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Celaya Wealth Management Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Celaya Wealth Management is an independent Registered Investment Advisory firm based in Coral Gables, Florida. It offers comprehensive wealth management through financial planning and investment management services under its CWealth framework, aiming to provide clients with financial peace of mind. The firm emphasizes a personal, conflict-free approach and seeks to protect portfolios during market downturns while making planning services more affordable for Certified Financial Planner clients.

Serving individuals seeking tailored, independent guidance, the company positions itself within the financial services industry as a fiduciary-style advisor focused on comprehensive planning and disciplined investing. Located on Ponce de Leon Boulevard in Coral Gables, Celaya Wealth Management describes its mission as delivering trusted, client-centered service across its wealth management offerings.

Find Celaya Wealth Management employees' phone numbers or email addresses

Celaya Wealth Management Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Celaya Wealth Management's Leadership

  • Stylized image of a person
    G. M.
    Director Business Development
    Mobile Phone

Celaya Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Celaya Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. M.
    Director Business Development
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Celaya Wealth Management known for?

Minus sign iconPlus sign iconCelaya Wealth Management was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-305-560-****
. Explore Celaya Wealth Management's company overview page for more information.

What is Celaya Wealth Management's most common email format?

Minus sign iconPlus sign iconCelaya Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Celaya Wealth Management email formats with LeadIQ.

How many employees does Celaya Wealth Management have currently?

Minus sign iconPlus sign iconCelaya Wealth Management has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Celaya Wealth Management's key employees and leadership?

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As of August 2026, Celaya Wealth Management's key employees include:

  • Director Business Development: G. M.

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