Celaya Wealth Management Employee Directory

Q: What is Celaya Wealth Management known for?

Celaya Wealth Management was founded in 2014. Celaya Wealth Management operates in the Financial Services industry.

Q: How many employees does Celaya Wealth Management have currently?

Celaya Wealth Management has approximately 4 employees.

Financial ServicesUnited States2-10 Employees

Celaya Wealth Management is an independent Registered Investment Advisory firm based in Coral Gables, Florida. We offer financial planning and investment management services under our comprehensive wealth management plan (CWealth).

“Our mission is to give clients financial peace of mind”

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Choosing the right financial advisor is a crucial step for securing financial peace of mind. A client's trust is sacred, and our firm understands that it's not something that is merely given but rather earned each step of the way.

Celaya Wealth Management was created for two main reasons that we noticed have not been emphasized in the financial industry.

1- To create a layer of protection in your investment portfolio that can offer a hedge during a large market downturn

2- To create a pricing model that finally makes financial planning services by a Certified Financial Planner affordable

Those two steps along with a firm that emphasizes personal service and is independent of any 3rd party conflict create a unique approach that allows you to achieve your goals on your terms and not when the market dictates.

Find Celaya Wealth Management employees' phone numbers or email addresses

Celaya Wealth Management Global Highlights

North America
4

United States Of America
4

Celaya Wealth Management's Leadership

C. C.
Wealth Advisor/Owner
Mobile Phone
Email
G. M. L.
Director / Business Development
Mobile Phone
Email
G. M.
Director Business Development
Mobile Phone
Email
G. L.
Agent
Mobile Phone
Email

Contact profiles from Celaya Wealth Management

Name

Title

Contact Info

Location

Last Update

C. C.
Wealth Advisor/Owner
Mobile Phone
Email
United StatesFlorida
Oct 20, 2025
G. M. L.
Director / Business Development
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
G. M.
Director Business Development
Mobile Phone
Email
Oct 16, 2024
G. L.
Agent
Mobile Phone
Email
United StatesFlorida
Oct 22, 2025

Frequently Asked Questions

What is Celaya Wealth Management known for?

Celaya Wealth Management was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 2222 Ponce de Leon Blvd, 3rd Floor Coral Gables, Florida 33134, US; 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?

Celaya 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?

Celaya Wealth Management has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Celaya Wealth Management's key employees include:

Wealth Advisor/Owner: C. C.
Director / Business Development: G. M. L.
Director Business Development: G. M.
Agent: G. L.

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