Carlos Celaya is a Certified Financial Planner® and holds a Series 65 license with 16 years of industry experience. He has been with Celaya Wealth Management in Miami, FL since 2014. In addition to his advisory role, he maintains an active life and insurance license and dedicates time each month to assisting clients with life, disability, and annuity insurance needs. Celaya Wealth Management serves clients with personalized financial planning and investment strategies, supported by a small team of two advisors.

Ariel Cabrera is a financial advisor at Celaya Wealth Management with 37 years of industry experience. He holds a Series 66 designation and has worked at Celaya Wealth Management since 2021. His prior experience includes roles at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of his advisory work, Cabrera is an independent insurance agent involved in the sales and service of various insurance products, including life, disability, fixed annuities, health, and long-term care insurance. Celaya Wealth Management is a small firm with two advisors based in Miami, serving clients with a supported advisory model.