Jimmy Gonzalez
Founder & Managing Partner at Anthem Advisors
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Anthem Advisors
Jimmy Gonzalez
Coral Gables, FL
Serving Clients Nationwide
Founder & Managing Partner at Anthem Advisors
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Jimmy Gonzalez is a seasoned practitioner in the investment and financial planning industry. He began his career 20 years ago at Merrill Lynch & Co. and worked at some of the world’s largest investment banking and wealth management firms such as Morgan Stanley and A.G. Edwards & Sons.Jimmy attended Florida International University. He received the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007.
Jimmy is the founder and managing partner of Anthem Advisors. He leads the business development and strategic initiatives of the firm. Jimmy was born and raised in Miami, FL where he currently resides with his wife Diane, and their dog Pepper.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
2600 DOUGLAS ROAD, SUITE 1104, CORAL GABLES, FL 33134
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a 15-minute strategy session and get to know us. We look forward to speaking with you.Offers Investment Management
Yes
About our Firm
After years of serving families and institutions at some of the largest Wall Street firms, we decided to build a firm that would help you reach your financial goals through in-depth financial planning and evidence-based investing with a fiduciary model.That means that your advice begins with a focus on asset protection and risk management; and for our clients who are business owners, customized qualified plans and proper succession planning.
Anthem Advisors is composed of investment, tax, and financial planning professionals. Every member of our team is unified around one purpose: to help you attain your goals and secure your legacy.
Wealth Management Strategies at Anthem Advisors
✔️ Retirement Planning
At Anthem Advisors we start with your long-term goals. Understanding your retirement goals, income sources, tax and estate planning, real estate holdings, and business investments helps us create a plan completely customized financial plan for you and your family. Using your legacy goals as a guide, we design advantageous strategies for you backed by our extensive experience supporting generations of families in achieving their retirement plans.
✔️ Asset Management
We believe smart investing starts with sound risk management. Markets can be volatile, but our mission is to help you navigate the ups and downs. Using an evidence-based approach to identify market exposure, coupled with in-depth financial planning, we optimize your investment strategies for you.
✔️ Estate and Tax Planning
Whether you’re considering a cost segregation study, income planning for a comfortable retirement, leaving a legacy for your family, or donating to causes you’re passionate about, our in-house team of financial planning specialists, CPA and tax attorney have all the tools to help you successfully navigate your estate and tax planning needs. We’ll walk you through the Anthem Advisors Financial Planning Roadmap to ensure your family is planning for the future, and building your legacy.
✔️ Customized Retirement Plan
Whether you’re a business owner, sole operator, or an employee, we can help make your customized 401k plan or defined benefit plan simpler, more affordable, and easier to manage. We strive to maximize the tax and contribution potential of qualified retirement plans for you and your teams, whether that’s 1 person or 100+ employees.
✔️ Risk Management
No matter what life throws at you, we’ve got you covered. Our insurance team specializes in mitigating risks and safeguarding you and your family. We prioritize identifying cost-effective solutions so you know what to expect when the unexpected happens.
Education
University of Massachusetts, Dartmouth | Florida International University
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, and potentially their profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.