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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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Portfolio

Ana Fajardo Portfolio

Recent News

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July 29, 2022

How to Find a Good Retirement Advisor

There are many factors to consider when looking for find a good retirement advisor , and knowing which one is right for you is a great start. There are three main types of retirement advisors: Commission-based, fee-only, and fiduciary. Each type has advantages and disadvantages. It is important to choose a retirement advisor based on […]

July 5, 2022

Key Components of a Financial Plan

Key Components of a Financial Plan – Ana Fajardo There is no specific format for a financial plan, but it should address the same issues: determining net worth, exploring financial goals, and creating a budget and savings plan. Ana Fajardo believes, you should also have a long-term investment strategy, risk management, and retirement strategy, and […]

May 31, 2022

Six Steps for Getting Closer to Retirement

  Coming up on retirement According to Ana Fajardo, if you’re getting close to retirement age, you might be excited about the idea of living longer and better. After all, people say that 60 is the new 40. But what do you need to do to get ready for this next step? In Getting Closer […]

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