More Than Advisors. Your Fiduciary Partners.
As a Registered Investment Advisor, we put your best interests first—always.
- Fiduciary • Fee-Only • Registered Investment Adviser
Your Goals, Our Expertise.
As a Registered Investment Advisor, CELA Wealth Management is dedicated to putting your interests first—always. We take a customized, client-focused approach to financial planning, ensuring every strategy is tailored to your goals.
- Invest – Globally diversified portfolios tailored to goals.
- Plan – Roadmaps for retirement, college, life events.
- Protect – Tax-smart structures for wealth transfer.
Our Team. Your Peace of Mind
With the right team by your side, financial confidence is just a conversation away.
Ana Cela Harris
JD, CFP®
About Ana
Ana Cela Harris, JD, CFP®
Ana Cela Harris, JD, CFP® brings 30 years of legal, business, and wealth-management experience to CELA Wealth Management. A former estate-planning attorney, she founded both CELA and A2 Law to help affluent families align investments with tax-efficient trusts, business-succession plans, and retirement goals. Fluent in Spanish, Ana serves an international client base. She sits on the boards of the SSJ Foundation—which funds free healthcare in Miami-Dade—and several education charities. Away from work she enjoys travel, cooking, and gardening.
Carlos Hermida
Portfolio Manager
About Carlos
Carlos Hermida, Portfolio Manager
Carlos combines 15 years of global‑market experience with a rigorous foundation in accounting and economics. A graduate of Florida International University with degrees in Accounting, Finance, and Economics, he began his career in public accounting, preparing tax returns and audited statements for corporations and high‑net‑worth families. Today he oversees CELA’s $175 million investment program, designing diversified, tax‑efficient portfolios and translating complex trends into clear action steps. Outside the office he enjoys boating, cycling, and traveling with his wife Katrina and their daughter Elizabeth.
Sol Villalobos
Advisor & Estate‑Planning Assistant
About Sol
Sol Villalobos, Advisor & Estate‑Planning Assistant
Born in Buenos Aires, Sol earned her JD from the University of Buenos Aires in 2013. After relocating to Miami, she secured her Series 65 and joined CELA Wealth Management and A2 Law in 2022. Nine years as a court clerk shaped her attentive, people‑first style, which now guides families through complex planning choices. Fluent in Spanish, she enjoys travel, beach days, yoga, and Pilates with her husband.
Community
& Culture
Service is woven into our firm’s fabric. Ana leads by example as a board member of the SSJ Foundation, bringing free medical care to uninsured Miami families, and as a supporter of local education initiatives. Throughout the year our team volunteers and contributes resources to causes our clients value, because we believe thriving portfolios should power thriving communities.
Your Goals, Our Expertise.
While Miami is our home, our financial expertise knows no borders spanning across the United States and beyond. Whether you’re across town or across continents, we’re committed to strengthening your financial foundation. Because ultimately, our success isn’t measured in portfolios. It’s measured in the peace of mind and possibilities we create in your life.
Design Notes: This should be a different color than the section above it.
- Invest – Globally diversified portfolios tailored to goals.
- Plan – Roadmaps for retirement, college, life events.
- Protect – Tax-smart structures for wealth transfer.
Our Impact By The Numbers
Assets Under Advisement
28th, 2025
Years in business
Expert Team
Community Leadership
Our Impact By The Numbers
Assets Under Advisement
28th, 2025
Years in business
Expert Team
Community Leadership
Our Story
After more than two decades as a respected estate-planning attorney, Ana Harris saw how legal documents can succeed or fail depending on the investment advice behind them. Determined to give families a fully aligned solution, she founded CELA Wealth Management in 2010. Her vision was simple: combine institutional-grade portfolio management with the unwavering care and transparency of a fiduciary. That spirit of stewardship still guides every recommendation we make today.
Ana Harris,
Founder of Cela Wealth Management
Name
Lora William
What’s My First Move?
Ready to Take Control Of Your Financial Future?
We’re here to help
Am I Missing Something?
Can I Rely on My Advisors?
Is My Portfolio Future Ready?
Am I Missing Something?
What’s My First Move?
Ready to Take Control Of Your Financial Future?
We’re here to help
Can I Rely on My Advisors?
Is My Portfolio Future Ready?
Why Choose CELA?
We’re not just managing your wealth. We’re nurturing your financial future. While big banks see account numbers, we see partners. Our approach combines personalized attention with transparent guidance that keeps your goals at the center of everything we do.
Relationships
That Matter
We're the financial equivalent of your favorite local restaurant—where they know your name and preferences before you even sit down. We go beyond portfolios to understand your goals, concerns, and the legacy you want to build.
Confidence in
Every Decision
Our clients don’t just value our strong, proven results. They value the peace of mind that comes from knowing their financial future is in expert hands.
Transparency
You Can Trust
No hidden fees. No conflicts of interest. Just straightforward, honest advice that always puts your best interests first with the level of service you deserve.
Unparalleled
Accessibility
Once you become a client, you’ll get direct, one-on-one access to your dedicated team. No waiting, no red tape. Because your financial future can’t wait.
Why Choose CELA?
We’re not just managing your wealth. We’re nurturing your financial future. While big banks see account numbers, we see partners. Our approach combines personalized attention with transparent guidance that keeps your goals at the center of everything we do.
Relationships
That Matter
We're the financial equivalent of your favorite local restaurant—where they know your name and preferences before you even sit down. We go beyond portfolios to understand your goals, concerns, and the legacy you want to build.
Confidence in
Every Decision
Our clients don’t just value our strong, proven results. They value the peace of mind that comes from knowing their financial future is in expert hands.
Transparency
You Can Trust
No hidden fees. No conflicts of interest. Just straightforward, honest advice that always puts your best interests first with the level of service you deserve.
Unparalleled
Accessibility
Once you become a client, you’ll get direct, one-on-one access to your dedicated team. No waiting, no red tape. Because your financial future can’t wait.
Am I Ready For
Expert Guidance
Schedule a no-cost discovery call and leave with a clear, personalized action roadmap for your wealth.
