Damian Varela CFP®, RICP®
Professional Experience:
Damian is a graduate of the University of Central Florida where he received a bachelor’s degree in Finance. Growing up in a family business in Key West exposed him early on to building strong relationships with other business owners and trusted professionals. Damian has worked in financial services, real estate and corporate accounting, all of which provide a wide range of experience and value to his clients from all walks and stages of life.
Damian is married to Virginia and has two daughters, Camellia and Flora. When he is not helping his clients, Damian enjoys spending time with the family at the beach, on the water or exploring new trails.
Connecting during COVID: I am available to meet with you over the phone or via Zoom. If you would prefer to meet in person, we will gladly do so while implementing measures with your safety in mind.
Credentials:
- CERTIFIED FINANCIAL PLANNER™ Certification
- Retirement Income Certified Professional®
- General Securities Representative - Series 7
- Investment Advisor Representative - Series 66
- Life, Health and Variable Annuity Insurance Agent
- Bachelors of Science - Finance - University of Central Florida
Professional Services:
Business
- Business Succession Strategies
- Business Valuation Analysis
- Buy/Sell Agreements and Funding Strategies
- Executive Compensation and Incentive Plans
- Key Employee Protection and Retention Strategies
- Employee Benefits
- Business Retirement Plans
Personal
- Family Protection Strategies
- Risk Management
- Financial Planning
- Retirement Plans
- Investment Strategies and Wealth Management
- Education Funding
- Estate Planning
- Charitable and Gifting Strategies
Damian Varela is a registered representative and investment advisor representative with Securian Financial Services, Inc 3506273DOFU4/21
