Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66, Series 63
Experience Industry experience
13 years
Location
Silver Springs, FL
Eagle Strategies (NY Life)
Enterprise
Gustavo Cala is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 credentials and 13 years of industry experience. He is the owner of Cala Financial Group, LLC, and a partner in Shark Signs and Shark Signs Installations, a business involved in electrical signage projects. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and manages most of its assets on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Silver Springs, FL
Silver Springs FL
Advisors at this office
1
Florida
13 years of industry experience
Cala Financial Group, LLC
2019 - Present • 7 years
Sunrise, FL
Eagle Strategies (NY Life)
2018 - Present • 8 years
Miami, FL
Shark Sign S, Inc.
2013 - Present • 13 years
Sunrise, FL
Nylife Securities LLc
2012 - Present • 14 years
Sunrise, FL
New York Life Insurance co
2011 - Present • 15 years
Sunrise, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63, Series 65
Silver Springs, FL
Elevation Haven Financial
Ryan Egbert is a CFP® and ChFC® with 11 years of industry experience. He is the sole advisor at Elevation Haven Financial, where he has worked since 2021. Prior to that, he spent 20 years at Scott Marsh Financial. Outside of his advisory role, he teaches finance courses. Elevation Haven Financial is an independent registered investment adviser serving individual investors, high-net-worth clients, companies, and trusts. The firm provides portfolio management, tax services including individual tax return preparation, real estate advice, and financial planning, employing a disciplined investment process focused on asset allocation and downside risk analysis.
Series 65
Ocala, FL
Kiefer Financial Advising LLC
Riley Kiefer is the principal advisor at Kiefer Financial Advising LLC in Ocala, FL, holding a Series 65 credential with one year of industry experience. Prior to founding his firm, he worked at Great American Insurance Group for six years. He is also licensed as a health and life insurance agent through a family-owned agency. Kiefer Financial Advising offers non-discretionary investment advisory and financial planning services to individuals, retirees, pre-retirees, trusts, and small businesses. The firm uses an education-first, goal-based approach with an emphasis on diversification, cost efficiency, and broadly diversified investment vehicles such as mutual funds and ETFs.
CFP®, CFA®, ChFC®, Series 63, Series 65
Ocala, FL
One Day Wealth Management
Jonathan Davis is a CFP®, CFA®, and ChFC® with 13 years of experience in the financial services industry. He previously worked at Vanguard for 11 years before founding One Day Wealth Management in Ocala, FL, where he serves as the sole advisor. One Day Wealth Management offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, focusing on mutual funds and ETFs. The firm employs Modern Portfolio Theory to structure portfolios and provides tax preparation services to advisory clients, a service not commonly offered by independent firms.
Series 65
Ocala, FL
Smith Financial LLC
Terry Smith is the sole advisor at Smith Financial LLC in Ocala, FL, holding a Series 65 credential with one year of industry experience. Prior to founding his independent firm, he spent 19 years working for the U.S. Department of Defense. Smith Financial LLC is a state-registered investment adviser that provides financial planning and occasional educational seminars to individuals, families, and small businesses. The firm offers a planning-only model without portfolio management or asset-based fees and focuses on financial analysis tools such as cash-flow modeling and retirement projections to support client recommendations.
Series 63, Series 65
Ocala, FL
LifeCare Funding Solutions, LLC
Mark Camp is a financial advisor at LifeCare Funding Solutions, LLC in Ocala, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeCare Funding Solutions since 2010. In addition to his advisory role, he is a partner at MMC Financial Services, LLC, where he is involved in the sale of life, health, disability, fixed annuities, and workplace indemnity insurance products. LifeCare Funding Solutions serves individual and corporate clients, including high-net-worth individuals, offering written financial planning, portfolio management, and third-party adviser selection and oversight. The firm employs an investment approach based on individualized asset allocation and Modern Portfolio Theory, focusing on value, safety, quality, and risk control.
Series 63, Series 66
Ocala, FL
Private Client Services Group, LLC
Roger Thompson is the founder of Private Client Services Group, LLC in Ocala, FL, and holds Series 63 and Series 66 designations. He has 33 years of experience in the financial industry, including roles at United Planners Financial Services and International Assets Advisory LLC. Private Client Services Group, LLC is an independent registered investment adviser that serves individuals, families, trusts, and business owners with portfolio management and financial planning services. The firm offers customized and model-based investment strategies, combining fundamental and technical analysis, and manages approximately $7.4 million in discretionary assets across about 20 client accounts.
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