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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 PLANNERTM 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