Fiduciary Financial Planning, Based in Naples, FL
Jesus Delgado, CFP®, ChFC®, provides personalized financial planning to help build and protect your wealth.
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Founder and Financial Planner
Jesus M. Delgado, CFP®, ChFC®
About
Jesus M. Delgado, CFP®, ChFC®
After more than a decade providing comprehensive financial planning to individuals and families, I founded Delgado Private Wealth Management in Naples, Florida, to deliver thoughtful, fiduciary guidance centered on long-term strategy and disciplined decision-making. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I specialize in investment management, retirement planning, tax planning, estate coordination, and multi-generational wealth preservation. My approach is personalized and built on long-term relationships grounded in trust.
Originally from Havana, Cuba, I was raised in Naples, Florida, where I now live with my wife, Olga, and our children, Mateo and Emilia. Outside of work, I enjoy spending time with family, traveling, golf, fitness, and Cuban cafecitos.
Your best interests. Always.
As a fiduciary and CERTIFIED FINANCIAL PLANNER™ professional, I am legally and ethically obligated to act in your best interest. That means personalized planning built around your unique goals, transparent fees with no hidden agendas, and long-term relationships grounded in trust and open communication. We invite you to reach out and start a conversation.
10+
Years of Experience
5.0★
Client Satisfaction
Always
Independent & Fee-Based
What Our Clients Say
Dawn Farrell-Moore
"My family has been working with Jesus for several years and has consistently been impressed by his knowledge and ability to explain issues. We would recommend him 10/10!"
Duane Olson
"We own a small business and struggled over the years to save and plan like we wanted. Jesus spent time teaching us the best moves with our money, and helped us avoid some mistakes along the way! He breaks down complex financial decisions into simple, understandable, actionable steps. We're so happy we found Delgado Private Wealth Management because we know Jesus and his team really care about our goals, and not just selling us another product. You won't be disappointed if you own a business or company. Jesus is calm, cool, and so knowledgeable… you'll walk away every time feeling better than when you came in about your future!"
Brenda Krokoski
"Jesus Delgado's wealth management company has been excellent for our family! Knowledgeable, communicates options so we understand, best follow up. Highly recommend"
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If you are interested in financial planning services offered by Delgado Private Wealth Management, please click here to schedule an introductory phone call.
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Office Holidays: Same as New York Stock Exchange