Mauricio Cortes Resendiz

MBA, CFP®

The Mather Group

Senior Portfolio Analyst

Mauricio Cortes Resendiz

MBA, CFP®

The Mather Group

Senior Portfolio Analyst

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mauricio Cortes Resendiz, MBA, CFP®

615-371-5222

Fee-Only financial planner located in Brentwood, TN, serving clients locally and across the country

Meet Mauricio Cortes Resendiz

As a Senior Portfolio Analyst, Mauricio Cortes Resendiz supports the development and application of portfolio and investment models. He works closely with the trading and advisory teams to coordinate the implementation of our financial planning and portfolio recommendations. Mauricio joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group (EAG), where he had been working since 2018. Prior to EAG and business school, Mauricio was a Portfolio Implementation Associate for Vanguard. During business school at Vanderbilt, he managed an investment portfolio for the Tennessee Valley Authority, the largest public utility provider in the United States, where he was recognized with a portfolio management award for exceeding his goals in generating income for energy cleanup projects. Mauricio holds a Bachelor of Science degree in Economics from Arizona State University’s W.P. Carey School of Business, earned a Master’s in Business Administration with a concentration in Finance from Vanderbilt’s Owen Graduate School of Management, and received a Certificate in ESG (Environmental, Social, and Governance) Investing through the CFA Institute. He is also a CERTIFIED FINANCIAL PLANNERTM professional, a CFA Level II candidate, and a member of the National Association of Personal Financial Advisors (NAPFA) and the CFA Society of Nashville.

Mauricio Cortes Resendiz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

Contact Mauricio Cortes Resendiz

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Office Locations:

  • 105 Continental Pl
    Brentwood, TN 37027

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