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Top Rated Financial Advisors in Coral Gables, Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Coral Gables, Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Coral Gables, Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Coral Gables, Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Coral Gables, Florida area.
Coral Gables, FL
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

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Carlos Enrique Rodriguez

Frontline Wealth Management
Carlos Enrique Rodriguez, a financial fiduciary, provides financial services to clients in the Miami, Florida area. Carlos has over 15 years of experience.
Miami, FL
Telephone Advisor
Telephone: 786-901-7109
Visit Advisor Website
https://www.frontlinewealthmgmt.com

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

Name(s) of Custodian(s):
Pershing LLC, Schwab, Fidelity

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Facet

Facet , a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the West Palm Beach, Florida area.
West Palm Beach, FL
Telephone Advisor
Telephone: 443-376-6222
Visit Advisor Website
https://facetwealth.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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