Sergio Mariaca (AIFA, CEPA, CFP®)

Additional Information

Fee-Only Certified Finacial Planner Professional. NAPFA Registered. CEFEX Certified Firm. We are an independent, CEFEX-certified fiduciary dedicated to providing personalized wealth management and comprehensive financial planning to accomplished professionals, entrepreneurs, and retirees. We are highly credentialed and adhere to the industry's highest fiduciary standards. Leveraging best-in-class technology and alliances with local and national advanced-planning experts, we deliver clarity and confidence to our clients. We go beyond traditional investment management and financial planning, serving as comprehensive stewards of our clients' financial well-being. Our integrated approach thoughtfully addresses both financial objectives—such as investment growth, tax efficiency, and risk mitigation—and personal aspirations, including financial education for individuals and heirs, legacy planning, and philanthropic fulfillment. Our job is to expertly manage our clients' financial affairs, allowing them to focus on enjoying and maximizing the impact of their wealth. Our fundamental promise is to provide peace of mind, ensuring that all financial matters are handled with excellence, in alignment with each client's values and long-term aspirations.