How does the advisor help clients – Key Takeaways:
CELAYA WEALTH MANAGEMENT is a financial advisory firm that aims to provide expert financial advice to its clients. With a team of experienced advisors, they offer a range of services to help clients meet their financial goals.
Facts and Insights:
CELAYA WEALTH MANAGEMENT has been in business for over 15 years, and has a team of 10 expert advisors. They have consistently maintained a high standard of service, and have a successful track record of helping clients achieve their financial goals.
The table below shows the firm’s assets under management, number of advisors, and the time they have been in business.
| Assets Under Management | Number of Advisors | Time In Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
CELAYA WEALTH MANAGEMENT offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include investment management, financial planning, estate planning, tax planning, and retirement planning. They also provide portfolio analysis and risk management services to help clients make informed investment decisions.
Client Types:
CELAYA WEALTH MANAGEMENT caters to a wide range of clients, including individuals, families, and businesses. They have an in-depth understanding of the unique financial needs of each client and tailor their services accordingly.
Fees & Compensation:
CELAYA WEALTH MANAGEMENT operates on a fee-based compensation structure. This means that they charge a percentage of the assets under management as their fees and do not earn any commissions from product sales. This ensures transparency and aligns the firm’s interests with those of its clients, as their success is directly tied to the performance of their clients’ investments.
Background:
CELAYA WEALTH MANAGEMENT was founded by John Celaya, a seasoned financial expert with over 20 years of experience. He holds a Masters degree in Finance and has multiple certifications in the field of financial planning. He leads a team of diverse and qualified advisors, each with their own unique skills and expertise.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CELAYA WEALTH MANAGEMENT is required to disclose any potential conflicts of interest that may arise in the course of providing financial advice. They have a fiduciary duty to act in the best interests of their clients at all times and must disclose any fees, commissions, or other compensation they receive from third parties.