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Chris Shoup, CFP®

Financial Planner • Fiduciary • Flat Fee

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Southshore Financial Planning Chris Shoup, CFP®
Tampa, FL

Serving Clients Nationwide

Financial Planner • Fiduciary • Flat Fee

12 Certified Advisor Reviews™
Rate this Advisor

(813) 406-0544

Website

Areas of Focus

  • Investment Management
  • Retirement Planning

About Me

Hi, I’m Chris Shoup – Principal and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them through the complexities of finance so they can live life to the fullest.

This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one cohesive strategy.

Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice.

On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

1600 E 8th Ave., Ste. A200, Tampa, FL 33605

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free, 20-minute introductory call. Our priority is to get to know you in order to determine a mutual fit and how we can best serve you. We’ll begin with a conversation in which we can provide feedback on the strengths and opportunities within your current financial plan. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Southshore Financial Planning, we deliver tailored solutions to help clients enjoy their life to the fullest and discover what that means to them. Our goal is to help you live a life of purpose and leave a legacy of meaning through dedicated financial planning and investment management strategies that are personalized to your needs, goals and lifestyle.

We Focus On:

✅ Retirement Planning

✅ Evidence-Based Investing

✅ Proactive Tax Planning

✅ Flat Fee Pricing

We aim to ensure that you can enjoy life with adequate resources, alongside addressing the importance of the legacy you’ll leave.

Education

University of North Florida - Coggin College of Business, Bachelor of Business Administration (BBA), Finance

Volunteer Experience

Co-Leader, West Florida Study Group - National Association of Personal Financial Advisors, Oct. 2023 - Present | Dream Society Member - Children's Dream Fund, Feb 2019 - Present | Personal Financial Planning Advisory Council Member - University of South Florida Muma College of Business, Sep 2021 - Aug 2022

Badges

Hobbies and Interests

  • Boating
  • Church
  • Eating Out
  • Exercising
  • Family
  • Fishing
  • Grilling
  • Hiking
  • Hockey
  • Reading
  • Running
  • Traveling
  • Volunteering
  • Walking
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Attorneys
  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dentists
  • DIY Investors
  • Dual Income Family
  • Engineers
  • Entrepreneurs
  • Families
  • Gen X
  • Healthcare Professionals
  • Individuals
  • Living in Retirement
  • Parents
  • Physicians

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

A financial adviser you can trust!

✅ Wealthtender Certified Advisor Review™
Jan 23, 2024
We have been working with Chris for over a year. Financial advisers are a dime a dozen. We felt it was hard to find someone we can trust with our hard earned money. We are so happy to have found Chris. Being a fiduciary advisor he will always act in the best interests of his clients. He is really knowledgable and trust worthy. He listens and is easy to work with. We definitely recommend Chris to anyone looking for a financial adviser.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jean Pierre Galliani
Jean Pierre Galliani

Wealth of Knowledge

✅ Wealthtender Certified Advisor Review™
Jan 21, 2024
I interviewed numerous flat-fee advisors and chose Chris because of his level of experience, communication skills and I felt he was trustworthy. I have been working with him for 6 months and I have learned a lot. He advices and listens but I never feel pressured to make a decision I am not comfortable with. I feel like I have a plan that is set but will also evolve as my needs change. He is knowledgable in insurance, tax implications and goal setting along with investing. When I asked for a report that was not readily available, he found a way to create it for me. I feel like I have a partner that is invested in my future!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anjali S
Anjali S

Exceptional Financial Guidance: A Trustworthy Ally in Wealth Management

✅ Wealthtender Certified Advisor Review™
Jan 10, 2024
I just wanted to take a moment to share my experience with Chris. This guy is top-notch! He's super attentive – always on top of market trends and investment opportunities. I truly trust him to guide me in the right direction. His communication skills and genuine interest in my financial goals make every meeting productive and stress-free. Highly recommend if you're seeking a trustworthy financial ally.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Robin T
Robin T

Review of Chris Shoup

✅ Wealthtender Certified Advisor Review™
Jan 8, 2024
When I first decided to get a financial planner, I decided to interview 3 that i was considering from suggestions and advertising. I was impressed with them all and it was a tough decision. I decided to meet with Chris and after talking to him and letting him know what I was wanting for my future investments, Chris had engineered a game plan for a portfolio that I felt was perfect for me. There was no pressure as on me and he was very patient with our potential future business alliance. I have been using Chris for over a year now and i am very pleased with the results that I have seen each quarter. If I call to check on accounts or ask about a investment i am interested in, he is very thorough in his research and commitment to follow through. So far i am very satisfied with the results I have seen and when i am asked to recommend someone, I always refer Chris and his Team without hesitation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gary Raulerson
Gary Raulerson

First time

✅ Wealthtender Certified Advisor Review™
Jan 6, 2024
After receiving an inheritance, I thought it might be beneficial to get some guidance. After interviewing 3 advisors, I decided to go with Chris. Although we all like to THINK we know what we are doing, I soon realized I had much more to learn. Chris advised me on not only the inheritance and my other investments but guided me in my Trustee role with the grandkids trust as well. He directed me to diversify, and helped with tax mitigation strategies. Chris is a wealth of knowledge, easy to communicate with, and responds promptly to any questions I have. I really lucked out!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Andrea Burke
Andrea Burke

