Mauro has built a practice that focuses on the wealth management needs of individuals and their families. Mauro and his team are supported by Barnum’s Wealth Strategies Division, a group of specialists who consult on a range of areas, including trusts and estates, and complex  issues.

A hallmark of Mauro’s approach has been his commitment to life-long learning, both to empower people to make informed financial decisions with confidence as well as for his own professional development. He has earned the CERTIFIED FINANCIAL PLANNER^TM certification, the recognized standard of excellence for competent and ethical personal financial planning, the Chartered Financial Consultant® designation, whose recipients gain in-depth knowledge of the key financial planning disciplines including insurance, income taxation, retirement planning, investments, and estate planning, as well as the Chartered Life Underwriter® (CLU®) the world’s most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.

CA Insurance Lic# 0D90030

Check the background of this investment professional on FINRA’s BrokerCheck