Damian Varela CFP®, RICP®, CEPA®
Senior Wealth Advisor
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.
Credentials:
Certified Financial Planner™ Certification
Certified Exit Planning Advisor®
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 Cetera Advisor Networks LLC.