Certifications: CFP®
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.
In Episode 62, we dive into the state of the bull market, lessons from the S&P’s highs, and what Wall Street expects for 2024. We also explore the role of innovation, AI, and cautious optimism in shaping future investments. Tune in for practical insights and bold predictions. Charts from this episode are available for download…
In Episode 61 of Talk Your Chart, Brett and Marcos explore the latest on the Dogs of the Dow, Utilities’ surprising rise, and Constellation Energy’s nuclear power dominance. Dive into the current bull market, Fed rate cuts, inflation signals, and why recession indicators remain weak.
In Episode 60 of Talk Your Chart, Brett and Marcos dive into the economics of price gouging, the role of monopolies, and whether price caps could be the answer to rising costs. They also explore recent nonfarm job data, capex spending by the Magnificent 7, and recovering consumer sentiment. Join the conversation on what’s shaping…
Episode 59 of Talk Your Chart takes you on a deep dive into the financial world’s current hot topics. Brett and Marcos discuss the market’s reaction to job numbers, the implications of the Sahm Rule, and the gradual changes in unemployment rates. Explore the outlook on growth stocks, bond funds outperforming benchmarks, and the international…
Behavioral psychology has a huge impact on the average investor, often leading to moves that derail a solid, long-term financial plan. Cognitive biases like overconfidence and anchoring can make investors jump the gun based on half-baked info. Emotions like fear and greed can drive impulsive market reactions, causing panic-selling during downturns and overbuying during rallies.…
Event Details: Date: October 17th 2024 Location: Fairchild Tropical Botanical Garden Address: 10901 Old Cutler Road, Miami Florida 33156 Time: 6:30 pm Want to stay up to date on our events?
This exclusive event brought together over 100 esteemed professionals and philanthropists for an evening dedicated to supporting a vital cause, hosted at Fiola’s La Terraza in Coral Gables. Date: Wednesday, October 11th 2023 Location: Fiola’s La Terraza Address: 1500 San Ignacio Ave, Coral Gables, FL 33146 Time: 6:00 pm View more photos at: www.legalservicesmiami.org/event-photos/cocktails-under-the-stars. Continuing…