The Gherardi Group

Miami, FL

Our independence allows us to deliver tailored recommendations instead of using a one-size-fits-all approach. We believe every client deserves to be listened to and to have a strategy customized to their comfort level and aspirations.

The Gherardi Group

Miami, FL

The Gherardi Group

Miami, FL

The Gherardi Group

Miami, FL

The Gherardi Group

Miami, FL

“Do the right thing always, live an honorable life and the harder you work the luckier you get”

Who Are We?

  • We are upfront and forthcoming with information, insights, and processes. We focus on creating a culture where truth is at the forefront of our daily existence.  We are dedicated to understanding your unique financial goals and crafting personalized strategies to achieve them. We provide expert financial advice and insights to navigate today’s complex markets with confidence.
  • We build trust through transparent communication and ethical practices, ensuring your financial well-being is our priority.
  • We offer comprehensive solutions that address your financial needs across investments, retirement planning, estate planning, and more.
  • We are committed to establishing a long-term partnership, and adapting strategies as your life evolves to help you stay on track towards financial success.

Our Value Statement:

Our team is united by a shared commitment to excellence, integrity, and client-centric service. We leverage our collective expertise and innovative strategies to deliver personalized financial solutions that empower our clients to achieve their goals. Together, we are dedicated to building lasting relationships based on trust, transparency, and a relentless pursuit of financial success.

Our Typical Client:

They seek professional advice to manage and enhance their wealth, are open to tailored strategies, and actively engage in the planning process. They appreciate the importance of a diversified portfolio, are committed to transparent communication, and trust our expertise to guide them through various market conditions. Our ideal client understands the value of building a collaborative relationship to achieve their financial aspirations.

Recent Insight

Meet our Team

Christian Gherardi

Partner, Managing Director
With an impressive 30-year tenure in the financial industry, Christian Gherardi is a seasoned professional with a wealth of experience and expertise. A graduate in Business Administration, he further honed his skills by earning an MBA, setting the stage for a distinguished career. Christian Gherardi's journey in the financial sector began at Citigroup, where he served as a banker from 1995 to 1997, before transitioning to the role of Financial Advisor, a position he held until 2016. During his time at Citigroup, he built a reputation for providing sound financial advice and fostering strong client relationships. In 2016, Christian joined Bultick as a Financial Advisor, continuing to excel and serve his clients with dedication and expertise until 2023. His career trajectory took a significant leap forward when he became a Partner and Managing Director at Snowden Lane Partners, where he currently leads and contributes to the firm's success. Fluent in four languages—Portuguese, Spanish, English, and Italian—Christian brings a unique and diverse perspective to his work, enhancing his ability to connect with clients and colleagues from around the globe. As a father of four, he is also dedicated to his family and embraces the philosophy of being a citizen of the world, instilling these values in his children.

Pedro Pelaez

Private Wealth Advisor
Pedro Pelaez is a dedicated Financial Advisor committed to guiding individuals and families toward financial security and prosperity. With over 20 years of experience in the financial services industry, Pedro specializes in comprehensive financial planning and investment management He has successfully helped numerous clients navigate complex financial landscapes to achieve their long-term financial goals. Pedro believes in a client-centric approach, where understanding each client's unique financial situation by providing personalized advice and strategies tailored to their specific needs, he ensures that clients feel confident and empowered in their financial decisions. Pedro demonstrates his commitment to upholding the highest standards of professionalism and ethics in financial planning. Throughout his career, Pedro has been recognized for his outstanding client service and dedication to excellence. He takes pride in building long-term relationships based on trust, transparency, and results. Pedro Pelaez holds the prestigious Series 7 license, allowing him to trade securities on behalf of clients. Pedro specializes in comprehensive financial planning for high-net-worth individuals, helping them navigate complex investment landscapes and achieve their financial goals. Pedro began his career at Citibank firm after graduating with honors from University of Boa Viagem with a degree in Finance. His passion for financial markets and dedication to client success quickly propelled him through the ranks. Over the years, Pedro has built a reputation for his strategic insights, meticulous attention to detail, and commitment to ethical practices. In addition to his Series 7 license, Pedro holds several other industry certifications, including Series 63 and Series 65 licenses, enabling him to offer a wide range of investment advisory services

Press

The Gherardi Group

1 Alhambra Plaza
Suite 1130
Miami, FL 33134

786-294-5585