Since 1991,
has been dedicated to delivering independent,
client-first financial advice.
From the beginning, our firm has operated on a fee-only model, ensuring that every recommendation is objective and aligned with each client’s goals.
Over the years, Firestone has grown into a multigenerational team of professionals whose expertise spans financial planning, portfolio management, research, and compliance. This collaborative approach allows us to provide clients with tailored strategies designed to adapt to changing markets and their evolving needs.
Through nearly 30 years of market and economic cycles, Firestone Capital has remained steadfast in serving its clients. Here, success is measured not by the firm’s growth, but by the success of our clients and community. Looking ahead, we’re committed to continuing this mission, helping clients achieve their financial goals for the next 30 years and beyond.
Our team blends the seasoned insight of experience
with the fresh perspective of rising talent.
With professionals representing a wide range of ages and backgrounds, we provide consistency, continuity, and a forward-looking approach to sustainability. Thanks to our collaborative, team-oriented approach, every client benefits from Firestone Capital’s collective expertise, qualifications, and creative vision.
Carlos A. Carbonell
CFA®
Managing Partner
carlos@firestonecapital.com
Anthony E. Poppe
CFA®, CFP®
Partner / CFO
anthony@firestonecapital.com
Jerad O. Waggy
CFP®, CKA®
Partner
jerad@firestonecapital.com
David Wiley,
MBA
Wealth Advisor
david@firestonecapital.com
Sean P. Preston, CFA®
Director of Investments & Trading
sean@firestonecapital.com
Sabrina Camacho, FPQP®
Client Service Specialist
sabrina@firestonecapital.com
Dolly Cadaval
Administrative Assistant
dolly@firestonecapital.com
Use these buttons to download the Firestone Customer Relationship Summary (Form CRS) and the Firestone Advisor Disclosure Brochure (Form ADV).
DOWNLOAD FORM CRS
DOWNLOAD FORM ADV
We will be happy to send a hard copy of either or both forms on request:
please call us at (305) 669-2119 or use the Contact Us form.
You can also review the most recent filing of these forms on the SEC official website at https://adviserinfo.sec.gov/firm/summary/106366.