Chris Shoup, CFP®

Financial Planner • Fiduciary • Flat Fee

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Southshore Financial Planning Chris Shoup, CFP®
Tampa, Florida

Serving Clients Nationwide

Financial Planner • Fiduciary • Flat Fee

Areas of Focus

  • Financial Life Planning
  • Getting out of Debt
  • Health Care Planning
  • Investment Management
  • Living in Retirement

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 17 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



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

Primary Location


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Subscription

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


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.


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


Hobbies and Interests

  • Family
  • Fishing
  • Hockey
  • Traveling

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Living in Retirement
  • Parents

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