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Jose De La Lama, CFP®

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  • Jose De La Lama, CFP®
    600 Brickell Ave Ste 1875 Miami, FL 33131-3081 T: 786.857.5390 F: 561.459.4324
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Perspective on factors influencing market sentiment
1/30/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Thoughts on Chair Powell’s press conference
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Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Recruit and retain your staff with equity compensation
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Prepare for proxy voting season
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Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
What to do after a loved one passes away
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When success opens doors, it’s savvy decisions that can keep them open.
Business Ownership

A breadth of services to serve a variety of needs

Connect with us
  • Jose De La Lama, CFP®
  • 600 Brickell Ave Ste 1875 Miami, FL 33131-3081
  • T 786.857.5390
  • F 561.459.4324
  • Map & Directions
  • Map & Directions

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