CELAYA WEALTH

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)... At Celaya Wealth Management our unique approach allows you to achieve your goals on your terms and not when the market dictates. A sound financial plan is the first step to reducing uncertainty and preparing for a successful future. Our investment strategy is customized to your risk threshold and provides a buffer against substantial market downturns... Personal experiences have also played a central role in shaping my financial philosophy. I was born in Cuba and immigrated to the U.S. at age 13. The importance of honesty, living within ones means and saving were values that were engrained in me early on by my hard-working parents. I immediately became intrigued in the world of finances, and as a teenager was anointed "financial advisor" for friends and..

Also known as: Celaya Wealth Management

Primary location: Coral Gables United States