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Ana Fajardo

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      Ana Fajardo

      • Ana Fajardo

        Wealth Manager

      • About Me

        For many years, Ana Fajardo has been one of Miami's most sought-after financial experts. ValuTeachers' Wealth Manager and Senior Retirement expert, she assists the unsung heroes who raise our children to have a secure financial future in their golden years. For enterprises and people from all walks of life, she serves as an advisor in preparing for the future.

        Ana is the CEO and managing partner of Wealth Companies and has been in business for 22 years. Financial planning and real estate services are offered by Wealth Companies in the Miami metro region, which includes Fort Lauderdale, for both commercial and residential properties Wealth Companies, under Ana's leadership, has a proven track record of serving individual customers and establishing strong teams. Wealth Companies will celebrate its ten-year anniversary in December 2022, which is a significant milestone for any successful business.

        Ana graduated from Sam Houston State University with a bachelor's degree. With a degree in Business Administration and Marketing under her belt, she's had a significant influence on the lives of the people she's helped. Ana sees her employment as a service to both her customers and the people she leads, since retirement expenditures have risen sharply in recent years. It is Ana's goal to ease the burden of financial planning on her customers as they prepare for what will be the most rewarding years of their life.

        Ana's professional approach is based on the premise that learning comes first. For high school seniors, teachers, parents, and other members of the community, Ana and her business partner Rafael developed a financial literacy curriculum. 501 (c)(3) non-profit public benefit company Wealth Learning is a part of. Its goal is to spread financial literacy across the United States, from high schools to community groups.

        With the help of retired teachers, financial advisers and insurance specialists, real estate experts and lawyers, Ana has gathered a diverse group of experts to share their knowledge. Ana felt compelled to assist high school kids prepare for a financially complicated future because of a lack of financial literacy education in schools. There have been presentations at Miami Dade County Schools, Broward County Schools, Palm Beach County Schools as well as schools in the Houston Independent School District. Presentations given by Wealth Learning are free of charge to the community. Attendees may learn about a wide range of financial topics.

      • Blog

        The Importance of Retirement Planning
        October 27, 2022
        While the concept of retirement planning has not changed much, many factors have. The average...
        How to Save Money for Old Age
        October 10, 2022
        Every year, Social Security benefits are recalculated on their own. So if you earn more than your...
        Financial Consultant
        September 16, 2022
        It might be time to think about speaking with a financial advisor if you are currently...
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