Amilka Delgado, a seasoned and CERTIFIED FINANCIAL PLANNER™ in Orlando, FL, founded Delgado Wealth Management; DBA: Wisdom Planning Group in 2014. With nearly 15 years of experience at a prominent brokerage firm, he began his financial advising career in 1999 after an honorable service in the United States Marine Corps.
A resident of Orlando with three children, Amilka's passions extend beyond financial planning into boating, grilling, and playing baseball on weekends. His academic achievements include earning a Bachelor of Science from Palm Beach Atlantic University.
Recognizing the need for unbiased financial guidance without conflicts arising from proprietary product sales, typical of large brokerage firms, Amilka established Delgado Wealth Management. His mission is to assist families and individuals in Orlando with comprehensive financial solutions, focusing exclusively on the client's success rather than the firm's bottom line.
Amilka Delgado's Expertise in Financial Planning
Retirement Planning Tailored Strategies for a Secure Future in Orlando
At the core of successful financial management lies the ability to plan for the golden years. As a trusted Financial Advisor in Orlando, Amilka understands the importance of designing personalized retirement plans that not only align with your future aspirations but also safeguard your financial well-being.
Estate Planning Guided Estate Management and Future Security
Your legacy is a testament to your life's journey. Offering specialized guidance on wills, trusts, and all facets of estate management, Amilka ensures your assets are distributed as you desire. Envision a future where your loved ones are secured; that's the assurance of Amilka's expertise in Financial Advisor services.
Investment Planning Aligned Strategies for Achieving Financial Objectives
The financial landscape is vast, but with Amilka's tailored investment strategies, navigating it becomes a targeted endeavor. Whether you're an aggressive investor or lean towards safer options, Amilka crafts plans to align with your unique financial objectives, reinforcing his status as a leading Financial Advisor.
Social Security Claiming Analysis Maximizing Your Entitled Benefits
Social security benefits, when claimed strategically, can significantly bolster your retirement income. Amilka’s expertise in Social Security Claiming Analysis ensures that you utilize optimal claiming techniques to get the most out of your benefits.
Tax Efficient Investing Minimize Liabilities, Maximize Returns
In the intricate world of finance, every percentage saved can compound into significant growth. Amilka specializes in crafting investment strategies that not only align with your goals but also focus on minimizing tax liabilities. As a seasoned Financial Advisor, he knows the importance of tax efficiency in optimizing returns.
Trust in Amilka's expertise to navigate your financial journey. With a keen eye for detail and a deep understanding of the financial landscape, he is the Financial Advisor you’ve been searching for.
Whether you need help with retirement planning, estate management, or personalized investment advice, Amilka Delgado's expertise and dedication to client success make Delgado Wealth Management the go-to financial planning service in Orlando, FL.