What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Coral Gables, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Coral Gables, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Cathy Pareto
MBA, CFP®, CPWA®
Azzendo Wealth Advisors
Coral Gables, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Coral Gables / Miami, FL and Serving Clients Nationwide
John Shea
CASL®, CFP®, ChFC®, CLU®, MBA
Genesis Wealth Management, Inc
Palm Beach Gardens, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale, and West Palm Beach area.
Alonso Rodriguez Segarra
CFP®
Advise Financial
Coral Gables, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning, Risk Management, SEP IRA / 401 (k) for Businesses
Fee-Only - Hourly financial planner located in Boca Raton, FL, serving clients in Florida, California and Texas.
Mario Yngerto
CPWA®, CFP®, ChFC®
Genesis Wealth Management, Inc
Coral Gables, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale area
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
