Meet Sergio
Sergio is a multifaceted professional who thrives at the intersection of data, math, and human interaction.
As a SmartVestor Pro, college professor, and former US Diplomat, he brings a wealth of knowledge and experience to his work. Serge's passion for numbers and people drives his commitment to helping others achieve financial success and academic excellence. Outside of his professional life, Serge is a dedicated distance athlete and triathlete, embodying the values of discipline and hard work in both his personal and professional endeavors.
His unique blend of skills and experiences makes him a valuable resource for those seeking guidance and inspiration in their financial and academic journeys.
Financial Advisor
What Makes The Difference
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Fee-Only: He is paid only by you, with no hidden fees or commissions.
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Fiduciary: That means that he holds himself to the standard of acting in your best interests. He works solely for you, not for mutual fund companies.
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Independent: Not affiliated with any insurance company, annuity product, bank, or brokerage.
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Convenient: Offers virtual meetings and a digital onboarding process.
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Teaching: With his various skills and knowledge, Sergio understands each individual's situation and will provide his guidance and wisdom in order to ensure your financial success.
Let's Get Started
Fee-Only Financial Planning
Providing financial peace by identifying areas of opportunities in your current financial plan.
Financial Planning designed to fit your personal goals.
Office: 956-630-7231