About the Business
Celaya Wealth Management is a Coral Gables-based Registered Investment Advisory firm that provides financial planning and investment management services as part of our comprehensive wealth management plan (CWealth). Our team of experienced professionals are dedicated to helping our clients achieve their financial goals.
You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
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- 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.
- (305) 560-4434
- 2222 Ponce De Leon Blvd Fl 3, Coral Gables, FL 33134
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Opening Time
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Mon
8:00 AM - 6:00 PM
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Tue
8:00 AM - 6:00 PM
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Wed
8:00 AM - 6:00 PM
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Thu
8:00 AM - 6:00 PM
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Fri
8:00 AM - 6:00 PM
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Sat
8:00 AM - 2:00 PM
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Sun
Closed