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Pablo Cavanagh

Advisor at Keating Investment Counselors Inc

Updated today
Keating Investment Counselors Inc logo

Firm

Keating Investment Counselors Inc

Location

Delray Beach, FL 33483

Credentials

CFA®, Series 65

Industry experience

10 years

About

Pablo Cavanagh is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently a portfolio manager at Keating Investment Counselors Inc and has been involved with LVR Research, LLC since 2015. Keating Investment Counselors provides discretionary and non-discretionary portfolio management and advisory consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans. The firm follows a long-term growth-at-a-reasonable-price investment philosophy that combines fundamental analysis with selective charting and focuses on dividend-paying large- and mid-cap stocks, with occasional small- and micro-cap selections.

Client services

Based on Keating Investment Counselors Inc

Portfolio management Hourly consulting services

Expertise

Based on Keating Investment Counselors Inc

Active portfolio management Tax-loss harvesting Concentrated stock management

Occupation focus

Based on Keating Investment Counselors Inc

Founder/Business Owner Retired

Fee options

Percentage

$0 - $1,500,000: 1.25% $1,500,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.60%

Project-based

Typically $350 per hour for general consulting services

Other

Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $500 Fee-only: Annualized fee as percentage of assets under management with tiered rates; hourly consulting services at $350/hour

Location

101 Se 6 Th Ave, Suite G

Delray Beach, FL 33483

Most active in

Florida

Work history

Keating Investment Counselors

2023 - Present (3 years)

LVR Research, LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

General retirement planning Retirement income strategy Wealth management Active portfolio management General tax planning Founder/Business Owner Executive Gen X (Born 1965-1980)
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