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Aifa® Sergio Mariaca

Comprehensive Financial Planning & Wealth Management for Individuals, Families & Institutions

Aifa® Sergio Mariaca is an Accredited Investment Fiduciary Analyst Designee and the President and Wealth Manager at Mariaca Wealth Management, LLC, a CEFEX certified firm focusing on High Net Worth Individuals and Retirement Planning.

He excels in providing comprehensive wealth management solutions to affluent clients, helping them in preserving wealth, mitigating taxes, taking care of heirs, protecting assets from unjust claims, and facilitating charitable giving.

With a background in Economics & Business Administration - Financial Management, Aifa® Sergio Mariaca founded Mariaca Wealth Management in 2009 and adopts a consultative approach to deeply understand clients' values and goals, delivering tailored recommendations that extend beyond basic investments.

His clients rely on him to create and implement personalized wealth management plans, make informed decisions in today's complex economic landscape, and offer an unbiased second opinion on financial matters.

Previously, Aifa® Sergio Mariaca held roles such as Branch Manager at LPL Financial, Adjunct Instructor at Palm Beach State College, and Branch Manager at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.

For investment or retirement planning advice, you can contact Aifa® Sergio Mariaca directly at 561-650-8061 or email [email protected].

Aifa® Sergio Mariaca
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Location

Lake Worth, Florida, United States