Cela Advisors




CelaCELA ADVISORS, LLC is an independent Registered Investment Advisor and consulting firm.

Our Team


Ana Cela HarrisAna Harris is the founder and President of the wealth management firm, Cela Advisors. Ana has extensive experience advising individuals, family businesses and closely-held business owners on asset management, estate taxes, investments, insurance, business succession and financial issues involving divorce. Ana is fluent in Spanish.

Prior to joining a wealth management firm, Ana was a practicing estate tax and corporate law attorney. Ana’s business and legal experience coupled with her degree in finance and Certified Financial Planner designation, make her uniquely qualified to consult with individuals and families on all of their financial needs.

Ana is a member of the Board of Directors of the Miami Financial Planning Association, and chairs the Community Outreach Committee. Ana is passionate about volunteering in her community. She is a popular presenter in Spanish and English on financial planning and estate planning topics. Ana was one of the original members of the Advisory Board of Florida International University’s Eugenio Pino & Family Global Entrepreneurship Center, and served on the Board for 5 years, during which time she was a judge in the Miami Herald/FIU Business Plan Competition.

Ana earned a Bachelor’s Degree in International Finance and Marketing from the University of Miami, and a Law Degree from the University of Miami, where she was a member of the Law Review and Moot Court Board. Ana has also earned the certified financial planner™ designation.

CARLOS S. HERMIDA , CPA - Portfolio Manager

Carlos HermidaCarlos manages the portfolio operations and plays a major role in all investment research and determining appropriate asset allocation models for client portfolios. In addition, he assists Ana Harris on compliance issues and oversees the firm’s technology related projects.

Carlos researches investment opportunities and specializes in portfolio construction by developing and implementing diversified asset allocated portfolios. Carlos is a graduate of Florida International University where he received his Bachelor of Science Degree with a concentration in Accounting and Finance. Carlos is a Certified Public Accountant and has a Series 65 securities license.

Fee Arrangements

Our fees will depend on the extent and complexity of the services requested, and will be discussed and agreed to, in advance.

We provide comprehensive financial planning and investment management tailored within the context of our clients’ long-term risk parameters.

Investment management (also called portfolio management) includes asset allocation, portfolio diversification, selection of funds and investments, continuous monitoring, and rebalancing of assets when necessary.

Our Financial Planning services may include: