Firestone Capital Management Inc

Anthony Poppe is a CFP® and CFA® with 17 years of experience in financial advising. He has been with Firestone Capital Management Inc since 2008. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular rebalancing, combining in-house research with external sources to align portfolios with clients’ risk tolerance and goals.

Sean Preston is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at Glassman Wealth Services before joining Firestone Capital Management Inc, where he is currently part of a five-advisor team. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach emphasizes global asset allocation, client-specific investment policies, and regular rebalancing, combining in-house and external research to support long-term portfolio management aligned with clients’ risk tolerance and goals.

Carlos Carbonell is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Firestone Capital Management Inc. since 2004. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular portfolio rebalancing, combining in-house and external research sources to align investments with clients’ risk tolerance and goals.

David Wiley is a financial advisor at Firestone Capital Management Inc with a Series 65 designation. He joined the firm in 2024 and has prior experience at Northwestern Mutual, Saka Financial, Capital Real Estate Tax, and Clearcover. His background also includes roles outside finance, such as work at Eastern Michigan University, Shar Music, and Kaufman Music Center. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular portfolio rebalancing.

Jerad Waggy is a CFP® professional with 15 years of industry experience, currently serving at Firestone Capital Management Inc since 2014. He is based in South Miami, FL, and is part of a five-advisor team at the firm. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes global asset allocation, client-specific investment policies, and regular portfolio rebalancing to align with clients’ risk tolerance and goals.