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tanner betts

Tanner Betts,

CPFA® Financial Advisor

As a Financial Advisor at Intellus Advisors, Tanner Betts helps clients align their financial strategies with their goals and values. Known for his thoughtful, client-first approach, he takes time to understand each individual’s priorities, building personalized plans that adapt as life evolves.

Before joining Intellus, Tanner worked as a financial advisor for an independent firm, where he developed and executed comprehensive financial strategies for families and business owners. A graduate of Florida State University with a degree in finance and entrepreneurship, Tanner blends sharp analytical skills with a collaborative approach, making the planning process both accessible and effective.

Tanner grew up in Southwest Florida and now calls Bonita Springs home, where he lives with his wife, Maddie, and their son. Outside of work, Tanner loves spending time outdoors – whether it’s golfing, boating, or planning his next travel adventure. Above all, he values creating lasting memories with his family.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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Disclosures: Wrap Brochure