Certifications: CIMA®, CFP®
Flavio Landivar joined Evensky & Katz/Foldes Wealth Management in October 2022. As a senior financial advisor, he works with clients to develop a financial plan that meets their goals and objectives. A graduate of Florida International University, Flavio holds a bachelor’s degree in economics and a minor in international relations. He also holds an MBA from Nova Southeastern University, as well as his Certified Financial Planner (CFP®) certification from Bryant University, Certified Investment Management Analyst (CIMA®) designation from the Yale School of Management, and Series 7 and 66 securities licenses. 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 his son Enzo. Outside of work, Flavio enjoys playing various sports, reading, traveling, and spending time with family and friends.
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