Find the Certified Financial Planner™
Who's right for you.

Ana C. Harris, Esq., CFP®

Cela Advisors

9100 S Dadeland Blvd
Ste 1701
Miami, FL 33156
Phone: (305) 667-8123
Fax: (305) 667-8126

Household Income Minimum: $250,000
Investable Asset Minimum: $750,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Limited Partnerships
  • Irregular Income
  • Getting Married
  • Minority Financing
  • Retirement
  • Life Planning
  • Startup
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Fees may be based on a "per-project" basis, or as a percentage of the assets under management, depending on the services requested. There is no fee for the initial consultation.