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Celaya Wealth Management (Miami, FL )
| Ad Type: | Wanted | |
| Posted: | 2019-01-26, 01:59AM | |
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Celaya Wealth Management is an independent Registered Investment Advisory firm based in Coral Gables, Florida. We offer financial planning and investment management services under our comprehensive wealth management plan (CWealth). “Our mission is to give clients financial peace of mind” Hi, I’m Carlos Celaya, founder and President of Celaya Wealth Management. For the last 20 years I have obtained vast knowledge and experience while working in the fields of personal finance, investment management, retirement planning, tax accounting, real estate and insurance for various institutions and boutique firms. I earned my bachelors in Finance and Accounting from Florida International University and later my CERTIFIED FINANCIAL PLANNER™ certificate (CFP®). Like many investors, I experienced the euphoria associated with success and the reflection that comes with failure during times such as the dot-com bubble in the late 90’s and the housing crisis of the 2000’s. I ultimately realized that the “buy and hold” approach, used by most advisers, is based off a model that is ill-equipped to relieve investor anxiety in the markets. Such an approach can potentially derail many years of planning with one large market decline. The vision of creating a firm that emphasizes personal service, understands your needs and truthfully serves as a means through which clients can achieve their goals on their time, instead of the other way around, became the driving force behind the creation of Celaya Wealth Management. Wealth Management Financial Planning Investment Philosphy 305-560-4434 [email protected] http://www.celayawealth.com
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