Celaya Wealth Management is an independent Registered Investment Advisory firm based in Coral Gables, Florida. We offer financial planning and investment management services under our comprehensive wealth management plan (CWealth).
“Our mission is to give clients financial peace of mind”
Carlos Celaya, CFP®, President
“Although my job is to help you build your wealth, my satisfaction comes from seeing you enjoy it.”
Director of Business Development
Glenn Lopez is a client advocate focused on providing high-quality service, while building personal relationships with his clients. Glenn takes a consultative approach to the insurance business, his unique background allows him to craft innovative solutions tailored to small businesses and helps his clients develop insurance and financial plans that protect them from the risks of today while providing for the goals of tomorrow.
Glenn enjoys working with business owners, their employees and individuals to offers a variety of products that can help them meet a number of insurance and financial needs, including, but not limited to Life Insurance, Annuities, Supplemental Insurance and Income Disability Insurance.He has been recognized for his ability to embrace constant change in the industry, thereby providing his clients with expert advice. Glenn has created numerous strategic partnerships over the years with insurance brokers, CPA and business executives giving him the ability to present an a la carte menu of choices, enabling full disclosure and transparency.
Entrepreneurial, innovative sales and marketing executive with 15+ years of global experience. Innate acumen in leveraging customer insights and market demand into development of marketing strategies aimed at enhancing revenue and expanding brand metrics.
Glenn Lopez currently holds the Life, Health and Annuity license (2-15).