Featured Business: Cela Advisors

Posted:  June 17th, 2012 by:  YPN MIami comments:  0

Cela Advisors is a fee-based financial planning and investment management firm. We advise professionals, high net worth individuals, and business owners on ways to preserve and protect their assets, and plan for succession of ownership and control of family businesses. We advise on business structures, control techniques, and incentive compensation programs for both family and non family members of management. We assist clients with the beneficiary and distribution decisions under qualified plans and IRAs.

About Ana Cela Harris, Founder & President of Cela Advisors

Ana is also a certified financial planner and attorney. She advises clients on budgeting, cash flow, taxes, and investments and has extensive experience advising start-ups, entrepreneurs, family businesses and closely-held business owners on all aspects of their financial life.

Ana created Cela Advisors to follow her philosophy of providing truly independent advice following the Fiduciary Principles applicable to licensed attorneys, certified financial planners, and registered investment advisors.

Prior to joining a wealth management firm, Ana was a practicing estate tax and corporate law attorney for over 20 years, most recently, with a large regional law firm.

Ana’s business and legal experience coupled with her degree in finance and Certified Financial Planner™ designation, make her uniquely qualified to consult with individuals and families on all of their financial needs.

Ana is a member of many professional organizations, including the Financial Planning Association, the Family Firm Institute, the Florida Bar, Cuban American Bar Association, and Women Executive Leadership. Additionally, Ana is passionate about “entrepreneurship” and is a member of the advisory board of FIU’s Eugenio Pino and Family Global Entrepreneurship Center. Ana has been a judge of the Final Round of FIU’s Business Plan Competition, annually, from 2004 to 2011. Ana is bilingual and is a popular presenter in Spanish or English on financial planning, estate planning and taxes.

Ana earned a Bachelors Degree in International Finance and Marketing from the University of Miami, and a Law Degree from the University of Miami, where she was a member of the Law Review and Moot Court Board. Ana has also earned her certified financial planners® designation.

For more information about Cela Advisors, visit celaadvisors.com.

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