CALLES FINANCIAL, INC.
CORAL GABLES, FLORIDA

Calles Financial, Inc., founded on March 26, 2001, is a prestigious financial services firm based in Coral Gables, Florida. The company specializes in providing comprehensive financial planning, estate and retirement solutions, and business succession strategies. Headquartered at GABLES INTERNATIONAL PLAZA, the firm delivers personalized service with a strong emphasis on high ethical standards to cater to individual and corporate clients. Calles Financial collaborates with major insurance and financial services companies like Ameritas Investment Corp., offering a broad range of tax-favored products aimed at wealth building and retirement income planning. The company employs tailored strategies by leveraging its partnership with trained and licensed representatives, ensuring that all client needs are thoroughly addressed. The firm’s leadership includes Juan Calles, CPA, a renowned financial expert whose credentials include the Chartered Life Underwriter designation earned in 1981 and the Chartered Financial Consultant designation from the American College in 1983. He has been recognized with numerous awards for sales achievements and quality service in finance. John C. Calles, another key figure at the company, brings a wealth of experience as a two-time graduate of the University of Miami. After obtaining his Juris Doctor degree cum laude in 1992, John contributed to expanding the firm's services by rejoining his father and focusing on financial planning, money management, retirement benefits, and strategic business solutions. To ensure transparency and facilitate further interactions, Calles Financial maintains a comprehensive online presence at callesfinancial.com. The company upholds its commitment to client service with its status as Florida Models Dos FloridaCompanyStatus and consistently reports through annual updates, with the most recent on March 14, 2024.