Your Independent Retirement Income Specialist in Tallahassee, FL
Independent Financial Planning & Retirement Guidance for individuals and families throughout the nation.
PERSONAL. TRUSTED.
Truly Centered
on Your Story.
Planning for retirement is one of the most important chapters of your life. You deserve guidance that feels personal, trusted, and truly centered on your story.
OUR PURPOSE
At Cornucopia Wealth Management, our mission is simple and practical:
We help individuals identify financial resources that may be going out the back door unknowingly or unnecessarily, and show them how to redirect those funds to build security, create opportunity, and leave a meaningful legacy.
We are equally committed to bridging the financial literacy gap by bringing education, awareness, and clarity to your community.
BUILD. PROTECT. ENJOY.
Your Life, Your Cornucopia
Cornucopia Wealth Management is an independent company providing objective advice based on your needs—not a one-size-fits-all script. We believe comprehensive financial planning is most effective when it looks at your entire financial picture, but we’re also responsive to what you actually need right now—whether that’s a rollover decision, a retirement income checkup, or a full plan that pulls everything together.
WHEN YOU WORK WITH CORNUCOPIA
You can expect a relationship that’s:
PERSONAL
We start with your priorities, not products.
PRACTICAL
Clear next steps, not just “nice-to-know” information
ONGOING
We provide ongoing monitoring and periodic portfolio reviews to ensure continued alignment with your goals and market conditions.
GET STARTED TODAY
MEET YOUR ADVISOR
Robert Kenon, CFP®
Cornucopia Wealth was founded by Robert Kenon, CFP®, the first Black CERTIFIED FINANCIAL PLANNER™ professional in Tallahassee, Florida, with over 45 years in the financial services industry.
Mr. Kenon is passionate about helping individuals identify the financial resources that are going out the door unknowingly or unnecessarily, and showing them how to redirect those funds to build security, create opportunity, and leave a meaningful legacy.
A strong advocate for community education, he also strives to bridge the gap in financial literacy by helping families understand the tools and strategies that support long-term financial well-being.
Check the background of investment professionals on FINRA’s BrokerCheck.
OUR SERVICES
Practical Financial Planning & Retirement Guidance You Can Understand
Retirement Income & Rollover Guidance
- ZRollover and account-consolidation decisions
- ZRetirement income planning designed to support your lifestyle
- ZCoordinating multiple income sources (including pensions and Social Security)
Investment Planning & Portfolio Oversight
For investment clients, we provide a custom Investment Portfolio Analysis that helps you understand what you own and why, along with recommendations aligned to your goals.
You’ll also have access to third-party research and tools (e.g., Morningstar, Thomson, and more) to support informed decisions.
ONGOING SERVICE INCLUDES:
- ZMonitoring recommended investments on a quarterly basis
- ZReviewing each client portfolio on an annual basis (or more often when life changes)
Insurance & Risk Planning
- ZLong-Term Care Insurance guidance
- ZLife Insurance planning and review
- ZInsurance needs analysis as part of your broader retirement plan
Family & Legacy Planning Support
- ZEducation planning for children and grandchildren
- ZPlanning conversations that include tax planning, health needs planning, and estate planning coordination (working alongside your attorney/CPA as needed)
