Jimmy Gonzalez - Financial Advisor in Coral Gables, FL | WiserAdvisor.com

We're Your Partner for Long-Term Wealth.<br /><br />Our goals are the same:  Sound investment advice free from conflict of interest.<br /><br />It's that simple.  That's what we're about at Anthem Advisors.  Much of the financial industry is based on sales and distribution of "products."  After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that  helps clients simplify some of life's most complicated questions.  For example, Do I have enough to retire with confidence?

Anthem Advisors

Mr. Alexander Tecle, Senior Wealth Advisor, joined Anthem 
Advisors in June 2018.  Prior to joining the team at 
Anthem, Alexander served as Financial Consultant for 
Fidelity Investments for 10 years.  Mr. Tecle was raised 
in Miami.  He procured a double Bachelor of Science 
degree in Finance & Accounting from Florida State 
University in 2006 and he went on to complete his 
Masters in Business Administration at Florida 
International University.  

Alexander has held a number of insurance and securities 
licenses for many years.  In 2016, he received a Master 
of Science degree in Taxation from Florida Atlantic 
University.  Mr. Tecle is actively involved in leadership 
positions with various non-profit organizations that 
strengthen the fabric of the community by promoting the 
cultural arts and education programs in Miami-Dade Public 
Schools.  He is welcomed to the Anthem Advisors team as 
Director of Wealth Management.

Mr. Charles Zimmerer joined Anthem Advisors in February 
2018.  Mr. Zimmerer was born in Salisbury, Maryland.  
Majoring in finance and international business, he 
graduated with a Bachelor of Science degree from Florida 
Atlantic University in May 2000.  Thereafter, he 
graduated from the University of Florida's Frederic G. 
Levin College of Law in May 2003 with a Juris Doctor Cum 
Laude and obtained his Uniform Investment Adviser Law 
license in securities to provide investment advice in 
2013.

Charles served as a criminal prosecuting attorney until 
2007, when he became eligible to sit for the CPA 
examination and was licensed as a Certified Public 
Accountant in Florida.  Prior to joining the team at 
Anthem, he practiced international tax law in his private 
practice on Brickell Key.  Mr. Zimmerer is experienced in 
IRS defense, tax and estate planning.  His expertise is 
welcomed on the Wealth Management Team at Anthem 
Advisors.

At Anthem we start with your long-term goals. Understanding your retirement goals, income, tax and estate planning, and real estate investments helps us create a holistic plan completely customized for you and your family. Using your goals as a guide, we design advantageous strategies for you backed by our extensive experience supporting generations of families in achieving their retirement plans.

Whether you're a business owner, sole operator, or an employee, we can help make your customized 401k plan or defined benefit plan simpler, more affordable, and easier to manage. We strive to maximize the tax and contribution potential of qualified retirement plans for you and your teams, whether that's 1 person or 100+ employees.

No matter what life throws at you, we've got you covered. Our insurance team specializes in mitigating risks and safeguarding you and your family. We prioritize identifying cost-effective solutions so you know what to expect when the unexpected happens.

Whether you're considering a cost segregation study, income planning for a comfortable retirement, leaving a legacy for your family, or donating to causes you're passionate about, our in-house team of financial planning specialists, CPA and tax attorney have all the tools to help you successfully navigate your estate and tax planning needs. We'll walk you through the Anthem Financial Planning Roadmap to ensure your family is planning for the future, and building your legacy.

We believe smart investing starts with sound risk management. Markets can be volatile, but our mission is to help you navigate the ups and downs. Using an evidence-based approach to identify market exposure, coupled with in-depth financial planning, we optimize your investment strategies for you.

Paladin Research Report For:

Jimmy Gonzalez

Anthem Advisors

About Jimmy Gonzalez

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