My name is Tell Gonzalez. Welcome to my web site.

I am a CERTIFIED FINANCIAL PLANNER TM professional with AXA Advisors' National Division based in the South Florida Branch.

 

With more than 15 years experience in the Latin-American import/export markets and serving in a banking institution as a manager of money market and foreign exchange transactions I bring a vast experience that has helped me succeed as a financial professional with AXA Advisors. I provide a wide range of financial services to small business owners; professionals such as Physicians, Architects, Engineers, Teachers and Administrators and individuals - with emphasis in wealth management, estate planning, investments and employee benefits.

 

My academic achievements include:

Master in Business Administration (Major in Finance) from The Wharton School, University of Pennsylvania in 1986.

B.S. in Mechanical Engineering from Universidad Simon Bolivar, Caracas, Venezuela in 1980.

I returned to the Wharton School of Business www.wharton.upenn.edu/ and I was awarded the title of Retirement Planning Specialist by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business as part of a select group attending this elite program.

I graduated from the University of Miami's Certificate in Personal Financial Planning Program for CERTIFIED FINANCIAL PLANNER TM professionals and earned the CFP® certification after fulfilling all the CFP Board's requirements.

I currently hold a Series 7 securities license, Series 66, Series 24 and the State of Florida 215 Insurance license.

 

My education and experience have fostered my practical approach to offering planning services and financial products to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives.  Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.

 

I have lived in Miami, Florida since 1987 with my wife Maria Elena and our three children: Guillermo, Daniela and Marielena. I enjoy boating, skiing and sprint triathlons. I am also registered as a representative of the AXA Advisors Trustee Account in Chamber South.

 

Please browse through this site and call me at 305-670-8589 for any consultation. Thanks for visiting!

 

CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.