Certifications: CFP®
Marcos Segrera is a Wealth Manager & Principal at Evensky & Katz / Foldes Wealth Management and is currently helping individuals, families, and institutions achieve their investment and financial planning goals. He also serves on our firm’s Investment and 401(k) committees. Mr. Segrera belongs to the Miami-Dade County Financial Planning Association (FPA) and works as a volunteer with the Parkinson’s Foundation and Legal Services of Greater Miami. Previously, he served as a board member of the YMCA of South Florida, an organization dedicated to building healthy, confident, and secure children, families, and communities in South Florida.
Mr. Segrera is a Certified Financial Planner™ and received his Bachelor of Science in finance from Florida International University. Prior to joining Evensky & Katz / Foldes Financial in 2018, he worked as a financial planner for more than six years at a multi-family registered investment advisor in Miami, where he was part of the advisory team reviewing and analyzing the personal finances of high-net-worth families, corporate executives, and companies. He was also a member of the firm’s investment committee and planning committee.
Marcos was born and raised in Miami, Florida, and continues to live in Miami with his wife Shaefer and their three children Carlos, Paxton, and Aleny, and their two dogs, Moglie and Oliver.
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.…
As a business owner, you’re no stranger to making crucial decisions every day. But when it comes to your personal finances, particularly your company retirement plan, you could be leaving money on the table if you’re not optimizing your RMD strategy. Running a business can feel like you have to be a jack of all…
We are thrilled to announce the 2024 edition of “Cocktails Under the Stars,” hosted by Evensky & Katz/Foldes Wealth Management. This year, we invite you to join us at the breathtaking Fairchild Tropical Botanical Garden for an exceptional evening of lush ambiance, flavor, and community. Event Details: Date: October 17th 2024 Location: Fairchild Tropical Botanical…
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…