Financial Planner in Tampa, Florida

Southshore Financial Planning was founded to provide customized fiduciary financial guidance to help individuals live their life to the fullest and write the perfect next chapter to their life story.

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Chris Shoup, CFP®

Founder - Financial Planner

Chris grew up living in Mississippi, New York, Pennsylvania, Texas and Iowa. After attending college in Jacksonville, Chris and his wife, Heather, moved from Florida to the Carolinas for several years before returning to the bay area in 2009. Chris and Heather are parents to 3 wonderful boys. He enjoys spending time with family, traveling, fishing and watching hockey.

Professionally, Chris is a CFP® Practitioner and has two finance-related degrees from the University of North Florida. His entire 20 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning he worked at one of the largest financial institutions in the country where he was directly responsible for a $700 million client practice.

Associations:

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Carrie Campbell Green, CPA, MBA

Director of Tax Planning

Carrie was born and raised in rural North Dakota. She grew up learning the value of hard work and community by watching her dad manage the family farm and her small town of 1,200 people help each other when anyone was in need. A career opportunity brought her to Tampa, FL area where she has resided since 2000. She and her husband Andrew have a blended family of 4 children, and enjoy traveling, kayaking, and watching sports of all kinds, especially her son's baseball and daughter's dance performances.

She graduated from the University of North Dakota with a Bachelor of Accountancy degree, and upon relocating to Florida, obtained her MBA from the University of South Florida. She has been a CPA for more than 20 years, and had a lengthly career with a Fortune 500 company in various Accounting and Finance roles. She is currently the Founder and CEO of Running Valley Financial, a boutique CPA firm that specializes in Tax Preparation and Tax Planning, as well as Financial Coaching for both individuals and small businesses.

Associations:

"...Chris down to earth, very approachable and accessible to bounce ideas or talk through implications to our overall financial plan at a moment's notice outside of scheduled meetings he normally coordinates. They provide us thorough analysis as well as additional technology to help us manage our day-to-day finances. His office also offers additional services beyond investing to ensure you and your family are thinking about all aspects of your financial picture from insurance to estate planning and tax review and then some...."
Testimonial Disclosure

What We Value as Advisors

Fiduciary

As a firm, we always act in the best interest of our clients. This means providing unbiased recommendations that are designed to enhance their financial well being and understanding.

Transparency

With a flat, fee-only pricing structure, we are adamant about providing transparency from the start of our relationship. The advice we give to our clients is truly valuable and we want our costs to reflect that.

Simplicity

Our goal is to take complex financial topics and articulate them in an easy to understand manner so that you can feel empowered to make beneficial decisions. Through clarity and education, we all win in the long run.

(813) 406-0544
(855) 949-3718
hello@southshorefp.com

We deliver tailored solutions to help you live your best life through dedicated financial planning and investment management strategies that are personalized to your needs, goals and lifestyle.

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

Additional Location: 200 Central Ave. St. Petersburg, FL 33701

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Southshore Financial Planning LLC (“Southshore Financial Planning”, “Southshore”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Southshore Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

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