Advisors at this firm
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.
