Client Centered

At East Avenue Capital, our mission is to empower individuals and families to pursue lasting financial confidence and freedom. We understand that financial well-being is a journey, not just a destination, and we are dedicated to guiding you every step of the way.

With over 40 years of combined experience, our team—comprised of knowledgeable financial advisors and dedicated support staff—prides itself on providing a holistic approach to financial planning, asset management, and tax strategy. Our experienced team takes the time to understand your unique goals, values, and circumstances, allowing us to create customized
strategies that align with your vision for the future.

Client Centered

At East Avenue Capital, we believe in building strong, trust-based relationships with our clients. We prioritize transparency and open communication, ensuring you feel informed and confident in every decision you make. Whether you’re planning for retirement, navigating investment opportunities, or seeking guidance on estate planning, our holistic approach integrates all aspects of your financial life.

Our commitment extends beyond numbers; we aim to educate and empower you to make informed financial decisions. With a focus on long-term independence, we leverage our expertise and market insights to help you navigate the complexities of wealth management, so you can focus on what matters most to you.

Together, we’ll build a robust financial roadmap that not only addresses your current needs but also prepares you for the future. At East Avenue Capital, your financial independence is our passion

Services


Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well- planned as your life while working.

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Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short- term distractions, we aim to help create and preserve your wealth so you pursue your financial goals.

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Financial Planning for
Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?

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Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress- free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

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Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

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Our Team

Grace Fontanez

Client Relationship Specialist

André Aflalo, MBA

Senior Wealth Advisor

Michael Coco

Financial Advisor

We help build, manage, preserve and transition wealth for anyone!

Recent Blogs

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Are you ready?Let's talk to find out how we can help you pursue financial freedom.

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.


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