After years of working at a major investment firm, Mario founded Laguna Pointe Wealth Advisors in order to provide clients a high level of personal service and independent investment advice.
Mario graduated with a Bachelor Degree with a Major in Finance from the University of Florida. Being one of only 20 recipients, Mario received the opportunity to move to New York City to work on Wall Street with Lehman Brothers. There he specialized in foreign exchange derivatives for two and half years. In his pursuit to continue to build his knowledge Mario joined Lehman’s Hedge Fund Prime Services group. There he held relationships with principals and executives of hedge funds while providing them with leverage finance and stock lending solutions. In 2008 Mario was selected to move to London to rollout prime services capabilities to international hedge fund clients. After 3 months on assignment during the financial crisis Lehman Brothers New York was bought by Barclays Capital.
Mario moved back to New York and joined Barclays Capital working in the Hedge Fund Group. Missing the strong support of his family, Mario decided to leave New York and seek employment in New Orleans. In 2009 Mario joined JPMorgan Private Bank as a Global Investment Specialist. There he helped high net worth clients ($5mm+) to preserve and grow their wealth.
Mario specializes in helping clients at all wealth spectrums. His main objective is to provide ethical financial advice to help clients achieve their personal financial goals. He believes there is no greater success than helping clients’ have a secure financial future.
Mario moved to California with his wife in 2012 and currently resides in Laguna Hills. They have three beautiful rambunctious children and one Shih-Tzu named Oreo.