Amilka Delgado founded Delgado Wealth Management; DBA: Wisdom Planning Group in 2014 after almost 15 years working for a large brokerage firm in Orlando, FL. He began his career in 1999 after serving in the United States Marine Corps. Amilka resides in Orlando and has three kids. He enjoys boating and grilling out and plays baseball most weekends. He earned a Bachelor of Science from Palm Beach Atlantic University and is a CERTIFIED FINANCIAL PLANNER™ certificant.
Amilka started Delgado Wealth Management to pursue his career goal of advising families and individuals in all aspects of their financial well-being, without the inherent conflicts that result from proprietary product sales at most large brokerage firms. As an independent practitioner, his primary focus will be on the client’s success—not the firm’s bottom line.
Areas of expertise:
- Retirement Planning
- Estate Planning
- Investment Planning
- Social Security Claiming Analysis
- Modern Portfolio Theory
- Education Planning
- Tax Efficient Investing