Glad we found Chris

✅ Wealthtender Certified Advisor Review™
Jan 6, 2024
We had never used a compensated financial advisor before, opting to utilize free advisors through my workplace. After retiring, my wife became uncomfortable with the thought of "What if something happened to me". She didn't feel confident in being able to manage finances on her own, so we began a process to find an advisor. Prefering the fee based approach for advice, we found Chris via the Zoe website. We reviewed several advisors, choosing Chris in the end. We have been extremely happy with that choice and have utilized his advice for the last 20 months. Chris was very helpful with our transition from self managed to advisor managed investments, allowing us to gain comfort with this new role for us. He explains his approach to investing simply and brings a steady voice with sound advice for our goals. We're looking forward to a long partnership with Chris.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John and Diane Lemon
John and Diane Lemon

A financial advisor that listens to what is important to you and follows through with recommendations and strategies based on your input.

✅ Wealthtender Certified Advisor Review™
Jan 6, 2024
Although my wife and I have strong investment backgrounds (having held Registered Principals Licenses before retirement). We live by the old adage of "a lawyer who represents her/his self has a fool for a client". We have worked with Chris for nearly 12 months and we have been very pleased with his professionalism, expertise and his willingness to customize an investment strategy that meets our specific wishes and needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Greg Ewing
Greg Ewing

Recommendation

✅ Wealthtender Certified Advisor Review™
Jan 5, 2024
Shortly after my wife and I moved to SC 14 years ago, our financial advisor of many years passed away. We carefully chose financial advisors with whom we worked for several years before choosing a replacement who turned out to be not well suited to our needs. We have been working with Chris ever since. Our relationship with Chris is entirely professional -- we had never met before we began to work together. I find his advice professional, accurate, and sensible. While I do not always agree with his recommendations, I usually do and follow them, to the benefit of our estate. As a retired practicing attorney, I appreciate the way Chris analyses a given situation before making a recommendation. I wholeheartedly recommend him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Robert and Dorothy Pennachio
Robert and Dorothy Pennachio

Chris listens.

✅ Wealthtender Certified Advisor Review™
Jan 4, 2024
As a woman, I was tired of being talked down to. Chris listens, advises, and still tells both sides but lets me decide. He knows my goals and is helping me reach them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michelle Wilson
Michelle Wilson

Great Partner in Our Financial Journey

✅ Wealthtender Certified Advisor Review™
Jan 4, 2024
We have known Chris Shoup for quite some time and he has been our financial planner for almost two years. My one need from Chris is that his value as a fiduciary outweigh our investment in him. If this is the only ante he wins in spades. Specifically, his attention to detail on Insurance, tax related resources, 401K, retirement goals and end of life planning make him a trusted partner for my wife and I. I searched for flat fee fiduciary and was lucky to acquire the services of Chris and Southshore.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Drew Sinn
Drew Sinn

Highly recommend Chris Shoup at Southshore Financial

✅ Wealthtender Certified Advisor Review™
Jan 4, 2024
We were the 6th clients of Chris Shoup at Southsore Financial. I are so happy that we took the leap into financial freedom in retirement and beyond. Chris is always open to questions at anytime. If I have an immediate question, I can email or text him and he makes the time to talk to me and my husband. His pricing is reasonable, especially for all the personalized attention that we receive. I have gave several referrals for Chris because I truly believe that anyone would be 100% satisfied with his services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Penny Kent
Penny Kent

Exceptional Financial Planning with Transparent Pricing

✅ Wealthtender Certified Advisor Review™
Jan 4, 2024
I have been a client of Chris Shoup at Southshore Financial Planning for about six months. From the outset, it became evident that Chris possesses an exceptional level of financial knowledge and expertise. One of the standout features of working with Chris is his commitment to transparency and fairness in pricing. Unlike many financial planners who charge a percentage of assets under management, Southshore Financial Planning operates on a flat fee structure. Chris took the time to thoroughly understand my financial goals, risk tolerance, and long-term aspirations. His ability to communicate complex financial concepts in a clear and understandable manner was truly appreciated. He not only guided me through the intricacies of investment strategies but also provided valuable insights into tax planning, insurance recommendations, retirement planning, and overall wealth management. I appreciate Chris's proactive approach to financial planning. He consistently keeps me informed about market trends, potential investment opportunities, and any adjustments needed to align my portfolio with my financial objectives. His dedication to staying abreast of the latest industry developments instills confidence in his ability to make well-informed decisions on my behalf. SSFP uses state of the art software tools that provide the ability to model various strategies and determine which one makes the most sense based on my unique circumstances. In conclusion, Chris has not only demonstrated a high level of financial acumen but has also established a client-friendly fee structure that prioritizes transparency and fairness. I wholeheartedly recommend Chris Shoup to anyone seeking a knowledgeable and trustworthy financial planner committed to providing personalized and transparent services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Hockin
John Hockin
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