Carlos Celaya

Carlos Celaya Email and Phone Number

Wealth Advisor and Owner @ Celaya Wealth Management
Miami, FL, US
Carlos Celaya's Location
Miami, Florida, United States, United States
Carlos Celaya's Contact Details

Carlos Celaya personal email

n/a
About Carlos Celaya

Hi, I’m Carlos Celaya, founder and President of Celaya Wealth Management (www.celayawealth.com). Choosing the right financial advisor is a crucial step for securing financial peace of mind. A client's trust is sacred, and our firm understands that it's not something that is merely given but rather earned each step of the way.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).I created Celaya Wealth Management for two main reasons that I noticed have not been emphasized in the financial industry.1 - To create a layer of protection in your investment portfolio that can offer a hedge during a large market downturn.2 - To create a pricing model that finally makes financial planning services by a Certified Financial Planner affordable.Those two steps along with a firm that emphasizes personal service and is independent of any 3rd party conflict create a unique approach that allows you to achieve your goals on your terms and not when the market dictates.I take great pride in advising my clients to make solid decisions with their finances so they can allocate their time and energy on the things that truly matter most to them.

Carlos Celaya's Current Company Details
Celaya Wealth Management

Celaya Wealth Management

View
Wealth Advisor and Owner
Miami, FL, US
Website:
celayawealth.com
Employees:
4
Carlos Celaya Work Experience Details
  • Celaya Wealth Management
    Wealth Advisor And Owner
    Celaya Wealth Management
    Miami, Fl, Us
  • Celaya Wealth Management
    Wealth Advisor/Owner
    Celaya Wealth Management Aug 2014 - Present
    Www.Celayawealth.Com
    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”
  • Ingham Retirement Group
    Retirement Advisor
    Ingham Retirement Group Jan 2010 - Aug 2014

Carlos Celaya Skills

Retirement Financial Planning 401k Wealth Management Mutual Funds Retirement Planning Investment Advisory Pensions Investments Financial Advisory Estate Planning Finance Wealth Asset Management Asset Allocation

Carlos Celaya Education Details

Frequently Asked Questions about Carlos Celaya

What company does Carlos Celaya work for?

Carlos Celaya works for Celaya Wealth Management

What is Carlos Celaya's role at the current company?

Carlos Celaya's current role is Wealth Advisor and Owner.

What is Carlos Celaya's email address?

Carlos Celaya's email address is ce****@****uth.net

What schools did Carlos Celaya attend?

Carlos Celaya attended Florida International University - College Of Business.

What skills is Carlos Celaya known for?

Carlos Celaya has skills like Retirement, Financial Planning, 401k, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Pensions, Investments, Financial Advisory, Estate Planning, Finance.

Who are Carlos Celaya's colleagues?

Carlos Celaya's colleagues are Daniel Diaz, Glenn Lopez, Glenn M. López.

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