关于我们
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” __________________________________________________________________________________ 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 was created for two main reasons that we 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.
- 网站
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https://www.celayawealth.com
Celaya Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Coral Gables，Florida
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Wealth Management、Financial Planning、Investment Management、Insurance Planning、Tax Planning、Retirement Planning和Estaten Planning