Demel Gonzalez, CFP®, CKA Heartwood Financial Services

Contact this advisor

About Demel Gonzalez, CFP®, CKA

As President, Mr. Gonzalez leads his team in a vision to build and cultivate deeper client relationships while providing exceptional service and performance to the clientele of Heartwood Financial Services. Utilizing his natural skill to assist and educate in a manner of respect and friendship, Mr. Gonzalez has set a new benchmark for the way that financial advisors interact with their clients. From its inception, and forward into the future of Heartwood, Mr. Gonzalez plays a vital role in the growth and development of his company.

A graduate of the University of Central Florida (UCF) in Business Administration, his cumulative 14 years spent at Fidelity Investments started with an internship during his final year of studies. Mr. Gonzalez was then retained by Fidelity upon graduation and proceeded to work his way through the ranks, quickly becoming a Vice President & Senior Account Executive, where he was directly responsible for overseeing assets valued at one billion dollars. Mr. Gonzalez advised his clients on investments, retirement planning, risk-management as well as trust and estate planning. His exemplary work ethic and dedication to his clients allowed him to have received multiple awards of excellence including three President’s Circle awards.

Arriving in the United States from Cuba at the age of four, Mr. Gonzalez attributes much of his success to his father. The hard work and strong values exemplified by his father after leaving the oppression in his homeland are the same drive and values Mr. Gonzalez uses today to work for his clients.

Mr. Gonzalez is most proud of the family that surrounds him. Alongside his wife of thirteen years, Christa, and children Andrew and Sam, he is a faithful member of Lakeside Fellowship United Methodist Church in Sanford and volunteers his time there as the Finance Chair. He also coordinates and facilitates the teaching of Financial Peace University; a Dave Ramsey course teaching Biblically based financial principles. As a father with a son on the Autism spectrum, Mr. Gonzalez has a big heart for children with special needs, volunteering with the Special Olympics whenever he can. He also enjoys mountain biking, playing tennis, Crossfit and watching Miami Dolphins football.

Mr. Gonzalez is a CERTIFIED FINANCIAL PLANNER™ professional. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Contact this advisor

Ideal Clients

  • Charitable Giving
  • Christian Faith Based
  • Gen X
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $300+/hr
  • Assets Under Management: 1.00%

SEC Records

Loading...