Founding Partner | Financial Planner
Waldo Zayas has been working in the financial services industry since 2000. He began his career out of college with John Hancock Financial Services in Miami, Florida.
He has his FINRA Series 6 & 7 held through LPL Financial, and Series 65 held through IHT Wealth Management, as well as the state of Florida life, health and variable annuity licenses.
Waldo is a graduate of the University of Florida’s Warrington College of Business. While attending UF he majored in Finance and received his Bachelor of Science in Business Administration.
In addition, Waldo is a member of the Dave Ramsey SmartVestor Program™ where he has helped countless families put together a plan to eliminate debt, save, and invest for the future. The SmartVestor program was created by Dave to help his listeners identify financial advisors with similar values to his and have “the heart of a teacher.” Waldo also adheres to a strict code of conduct to keep his own financial affairs in order. He enjoys educating families regarding financial planning and investment principles so they can make informed decisions about their financial futures. He is honored to be part of the team as a SmartVestor Pro.
Whether you want to protect your family from life’s risks through life and long term care insurance or provide your employees with retirement benefits, he will analyze your current situation and guide you on a clear path.
Waldo lives in Wesley Chapel, Florida and in his free time, he loves traveling with his family and watching his two sons, Luke and Jake play competitive soccer.
The SmartVestor program is directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of IHT Wealth Management or LPL Financial.
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