Cela Wealth Management

Sol Villalobos is a financial advisor at Cela Wealth Management in Miami, FL, holding a Series 65 designation with three years of industry experience. He has a background in legal work, currently serving as a legal assistant at A2 Law Office, P.A., where he drafts trusts and wills. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, focusing on clients with substantial household investable assets. The firm uses a data-driven investment process that combines fundamental and technical analysis and employs a core-and-satellite portfolio allocation with low-cost index funds and ETFs.

Ana Harris is a CFP® professional with 17 years of industry experience. She has been with Cela Advisors since 2008. In addition to her financial advisory role, she practices as an attorney-at-law, dedicating a portion of her time to legal services. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven investment approach combining fundamental and technical analysis, utilizing core-and-satellite allocations with low-cost index funds and ETFs, and emphasizes downside risk management through portfolio tilts.

Carlos Hermida is a financial advisor at Cela Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has worked at ESE Industries, Inc. and Cela Advisors. Hermida is also a Certified Public Accountant (CPA) and serves as the owner and president of Emerald Bay Ventures, Inc., a holding company unrelated to his advisory work. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven approach combining fundamental and technical analysis with a core-and-satellite allocation using low-cost index funds and ETFs, emphasizing downside risk management and global diversification.