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Submitted URL: http://www.totalviewadvisors.com/
Effective URL: https://www.totalviewadvisors.com/
Submission: On September 05 via manual from US — Scanned from US
Effective URL: https://www.totalviewadvisors.com/
Submission: On September 05 via manual from US — Scanned from US
Form analysis
1 forms found in the DOMPOST https://clientaccess.rjf.com/sc
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Text Content
Skip to content twitterfacebooklinkedinenvelope Menu * Home * Who We Are * Who We Are * Gus Vega * Daniel A. Brea * Blanca Taua Salazar * Strategic Partners * About Raymond James * Why Work With a CFP * Who We Serve * Who We Serve * In the Community * Individuals & Families * Why Us * Why Us * Our Process * Advisor Opportunities * Our Services * Resources * Resources * Blog * WorthWhile * Events * Contact Us * Client Access * Client Access * Login Name Password LOGIN Remember Me * Forgot your password? * Enroll * Need Help? * Contact Us / FAQ * Privacy / Security * Client Resources * Miami, FL-EHY 9155 S. Dadeland Blvd. Suite 1014 Miami, FL 33156-2739 T: 786.315.4870 F: 786.364.6599 Map and Directions Map and Directions OUR VISION OF FINANCIAL PLANNING CONSIDERS THE TOTAL VIEW OF YOUR LIFE There’s more to you than just money. Yes, you have investments that need to be well managed – but you also have things you want to do, goals you want to accomplish and people you want to provide for. It’s why we conduct a full and comprehensive review of your life – to help you see where you are today and tailor a plan to help you arrive at where you want to be tomorrow. The detailed planning we do is built around the personal connection we build with you. It enables us to deliver the financial guidance that fits your life – and every unique aspect of it. That’s our view – the total view. YOUR TEAM PLEASURE TO MEET YOU Dedicated to knowing you well and advising you on all matters related to your financial life. Learn more about us Gus Vega, CFP®, AIF®, CEPA® -------------------------------------------------------------------------------- Managing Partner Daniel A. Brea, CFP® -------------------------------------------------------------------------------- Senior Wealth Advisor Blanca Taua Salazar -------------------------------------------------------------------------------- Senior Registered Service Client Associate THE ADVANTAGES OF WORKING WITH A CFP® Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. See the difference ADDRESSING COMPLEXITIES ASSOCIATED WITH WEALTH As financial problem solvers, we delve into the nuances of crucial matters such as selling a business, maximizing employer benefits or mitigating taxes. We do so on a consistent basis for the business owners, corporate executives, retirees and affluent families we serve. See our services SERVING YOU WITH A FIDUCIARY STANDARD OF CARE We are held to a fiduciary standard of care when it comes to managing the assets in discretionary accounts. It means we are dedicated to putting your needs above ours and acting in your best interest. The bottom line is we’re looking out for you. More about why us Previous Read More CORPORATE RETIREMENT PLANS Helping you establish and oversee a variety of plans 10 -------------------------------------------------------------------------------- Niches Read More CORPORATIONS Trusted and comprehensive guidance to support your needs and corp... 11 -------------------------------------------------------------------------------- Niches Read More ENDOWMENTS & FOUNDATIONS Delivering strategic solutions to support and sustain the mission... 12 -------------------------------------------------------------------------------- Niches Read More RETIREES Nurturing wealth so you can live a longer, better life. 01 -------------------------------------------------------------------------------- Niches Read More WOMEN INVESTORS Understanding the challenges women face and how to help. 02 -------------------------------------------------------------------------------- Niches Read More BUSINESS OWNERS Unique solutions for business owners and entrepreneurs. 03 -------------------------------------------------------------------------------- Niches Read More CORPORATE EXECUTIVES Helping you manage your financial success 04 -------------------------------------------------------------------------------- Niches Read More FAMILIES & INDIVIDUALS A pragmatic approach to wealth management 05 -------------------------------------------------------------------------------- Niches Read More HEALTHCARE PROFESSIONALS Helping physicians address their unique needs 06 -------------------------------------------------------------------------------- Niches Read More NON-PROFITS Expertise to support the unique needs and goals of non-profits 07 -------------------------------------------------------------------------------- Niches Read More MONEY MANAGERS Providing objective, strategic advice and operational support as ... 08 -------------------------------------------------------------------------------- Niches Read More SUDDEN WEALTH Confidently manage your new assets with the guidance of our exper... 09 -------------------------------------------------------------------------------- Niches Read More CORPORATE RETIREMENT PLANS Helping you establish and oversee a variety of plans 10 -------------------------------------------------------------------------------- Niches Read More CORPORATIONS Trusted and comprehensive guidance to support your needs and corp... 11 -------------------------------------------------------------------------------- Niches Read More ENDOWMENTS & FOUNDATIONS Delivering strategic solutions to support and sustain the mission... 12 -------------------------------------------------------------------------------- Niches Read More RETIREES Nurturing wealth so you can live a longer, better life. 01 -------------------------------------------------------------------------------- Niches Read More WOMEN INVESTORS Understanding the challenges women face and how to help. 02 -------------------------------------------------------------------------------- Niches Read More BUSINESS OWNERS Unique solutions for business owners and entrepreneurs. 03 -------------------------------------------------------------------------------- Niches Next * 1 * 2 * 3 * 4 * 5 * 6 * 7 * 8 * 9 * 10 * 11 * 12 -------------------------------------------------------------------------------- The total view means seeing even the smallest details and encompassing them into one overall cohesive plan. GUS VEGA Managing Director LET’S TALK ABOUT YOU AND YOUR LIFE twitterfacebooklinkedinenvelope * 9155 S. Dadeland Blvd. Suite 1014 Miami, FL 33156-2739 * 786.315.4870 * 786.364.6599 * Map & Directions * Map & Directions Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Total View Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. © 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use