Welcome to Our Firm

Where your goals
become ours

“A Miami based financial services firm dedicated to guiding you and your business toward your ideal financial future. Our practice focuses on three main areas: Small & Mid-Sized Businesses, Families, especially those with Special Needs Children and Foreign Nationals.”

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About the firm

Our Mission is to partner with you to create a long-term, trusted  relationship. We strive to provide financial peace of mind by delivering tailored and objective advice designed to give you the confidence to pursue your financial goals.

Our philosophy is “You” centered. We promise to uphold our core values today and always.

  • Honesty & Integrity
  • Family
  • Building Relationships
  • Mutual Respect

Our Firm At a Glance

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1974

Founded By Paula Key, Ph. D, CFP® & Cory Zuk, CFP®

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15

Office locations throughout California

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7

CERTIFIED FINANCIAL PLANNERS™ advisors on staff

30,000+

Clients represented through our firm

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0

Account or net worth minimums

Why
Choose Us

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Have a Question, Contact us

Get in touch

Give us a call

305-356-4077

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Email us at

info@seguifinancial.com

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Visit us at

2655 S Le Jeune Road, PH-2D
Coral Gables, FL 33134

Copyright © 2022 SeguiFinancial.com

Wilfredo Seguí, MBA

Wilfredo was born in Havana, Cuba and raised between NYC and Miami from the age of 6. His father was in construction and taught him everything from building to electrical. Traits you don’t normally find in a Corporate Accountant / CFO, yet these are the very things that make him shine. Whether you are designing a new company or rebuilding an existing one, having him on your team is an invaluable asset. He is no stranger the struggles of entrepreneurship, he has helped many companies take the steps necessary to make it to the next level.  

With over 30 years of extensive experience in strategic planning, budgeting, and corporate finance, there is no doubt he can help your business reach its goals. Having worked in a myriad of industries such as Architectural, Engineering, Healthcare, Internet & Satellite Provider, Government, IT Network Infrastructure, Manufacturing, Broadcast/Media Entertainment, Production Advertising, Marketing and Public Relations, there is almost no obstacle he hasn’t already encountered.  

Wilfredo holds a bachelor’s in finance from Barry University and an Executive MBA from Florida International University. He also has a demonstrated track record of maximizing business opportunities and consistently achieving corporate financial performance goals. He is recognized as a hands-on expert problem solver who can rapidly resolve cross-functional business process problems, formulate strategic plans, and implement change for the benefit of the company’s bottom line.

When not leading companies, Wilfredo enjoying fishing with his teenage boys, Daniel & David and traveling with his wife Iris.