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1,345 advisors near
33189
within the area shown on the map
Out of 400,000+ nationwide
Israel G
CFP®, ChFC®, Series 63, Series 65
Coral Gables, FL
Guitian Wealth Management, LLC
Israel Guitian Jr. is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 35 years of experience in the financial industry. He is the sole advisor at Guitian Wealth Management, LLC, an independent firm based in Coral Gables, FL, where he has worked since 2014 in various capacities. Guitian Wealth Management serves clients with personalized wealth management strategies tailored to individual needs.
Pedro O
Series 65
Coral Gables, FL
Campbell Williams, Inc.
Pedro Ortiz Vandergrift is a Series 65 credentialed financial advisor with eight years of industry experience. He has been with Campbell Williams, Inc. in Coral Gables, FL since 2016. Campbell Williams, Inc. is a small firm supporting two advisors and serves clients with personalized investment guidance.
Talha S
CFP®
Coral Gables, FL
Stonewealth Advisors, LLC
Talha Syed is a CFP® professional with seven years of industry experience. He is a partner at Stonewealth Advisors, LLC, where he has worked since 2018, and also co-manages Syed Manrara & Associates, LLC, an accounting firm providing accounting and tax services. Prior to this, he worked at Millares & Company, Inc. for five years. Stonewealth Advisors, LLC is a small, supported advisory firm based in Coral Gables, FL.
Daniel O
CFP®, Series 63
Coral Gables, FL
Stonewealth Advisors, LLC
Daniel Orona is a CFP® with 10 years of industry experience, currently serving at Stonewealth Advisors, LLC since 2020. His prior experience includes roles at MMG Equity Partners, BigSur Wealth Management, and Millares & Company. Outside of advisory work, he is President of Orona & Associates, P.A., an accounting and tax services firm. Stonewealth Advisors, LLC is a small firm based in Coral Gables, Florida, providing financial advisory services with a supported firm structure.
Hadley W
Series 65
Coral Gables, FL
Campbell Williams, Inc.
Hadley Williams is a financial advisor at Campbell Williams, Inc. in Coral Gables, FL, with 29 years of industry experience. He holds a Series 65 designation and has been with Campbell Williams since 1995. Additionally, he serves as president of International Growth Resources Corp., a consulting and administrative services firm he has led since 1993. Campbell Williams, Inc. is a small advisory firm with two advisors that offers supported services.
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Finding advisors...
1,345 advisors near
33189
within the area shown on the map
Out of 400,000+ nationwide