Celaya Wealth Management

Financial Services • Coral Gables, Florida, United States • 1-10 Employees

Company overview

Headquarters	2222 Ponce de Leon Blvd, 3rd Floor, Coral Gables, Florida 33134, US
Phone number	+13055604434
Website	celayawealth.com
NAICS	52
SIC	736
Keywords	Tax Planning, Insurance Planning, Wealth Management, Retirement Planning, Financial Planning, Investment Management, Estaten Planning
Founded	2014
Employees	1-10
Socials

Key Contact at Celaya Wealth Management

Glenn M. López

Director / Business Development

About 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” __________________________________________________________________________________ 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.

Celaya Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Celaya Wealth Management has never raised funding before.

Frequently asked questions

Celaya Wealth Management is located in Coral Gables, Florida, US.

You can reach Celaya Wealth Management at +13055604434.

Celaya Wealth Management was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Celaya Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Celaya Wealth Management

Glenn M. López

Director / Business Development

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