Celaya Wealth Management

Celaya Wealth Management (CRD# 172948) is a financial advisory firm headquartered in Coral Gables, FL. They manage $433,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $36,083
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Celaya Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Carlos C. Celaya
CRD#: 5794144
2525 Ponce De Leon Boulevard, Suite 300, Coral Gables, FL 33134
96
Wealthminder
score

Carlos Celaya (CRD# 5794144) is an Investment Advisor Representative working at Celaya Wealth Management in Coral Gables, FL and has over 6 years of experience in the finance industry. Carlos Celaya has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Susan L. Easthope
CRD#: 4062799
Miami, FL
96
Wealthminder
score

Susan Easthope (CRD# 4062799) is an Investment Advisor Representative working at Celaya Wealth Management in Miami, FL and has over 13 years of experience in the finance industry. Susan Easthope has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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