CELA ADVISORS, LLC is an independent, fee-only Registered Investment Advisor and consulting firm based in Miami, Florida. Founded in July 2008 by Ana C. Harris, the founder and President of the firm, CELA ADVISORS offers comprehensive financial planning and investment management services tailored to long-term risk parameters without any conflict of interest arising from commissions or transaction-based compensation. The firm prides itself on its advisory role for professionals, high-net-worth individuals, entrepreneurs, and business owners, focusing on asset preservation, succession planning, and tax efficiency.
Ana Harris brings extensive experience in estate taxes, investment management, insurance, and legal aspects of financial dealings due to her background as a corporate law attorney coupled with CFP credential. Fluent in Spanish, Harris is deeply involved in community engagements through the Miami Financial Planning Association and has made significant contributions as a mentor at Florida International University’s Global Entrepreneurship Center.
CELA ADVISORS’ team is complemented by Carlos S. Hermida, who manages portfolio operations, conducts investment research, oversees client asset allocations, and ensures compliance with regulatory standards. Their collaborative efforts ensure all financial aspects of clients' lives are integrated into a singular customized plan that includes estate planning, retirements goals, insurance evaluation, and business succession advice.
Operating from their headquarters in Miami-Dade County at 8950 SW 74th Court, CELA ADVISORS stands committed to minimizing conflicts of interest and providing independent financial advisory services. Interested parties can connect with them via phone or explore more through their website at celaadvisors.com.
KEY FACTS ABOUT CELA ADVISORS, LLC
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US Businesses
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Companies in Florida
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Miami-dade County Companies
- Company name
- CELA ADVISORS, LLC
- Status
- Active
- Filed Number
- L08000067871
- FEI Number
- 262977298
- Date of Incorporation
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July 14, 2008
Age - 17 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://celaadvisors.com
- Phones
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(305) 667-8123
(305) 667-8126
CELA ADVISORS, LLC NEAR ME
- Principal Address
- 8950 SW 74th Court,
MIAMI,
FL,
33156,
US
See Also