offer

Our Services

Wealth & Investment Management

Investment Management

Customized portfolio strategies aligned with your risk tolerance and financial goals.

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Wealth Accumulation

Strategic planning to grow your assets and build long-term financial security.

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Asset Preservation

Safeguarding your hard-earned wealth from market volatility and unforeseen risks.

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Life Stage & Future Planning

Retirement Planning

Tailored roadmaps to ensure a seamless and comfortable transition into your golden years.

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Estate & Legacy Planning

Securing your legacy and ensuring your assets are passed on according to your wishes.

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Specialized Financial Strategies

Small Business Planning

Comprehensive financial solutions for business owners, from cash flow to succession planning.

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Tax-Aware Planning

Helping you evaluate financial planning opportunities with consideration for tax efficiency and your long-term goals.

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Let's Talk

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Meet Our Team:

Charles Parks**, CLU ®, ChFC ®

Chief Executive Officer

cparks@xxifinancial.com

Brad Martin

Sr. Vice President of Investment Management

bmartin@xxifinancial.com

Daniel O'Connell

Financial Representative

(941) 539-3267

doconnell@xxifinancial.com

Andrew Parks

Insurance Professional

(330) 208-7706

aparks@xxicenturyfin.com

Rosa Haye

Office Manager

rhaye@xxifinancial.com

Ryan Hearn

Insurance Professional

(352) 804-3595

r.m.hearn37@gmail.com

Carlos Lemus

Insurance Professional

(863) 398-2657

caluzdan@gmail.com

Makis Denis

Insurance Professional

(813) 787-9311

tsarsupa@gmail.com

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