For over 14 years Richard Vega has been helping his clients navigate their financial objectives. His process involves taking a holistic view of a client’s financial situation and assisting them with all facets of planning to help accomplish their financial goals. This includes but is not limited to investment management, retirement planning, and insurance planning. Recognizing the synergistic benefits of teaming, he joined fellow Senior Financial Advisor Joel Sanabria in forming the Sanabria Vega Financial Consulting Group of Wells Fargo Advisors through which he was able to double his focus on investment analysis and became a Fundamental Choice Portfolio Manager within Wells Fargo Advisors.
 
He started his career with Prudential Financial in 2010 and quickly gravitated towards asset management and investment planning as his focus, having become the first rep in the Coral Gables office to be certified by the company to both manage money and provide Fee-Based planning. After successful stints both there and at J.P. Morgan he took the opportunity to transition to Wells Fargo advisors in 2018 to take advantage of their robust capabilities to enhance his relationships with his clients and provide best in class service.

His interest in financial services started at a young age as his father was an accountant. He would often assist his dad with tax preparation, and very early on became inquisitive, specifically around topics relating to retirement plans and asset management. When the opportunity presented itself to jump headfirst into the business Richard did so initially focusing on assisting clients much like his family who worked within the public sector and then branching out to more complex areas such as planning for business owners, executives, and estate investment planning.

South Florida born and bred, Richard currently resides in Pembroke Pines. He is an avid boater along with his father and cherishes the time he spends on the water with him. Amongst his passions is animal welfare, and he co-resides with his two recused parrots and Siberian Husky. He is an avid hometown sports fan and considers himself a proud supporter of the Hurricanes, Fins, Heat, and Marlins. His hobbies include Jiu-Jitsu, Yoga and anything relating to cutting edge technology often tinkering with computers and electronics.

 

The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

 

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Joel has been serving his clients for over 15 years. He helps clients address their financial concerns and develop tailored strategies by focusing on each households’ specific needs. With extensive experience throughout major shifts in the markets, Joel has dedicated his career to delivering the personalized investment planning services his clients deserve. Recognizing the synergistic benefits of teaming, he formed the Sanabria Vega Financial Consulting Group of Wells Fargo Advisors with fellow Senior Financial Advisor Richard Vega. By leveraging their combined experiences and skillsets he is able provide greater value to his clientele.

Joel began his career as a Financial Advisor with JPMorgan Securities in Miami, where he developed his fundamental investment knowledge. In 2015 he joined Wells Fargo Advisors, to take a team approach in providing personalized financial advice for individuals and families. Joel’s passion for learning doesn’t end there. Throughout his career he has developed relationships with people of all walks of life and enjoys learning about different cultures and places. Joel has a bachelor’s degree in business administration from Florida International University.

Joel has always had a passion for entrepreneurship as a proud small business owner. He is an avid Real Estate Investor and has extensive experience in the construction, real estate development, and automotive sectors and maintains many of those contacts as clients to this day. As such a focus of his practice is consulting business owners through their financial life cycles and being there for them from startup and ramp up, all the way through to sale and disposition or transition to the next generation. He takes tremendous pride in seeing his clients’ enterprises grow with him.

Joel spends his free time with his loving wife Katrina and two children Joey and Karolina. Family is a major part of Joel’s life as he was raised by his maternal grandparents alongside with his parents. Family gatherings can typically fill a banquet hall. He is actively involved in charity work with a focus on children and adults with disabilities. Of note, a cause that ignites a burning passion within him is providing education, job training and support for Down Syndrome. In furthering that cause he has partnered with charities GiGi's playhouse and Success@Work. His hobbies are centered on enjoying nature. He lives by his favorite phrase… “Hunting, Fishing and loving every day.”