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Justin R

CFP®, Series 66

Coral Gables, FL

Entelevest, LLC

Justin Rams is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Entelevest, LLC since 2022 and previously held roles at Equitable Advisors and AXA Advisors. Rams is based in Coral Gables, FL, and holds a Series 66 license. Entelevest provides advisory services to individuals, employee benefit plans, and businesses, offering discretionary wealth management, financial planning, and insurance consulting. The firm manages client accounts primarily on a discretionary basis, uses firm-developed model portfolios, and employs specific approaches to brokerage and cryptocurrency-linked ETF recommendations.

Passive / index investing
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Brandon D

CFP®, Series 66

Coral Gables, FL

Entelevest, LLC

Brandon Diaz is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Entelevest, LLC since 2022 and previously held roles at Equitable and Equitable Advisors. Outside of financial advising, he has experience with DBB Collectables. Entelevest works with individual clients, including high-net-worth households, and serves plan sponsors and fiduciaries of employer retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, and retirement plan consulting, using firm-developed model portfolios and a combination of quantitative and fundamental investment methods.

Passive / index investing
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Juan H

CFP®, ChFC®, Series 63, Series 65

Coral Gables, FL

Entelevest, LLC

Juan Hanuszkiewicz is a CFP® and ChFC® with 16 years of industry experience. He is currently with Entelevest, LLC, where he has worked since 2021, following prior roles at Equitable Advisors and Axa Advisors. Entelevest serves individual clients, including high-net-worth households, as well as plan sponsors and fiduciaries of employer retirement plans. The firm provides discretionary wealth management and comprehensive financial planning, using firm-developed model portfolios and a combination of quantitative and fundamental investment methods.

Passive / index investing
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