Liliana DeLara
Investment Adviser Representative
OFFICE: 321.939.4157

MOBILE: 321.939.4157

Central and South Florida
5401 S Kirkman Rd, Ste 310 Orlando, FL 32819

7700 North Kendall Dr, Ste 607 Miami, FL 33156

201 Alhambra Cir, Ste 500, Coral Gables, FL 33134

Monday through Friday: 9:00 AM to 5:00 PM EST
Evenings and Saturdays: by appointment only.

Helping suddenly single women gain clarity and boost their financial confidence in this new chapter of their lives.

Areas of Focus

As a fiduciary Investment Adviser Representative, I strive to help suddenly single women with wealth management, retirement planning, social security strategies, estate planning, tax planning, Medicare planning, and lifetime income planning. I do all of this with a 5 steps to retirement success process.

My clients come to me when they want answer to these questions:
✔ How do I invest for my future?
✔How do I replace my loved one's income?
✔Am I still on track for retirement?
✔Will I have to downsize?
✔Will I be able to pay for my children's college education?

The landscape has changed for pre-retirees and my clients are tired of putting all of their energy into:
😧Figuring out if they should use the money to pay debts or invest it
😧Worrying about whether the stock market crashes or not
😧Trying to understand Social Security and Medicare
😧Trying to reduce their tax burden
😧Worrying about inflation

Within just a few months of working with me my clients are frequently able to:
🎯 Sleep better at night knowing their finances are in order
🎯 Feel confident that they will not run out of money in retirement
🎯 Feel they have gained control over their money
🎯 Know that they have a legacy plan in place
🎯Feel confident that they are prepared to weather future storms

How can I come alongside you and help you with all your financial matters? You have a career or business and a family. Yet you spend a lot of time wondering if you have taken all the right financial steps. That’s where I come into play.

I am here to bring clarity if you:
🕯 Are stuck in analysis paralysis due to fear of making a rash decision that you might later regret.
🕯Are ready to be at ease and stop second guessing your decisions

Are you ready for a financial fresh start? Let's talk!

Interests & Community Participation
  • Supreme Scholars Foundation
  • Royal Fund Management (2013-Present) Investment Adviser Representative
  • MetLife Resources (2005-2013) Financial Advisor Rep.
  • ICMA Retirement Corporation (2001-2005) Retirement Plans Specialist
  • Morgan Stanley (1999-2001) Financial Advisor
  • Primerica Financial Services (1992-1997) Sales Rep. to Regional Manager

Bachelor of Arts in Psychology from Florida International University, Cum Laude.


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