Certifications: CIMA®, CFP®
Flavio Landivar joined Evensky & Katz/Foldes Wealth Management in October 2022. As a senior financial advisor, he partners with clients to design comprehensive financial plans tailored to their specific goals and objectives. He holds a bachelor’s degree in economics with a minor in international relations from Florida International University and an MBA from Nova Southeastern University. Flavio has completed the CFP® education program through Bryant University and the CIMA® education program through the Yale School of Management. He holds both the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations, awarded by the CFP Board and the Investments & Wealth Institute, respectively. Flavio is trilingual in Spanish, English, and Portuguese. Previously, Flavio has over 8 years of experience working at various broker-dealers in wealth management, most recently as a senior investment portfolio analyst.
Flavio merges his in-depth knowledge of trading, portfolio analysis and investments to deliver truly holistic financial planning rooted in a long-term approach. In addition, he applies his diverse professional experience and his time living abroad in Ecuador to guide clients through the nuances of both domestic and international markets, helping high-net-worth individuals and millennials address everything from portfolio rebalances and estate planning to generational wealth transfer.
Flavio currently resides in Miami with his wife Erica and their son. Outside of work, Flavio enjoys playing various sports, reading, traveling, and spending time with family and friends.
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