Sergio Mariaca
CFP®, AIFA®
Mariaca Wealth Management, LLC.
Founder
Sergio Mariaca
CFP®, AIFA®
Mariaca Wealth Management, LLC.
Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sergio Mariaca, CFP®, AIFA®
We specialize in helping you plan & live your ideal retirement. Based in Palm Beach County, FL serving clients locally and across the country.
Sergio Mariaca is a CFP® professional and the Founder of Mariaca Wealth Management, LLC. Mariaca Wealth is based in Palm Beach County Florida and can serve clients regardless of their location providing comprehensive financial planning, retirement planning and investment consulting to help individuals and families organize, grow and protect their assets through life’s transitions. Sergio Mariaca is never paid a commission of any kind (Fee-Only), and has a legal obligation to provide unbiased and trustworthy financial advice.
Sergio Mariaca is a CFP® professional, an Accredited Investment Fiduciary Analyst, and the President of Mariaca Wealth Management, LLC a Florida-based Registered Investment Advisory Firm. As a fee-only, fiduciary, and independent financial advisor, Sergio Mariaca is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Sergio graduated with honors from the University of North Carolina – Asheville, earning a double degree in Economics and Financial Management.
“When I’m not helping clients invest smarter, reduce their taxes, and plan for a great retirement, you can find me doing something fun outdoors with my wife Andrea and our four children, Dean, Mia, Sofia, and Joaquin.”
Sergio believes in giving back to his community and strongly advocates for children, education, and persons with special needs.
Sergio Mariaca 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.
Mariaca Wealth focuses on providing wealth management solutions to successful individuals and families. Together with his staff, Sergio Mariaca helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.
Sergio founded Mariaca Wealth Management, in 2009 and uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.
Successful individuals and families work with Sergio to:
- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
- Make smarter decisions in today’s uncertain political, economic and social environment.
- Obtain an independent second opinion from a financial advisor in their community.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Sergio Mariaca is a NAPFA AssociateThe 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.
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Sergio Mariaca is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Sergio Mariaca is an Accredited Investment Fiduciary Analyst® (AIFA®)Accredited Investment Fiduciary Analyst® (AIFA®) Designation training is considered to be the master’s level coursework to the AIF® Designation. AIFA® Designees are certified to perform fiduciary assessments on internal policies, procedures and workflows to verify or certify an entity's conformity to a "Global Fiduciary Standard of Excellence.” Only AIF® Designees in good standing have the foundational skills needed to qualify for the AIFA® Designation training.
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Mariaca Wealth Management, LLC. has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
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Sergio Mariaca Offers Expert Answers in InvestmentNews: "Simple tool answers ultimate retirement question: Can I afford to retire?"
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Sergio Mariaca Serves on the Board of Directors for the Housing Leadership Council of Palm Beach County
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Sergio Mariaca Serves on the Board of Directors for Nonprofits First
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Sergio Mariaca Serves on the Board of Directors for Suits for Seniors
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Sergio Mariaca is a 2019 Graduate of Leadership Engage
Contact Sergio Mariaca
Office Locations:
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8401 Lake Worth Rd
Suite 226
Lake Worth, FL 33467
