My Investment Path
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and corporations or business entities. Services include customized Investment Policy Statements, discretionary and non‑discretionary portfolio management, and one‑time financial plans.
The firm’s investment process combines cyclical analysis, modern portfolio theory, and technical analysis and generally employs a long‑term trading approach. It uses a wide range of instruments — including mutual funds, fixed‑income, real estate funds (including REITs), ETFs (including precious‑metal ETFs), venture capital funds, annuities, commodities, and non‑U.S. securities — and documents client risk tolerance and performance reporting in quarterly custodian statements.
What is notable in the brochure is that supervised persons are licensed to sell insurance and also act as a real estate broker/dealer, and the firm discloses that it may receive commissions or other outside compensation for those sales; such conflicts are disclosed to clients and documented in client files. The combination of offering insurance and real‑estate brokerage services alongside a broad menu of investable vehicles (e.g., venture capital and real estate funds) distinguishes the firm’s business model from many peers of its size.
Client services
Expertise
Fee options
Fixed financial planning fees negotiated between $100 and $10,000
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Compensation for the sale of investment products and insurance products; commissions earned by supervised persons as licensed insurance agents
Main office
2525 Ponce De Leon, Suite 300
Coral Gables FL 33136
Advisors at this office
3
Most active in
Florida
Also doing business as
Investment Management LLC · My Investment Path
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Veronica Maria P
Series 66
Coral Gables, FL
My Investment Path
Veronica Maria Parellada Eller is a Series 66-credentialed financial advisor with three years of industry experience, currently operating as the CEO and sole advisor at My Investment Path in Coral Gables, Florida. Her prior experience includes roles at RainMaker Securities, American Insurance Company LLC, and Northwestern Mutual Life Insurance Company. In addition to her advisory work, she is involved in small business transactions and consulting through her role as founder and broker in charge of Global Business Advisors. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach combining cyclical analysis, modern portfolio theory, and technical analysis, utilizing a broad range of investment instruments including mutual funds, real estate funds, ETFs, venture capital funds, and non-U.S. securities.
Carme H
Series 65
Coral Gables, FL
My Investment Path
Carme Hortala Vallve is a Series 65 licensed advisor with five years of industry experience. She is currently with My Investment Path and has held roles at several firms including Amicorp Wealth Services LLC, Activa Capital Group LLC, and G.V.C. Gaesco Valores. Outside of her advisory duties, she serves as an independent board member for PARLEM Telecom and the Institut Català de Finances, and is a member of the "Comision Economica Estrategica" at Futbol Club Barcelona. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach, combining cyclical analysis, modern portfolio theory, and technical analysis, with a broad investment product offering that includes venture capital and real estate funds.
Tomas U
Series 66
Coral Gables, FL
My Investment Path
Tomas Ulla is a financial advisor at My Investment Path in Coral Gables, FL, holding a Series 66 designation. He has been in the industry since 2025, with prior roles including positions at AGP and RV Owens Strategic Group. Tomas also has experience in academia, having worked at St. Thomas University and the University of Northwestern Ohio. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach using a diverse array of investment instruments and combines cyclical analysis, modern portfolio theory, and technical analysis in its process.
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