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With 30 years of financial services industry experience, Mauricio enjoys working with people from all walks of life to guide them in preparing and securing their financial future. He is passionate about being a resource for his clients and is a natural educator as he addresses their financial concerns in a collaborative, team-oriented manner. Mauricio focuses on the development and implementation of financial plans and wealth management solutions, as well as protection strategies. He also works with business owners to identify areas of opportunity and help with their business continuation strategies. He holds his Series 6, 7, 63, & 65, securities licenses and earned the Retirement Income Certified Professional (RICP®) designation.
Mauricio has served on several boards of HOAs for IntraWest, Frasers Crossing Founder Pointe, Basecamp, and is actively on the Brooklawn Park Association HOA. He has also served on the boards of various not-for-profit organizations such as Educando, Earthplace, and Fairfield United Soccer Association (FUSA). Mauricio graduated from Hobart College in 1988 with a degree in economics, speaks Portuguese natively, and is also fluent in Spanish. In his free time, he loves to spend time with family, travel, read, hike and ski.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
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