Marcos A. Segrera, CFP®, stands out as a Wealth Manager and Principal at Evensky & Katz/Foldes Wealth Management, with his reputation for blending strategic financial insight with a deep understanding of the behavioral elements of finance. An avid reader and lifelong learner, he continuously expands his knowledge on behavioral finance and economic trends, infusing his work with fresh perspectives that empower clients to make sound, values-aligned financial choices. To him, wealth management is about more than numbers; it’s about understanding the values, motivations, and life goals that define each client’s financial journey. This depth of insight allows him to craft strategies that genuinely align with his clients’ lives, providing a level of support that fosters both financial success and personal fulfillment. 

Marcos’ academic and professional journey has equipped him with a solid foundation and industry-leading expertise. Holding a Bachelor’s in Finance from Florida International University and the prestigious Certified Financial Planner™ designation, he spent over six years with a multi-family registered investment advisor in Miami before joining Evensky & Katz/Foldes in 2018. Today, Marcos is a trusted figure on the firm’s Investment and 401(k) committees, where he applies his sharp business acumen to develop solutions that resonate across sectors, particularly among entrepreneurs and legal professionals. His analytical expertise and broad grasp of economic dynamics bring clarity to complex financial landscapes, supporting clients with perspectives that reach beyond market fluctuations to the heart of long-term financial security. 

True to his belief that financial empowerment is a force for good, Marcos is active in his community, lending his time to Legal Services of Greater Miami, the Parkinson’s Foundation and Belen Jesuit Preparatory School. He explains, “Behavioral finance teaches us that people thrive when they feel secure.” At home, he shares this ethos with his children, passing along daily motivational quotes that reflect his commitment to personal growth, resilience, and curiosity—principles he embraces both at work and with his family. A Miami native, Marcos enjoys an active lifestyle—spending time in the sun with his wife, Shaefer, and their three children Carlos, Paxton, and Aleny, and their two dogs, Moglie and Oliver.