Top income planning financial advisors in Miami, FL

Glenn Downing is a CFP® professional with 27 years of industry experience. He has been with Camerondowning, Inc. since 2014. In addition to his advisory role, he conducts insurance business as a broker alongside a colleague. Camerondowning, Inc. advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating a range of investment options including cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard, emphasizing tailored investment plans, manager selection, and specialized crypto asset planning and education.

Edgar Nava is a financial advisor at Grove Wealth Management, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. He is the President and a shareholder of Winestico Consultants LLC, a business consulting firm. Nava has held roles at Grove Wealth Management since 2015. Grove Wealth Management provides discretionary portfolio management and financial planning services to individual and business clients, employing a combination of fundamental and technical analysis. The firm uses a broad range of investment tools, including equities, bonds, derivatives, and alternative portfolios, and it is noted for performance-based fee arrangements and volatility-based strategies involving the VIX and options/futures markets.

Natalia Rodriguez is a financial advisor at Thureos Asset Management LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including TD Private Client Wealth LLC, Santander Bank, and MFS Institutional Advisors. She has been with Thureos Asset Management since 2020. Thureos Asset Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm manages approximately $28 million in assets, using a blend of fundamental, technical, and charting analysis to guide portfolio decisions within a discretionary mandate.

Brenton Anderson is a financial advisor with Independent Wealth, LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Independent Wealth since 2020 and also serves as Chief Operating Officer for Simulacra, LLC, a recruiting firm. Independent Wealth, LLC serves a limited number of individual and family clients through a two-phase advisory model focused on comprehensive onboarding and optional subscription memberships for ongoing support. The firm provides non-discretionary, advisory-only services emphasizing written strategic plans and detailed risk disclosures, particularly around virtual currency and emerging technologies.

David Sharek is the sole advisor at Shareks Stock Portfolios in Miami, FL, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has led Shareks, LLC since 2008. Shareks Stock Portfolios is an independent, fee-based advisory firm managing approximately $10.9 million for around 19 clients, including individuals, businesses, institutions, and other advisors. The firm employs a discretionary, earnings-driven growth-stock system across three model strategies and offers subscription-based stock research, educational seminars, and public portfolio transparency uncommon among similar-sized independent advisors.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.