A complete list of active advisors currently associated with Chinea Wealth Management LLC
Warmer can help you find a great advisor at Chinea Wealth Management LLC or one who fits your needs even better.
Chinea Wealth Management provides portfolio management and financial planning services to individual and high‑net‑worth clients, and it also offers employer‑arranged financial literacy conferences. The firm charges asset‑based advisory fees and offers one‑time and ongoing planning and hourly services, and it typically operates with discretionary trading authority on managed accounts. The firm creates individualized Investment Policy Statements that document income, tax considerations, risk tolerance and time horizon, and may use model allocations together with client‑specific recommendations. Its investment methods draw on modern portfolio theory, efficient market theory and cyclical analysis, and it pursues long‑term trading across mutual funds, ETFs, fixed income, real estate funds, hedge funds and private equity as appropriate. A noteworthy feature is the firm’s Financial Literacy Conferences — employer‑paid sessions covering employee benefits (401(k) and equity compensation), general financial literacy, and sport and entertainment financial topics — an offering that is uncommon among independent peers. The firm maintains a Schwab Institutional custody relationship that can provide institutional services and occasional research or other third‑party benefits, and it does not aggregate block trades for multiple client accounts.
To learn more about the advisors currently working at Chinea Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Guaynabo, PR
| 5
|
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