AeroLeads people directory · profile
Carlos Celaya Email & Phone Number
Wealth Advisor and Owner
at
Celaya Wealth Management
1 work email found
@bellsouth.net
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor and Owner
Location
Miami, Florida, United States
Company size
Who is Carlos Celaya? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Carlos Celaya is listed as Wealth Advisor and Owner at Celaya Wealth Management, a with 4 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at bellsouth.net and a matched LinkedIn profile for Carlos Celaya.
Carlos Celaya previously worked as Wealth Advisor/Owner at Celaya Wealth Management and Retirement Advisor at Ingham Retirement Group. Carlos Celaya holds Accounting And Finance from Florida International University - College Of Business.
Company email context
Email format at Celaya Wealth Management
This section adds company-level context without repeating Carlos Celaya's masked contact details.
*@bellsouth.net
68% confidence
AeroLeads found 1 current-domain work email signal for Carlos Celaya. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Retirement, Financial Planning, 401K, Wealth Management, and 11 others.
Current workplace
Carlos Celaya's current company
Company context helps verify the profile and gives searchers a useful next step.
Celaya Wealth Management
3 roles
Carlos Celaya work experience
A career timeline built from the work history available for this profile.
Wealth Advisor/Owner
Current
Celaya Wealth Management
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”
Aug 2014 - Present
Retirement Advisor
Ingham Retirement Group
Jan 2010 - Aug 2014
Team & coworkers
Colleagues at Celaya Wealth Management
Other employees you can reach at celayawealth.com. View company contacts for 4 employees →
1 education record
Carlos Celaya education
FAQ
Frequently asked questions about Carlos Celaya
Quick answers generated from the profile data available on this page.
What company does Carlos Celaya work for?
Carlos Celaya works for Celaya Wealth Management.
What is Carlos Celaya's role at Celaya Wealth Management?
Carlos Celaya is listed as Wealth Advisor and Owner at Celaya Wealth Management.
What is Carlos Celaya's email address?
AeroLeads has found 1 work email signal at @bellsouth.net for Carlos Celaya at Celaya Wealth Management.
Where is Carlos Celaya based?
Carlos Celaya is based in Miami, Florida, United States while working with Celaya Wealth Management.
What companies has Carlos Celaya worked for?
Carlos Celaya has worked for Celaya Wealth Management and Ingham Retirement Group.
Who are Carlos Celaya's colleagues at Celaya Wealth Management?
Carlos Celaya's colleagues at Celaya Wealth Management include Glenn Lopez, Glenn M. López, and Daniel Diaz.
How can I contact Carlos Celaya?
You can use AeroLeads to view verified contact signals for Carlos Celaya at Celaya Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Carlos Celaya attend?
Carlos Celaya holds Accounting And Finance from Florida International University - College Of Business.
What skills is Carlos Celaya known for?
Carlos Celaya is listed with skills including Retirement, Financial Planning, 401K, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, and Pensions.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Carlos Celaya you were looking for.
Juan Carlos Celaya
4 email domains
Carlos Lizárraga-Celaya
3 email domains
Carlos Celaya
3 email domains