TIAA Financial Services

Build, grow and protect your wealth

Financial planner in Portland, OR (show on map)

TIAA Wealth Management office in Coral Gables, FL offering personalized financial advice, investment management, and retirement planning.

Call (800) 842-2307

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About

TIAA Financial Services in Coral Gables, FL is a local office of TIAA, a trusted financial services provider since 1918. The office offers personalized wealth management services including investment management, retirement income planning, estate and trust services, IRAs, HSAs, 529 plans, and brokerage accounts.

The office operates by appointment only and is staffed by Wealth Management Advisor Atif Sakrani, CFP®. TIAA is known for its fiduciary duty, retirement-first focus, and commitment to educators, healthcare workers, and nonprofit employees.

Trusted by professionals for over 100 years

Retirement-first focus

Fiduciary duty to put your needs first

Holistic legacy planning

Personalized financial roadmap

Services

Wealth Management

Personalized financial guidance grounded in experience and trust, covering investment management, estate strategies, tax planning, and more.

Fiduciary advice Retirement-first focus Holistic approach

Investment Services

Explore investment options designed to help grow and protect your savings.

Retirement-first approach Growth and protection balance

Lifetime Income Planning

Turn your savings into income you can count on for life, achieving market-proof peace of mind.

Market-proof peace of mind Sustainable income stream

Brokerage Accounts

Stay hands-on with your strategy with insights and support to invest with confidence.

Hands-on strategy Expert support

IRA Services

Save smarter with Traditional or Roth IRAs, enjoying tax advantages and flexible contribution options.

Tax advantages Flexible contributions Traditional and Roth options

Trust Services

Plan your legacy with personalized estate strategies to protect your wealth and provide for loved ones.

Legacy planning Personalized estate strategies Wealth protection

Credentials & Certifications

FINRA BrokerCheck

CFP® (Atif Sakrani)

Frequently Asked Questions

Why work with TIAA for wealth management? +

TIAA offers a tailored financial roadmap built around your life, goals, and values, with advice that adapts as your needs evolve. They are trusted by professionals for over 100 years with a retirement-first focus.

What services does TIAA Wealth Management offer? +

TIAA Wealth Management offers personalized financial guidance including investment management, estate strategies, tax planning, and more, grounded in experience and trust as fiduciaries.

Is TIAA a fiduciary? +

Yes, TIAA acts as a fiduciary, prioritizing your interests and focusing on delivering advice that aligns with your life.

How long has TIAA been helping people with retirement? +

Since 1918, TIAA has helped educators, healthcare workers, and nonprofit employees retire with confidence.

What makes TIAA's approach different? +

TIAA takes a holistic approach to financial planning, covering investment management, estate strategies, tax planning, and more, with a focus on long-term vision and responsible investing.

How can I contact the Coral Gables office? +

You can reach the Coral Gables office at (305) 921-6800 or the toll-free number (877) 584-3046. The office is open Mon-Fri 9AM-5PM by appointment only.

What is the address of the Coral Gables TIAA office? +

2525 Ponce de Leon Blvd, Suite 300, Office 29, 3, Coral Gables, FL 33134

What is Atif Sakrani's credential? +

Atif Sakrani is a CFP® (Certified Financial Planner) professional.