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14 Financial Planners in Coral Gables, Florida
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Matthew A. McGrath

CFP®

Managing Partner 1.1 Miles

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment...More

Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Lane M. Jones

CFP® , CFA

Chief Investment Officer 1.1 Miles

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned...More

Fee Only Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Evensky & Katz / Foldes Financial Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Steven M. Foldes

CFP®

3.48 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Employee...More

Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Katherine L. Hart

CFP®, AIF®

1.22 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Asset Planning Group, Inc.

1450 Madruga Ave, Ste 306A
Coral Gables, FL 33146
(305) 669-5070

Roxanne L. Alexander

CFP®

1.1 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Brett D. Horowitz

CFP®

Wealth Manager 1.1 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Evensky & Katz/Foldes Financial Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Taylor M. Gang

CFP®, AIF®

Principal 1.1 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Fee Only Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Cathy Pareto

CFP®, MBA

President 2.35 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Fee Only Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Cathy Pareto and Associates, Inc.

901 Ponce de Leon Blvd., Suite 501
Coral Gables, FL 33134
(305) 648-9814
CONNECT WITH Cathy
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Charles J. May

CFP®

First Vice President 2.09 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission Financial Advisor serving Coral Gables, Florida and the surrounding communities.

UBS Financial Services Inc

396 Alhambra Circle, Ste 800
Coral Gables, FL 33134
+ 1 More Address

UBS Financial Services Inc

PO Box 368
Marco Island, FL 34146
(786) 394-2875

Alonso Rodriguez Segarra

CFP®

CEO 2.51 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Advise Financial LLC

1600 Ponce de Leon Blvd, 10th Floor, #30
Coral Gables, FL 33134
7866677200
CONNECT WITH Alonso
  • facebook link
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Deborah Badillo

CFP®

Client advisor 2.14 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Coral Gables, Florida and the surrounding communities.

MEIRA formerly The Lubitz Financial Group

2525 Ponce De Leon Blvd, STE 300
Coral Gables, FL 33134-5025
(305) 670-4440
CONNECT WITH Deborah
  • linkedin link

Jose Diego Gonzalez

CFP®

Associate Advisor

Specialties:

Financial Advisor serving Coral Gables, Florida and the surrounding communities.

CameronDowning Inc.

4610 SW 5th Ter
Coral Gables, FL 33134-1922
(305) 384-7260

Linda Lubitz Boone

CFP®

President 2.14 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Meira (Formerly The Lubitz Financial Group)

2525 Ponce de Leon Blvd, 3rd Floor
Coral Gables, FL 33134
(305) 670-4440
CONNECT WITH Linda
  • linkedin link

Richard A. Gotterer

CFP®

Regional Director, Senior Wealth Advisor 7.01 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Coral Gables, Florida and the surrounding communities.

Calamos Wealth Management LLC

155 Morningside Dr
Coral Gables, FL 33133
+ 2 More Addresses

Calamos Wealth Management LLC

2020 Calamos Ct
Naperville, IL 60563

Calamos Wealth Management LLC

220 Alhambra Circle
Coral Gables, FL 33134
(305) 322-5072