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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

what-age-should-you-consider-resigning
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 […]

advisor
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 […]

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