independent advisor helping families and business owners manage wealth for growth and legacy@ Evensky & Katz / Foldes Wealth Management
Miami, Florida, United States
Marcos A. Segrera, CFP®
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Florida International University
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Tell me more about Marcos A. Segrera, CFP®?
FlashIntel GPTMarcos Segrera is an experienced Wealth Advisor with 13.7 years of work experience in the financial services industry. He is skilled in asset management, retirement planning, investment advisory, and financial planning. Marcos has worked at Loyola Asset Management and Prudential Financial, gaining expertise in portfolio management, wealth management, and asset allocation. He also has experience as a Senior Financial Advisor at Evensky & Katz / Foldes Wealth Management. Marcos is a strong community and social services professional with a Bachelor of Business Administration (BBA) focused in Finance and Financial Management Services from Florida International University.
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Emails and Phone Numbers
About
Experienced Wealth Advisor with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Retirement Planning, Investment Advisory and Financial Planning. Strong community and social services professional with a Bachelor of Business Administration (BBA) focused in Finance and Financial Management Services from Florida International University.
Work Experience
independent advisor helping families and business owners manage wealth for growth and legacy
Senior Financial Advisor
Financial Services
Marcos A. Segrera, CFP®'s Professional Milestones
- Senior Financial Advisor: Providing comprehensive financial guidance, enhancing client's financial stability and maximizing their returns.
- Financial Professional (2010-01-01~2012-03-01): Increasing financial efficiency and optimizing profitability through strategic decision-making and client-driven financial strategies.
Education
Financial Management,
Finance,
Bachelors,
Bachelor Of Business Administration
2006-2010Skill
Finance
Portfolio Management
Wealth Management
Asset Allocation
Strategic Financial Planning
Investment Strategies
Financial Services
Investments
Asset Management
Retirement Planning
Financial Planning
Financial Analysis
Mutual Funds
Series 7
Securities
Investment Advisory
Equities
Fixed Annuities
Insurance
Alternative Investments
Financial Advisory
Uniform Combined State Law
Retirement
Risk Management
Life Insurance
Series 65
Estate Planning
401k
Finra
Investment Management
Account Management
Etfs
Variable Annuities
Variable Products
Fixed Income Analysis
Financial Risk
Fintech
Insurance Planning
College Education Planning
Wealth Management Services
Iras
529 Plans
Certification
Colleagues
Harold Evensky
founder of evensky & katz foldes and retired professor of practice of the texas tech university personal financial planning department
David Evensky
owner evensky & katz
Steve Foldes CFP, JD, CMFC
wealth manager and founder at evensky & katz foldes financial wealth management
Mena Bielow-McAfee
Chief Financial Officer | Chief Compliance Officer Principal
Mena Bielow-McAfee
Chief Financial Officer | Chief Compliance Officer Principal
Other Named Marcos A. Segrera, CFP®
Frequently asked questions
We found 4 Marcos A. Segrera, CFP®'s email addresses
Marcos A. Segrera, CFP®'s social media include: Linkedin,
Marcos A. Segrera, CFP® works for Evensky & Katz / Foldes Wealth Management
Marcos A. Segrera, CFP®'s role in Evensky & Katz / Foldes Wealth Management is independent advisor helping families and business owners manage wealth for growth and legacy
Marcos A. Segrera, CFP® works in the industry of Financial Services
Marcos A. Segrera, CFP®'s colleagues are Harold Evensky,David Evensky,Steve Foldes CFP, JD, CMFC
Marcos A. Segrera, CFP®'s latest job experience is independent advisor helping families and business owners manage wealth for growth and legacy at Evensky & Katz / Foldes Wealth Management
Marcos A. Segrera, CFP®'s latest education in Florida International University
