Ana Fajardo

Ana Fajardo is one of Miami’s most talented and valued financial professionals

About Me

Ana Fajardo is one of Miami’s most talented and valued financial professionals. As a Wealth Manager and Senior Retirement specialist with ValuTeachers, she helps the everyday heroes that teach our kids to retire with financial peace of mind. In her wealth practice, she also assists businesses and individuals of diverse backgrounds to prepare for what lies ahead.

An entrepreneur of 22 years, Ana is also the CEO and managing partner of Wealth Companies. Wealth Companies offers financial planning alongside real estate services for both residential and commercial properties in the Miami metro area, including Ft. Lauderdale. Wealth Companies, under the direction of Ana, has a successful track record with its personal clients and in team building. The ten-year anniversary of Wealth Companies in December 2022 is an exciting benchmark for a successful company.

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Ana Fajardo Portfolio

Recent News

Financial Planning
October 27, 2022

The Importance of Financial Planning

A financial plan is a comprehensive assessment of your current pay and financial state. It uses known variables to predict income, asset values, and withdrawal plans. A financial plan helps you determine your goals and establish a course of action to reach them. It is also an essential component of successful retirement planning. You can […]

October 10, 2022

How to Save For Retirement

Retirement is a time when you stop working. This time is also known as semi-retirement. Semiretirement refers to reducing the workload and working hours while maintaining a job. This is often a good thing for many reasons. For example, this type of retirement allows you to spend more time with your family or on hobbies. […]

September 15, 2022

What Age Should You Consider For Retirement?

You might consider retirement earlier than you had planned for several reasons. First, the full retirement age for Social Security is between 66 and 67 years old. In addition to these reasons, there are also financial considerations. For example, if you are in your fifties, you might not have the same social network as you […]

Never Too Late to Start Planning For Retirement - Ana Fajardo
August 24, 2022

Never Too Late to Start Planning For Retirement

It is never too late to start planning for your retirement. Rethink your vision of the perfect retirement, and reassess your current savings plan. You can also invest in a retirement account. Here are some tips to help you get started. This is the most crucial step you’ll take when planning for retirement. The more […]

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