As an expert in insurance and investment planning, Mario has helped over 300 families during his over 25 years in the business. His client base includes several families representing generations of confidence in his abilities.
Mario holds the designation of CLU (Chartered Life Underwriter) making him a Financial Advisor with advanced knowledge in Life & Health Insurance, Employee Benefits, Wealth Accumulation, Retirement Planning, and Wealth Preservation.
Mario generally works with men and women over 45 who are established in their career and are looking toward retirement and estate planning. He is able to provide clear advice to those in this middle phase, whether they are single, in a relationship, with and without children. He considers each situation uniquely to give the best recommendations for the future in investments and insurance needs.
When Mario is not working, you can find him at his house in Florida with his wife Louise or by his pool at home in the city, probably making himself a drink at the tiki-bar.