Celaya Wealth Management

Specialties

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).

History

Established in 2014.

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 3^rd party conflict create a unique approach that allows you to achieve your goals on your terms and not when the market dictates.

Meet the Business Owner

Carlos C.

Business Owner

Hi, I’m Carlos Celaya, CFP®, founder and President of Celaya Wealth Management. For the last 20 years I have obtained vast knowledge and experience while working in the fields of personal finance, investment management, retirement planning, tax accounting, real estate and insurance for various institutions and boutique firms. I earned my bachelors in Finance and Accounting from Florida International University and later my Certified Financial Planner certificate (CFP®).

The vision of creating a firm that emphasizes personal service, understands your needs and truthfully serves as a means through which clients can achieve their goals on their time, instead of the other way around, became the driving force behind the creation of Celaya Wealth Management.

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.