IG
CFP · ChFC
IG
CFP · ChFC

Israel Guitian

35 Years of Experience
Coral Gables, FL

Israel Guitian is a CFP, ChFC-designated registered investment advisor at Guitian Wealth Management, LLC, based in Coral Gables, FL, with 35 years of industry experience. Israel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 77 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$20.9M
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Location

1200 Anastasia Avenue, Suite 450, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Guitian Wealth Management, LLC
September 2014 - Present · 11 yrs 7 mos
Previous Registrations
Independent Financial Partners
September 2009 - September 2014 · 5 yrs
Kovack Advisors, INC.
February 2005 - November 2009 · 4 yrs 9 mos
Rk Advisors
February 2005 - August 2006 · 1 yr 6 mos
Prudential Financial Planning Services
January 1991 - February 2005 · 14 yrs 1 mo
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.