LPL Financial – Brickell

LPL Financial, Brickell is a financial planner in Miami, FL, serving professionals, entrepreneurs, and individuals seeking comprehensive financial guidance. The firm specializes in wealth management, retirement planning, estate strategy, life insurance, and risk management, with a focus on clients in the peak of their careers. Their services are tailored to help clients build wealth, navigate major life transitions, and achieve long-term financial security. With a 5.00 rating based on client feedback, the firm is recognized for its commitment to trust, transparency, and accountability. It serves clients throughout Miami and the surrounding areas, offering personalized planning and sophisticated investment strategies.

The firm emphasizes a fiduciary approach, meaning its advisors are legally bound to act in clients’ best interests. Led by Juan Pablo Bejarano, CFP®, and John Sarlat, Branch Manager, the team provides expert insight and customized financial solutions. Advisors are trained to support first-time investors, business owners, and high-achieving professionals with education, strategic planning, and ongoing guidance. The firm operates as part of a national network of over 20,000 financial advisors across all 50 states, leveraging extensive resources while maintaining a local focus.

Located at 1200 Brickell Avenue, Suite 500, the Miami office sits within the heart of the Brickell neighborhood, a short distance from key city landmarks. It is approximately 0.1 miles from FIU Downtown on Brickell, the Brickell Post Office, and South Miami Avenue, and just a few blocks from Southeast 13th Street. The office is directly on Brickell Avenue, a major thoroughfare in the city’s financial district.

LPL Financial, Brickell stands out for its thorough, well-documented online presence and a website that is both user-friendly and easily navigable by search engines. This clarity and accessibility reinforce the firm’s reputation for professionalism and reliability. Clients benefit from a transparent process, expert advice, and a strong commitment to long-term financial success.

As a trusted advisor in Miami’s dynamic financial landscape, LPL Financial, Brickell helps professionals build lasting wealth and secure their future with precision and care.

Services:

• Estate Planning
• Insurance Services
• Retirement Planning
• Tax Advisory
• Wealth Management