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Caleb C

Series 65, Series 63

Tampa, FL

IHT Wealth Management LLC

Caleb Cetina is an advisor with IHT Wealth Management LLC in Tampa, FL. He holds Series 63 and Series 65 credentials and has been in the financial industry since 2025. Prior to joining IHT, his work experience includes roles at LPL Financial, Porsche Fort Myers, and Ensemble Schools. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm employs a multi-faceted investment approach combining fundamental analysis, quantitative optimization, and portfolio rebalancing tailored to client objectives and risk tolerances.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Ernest C

Series 63, Series 65

Tampa, FL

IHT Wealth Management LLC

Ernest Carrera is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at several firms including Wealthcare Advisory Partners and Independent Financial Partners, and has been associated with LPL Financial since 2015. Outside of his advisory role, he is a licensed pilot and owns an aircraft through a private business entity. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blended investment approach that combines fundamental stock selection with quantitative tools and diversified portfolios, while also offering ERISA fiduciary services and operating affiliated broker-dealer and private equity businesses.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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