Palestra Financial

Palestra Financial, located at 2701 North Rocky Point Drive in Tampa, Florida, is a finance institution celebrating nearly 35 years of service from 1986 to 2020. The institution has recently expanded to Trinity, Florida, with new main offices that are fully operational and equipped with advanced video conferencing capabilities for face-to-face meetings during the COVID-19 pandemic.

Founded by Francis R. Palestra, a Certified Financial Planner Practitioner and Investment Advisor Representative with over 50 years of experience, Palestra Financial is a family practice that focuses on helping individuals, families, and businesses achieve financial security. Together with his son, Damon A. Palestra, who serves as Chief Operations Officer and Managing Director, the Palestra team offers comprehensive financial planning services tailored to each client's unique needs and goals.

With a combined 80 years of experience in financial services and a commitment to ethical standards, Palestra Financial assists clients in protecting themselves and their loved ones from life's unexpected challenges. Whether clients are seeking protection, education funding, business growth, retirement savings, or a distribution plan for their elder years, Palestra Financial designs personalized financial strategies to help clients succeed.

Palestra Financial has been serving businesses, families, and individuals in the Greater Tampa Bay Area and nationally for 34 years. The institution is dedicated to delivering sound financial strategies and family-style service to provide clients with the financial structure they deserve. Securities are offered through J.W. Cole Financial, Inc. (JWC), and advisory services are provided by J.W. Cole Advisors, Inc. (JWCA), with Palestra Financial and JWC/JWCA being unaffiliated entities.

Advisors at Palestra Financial must be properly registered in the state where clients reside to conduct securities-related business. Information provided on the institution's website is not intended as a solicitation to buy or sell securities, and investment options may vary by state. Clients are encouraged to check the background of investment professionals before engaging in financial services with Palestra Financial.