Since 1991,

Firestone_Wordmark_RGB_White

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.

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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.

meet Our Professionals

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.

Jerad-O-Waggy

Jerad O. Waggy CFP®, CKA® ​

Senior Partner

[email protected]​

Jerad O. Waggy, CFP®, CKA®, is a Senior Financial Planner with Firestone Capital Management. He specializes in retirement planning and guiding clients through major life transitions. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2009 and completed the Sudden Money Institute’s specialized training in financial transitions in 2013.

Jerad brings over 12 years of experience as a financial planner and joined Firestone Capital Management’s team in May 2014. He is dedicated to serving his clients and helping them achieve their personal and financial goals. His passion is to guide them through life’s transitions and align their personal values with their financial plan.

Jerad graduated from Texas Tech University’s Personal Financial Planning program in 2006. After graduation, he moved from Texas to Florida to start his career in financial planning with The Enrichment Group in Miami, Florida. He began as an intern and worked his way into a Lead Financial Planner role where he helped his clients evaluate, set and achieve their financial goals.

Jerad is an active member of his church and serves on the church’s board. His social and civic involvement and support includes Caring for Miami, Touching Miami with Love, Community Partnership for the Homeless and His House Children’s Home.

Jerad and his wife Sherin have three kids, Jacob, Isabelle and Priya and a family dog, Chloe. He enjoys spending time with his family, weekly Home Depot runs, and managing a mango grove in the Redlands.

SEE ALL PROFESIONALS

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.