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Veronica Maria P
Series 66
Coral Gables, FL
My Investment Path
Veronica Maria Parellada Eller is a Series 66-credentialed financial advisor with three years of industry experience, currently operating as the CEO and sole advisor at My Investment Path in Coral Gables, Florida. Her prior experience includes roles at RainMaker Securities, American Insurance Company LLC, and Northwestern Mutual Life Insurance Company. In addition to her advisory work, she is involved in small business transactions and consulting through her role as founder and broker in charge of Global Business Advisors. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach combining cyclical analysis, modern portfolio theory, and technical analysis, utilizing a broad range of investment instruments including mutual funds, real estate funds, ETFs, venture capital funds, and non-U.S. securities.
Carme H
Series 65
Coral Gables, FL
My Investment Path
Carme Hortala Vallve is a Series 65 licensed advisor with five years of industry experience. She is currently with My Investment Path and has held roles at several firms including Amicorp Wealth Services LLC, Activa Capital Group LLC, and G.V.C. Gaesco Valores. Outside of her advisory duties, she serves as an independent board member for PARLEM Telecom and the Institut Català de Finances, and is a member of the "Comision Economica Estrategica" at Futbol Club Barcelona. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach, combining cyclical analysis, modern portfolio theory, and technical analysis, with a broad investment product offering that includes venture capital and real estate funds.
Tomas U
Series 66
Coral Gables, FL
My Investment Path
Tomas Ulla is a financial advisor at My Investment Path in Coral Gables, FL, holding a Series 66 designation. He has been in the industry since 2025, with prior roles including positions at AGP and RV Owens Strategic Group. Tomas also has experience in academia, having worked at St. Thomas University and the University of Northwestern Ohio. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach using a diverse array of investment instruments and combines cyclical analysis, modern portfolio theory, and technical analysis in its process.
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